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 in Westport, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Gladstone in 2020, she worked with Morgan Stanley Wealth Management and LPL Financial. She also operates a separate investment advisory firm, Gladstone Institutional Advisory, LLC, providing independent advisory services. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations through a network of independent advisers. The firm utilizes discretionary portfolio management, third-party managers, and retirement-account technology, and serves in ERISA roles for qualified plans.

Jamie Wilson is a CFP® with nine years of industry experience, currently serving as an advisor at Procyon. Prior to joining Procyon in 2025, Jamie worked at Loring Advisory Group for six years and Merrill Edge for two years. Procyon provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm employs a fundamentally driven, customized investment approach utilizing mutual funds, ETFs, equities, and fixed income, and operates with a significant portion of assets managed on a non-discretionary basis.

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.

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.

Charles Caddick is a ChFC®-designated financial advisor at Procyon with five years of industry experience. He has worked at Procyon Private Wealth Partners, LLC since 2021 following a 15-year period of retirement. Procyon serves individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors, providing investment management, financial planning, consulting, and retirement plan advisory services. The firm’s investment process emphasizes customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, implemented through both internal management and third-party managers.

Rudolf Weiss is a CFP® professional with 45 years of experience in the financial industry. He is currently with Moneco Advisors and LPL Financial, having joined both firms in 2021. Prior to that, he worked at Reby Advisors, LLC and Triad Advisors, Inc. from 2015 to 2020. 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 financial planning, using a range of investment strategies and offering access to third-party managers and sponsored programs.

Michael Dailey is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Gradient Advisors since 2012 and is also involved with Harbour Mortgage Group and Clarity Insurance. Additionally, he owns The College Authority, a business consulting with parents on college funding and financial aid. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm supports 169 investment advisor representatives across 154 offices and manages nearly $1 billion in assets on behalf of approximately 3,220 clients.

Ronald Holtz is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones, Oppenheimer, Webster Bank, and LPL Financial. He has been with Alliance Global Partners since 2021. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, and access to third-party managers, with a focus on international investing and a range of investment products and strategies.

Michael Oliver is a CFA® charterholder with four years of industry experience. He is currently with Carnegie Investment Counsel and previously worked at Eagle Ridge Investment Management, LLC and BNY Mellon Wealth Management. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

John Knox III is a CFA® charterholder with 17 years of experience in the financial advisory industry. He is currently with Carnegie Investment Counsel, where he has worked since 2025, following a 17-year tenure at Eagle Ridge Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diversified investment approach that integrates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Michael Aloi is a CFP® professional with 27 years of industry experience, currently advising at Summit Financial, LLC since 2018. He has prior experience with Purshe Kaplan Sterling Investments and Summit Financial Resources, where he worked for nearly two decades. Aloi contributes as a writer for Kiplinger's Financial Magazine and provides CPA continuing education seminars. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management and 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to serve approximately 17,800 clients.