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 63 and Series 66 licenses and has previously worked at firms including Osprey Funds, LLC 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 a diverse client base, including high-net-worth individuals and institutional entities. The firm offers managed portfolios through wrap-fee programs that integrate discretionary portfolio management with access to third-party money managers.

Colleen Galushko is a financial advisor with Moneco Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Moneco Advisors since 2019 and has over two decades of experience with LPL Financial. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors, serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and financial planning, utilizing a range of investment strategies including mutual funds, ETFs, equities, fixed income, and alternative products.

David Katz is a financial advisor at Moneco Advisors with 13 years of industry experience. He holds a Series 65 designation and has worked at Moneco Advisors since 2014. His prior experience includes roles at LPL Financial and extended tenures at United Healthcare Medical Solutions and ACSIA Partners, where he is also involved as an insurance agent. 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 asset classes.

Julina Ogilvie is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Principle Wealth since 2020, following nine years at JPMorgan Asset Management. Ogilvie serves as second vice president and board member of the Westport Woman's Club, a philanthropic organization focused on charitable, educational, cultural, and public health services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment process combined with ongoing portfolio management and standalone planning engagements.

Christian Vom Dorp is a financial advisor at Sprott Asset Management USA Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sprott Asset Management USA since 2016, also working with Sprott Global Resource Investments since 2009. Outside of his advisory role, he acts as an independent dealer of bullion through Miles Franklin Ltd. Sprott Asset Management USA provides discretionary and non-discretionary investment management to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles. The firm focuses on precious metals and natural resources with a bottom-up fundamental analysis and cyclical/value investment approach, managing a range of accounts including separately managed accounts, registered funds, ETFs, and private limited-partnership funds.

Gregory Flynn is a financial advisor with Moneco Advisors, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Moneco Advisors since 2019 and also maintains a longstanding affiliation with LPL Financial since 2004. In addition to his advisory work, Flynn is involved as a writing agent for non-variable insurance through GBS Insurance and Financial Services and Moneco Insurance LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets, primarily serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, employing a mix of fundamental, technical, and cyclical analysis to tailor portfolios using diverse investment strategies.

Michael White is a Series 65-credentialed financial advisor at Coastal Bridge Advisors with one year of industry experience. Prior to joining Coastal Bridge Advisors, he held roles at Stony Creek Brewery and taught at Fairfield University. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans through financial planning, consulting, and wealth management. The firm employs a goal-based, fundamental analysis approach to build diversified portfolios and offers specialized advisory and retirement plan consulting services.

James Pratt Heaney is a financial advisor at Coastal Bridge Advisors with 28 years of industry experience. He has been with Coastal Bridge Advisors since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner at Partner Wealth Management, a registered investment advisory management company. 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 and constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and alternative investments while utilizing external managers and scenario analysis tools.

Mark Sullivan is a financial advisor at Clinton Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Funds Distributor, LLC. Clinton Investment Management, LLC manages municipal fixed-income portfolios for individuals, family offices, financial advisers, wrap fee sponsors, and registered investment companies. The firm focuses on a research-based investment approach emphasizing after-tax total return, combining fundamental credit analysis with quantitative tools across various duration mandates and strategies.

Eric Passeri is a financial advisor at Coastal Bridge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TrinityPoint Wealth, LLC and Beirne Wealth Consulting Services, LLC. 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 and constructs diversified portfolios utilizing various asset classes, including equities, fixed income, and alternative investments.

Eric Hahn is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He has worked at Moneco Advisors since 2026, following prior roles at Invst, LLC and Ns Capital, LLC. 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 securities. The firm also serves retirement plan sponsors and employs tax-aware strategies and multiple custodial platforms.

Jason Hyde is a financial advisor at Moneco Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneco Advisors and LPL Financial since 2015. Outside of his advisory work, Hyde is an author and speaker on self-improvement topics, receiving royalties for his book sales and related speaking engagements. 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 access to sponsored advisory programs, employing a range of investment strategies tailored to client goals and risk tolerances.

Tobin Walters is a CFP® and CFA® affiliated with Belpointe Asset Management LLC, with four years of industry experience. His career includes roles at Opus Wealth Management, Altfest Personal Wealth Management, First Pacific Financial, Equitable Value, LLC, and DST Systems, Inc. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party manager relationships, and offers a range of administrative and service solutions uncommon among peers.

Andrew Clinton is a financial advisor at Clinton Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clinton Investment Management since 2007. Clinton Investment Management, LLC specializes in managing municipal fixed-income portfolios for individuals, high-net-worth clients, institutions, insurance companies, and intermediary channels. The firm employs an active, research-based investment approach focused on after-tax total return and serves clients primarily through separately managed accounts and sub-advisory services.

Lisa Cassidy is a financial advisor at CW Advisors, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Congress Wealth Management LLC, First Republic Securities, Watermark Securities, Brenton Point Wealth Advisors, Fidelity Brokerage Services, and UBS Financial Services. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and offers investment management, comprehensive wealth planning, and family office services.

Scott Jacob is a financial advisor with AlphaStar Capital Management, holding a ChFC® and Series 63 designation and bringing 22 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Guardian Life Insurance, and Park Avenue Securities. Outside of finance, he is the owner of Flodown Hockey LLC, where he coaches individual and team hockey. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a combination of strategic asset allocation and quantitative tactical approaches.

Matthew Keys is a financial advisor at Moneco Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Righthand Capital LLC, M3 Wealth Advisors LLC, Ameriprise Financial Services LLC, and O2 Safe Solutions. Prior to his advisory career, he spent six years at Amity Regional Middle School & High School and four years at Bentley University. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors and approximately $1.9 billion in regulatory assets under management. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers.

Ryan Kristie is a financial advisor at Procyon with a Series 65 credential and three years of industry experience. His prior work includes roles at Lockheed Martin Corporation and Marist College. 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, employing both discretionary and non-discretionary management primarily through mutual funds, ETFs, equities, and fixed income, and offers services as a private fund adviser and portfolio manager for pooled vehicles.