Michael Aloi is a CFP® professional with 27 years of industry experience, currently advising at Summit Financial, LLC since 2018. He has prior experience with Purshe Kaplan Sterling Investments and Summit Financial Resources, where he worked for nearly two decades. Aloi contributes as a writer for Kiplinger's Financial Magazine and provides CPA continuing education seminars. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management and 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to serve approximately 17,800 clients.

John Hannigan is a CFP® with 30 years of industry experience, currently serving as an advisor at Principle Wealth Partners, LLC since 2017. His prior experience includes roles at Essex Financial and Strategic Advisers, as well as Fidelity Brokerage Services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios of mutual funds, ETFs, individual equities, and other asset classes.

Christopher Foster is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Procyon since 2017 and previously at UBS Financial Services from 2009 to 2017. Foster is involved in managing several affiliated businesses, including insurance and tax referral services, where he holds ownership and leadership roles. Procyon serves a diverse client base including individual and high-net-worth households, families, trusts, businesses, and institutional investors. The firm’s investment approach is primarily long-term and fundamental, utilizing both discretionary and non-discretionary mandates across various asset classes, and is noted for its work with pooled investment vehicles, model portfolio signals for other advisors, and institutional retirement-plan advisory services.

Megan Helbig is a financial advisor at DayMark Wealth Partners, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a notary public in Westport, CT. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets through a team of 19 advisors. The firm offers comprehensive portfolio management and financial planning, utilizing a variety of investment strategies and products, and is involved in both insurance distribution and private fund management.

Matthew Levens is a financial advisor at RMR Wealth Builders, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Calton & Associates, Inc. from 2015 to 2023. Outside of his advisory role, he serves as a board member for After School Rocks, a music instruction organization. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement consulting, annuity services, and digital-asset management, with a distinctive approach that includes insurance product sales and specialized service lines such as FDIC-sweep deposit programs and digital-asset custody through Fidelity Digital Assets.

Carlos Garcia is a financial advisor with Kovack Advisors, Inc. in Westport, CT, holding Series 63 and Series 65 licenses with 26 years of industry experience. His career includes roles at MSI Financial Services, Inc. and First Montauk Securities Corp. Among his other business activities, he spends time as a sales agent for fixed index annuities, life insurance, and group health benefits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing an Envestnet-supported workflow and a mix of internally created models and third-party managers to manage portfolios across multiple custodians.

Samuel Sullivan is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. He previously worked at WPP, Cogent World, Wasserman, and Strategic Agency. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

Thomas Yao is a financial advisor at Moneco Advisors with two years of industry experience. He holds the Series 65 designation and previously worked at Hightower Advisors, DS Advisors, and Goudy Park Capital. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors. The firm offers customized investment programs that incorporate fundamental, technical, and cyclical analysis across a diverse range of securities and uses multiple custodial platforms and tax-aware strategies.

Charles Simmonds is a financial advisor at Robertson Stephens with one year of industry experience. He holds a Series 66 designation and has worked previously at Third Bridge US Inc and Rockefeller Financial LLC. Outside of his advisory role, he has been involved in a business operating under the name L&J MarketPlace Inc. DBA Fish Market. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

Daniel Baron is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets across a team of 19 advisors. The firm offers comprehensive portfolio and financial planning services, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and incorporates both in-house and third-party managers in its investment approach.

Dylan Raver is a Series 65-licensed financial advisor at Moneco Advisors with less than one year of industry experience. Prior to joining Moneco, he held various roles including positions at Orange Ale House and All Habitat. His background also includes work related to Bryant University and recreational services. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with approximately $1.9 billion in assets under management. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, using a variety of investment strategies tailored to client goals and risk tolerances.

Amanda Castellano is a financial advisor at Moors & Cabot, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at Sanford C. Bernstein & Co., Bank of America, Merrill, and was self-employed early in her career. Outside of her advisory role, she serves on the board and finance committee of the nonprofit Homes with Hope and mentors students at the UConn School of Business. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a variety of analytical methods and strategies, and draws on third-party and affiliated sub-advisors to support its approach.

David Rookasin is a financial advisor with Infinity Financial Services Advisory in Fairfield, CT, holding a Series 66 designation and 16 years of industry experience. He has worked at Infinity Financial Services since 2019, following prior roles at Wells Fargo Clearing Services and UBS Financial Services. Outside of his advisory work, he is involved with Checkmate, a software licensing business, and Young for Life, a health and wellness information activity. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes technical, fundamental, and quantitative analysis, alongside portfolio management, financial planning, and pension consulting.

Phil Fiore Jr. is a financial advisor at Procyon with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services, Merrill, Wells Fargo Clearing, and Prudential Equity Group. He is involved in multiple insurance-related business activities, including roles with Procyon Benefits, Procyon Tax, and Procyon Risk. Procyon serves a diverse client base that includes individuals, high-net-worth households, trusts, businesses, and institutional investors. The firm’s investment process emphasizes long-term, fundamental analysis and incorporates both discretionary and non-discretionary portfolio management, as well as the use of third-party platforms and AI tools alongside human oversight.

James Jeffery is a CFA® charterholder with 12 years of industry experience. He has been with Procyon since 2019, previously working at Solaris Group and operating his own advisory firm, Jeffery Asset Management LLC. James holds Series 63 and Series 65 licenses. Procyon serves a diverse client base including high-net-worth households, businesses, institutional investors, and retirement plans. The firm follows a long-term, fundamental analysis investment approach, managing assets primarily on a non-discretionary basis and offering services ranging from financial planning to model-portfolio signals for other advisors.

Dana Preis is a financial advisor with Moneco Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience and has been with Moneco Advisors since 2014, in addition to a long tenure at LPL Financial. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm employs a range of investment strategies tailored to client goals and risk tolerances, utilizing multiple custodial platforms and various investment vehicles.

David Plouffe is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Moneco Advisors since 2023 and previously held positions at Barnum Financial Group, Intelisearch, Inc., and in the restaurant industry. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that combine fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and rebalancing. The firm manages a diverse range of investment instruments and operates a multi-team structure with approximately 49 advisors.

Steven Katz is a financial advisor at Moneco Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 1998. Outside of advisory work, he is involved with Blue Chip Financial, LLC, which handles investments as well as life and disability insurance. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management and a range of investment options across multiple custodial platforms.

Amber Kendrick is a financial advisor at Procyon with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several firms, including Connecticut Investors Group and Commonwealth Financial Network. Kendrick is a member of the Retirement Advisory Council, which advocates for qualified plan and participant retirement outcomes through collaboration among retirement plan advisors and service providers. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm provides comprehensive investment management and advisory services with a long-term, fundamental analysis approach, managing a majority of assets on a non-discretionary basis and supporting both discretionary and non-discretionary mandates.

Jared Weber is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with RMR Wealth Builders, Inc. since 2018. His prior experience includes roles at Calton & Associates, MML Investors Services, and Guardian Life. Outside his advisory work, he is also licensed as an insurance agent, selling life, disability, long-term care, and property and casualty insurance products. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion across 53 advisors. The firm serves individuals, retirement plans, and institutional clients with portfolio management, financial planning, fiduciary services, sub-advisory roles, and offers specialized advisory solutions including annuity and digital asset management.