Wilder Carnes is a financial advisor at Trust Advisory Group Ltd with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including StoneX Securities Inc, AGES Financial Services Ltd, and Source Capital Management. Trust Advisory Group Ltd serves individual and high-net-worth clients, as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a range of investment solutions including advisor-managed portfolios, proprietary model strategies, and a manager-of-managers approach.

Bennett Sacks is a financial advisor with Stone Wall Money Management LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked with several firms including LPL Enterprise and The Prudential Insurance Company of America. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients using discretionary and non-discretionary managed accounts. The firm’s investment approach focuses on client objectives, risk tolerance, and time horizon, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with an emphasis on preserving purchasing power over the long term.

Crystal Collado is a financial advisor at Stone Wall Money Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Equitable Advisors, J. Davenport Advisors, and Liberty Partners Financial Services. Outside of advisory work, she is a commissioned insurance agent and a notary public in Connecticut. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, offering discretionary and non-discretionary managed accounts. The firm’s investment approach is based on client objectives, time horizon, and risk tolerance, utilizing asset allocation, dollar-cost averaging, and both long- and short-term strategies to preserve purchasing power over time.

Carol Truluck is a CFP® and Series 63-licensed advisor with 50 years of industry experience. She has worked at several firms, including Royal Alliance (2012–2023), Cambridge Investment Research Advisors (2009–2012), and Financial Strategies Investment Advisor Services, Inc. (2002–2009 and 2023–2025). She is also active as an insurance agent, selling fixed insurance products. She is part of Innovative Asset Advisors Group, a multi-advisor team that provides wealth management, portfolio management, and financial consulting to individuals, institutions, and charitable organizations. The firm uses a tailored, multifaceted investment approach informed by fundamental, technical, cyclical, and macroeconomic analysis, and employs third-party independent managers and sub-advisors.

Michael Anderson is a financial advisor at Innovative Asset Advisors Group with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in landscape and construction-related roles for over eight years. He holds a minority ownership in a family landscaping business, where he assists with commercial takeoffs and contract writing outside of his advisory role. Innovative Asset Advisors Group provides wealth management and financial consulting services to a diverse client base, utilizing a range of investment strategies including Modern Portfolio Theory and various analytical approaches.

Peter Secrist is a financial advisor at Washington Trust Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Northern Trust and Charles Schwab. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm manages approximately $2.39 billion in assets using a process that emphasizes asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis across various investment vehicles.

Daniel Zapatka is a Series 65-registered advisor with Innovative Asset Advisors Group and has been with the firm since 2026. Prior to joining the financial services industry, he spent over two decades working in various roles at his family-owned retail and e-commerce business specializing in men's high-end footwear, where he advanced to co-owner and served as COO. Outside of advising, he remains involved in the family business. Innovative Asset Advisors Group advises individuals, foundations, retirement plans, and other entities, providing wealth management, portfolio management, and financial consulting. The firm uses a tailored investment approach informed by multiple analytical methods and incorporates third-party independent managers and sub-advisors to support its offerings.

Jay Diamond is a financial advisor at Investmark Advisory Group LLC with 42 years of industry experience. He holds the Series 63 designation and has worked at firms including Commonwealth Equity Services, Inc. and Investmark Advisory Services, Inc. He is also a co-owner of Investmark Advisory Group LLC. Investmark Advisory Group provides investment advisory and financial planning services to individuals, retirement plan sponsors, and owners of 529 college savings and health savings accounts. The firm uses a combination of model strategies and advisor-directed allocations across various investment vehicles and offers both discretionary and non-discretionary asset management.

Alyse Uzarski is a financial advisor at Kreitler Financial LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Commonfund for seven years before joining Kreitler Financial in 2021. Outside of her advisory role, she serves as Secretary on the Board of Directors for a family-owned trucking company, Petruzzello Transport, Inc. Kreitler Financial advises individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management as well as financial planning and consulting. The firm emphasizes periodic portfolio review and uses a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Robert Borea is a financial advisor at Stone Wall Money Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Money Concepts Capital Corp and Artisan Wealth Management. Prior to his advisory roles, he held positions at the State Treasurer's Office and Spring Brook Ice and Fuel. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through managed accounts. The firm’s investment process incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, focusing on preserving purchasing power over the long term.

