Carl Cornaglia is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2017, following earlier roles at SII Investments, Questar Asset Management, and MSI Financial Services. Outside of his advisory role, Carl is involved as managing principal in property and casualty insurance businesses. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, utilizing a risk-tolerance driven investment process supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Christopher Wright Sr. is a financial advisor at Kingsview Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kingsview Wealth Management and Kingsview Partners LLC since 2022, following a six-year tenure at Wells Fargo Clearing. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm provides financial planning and wealth management services through a combination of in-house investment strategies and third-party managers, offering a range of portfolio options including equities, fixed income, ETFs, and alternative investments.

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.

Antonio Rodrigues is a financial advisor with Procyon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Procyon since 2018 and previously held roles at Olson Mobeck Investment Advisors and People's Securities, Inc. Outside of his advisory work, he is involved in a family business, Tony Rods Custom Fence LLC, where he is a member and CFO. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting 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, primarily using fundamental analysis to guide discretionary and non-discretionary portfolio management across a variety of investment vehicles.

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.

Louis Gloria is a financial advisor with Procyon, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at UBS Financial Services, Merrill, and Morgan Stanley, among others. Outside of advisory work, he serves as managing director and owner of Procyon Risk, an insurance agency overseeing client engagement and producer management. Procyon provides investment management, financial planning, retirement-plan advisory, and consulting services to a diverse client base, including individuals, institutions, and government entities. The firm manages approximately $9.2 billion in assets, focusing on a combination of internal portfolio construction and access to external managers, and distinguishes itself by advising private funds and managing pooled investment vehicles.

Matthew Corthell is a CFA® charterholder with nine years of industry experience. He has worked at Procyon Advisors, LLC since 2025 and previously operated Wooster Corthell Wealth Management, Inc. for 12 years. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a broad mix of clients, 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 using both discretionary and non-discretionary strategies that combine internal portfolio construction, access to independent managers, and AI-based decision support.

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.

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.

Scott Jacob is a financial advisor at AlphaStar Capital Management with 22 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, Guardian Life, and OneAmerica Securities. Outside of finance, he is the owner and coach at Flodown Hockey LLC, providing individual and team hockey coaching. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a range of strategic and tactical investment approaches using proprietary model portfolios and third-party portfolio construction tools.

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.

Donald Nemeth Jr. is a financial advisor with Capital Analysts in Woodbridge, CT, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at Lincoln Investment for nine years and The Legend Group for five years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through an in-house investment management team and a nationwide network of independent advisors.

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.

Shawn Everett is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Regulus Financial Group. Outside of his advisory work, he is a co-owner of Coast and Mingle Picnic Co, a picnic event business. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and a variety of client types, including individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios with a discretionary implementation approach, serving clients through their financial advisers.

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.

Jamie Wilson is a CFP® with nine years of industry experience, currently serving as an advisor at Procyon. Prior to joining Procyon, he worked at Loring Advisory Group for six years and Merrill Edge for two years. Procyon offers 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, primarily through non-discretionary management using fundamental analysis and combines internal portfolio construction with access to independent managers and advanced AI tools.

Joseph Schreck is a CFP® professional with 17 years of industry experience, currently serving at Belpointe Asset Management LLC since 2017. He previously worked at Bard Financial Services and AIG. Outside of his advisory role, he holds leadership and board positions with several nonprofit organizations, including serving as treasurer for All Saints Catholic Academy and president of the Notre Dame High School Loyalty and Endowment Fund. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm utilizes customized portfolios with a range of investment strategies and supports affiliated businesses and proprietary funds alongside its advisory services.

Charles Caddick is a financial advisor at Procyon with five years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Before joining Procyon Private Wealth Partners in 2021, Mr. Caddick was retired for fifteen years. Procyon offers 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 entities. The firm manages approximately $9.2 billion in assets, primarily through non-discretionary strategies that combine fundamental analysis with internal portfolio construction, access to Independent Managers, and AI-supported research tools.

Michael Dailey is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Gradient Advisors since 2012. Outside of his advisory work, he owns The College Authority, Inc., through which he consults with parents on college funding and financial aid. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.