Dana Mascalo is a CFP® with 20 years of industry experience and currently serves as a Senior Wealth Advisor and CEO/Partner at CBA Management Co., LLC. She has worked at Coastal Bridge Advisors since 2025, following seven years at TrinityPoint Wealth, LLC, and ten years at Purshe Kaplan Sterling Investments. Coastal Bridge Advisors offers financial planning 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 a range of investment vehicles, while providing access to specialized advisory services and lending solutions through affiliated entities and third parties.

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.

David Boczar is a CFP® and CFA® with 23 years of experience in financial advisory roles. He is currently with Bay Colony Advisors and has previously worked at VestGen Advisors, Emerald Wealth Advisors, Westport Resources Management, and MSI Financial Services. Outside of financial advising, he serves on the board and as treasurer of the Easton Exchange Club charitable foundation and volunteers as treasurer for the Easton CT Boy Scouts and Easton CT Senior Center. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management services. The firm combines fundamental investment analysis with model portfolios and third-party sub-advisers, and offers family office and concierge services alongside institutional retirement fiduciary solutions.

Louis Gloria is a financial advisor with Procyon, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at UBS Financial Services, Merrill, and Morgan Stanley, among others. Outside of advisory work, he serves as managing director and owner of Procyon Risk, an insurance agency overseeing client engagement and producer management. Procyon provides investment management, financial planning, retirement-plan advisory, and consulting services to a diverse client base, including individuals, institutions, and government entities. The firm manages approximately $9.2 billion in assets, focusing on a combination of internal portfolio construction and access to external managers, and distinguishes itself by advising private funds and managing pooled investment vehicles.

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.

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.

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 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.

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 at Sprott Asset Management USA Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sprott Global Resource Investments Ltd. and A.G.P. / Alliance Global Partners. Outside his advisory role, Barker is involved in several ventures including brokering gold leases and bullion sales, blogging on economic topics, facilitating wine and whiskey investment opportunities, and managing a blueberry farm in Portugal. Sprott Asset Management USA, Inc. provides investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on natural-resource and precious-metals strategies. The firm employs bottom-up, value-oriented fundamental analysis combined with top-down asset allocation and offers both actively managed and index-based ETFs, including physical commodities exposure.

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.

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.

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.