Kyle Cirillo is a financial advisor at Moneco Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott LLC. Prior to his advisory career, he held roles outside finance, including positions at Insports and Escapology. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers tailored investment programs that combine fundamental, technical, and cyclical analysis, utilizing a broad range of investment instruments and third-party platforms.

Samuel Broom is a financial advisor at Sprott Asset Management USA Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Sprott since 2017, also associated with Sprott Global Resource Investments Ltd. since 2016. Outside of his advisory role, he serves as an Independent Sale Consultant for Miles Franklin, referring clients interested in purchasing precious metals. 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’s approach combines bottom-up fundamental analysis with top-down asset allocation and offers both actively managed and index-based ETF products, including a physical-commodities fund.

Selena Izzo is a Series 65-licensed financial advisor with Coastal Bridge Advisors, based in Westport, CT, and has one year of industry experience. Prior to joining Coastal Bridge Advisors, she worked at TrinityPoint Wealth and has held various roles outside finance, including waitress at Lorenzo's Ristorante. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, and other entities. 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.

Benjamin Connard is a CFA® charterholder with one year of industry experience. He has worked at Carnegie Investment Counsel since 2025 and previously spent ten years at Eagle Ridge Investment Management, LLC. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension plans, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and investment strategies to align portfolios with client goals, offering both discretionary and non-discretionary management as well as specialized planning services.

Michael Lombardo is a CFP® professional with 25 years of experience in financial advisory services. He has been with Perigon Wealth Management, LLC since 2022, following over two decades at Nauset Wealth Management LLC and Nauset Strategic Partners, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm utilizes a collaborative approach that may include sub-advisors or turnkey asset management programs, with regular portfolio monitoring and formal annual reviews.

Christopher McCoy is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Calton & Associates, Inc. for ten years before joining RMR Wealth Builders in 2019. Outside of his advisory role, McCoy serves as a commissioner for the Fairfield CT Parks and Recreation Commission and is involved in political representation as District 7 Representative for the Fairfield Republican Town Committee. He also consults for Gerson Lehrman Group, is a member of HR Ease, LLC, and provides Medicare health insurance solutions as an independent contractor. RMR Wealth Builders is a multi-team SEC-registered advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, with client accounts managed through independent custodians and systematic model-based allocations.

Timothy Tymniak is a financial advisor at Moneco Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services of America, Westport Resources Investment Services, Inc., and Cruice Investment Advisors, Ltd. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that utilize a broad range of securities and third-party platforms to align with client goals and risk tolerances.

Edward Maher is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Ceponis Financial Group. Outside of his advisory role, he is involved with Blast Media Group LLC, a business entity used for tax and investment purposes. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using tailored model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Albert D'amato Sr. is a financial advisor at Vanderbilt Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Westport Capital Markets and Ameriprise Financial Services, Inc. outside of his advisory role, he serves as a Senior Wealth Manager at Vanderbilt Financial Group-Westport. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines fundamental, technical, and charting analysis within a strategic asset allocation framework and is notable for its integration with retirement-plan and benefits firms, offering a comprehensive approach to investment management and plan administration.

Christopher Levene is a CFP® and holds a Series 65 license with two years of industry experience. He has been with Moneco Advisors since 2023, with prior experience including a role at Lombardi's Trattoria. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management that incorporates fundamental, technical, and cyclical analysis across a broad range of investment products. The firm supports multiple custodial platforms and emphasizes ongoing portfolio monitoring and tax-aware strategies.

David Lincoln is a financial advisor at Moneco Advisors with 49 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Moneco Advisors since 2014, previously working at LPL Financial since 1989. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm employs a variety of investment strategies and offers access to sponsored advisory programs and third-party managers.

Katherine Fibiger is a CFP® professional with 24 years of experience in financial advisory roles. She is currently with Savvy and has held positions at Farther Finance Advisors, Stratos Wealth Partners, LPL Financial, MSI Financial Services, and MassMutual Life Insurance Company. Outside of her advisory work, she has been involved with insurance brokerage activities through firms such as Barnum Brokerage and Ash Brokerage. Savvy provides investment and financial planning services to individuals, businesses, and charitable organizations, employing a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools and specialized sub-adviser strategies, offering customized plans based on clients’ objectives, risk tolerance, and time horizon.

Jeffrey Kalapos is a financial advisor at Coastal Bridge Advisors in Westport, CT, holding the CFA® designation along with Series 66 and Series 65 licenses. He has 13 years of industry experience, all with Coastal Bridge Advisors in various roles since 2015. Coastal Bridge Advisors provides financial planning, consulting, and discretionary and non-discretionary wealth management 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, ERISA services, and HSA investment management.

Henry Aery is a financial advisor at Moneco Advisors with a Series 65 credential and one year of industry experience. Prior to joining Moneco Advisors, he held positions at Ernst & Young, JeyBlue Airways, WeWork, and Indeed. He serves as the Deputy Membership Chairperson for the Great Hudson Valley Chapter of the Financial Planning Association. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in regulatory assets. The firm serves individual and high-net-worth clients, providing fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers. Its investment approach includes discretionary and non-discretionary asset management with diversified portfolios tailored to client goals and risk tolerances.

Lois Lingner Aiello is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has previously worked at Morgan Stanley Wealth Management and LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on retirement-plan services and institutional manager relationships.

Allie Koch is a financial advisor at Moneco Advisors with one year of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Chelsea Piers, where she also coached gymnastics. 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 financial instruments.

Kyle Scafariello is a Series 65-registered financial advisor with four years at Moneco Advisors and two years at Fidelity Investments. His prior experience includes roles at Costco Wholesale and Waddell & Reed. He also studied at Bryant University. 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 employs tailored investment programs that integrate fundamental, technical, and cyclical analysis across a diverse range of asset classes.

Randi Engelbrecht is a financial advisor at Summit Financial, LLC with two years of industry experience. She holds the Series 65 designation and joined Summit Financial in 2024 after nine years at Brown Advisory. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

Benjamin Eller is a financial advisor at Spire Wealth Management, LLC in Norwalk, CT, holding a Series 65 designation with no prior industry experience. His work history includes roles at Spire Investment Partners, Prostar Energy Solutions, ELM Consulting, and experience at Pennsylvania State University and Susquehanna University. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets for over 6,100 clients, offering a combination of advisor-led, model portfolio, and sub-advised strategies that incorporate tactical, active, and passive investment approaches.

Eric Minowitz is a financial advisor at Moneco Advisors with Series 65 and Series 66 licenses. He has been with Moneco Advisors since 2025 and has prior work experience in home health care. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that integrate fundamental, technical, and cyclical analysis across a wide range of securities and strategies. The firm also provides retirement plan consulting for plan sponsors and operates with a multi-team structure serving numerous clients and managing substantial assets.