Matthew Winthrop is a financial advisor with Aegis Capital Corp. in Easton, CT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors and RBC Capital Markets LLC. Outside of his advisory work, he serves as the Musical Director for the CT Grateful Dead All Stars, a local music group. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and emphasizes personalized client engagement through semi-annual portfolio reviews.

David Stewart is a financial advisor at Vanderbilt Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services and Vanderbilt Securities since 2020, following prior roles at Investment Advisors Asset Management and Royal Alliance Associates. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services alongside a formal integration with retirement-plan and benefits firms.

Todd Schroeder is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Moneco Advisors and has previously worked at LPL Financial, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm employs a range of investment strategies across various asset classes, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisors.

Mary Orena is a financial advisor at Coastal Bridge Advisors with a Series 65 designation. She joined the firm in 2024 and has prior experience with UBS - Hilton Group. Outside of her advisory work, she has been involved with Salve Regina University and operated Saloon Grille. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, and qualified retirement plans. The firm utilizes a goal-based, fundamental analysis approach and offers diversified portfolio construction across various asset classes, leveraging external managers and specialized advisory services.

Thomas Ulrich is a financial advisor at Sprott Asset Management USA Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has served in general counsel, chief compliance officer, and corporate secretary roles at both Sprott and Resource Capital Investment Corporation. Ulrich is also president and chief compliance officer for several investment funds affiliated with Sprott. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, specializing in resource- and metals-focused strategies. The firm employs a bottom-up, value-oriented approach combined with top-down asset allocation and manages both actively managed and index-based ETFs, including a physical-commodities fund.

Francis Mc Kenna is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chilton Trust Company for twelve years. In addition to his advisory role, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Arthur Kelleher is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Moneco Advisors since 2017. He has also been affiliated with LPL Financial LLC since 2004. Outside of his advisory work, Kelleher is involved in family businesses providing tax preparation, accounting, and payroll services. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs, employing a range of investment strategies tailored to client goals and risk tolerances.

Anthony Bevilaqua is an investment advisor at Sprott Asset Management USA Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sprott Asset Management USA since 2020, also working with Sprott Global Resource Investments Ltd. since 2013. Bevilaqua is involved with Miles Franklin Ltd., a precious metals dealer, providing a supplemental offering to Sprott Global's clients. Sprott Asset Management USA offers investment management services to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, specializing in precious metals and natural resources through both discretionary and non-discretionary strategies. The firm employs a combination of bottom-up fundamental analysis and top-down asset allocation, managing a range of registered funds, ETFs, and private limited-partnership funds.

Michael Blank is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2019, he worked at Stratos Wealth Advisors, LLC and RSM US Wealth Management LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Ryan Mcintyre is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Sprott Asset Management USA Inc. He previously worked at Maverix Metals Inc. and Tocqueville Asset Management LP. Mcintyre is also the proprietor of an LLC that engages in personal trading of physical metals. Sprott Asset Management USA provides investment management services to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, with a focus on precious metals and natural resources. The firm employs a combination of bottom-up fundamental analysis and cyclical/value-oriented strategies, alongside top-down asset allocation, and manages both registered investment companies and pooled commodity vehicles.

John Barker is a financial advisor with Sprott Asset Management USA Inc. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. His prior roles include positions at Sprott Global Resource Investments, Ltd. since 2016. Outside of his advisory duties, Barker is involved in several activities such as whiskey investment brokerage, facilitating room rentals through Airbnb, blogging on economic topics, and managing a blueberry farm in Portugal. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, family offices, institutions, and pooled investment vehicles. The firm focuses on resource- and metals-centered investment strategies using bottom-up fundamental analysis and offers both actively managed and index-based ETFs, including portfolios with direct exposure to physical commodities.

Salim Boutagy is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Moneco Advisors since 2023. His prior experience includes roles at Gratus Capital, Congress Wealth Management, and Wells Fargo Advisors. He has also held leadership positions in the Financial Planning Association of Connecticut as President and Executive Board Member. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering portfolio management, retirement plan consulting, and access to a broad range of investment products through multiple custodial platforms. The firm employs tailored investment programs that integrate fundamental, technical, and cyclical analysis with ongoing monitoring and rebalancing.

Francis Capella is a financial advisor at Wedbush Securities Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wedbush Securities since 2007. Capella also serves as Vice President of Skyarch Capital Advisors, LLC, an investment-related business. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and provides clearing and prime services.

Peter Barcia is a CFA® charterholder with 23 years of industry experience. He has been with Belpointe Asset Management LLC since 2009. Barcia also held a role at Belpointe Insurance, LLC from 2009 to 2022. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and plan consulting, employing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

Timothy Edmond is a financial advisor with Bolton Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Dow Family Office Advisory, LLC since 2026. In addition to his advisory role, he conducts fixed insurance sales in life, health, and long-term care. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a mix of internal management, unaffiliated managers, and third-party programs, focusing on a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.

Keith Kolinsky is a CFP® and ChFC® affiliated with Moneco Advisors, with nine years of industry experience. Prior to joining Moneco Advisors in 2026, he spent 39 years at Complete Financial Planning, Inc. He is also the owner of a life, health, disability, and fixed annuity insurance sales business, which he operates on a limited basis. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that utilize fundamental, technical, and cyclical analysis across a diverse range of portfolio instruments.

Stanley Crouch is a financial advisor at Aegis Capital Corp. with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Aegis Capital Corp. since 2011. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services for its clients.

Michael Feriola is a Series 65-licensed advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He has been associated with Ferstavi Holdings Corporation since 2013. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, implementing client strategies through third-party sub-advisers and model portfolios on either a discretionary or non-discretionary basis.

Paul Giacalone is a financial advisor with Moors & Cabot, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Moors & Cabot in 2019, he worked at UBS Financial Services from 2013 to 2019. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Matthew Mascera is a financial advisor with World Equity Group, Inc. He holds Series 66 and Series 63 designations and has 20 years of industry experience. His prior work includes roles at Osprey Funds, LLC, REX Shares, and Seacliff Capital, LLC. In addition to advisory services, he is licensed as an insurance agent for life and health insurance products. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and business entities. The firm utilizes a risk-tolerance questionnaire to guide asset allocation and provides managed portfolios through discretionary management and third-party money managers.