Katharine Coppola is a financial advisor with First Advisors National, LLC in Milford, CT, holding a Series 66 designation and 13 years of industry experience. She has worked at Noble Insurance Marketing since 2016 and Jefferson National Securities since 2010. In addition to her advisory role, she is a licensed insurance agent involved in insurance and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm focuses on selecting and monitoring third-party money managers and uses fundamental analysis for supplemental individual security recommendations.

Nicholas Rioux is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and no prior industry experience. He has worked at Schreck Wealth Management LLC since 2024 and has been employed as an occupational therapist at Yale New Haven Health Continuum since 2016. Belpointe serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm uses customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance, while also supporting proprietary funds and affiliated service entities.

Glenn Zavorskas is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He is currently with Principle Wealth Partners LLC and has previously worked at City National Bank, RBC Capital Markets LLC, and Wells Fargo. Principle Wealth Partners LLC is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm provides comprehensive wealth management with a long-term investment approach grounded in fundamental analysis and offers a range of services including financial planning, discretionary portfolio management, and trustee support.

Paul Morrone is a CFP® with 14 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC. He has worked at Great Valley Advisor Group since 2021 and previously spent nine years with US Financial Advisors, LLC. Morrone is also a CPA and provides tax preparation and accounting services in addition to his financial advisory role. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Brian Gendron is a financial advisor at Principle Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Coldwell Banker Choice Properties, Page Taft Compass, and Buildium. 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 employs a long-term, fundamentals-driven investment approach that includes diversified portfolios and periodic financial planning.

Theresa Donatelli is a financial advisor at Principle Wealth with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Northstar Wealth Partners LLC and LPL Financial LLC. Outside of her advisory role, she serves as Vice President of the Board and volunteers at St. Vincent de Paul Place in Norwich, CT. Principle Wealth provides discretionary wealth management, investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, retirement plans, and corporations. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach with diversified portfolios and periodic financial planning.

James Betzig is a financial advisor at Coastal Bridge Advisors with 31 years of industry experience. He holds Series 63 and Series 65 securities licenses. His prior roles include positions at TrinityPoint Wealth, Beirne Wealth Consulting Services, and Purshe Kaplan Sterling Investments. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm utilizes a goal-based, fundamental analysis approach and constructs diversified portfolios across various asset classes, including alternatives, often employing external managers and scenario analysis techniques.

Brian Bach is a financial advisor at AlphaStar Capital Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Life Insurance Company and Guardian Life Insurance. Outside of his advisory role, he is involved as a sales agent in individual and group life and health insurance through Milford Financial. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including high-net-worth individuals, trusts, small businesses, and pension plans. The firm employs both model and custom portfolio strategies that utilize strategic asset allocation and quantitative analysis, and it provides a range of services including discretionary portfolio management and retirement plan consulting.

Ryan Famiglietti is a CFP® professional with three years of industry experience currently advising at Principle Wealth. His prior experience includes roles at Cambridge Investment Research, Tracy, Driscoll & Co., and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has been involved with Middletown Post 75 American Legion Baseball for four years. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment approach with diversified portfolios and ongoing client account monitoring.

John Collins III is a financial advisor at Infinity Financial Services Advisory with 47 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following nine years at Infinity Financial Services. In addition to his advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that incorporates various analytical techniques and employs a range of investment vehicles, including mutual funds, ETFs, annuities, and options.

Lise Robinson is a CFP® professional with 24 years of experience in the financial industry. She currently works at Coastal Bridge Advisors and previously held positions at TrinityPoint Wealth, PURSHE KAPLAN STERLING INVESTMENTS, Inc., and Beirne Wealth Consulting Services. Robinson serves as a board member of the Milford Rotary, where she participates in decisions regarding fundraising and charitable initiatives. 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 construct diversified portfolios and offers specialized advisory services including retirement plan consulting, HSA investment management, and access to various lending solutions.

Joshua Ouellette is a CFP® professional with 12 years of experience in financial advisory roles. He currently works at Principle Wealth Partners LLC, having joined the firm in 2023, and previously held positions at Morgan Stanley & Co. LLC and Putnam Retail Management. Principle Wealth is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm provides comprehensive wealth management through long-term, fundamental analysis–based investment strategies, integrating financial planning and portfolio management to align with clients’ goals and risk tolerances.

Carl Cornaglia is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2017 and previously spent eight years with Sii Investments, Inc. Outside of his advisory role, Cornaglia is involved in property and casualty insurance businesses as a managing principal of American Heritage Insurance, LLC and Heritage Financial, as well as a broker with BRBG LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and third-party asset manager recommendations, and maintains ongoing portfolio supervision and rebalancing.

Christopher Wright Sr. is a financial advisor at Kingsview Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a broad range of investment options including equities, fixed income, options, derivatives, alternative products, and access to third-party managers and alternative investments.

Rogerella Kasimir is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principle Wealth Partners LLC since 2020. Her prior experience includes roles at LPL Financial LLC and Northstar Wealth Partners, LLC. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach using diversified portfolios of mutual funds, ETFs, equities, bonds, and alternatives.

Bruce Anesi is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2011 and was previously associated with Private Advisor Group, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

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.

Sophie Helenek is a Series 66-licensed financial advisor at Westminster Financial Advisory Corp with 10 years of industry experience. Prior to joining Westminster Financial Securities, Inc. in 2020, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of finance, she is the author of the My First Book series, which promotes early childhood literacy, and occasionally participates in public speaking engagements. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold orientation, supplemented by tactical adjustments based on economic and market conditions.

Marc Deangelo is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at National Securities Corporation and B. Riley Wealth Management. Outside of advisory work, he is involved in life and health insurance sales through B. Riley Wealth Insurance Corporation. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, managing approximately $4.21 billion in assets. The firm offers multiple investment programs and financial planning services, using platforms like Envestnet to support portfolio management and advisor decision-making.

Tracy Pierson is a financial advisor at Principle Wealth with one year of industry experience. She holds a Series 65 designation and previously worked at Lobo & Pascale Wealth Management, Commonwealth Financial Network, and Jeffery N Mehler, CFP LLC. 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 employs a long-term, fundamentals-driven investment approach that includes diversified portfolios of mutual funds, ETFs, individual equities, and other assets.