David Russo is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Mutual of Omaha Investor Services since 2019 and has worked with Mutual of Omaha since 2014. Russo is also licensed as an insurance agent, offering a range of insurance products including life, accident and health, property, casualty, credit, personal lines, travel, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and employs Pershing as the qualified custodian and introducing broker-dealer for many managed accounts.

Bevin Nealon is a CFP® with 28 years of industry experience and is currently a financial advisor at Procyon. His prior roles include positions at Merrill for 16 years and Wells Fargo Advisors and Clearing for 8 years. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and certain government clients. The firm manages approximately $9.2 billion in assets, primarily through non-discretionary management using mutual funds, ETFs, individual equities, and fixed income guided by fundamental analysis.

Steve Todoruk is a financial advisor with Sprott Asset Management USA Inc. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience. Prior to his current role at Sprott Asset Management USA since 2019, he has worked with Sprott Global Resource Investments Ltd. since 2003. He also refers clients to a physical precious metals sales business under a referral agreement. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on natural-resource and precious-metals businesses. The firm employs a bottom-up, value-oriented fundamental analysis complemented by top-down asset allocation and offers a range of tailored portfolios including actively managed and index-based ETFs.

Eric Angeli is a financial advisor with Sprott Asset Management USA Inc., holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Sprott Asset Management USA since 2016 and is also affiliated with Sprott Global Resource Investments and Resource Capital Investment Corporation. Outside of his advisory role, he acts as a gold dealer referral, connecting clients with physical metals dealers. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, focusing on precious metals and natural resources through a combination of bottom-up fundamental analysis and cyclical/value investment approaches.

Sergio Lujan is a financial advisor at Sprott Asset Management USA Inc. with eight years of industry experience. He holds a Series 66 designation and has worked with Sprott Asset Management entities since 2016. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on resource- and metals-oriented strategies. The firm employs a bottom-up, value-oriented fundamental analysis complemented by top-down asset allocation, offering both actively managed and index-based ETF solutions.

Joseph Romano is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Coastal Bridge Advisors in 2025, he worked at TrinityPoint Wealth and Merrill. Romano is also a general partner at Eight Street Consulting Group, a fundraising and political consulting firm. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios across various asset classes and utilizes external managers and scenario analysis to tailor strategies to client objectives.

Katharine Coppola is a financial advisor with First Advisors National, LLC in Milford, CT, holding a Series 66 designation and 13 years of industry experience. She has worked at Noble Insurance Marketing since 2016 and Jefferson National Securities since 2010. In addition to her advisory role, she is a licensed insurance agent involved in insurance and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm focuses on selecting and monitoring third-party money managers and uses fundamental analysis for supplemental individual security recommendations.

Lynn O'Shea is a financial advisor at Clinton Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and has been with Clinton Investment Management since 2021. Prior to this, she worked at Foley Carrier Services LLC and attended Fairfield University. Clinton Investment Management specializes in discretionary municipal fixed-income portfolio management for individuals, family offices, financial advisers, and registered investment companies. The firm focuses on maximizing after-tax total return through research-based strategies and offers services including sub-advisory relationships and state-specific portfolio options.

Thomas Leffel is a financial advisor at Procyon with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Block Island Trading, Academy Securities, and Odawa Partners. Procyon provides investment management, financial planning, and institutional consulting services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, offering primarily non-discretionary portfolio management using mutual funds, ETFs, equities, and fixed income, supported by fundamental analysis and AI tools.

Thomas Gahan is a financial advisor at Procyon with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Procyon Advisors, Procyon Institutional Partners, and UBS Financial Services. In addition to his advisory role, he is involved in several related business activities including partnerships in benefits, risk, and tax entities within the Procyon network. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets, offering both discretionary and primarily non-discretionary portfolio management using mutual funds, ETFs, equities, and fixed income, supported by AI tools and access to independent managers and model portfolios.

Francis Queally Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Stamford, CT. He holds the ChFC® designation and Series 63 license, with 44 years of industry experience. He has been associated with M HOLDINGS and his own firm, Queally Group Inc., since 2001. Outside of his advisory role, he serves as an executive and treasurer for the Bristow Mews Association, a homeowners association, managing business operations including landscaping and bill payments. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Nicholas Zaccour is a financial advisor at Coastal Bridge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Llbh Private Wealth Management and Snowden Lane Partners. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

Michelle De Filippo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Moneco Advisors. Her prior experience includes roles at Cetera Investment Advisers, Cetera Wealth Services, and LPL Financial. Outside of her advisory work, she is a co-owner of Meliora Journals, a web-based business focused on product design and management. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized portfolios that incorporate a wide range of investment instruments and employ fundamental, technical, and cyclical analysis. The firm operates as a multi-team organization with access to various custodial platforms and additional affiliated services.

Joanne Gautrau is a financial advisor at Merit Financial Advisors with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 23 years. Her recent roles include positions at Essex Financial Services Inc., LPL Financial, and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and committee.

Thomas Hofstetter is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for the Museum of Contemporary Art of Westport and is a member of the investment committee at Hartford Seminary. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, providing asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a diversified investment approach that includes in-house model management, third-party managers, and digital asset advisory.

Christopher Elias is a financial advisor with Capital Analysts in Darien, CT, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes six years at Lincoln Investment and one year at Bankers Life, with a prior 21-year tenure at Factset Data Systems, Inc. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, offering portfolio management and retirement-plan advice through a network of independent advisors and in-house investment management.

Geoffrey Garfield is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at American Leak Detection, Succession Matching, and Altium Wealth Management LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, and uses both third-party managers and internally managed model portfolios.

Gerard Gruber is a CFP® with 24 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2006. He has also worked at Hayden Wealth Management and operates a branch location under the name Harbor West. In addition to his advisory role, he is an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies combined with continuous account monitoring and discretionary trading authority.

David Tuttle is a CFA® charterholder with 25 years of industry experience. He has been with Crestwood Advisors since 2019 and previously worked at MacGuire, Cheswick & Tuttle Investment Counsel LLC for ten years. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with bottom-up fundamental security selection and offers a digital investment program called Pathfinder, which utilizes automated ETF-based portfolios with periodic advisor engagement.

Curtis Irby is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Procyon. His prior roles include positions at Mass Mutual Investors Services, Barnum Financial Group, and People's Securities, Inc. Outside of his advisory work, he serves as Board Chairman for the Greater Bridgeport Area Prevention Program. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets and combines internal portfolio construction with access to independent managers and AI-supported research.