Colleen Galushko is a financial advisor with Moneco Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Moneco Advisors since 2019 and has over two decades of experience with LPL Financial. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors, serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, equities, fixed income, and alternative products.

David Katz is a financial advisor with Moneco Advisors and holds a Series 65 designation. He has 12 years of industry experience and has worked concurrently at several firms, including LPL Financial and ACSIA Partners. Outside of investment advisory, he is active as an insurance broker and agent with ACSIA Partners and UnitedHealthcare Medical Solutions. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets, primarily serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to various sponsored advisory programs, employing a range of investment strategies tailored to client goals and risk tolerances.

Julina Ogilvie is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Principle Wealth since 2020, following nine years at JPMorgan Asset Management. Ogilvie serves as second vice president and board member of the Westport Woman's Club, a philanthropic organization focused on charitable, educational, cultural, and public health 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 emphasizes a long-term, fundamentals-driven investment process combined with ongoing portfolio management and standalone planning engagements.

Christian Vom Dorp is a financial advisor at Sprott Asset Management USA Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sprott Asset Management USA since 2016, also working with Sprott Global Resource Investments since 2009. Outside of his advisory role, he acts as an independent dealer of bullion through Miles Franklin Ltd. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles. The firm focuses on precious metals and natural resources with a bottom-up fundamental analysis and cyclical/value investment approach, managing a range of accounts including separately managed accounts, registered funds, ETFs, and private limited-partnership funds.

Gregory Flynn is a financial advisor with Moneco Advisors, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Moneco Advisors since 2019 and also maintains a longstanding affiliation with LPL Financial since 2004. In addition to his advisory work, Flynn is involved as a writing agent for non-variable insurance through GBS Insurance and Financial Services and Moneco Insurance LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets, primarily serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, employing a mix of fundamental, technical, and cyclical analysis to tailor portfolios using diverse investment strategies.

Michael White is a Series 65-credentialed financial advisor at Coastal Bridge Advisors with one year of industry experience. Prior to joining Coastal Bridge Advisors, he held roles at Stony Creek Brewery and taught at Fairfield University. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans through financial planning, consulting, and wealth management. The firm employs a goal-based, fundamental analysis approach to build diversified portfolios and offers specialized advisory and retirement plan consulting services.

Walter Pachniuk is a CFP® professional with 40 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2008. He is also affiliated with Advisers Trust, LLC, where he is an owner and provides wealth management and insurance services. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering financial planning, investment advice, discretionary portfolio management, and group seminars with a long-term investment outlook.

James Pratt Heaney is a financial advisor at Coastal Bridge Advisors with 28 years of industry experience. He has been with Coastal Bridge Advisors since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner at Partner Wealth Management, a registered investment advisory management company. 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 and constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and alternative investments while utilizing external managers and scenario analysis tools.

Jason Hyde is a financial advisor at Moneco Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneco Advisors and LPL Financial since 2015. Outside of his advisory work, Hyde is an author and speaker on self-improvement topics, receiving royalties for his book sales and related speaking engagements. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm provides 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.

Timothy Haas is a financial advisor at Prosperity Capital Advisors with 22 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Prosperity Capital Advisors, Mr. Haas worked at LifePro Asset Management, Integrated Wealth Concepts, LPL Financial, and National Planning Corporation. Outside of his advisory role, he manages multiple insurance agencies and offers tax preparation services. Prosperity Capital Advisors is a multi-team SEC-registered firm that provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision using well-known providers and third-party sub-advisors.

Lisa Cassidy is a financial advisor at CW Advisors, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Congress Wealth Management, First Republic Securities, Watermark Securities, Brenton Point Wealth Advisors, and Fidelity Brokerage Services. CW Advisors serves a diverse client base, including individuals, families, trusts, charitable organizations, pension plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party managers and internally managed risk strategies.

Robert Waldie is a CFA® charterholder and holds a Series 63 license, with seven years of industry experience. He is currently with Sprott Asset Management USA Inc., where he has worked since 2018. His prior experience includes roles at SCP Real Assets, SCP Resource Finance, Sprott Global Resource Investments Ltd, Sprott Capital Partners, and Mackie Research Capital. Sprott Asset Management USA provides investment management services to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles. The firm focuses on precious metals and natural resources through a combination of bottom-up fundamental analysis and top-down asset allocation, managing both registered investment companies and pooled commodity vehicles.

Matthew Keys is a financial advisor at Moneco Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Righthand Capital LLC, M3 Wealth Advisors LLC, Ameriprise Financial Services LLC, and O2 Safe Solutions. Prior to his advisory career, he spent six years at Amity Regional Middle School & High School and four years at Bentley University. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors and approximately $1.9 billion in regulatory assets under management. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers.

Lila Sullivan is a Series 65-licensed financial advisor with Moneco Advisors in Fairfield, CT, with one year of experience in the industry. Prior to joining Moneco Advisors, she worked at Janney Montgomery Scott and the Law Offices of Paul K. Sullivan. Outside of finance, her background includes experience at Fairfield University and The Country School. 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.

Kevin Burns is a financial advisor at Coastal Bridge Advisors with 26 years of industry experience. He has been with the firm since 2009. Burns holds Series 63 and Series 65 licenses and serves as a partner in CBA MGMT CO., LLC, as well as a member and executive officer of Manifest Growth Fund GP, LLC. 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 build diversified portfolios across multiple asset classes and offers specialized advisory services including retirement plan consulting and ERISA compliance.

Vincent Mallon is a financial advisor at IP Financial Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Innovation Partners LLC, American Portfolios Financial Services, Inc., Equity Services, Inc., and National Life. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management, applying a variety of analytical approaches and providing specialized advisory services including actuarial and benefits consulting.

Eric Rabaskas is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Vanderbilt Advisory Services since 2021 and previously held roles at Westport Capital Markets LLC and Source Capital Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental, technical, and charting analysis within a strategic asset allocation framework, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Vincent Perna is a financial advisor at Belpointe Asset Management LLC with nine years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2016. In addition to his advisory role, he is an insurance producer with Belpointe Insurance, LLC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and co-advisory services, utilizing a range of strategies tailored to client objectives and risk tolerance.

Ryan Vogel is a financial advisor at Coastal Bridge Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Brown Brothers Harriman. Outside of his advisory roles, he has experience in the hospitality sector through his time at Vine Wine Room. 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.

Michael Alexander Ufkes is a financial advisor at United Capital Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for nine years before joining United Capital in 2025. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of customized investment solutions and operates a technology platform, FinLife Partners, that supports other independent advisors.