Vincent Perna is a financial advisor at Belpointe Asset Management LLC with nine years of industry experience. He holds a Series 66 designation and has been with Belpointe since 2016. In addition to his advisory role, he is an insurance producer with Belpointe Insurance, LLC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and co-advisory services, utilizing a range of strategies tailored to client objectives and risk tolerance.

Ryan Vogel is a financial advisor at Coastal Bridge Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Brown Brothers Harriman. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, 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 and HSA investment management.

Michael Alexander Ufkes is a financial advisor at United Capital Financial Advisors with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for nine years before joining United Capital in 2025. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of customized investment solutions and operates a technology platform, FinLife Partners, that supports other independent advisors.

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.

Marissa Schneider is a financial advisor at Procyon with a Series 65 credential and four years of industry experience. She has worked at Procyon Advisors LLC since 2021 and previously held roles at Ameriprise Financial Services LLC and Altra Federal Credit Union. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets using a combination of internal portfolio construction, independent managers, and AI-supported research.

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.

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.

Nicole Ferguson is a financial advisor at Coastal Bridge Advisors with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Nancy O and The Five Percent Way. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses a goal-based, fundamental analysis approach and constructs diversified portfolios incorporating various asset classes and external managers.

Mark Rich is a CFP®, CFA®, and Series 65 credentialed advisor at Procyon with nine years of industry experience. He has worked at Procyon Advisors, Procyon Institutional Partners, Strategic Retirement Partners, The Virtus Group, and Follett Higher Education Group. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base 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 and offers a combination of internal portfolio construction, access to independent managers, and AI-supported research, with a service mix that includes private fund advisory and portfolio management for pooled vehicles.

Edward Maher is a CFP® with three years of industry experience, currently affiliated with Merit Financial Advisors in Wilton, CT. His prior work includes tenures at Purshe Kaplan Sterling Investments and LPL Financial. Outside of his advisory role, he is involved with Blast Media Group LLC, a business entity he manages for tax and investment purposes. Merit Financial Group is a multi-team SEC-registered firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation with oversight from an internal investment management team and offers both discretionary and non-discretionary account services through a network of representatives.

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 CFA® charterholder with 14 years of experience in the financial industry. He is currently an advisor at Coastal Bridge Advisors in Westport, CT, where he has worked since 2015. Prior to that, he spent a year at Merrill. 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 to portfolio construction and offers specialized advisory services including retirement plan consulting and HSA investment management.

Henry Aery is a Series 65-licensed advisor at Moneco Advisors with one year of industry experience. Prior to joining Moneco Advisors, he held roles at Indeed, WeWork, JeyBlue Airways, and Lon Inc. He serves as Deputy Membership Chairperson for the Financial Planning Association’s Great Hudson Valley Chapter. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolios that combine fundamental, technical, and cyclical analysis with ongoing monitoring and rebalancing.

Timothy Paradis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Crestwood Advisors. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2006 to 2023. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with fundamental security selection and offers both discretionary and non-discretionary advisory services, including a digital investment program called Pathfinder.