Michael Annunziata is a financial advisor at Innovative Asset Advisors Group with 34 years of industry experience. He previously worked at Seacrest Wealth Management, LLC and Purshe Kaplan Sterling Investments for nine years each. In addition to his advisory work, he is also an independent insurance agent. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers wealth and portfolio management, financial consulting, and access to alternative investments using a tailored, multi-strategy approach that incorporates fundamental, technical, cyclical, and macroeconomic analysis.

Dwayne Tyril is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at Kreitler Financial since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is an investor and owner of a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, business entities, charitable organizations, pension and profit-sharing plans, trusts, and estates, offering both discretionary and non-discretionary investment advisory services as well as financial planning and consulting. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis, using mutual funds, ETFs, individual equities, and fixed-income securities, and integrates AI tools with human oversight in its processes.

Benjamin Berger is a financial advisor with Stone Wall Money Management LLC in Shelton, CT. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at David Lerner Associates and Factory Direct Enterprises. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts. The firm’s investment process is tailored to client objectives and risk tolerance, utilizing strategies such as asset allocation, dollar-cost averaging, and both long- and short-term approaches, with a focus on preserving purchasing power over time.

Charles Winston is a financial advisor at Innovative Asset Advisors Group with 11 years of industry experience. He holds a Series 66 designation and previously worked at Circle Advisers Inc. for 11 years before joining his current firm. Innovative Asset Advisors Group provides wealth management and financial consulting services to individuals, high net worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm applies Modern Portfolio Theory and a combination of fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction, offering a range of investment strategies including alternative investments and third-party separate managers.

Martino Mezza is a financial advisor at Innovative Asset Advisors Group with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Financial Strategies Investment Advisor Services and A. G. Edwards & Sons, Inc. He is also an owner and investor in rental property through Elmcrest, Inc. and NH Holdings, Inc. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, and other entities, offering wealth management, portfolio management, financial consulting, and access to alternative investments. The firm uses a tailored investment approach informed by multiple analytical methods and incorporates third-party managers and custodial relationships with Charles Schwab and SEI.

Vincent Marbury is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Stonex Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2006 to 2015. In addition to his advisory role, he operates Marbury Associates, a sole proprietorship involved in life insurance and fixed annuity sales and marketing. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed portfolios, proprietary models, and third-party money managers to deliver tailored investment solutions.

John Esteves is a financial advisor at Procyon with a Series 65 designation and one year of industry experience. Prior to joining Procyon, he studied at Sacred Heart University for four years. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a broad range of clients, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, offering predominantly non-discretionary portfolio management that incorporates mutual funds, ETFs, equities, and fixed income, supported by fundamental analysis and AI tools.

Richardson Hendee is a financial advisor at Procyon with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, MML Investors Services, MSI Financial Services, and Merrill. Outside of his advisory role, he serves on the investment committee of the Windward Bay condo association in an advisory capacity. Procyon provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, employing a mix of internal portfolio construction, independent managers, and AI tools to support both long-term strategies and shorter-term trading.

Caroline Wetzel is a CFP® professional with 11 years of industry experience, currently serving at Procyon since 2017. She previously worked at UBS Financial Services from 2015 to 2017. Wetzel is a member of the Financial Planning Association and the Financial Women's Association and is involved in insurance sales as a secondary business activity. Procyon provides investment management, financial planning, and advisory services to a diverse client base, including individuals, families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, offering both discretionary and non-discretionary portfolio management through a combination of internal strategies and access to independent managers.

Jana L'etoile is a financial advisor at Coastal Bridge Advisors with 14 years of industry experience. She holds a Series 66 designation and previously worked at TrinityPoint Wealth, LLC and Beirne Wealth Consulting Services, LLC. She is also a partner and Chief Administrative Officer at CBA Management Co., 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 across various asset classes, offering specialized advisory services such as retirement plan consulting and HSA investment management.