Robert Pavlik is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dakota Wealth since 2020, with prior experience at SlateStone Wealth, LLC and Bp Wealth Management, LLC. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers customized wealth management and investment services, focusing on primarily long-term portfolios using mutual funds, ETFs, equities, fixed income, and alternative investments, with active management roles in private funds and ETFs.

Matthew Winthrop is a financial advisor with Aegis Capital Corp. in Easton, CT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors and RBC Capital Markets LLC. Outside of his advisory work, he serves as the Musical Director for the CT Grateful Dead All Stars, a local music group. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and emphasizes personalized client engagement through semi-annual portfolio reviews.

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.

Trevor Smallwood is a financial advisor with Clinton Investment Management, LLC, holding Series 63, 65, and 66 credentials and 20 years of industry experience. His prior roles include positions at Brandes Investment Partners, BlackRock Investment Management, and Merrill. Clinton Investment Management, LLC manages municipal fixed-income portfolios primarily for individuals, family offices, financial advisers, and registered investment companies. The firm uses a research-based approach focusing on after-tax total return through duration, sector allocation, and security selection, offering strategies that include municipal credit opportunities and taxable market duration mandates.

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.

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.

Robert Bennett Jr. is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at NYLIFE Securities LLC, Mutual of America Securities LLC, and Round Rock Advisors LLC. Bennett is also a licensed insurance agent involved in insurance sales and implementation. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach with discretionary portfolio management and access to private investment funds through its affiliated ecosystem.

John Barker is a financial advisor with Sprott Asset Management USA Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Sprott Global Resource Investments Ltd. and A.G.P. / Alliance Global Partners. Outside of his advisory work, Barker is involved in several diverse activities including brokering gold and whiskey investments, blogging under "The Surfing Economist," and managing a blueberry farm in Portugal. Sprott Asset Management USA Inc. provides discretionary and non-discretionary investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on natural-resource and precious-metals businesses. The firm utilizes a bottom-up, value-oriented fundamental analysis combined with top-down asset allocation, offering both actively managed and index-based resource-focused ETFs and strategies involving physical commodities.

Salim Boutagy is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Moneco Advisors since 2023. His prior experience includes roles at Gratus Capital, Congress Wealth Management, and Wells Fargo Advisors. He has also held leadership positions in the Financial Planning Association of Connecticut as President and Executive Board Member. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering portfolio management, retirement plan consulting, and access to a broad range of investment products through multiple custodial platforms. The firm employs tailored investment programs that integrate fundamental, technical, and cyclical analysis with ongoing monitoring and rebalancing.

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.