Matthew Corthell is a CFA® charterholder with nine years of industry experience. He has worked at Procyon Advisors, LLC since 2025 and previously operated Wooster Corthell Wealth Management, Inc. for 12 years. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a broad mix of clients, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in assets using both discretionary and non-discretionary strategies that combine internal portfolio construction, access to independent managers, and AI-based decision support.

Michael Blank is a Series 66-licensed financial advisor with B. Riley Wealth Advisors, Inc., based in Fairfield, CT. He has 12 years of industry experience, including prior roles at Stratos Wealth Advisors, RSM US Wealth Management, and Kestra Private Wealth Services. Since 2022, he has operated an investment-related advisory business under the name LandingPoint Advisors. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and financial planning services, managing approximately $4.21 billion in assets through a team of about 173 advisors.

Salim Boutagy is a CFP® professional at Moneco Advisors with 17 years of industry experience. He has held roles at firms including Gratus Capital, Congress Wealth Management, Wells Fargo Clearing, and Morgan Stanley. Boutagy serves as President and Executive Board Member of the Financial Planning Association of Connecticut. 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 tailored investment programs that combine fundamental, technical, and cyclical analysis, utilizing a broad range of investment instruments and third-party platforms.

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 financial advisor with Moneco Advisors in Fairfield, CT. He holds the ChFC® designation and has nine years of industry experience. Prior to joining Moneco Advisors in 2026, he worked for Complete Financial Planning, Inc. for 39 years. He is also the owner of a small insurance business offering life, health, disability, and fixed annuity policies. 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 using a variety of instruments and emphasizes tailored portfolio management combined with ongoing monitoring and tax-aware strategies.

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 at Moors & Cabot, Inc. in Westport, CT, holding a Series 66 designation with 13 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2019 before joining Moors & Cabot in 2019. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and consulting. The firm offers tailored portfolio strategies using asset allocation, fundamental and technical analysis, and quantitative techniques, and provides services on both discretionary and non-discretionary terms.

Matthew Mascera is a financial advisor at World Equity Group, Inc. with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Osprey Funds, LLC, REX Shares, and Seacliff Capital, LLC. In addition to his advisory role, he is a licensed insurance agent selling life and health insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, institutions, and business entities, offering managed portfolios through wrap-fee programs that combine discretionary portfolio management and financial planning with access to third-party money managers.

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 at Moneco Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked at Moneco Advisors since 2014. His prior experience includes roles at LPL Financial and extended tenures at United Healthcare Medical Solutions and ACSIA Partners, where he is also involved as an insurance agent. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of asset classes.

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.

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.

Eric Passeri is a financial advisor at Coastal Bridge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TrinityPoint Wealth, LLC and Beirne Wealth Consulting Services, 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 and constructs diversified portfolios utilizing various asset classes, including equities, fixed income, and alternative investments.

Eric Hahn is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He has worked at Moneco Advisors since 2026, following prior roles at Invst, LLC and Ns Capital, LLC. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that incorporate fundamental, technical, and cyclical analysis across a broad range of securities. The firm also serves retirement plan sponsors and employs tax-aware strategies and multiple custodial platforms.

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.