Vincent Marbury is a financial advisor at StoneX Advisors Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015. Outside of his advisory role, he operates a sole proprietorship focused on life insurance and fixed annuity sales and marketing. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and services.

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 serves individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, utilizing customized, fundamentally driven portfolios constructed with mutual funds, ETFs, individual equities, and fixed income.

Caroline Wetzel is a CFP® with 11 years of industry experience, currently advising at Procyon since 2017. Her prior experience includes roles at UBS Financial Services from 2015 to 2017. She is a member of the Financial Planning Association and the Financial Women's Association. Procyon serves individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers investment management, financial planning, consulting, and retirement plan advisory services through customized, fundamentally driven portfolios implemented via internal management and third-party 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.

Roy Williams is a financial advisor at Kcd Financial, Inc. with 42 years of industry experience. He holds the Series 63 designation and has worked at Center Street Securities and EDI Financial Inc., as well as running Williams Financial Group since 2001. In addition to advising, he sells life, long-term care, and fixed annuities under Williams Financial Group. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and access to third-party management programs, using a range of investment strategies tailored to client goals and risk tolerance.

David Russo is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Mutual of Omaha Investor Services since 2019 and has worked with Mutual of Omaha since 2014. Russo is also licensed as an insurance agent, offering a range of insurance products including life, accident and health, property, casualty, credit, personal lines, travel, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and employs Pershing as the qualified custodian and introducing broker-dealer for many managed accounts.

Bevin Nealon is a financial advisor at Procyon with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Merrill for 16 years, Wells Fargo Advisors and Wells Fargo Clearing for eight years, and Purshe Kaplan Sterling Investments. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and institutional investors, providing investment management, financial planning, and consulting services. The firm emphasizes customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, and offers a broad range of advisory and model-portfolio services through an expansive multi-office structure.

Joseph Romano is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He holds Series 66 and Series 65 licenses. Prior to joining Coastal Bridge Advisors in 2025, he worked at TrinityPoint Wealth and was involved with Connecticut Republicans and Eighth Street Consulting, where he currently serves as a general partner in a political and fundraising consulting firm. 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 offers access to diversified portfolios, specialized advisory services, and third-party lending solutions.

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.

Thomas Leffel is a financial advisor with Procyon, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Block Island Trading, Academy Securities, and Odawa Partners. He is also involved in insurance advisory services, providing fixed insurance advice tailored to client needs. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, individual equities, and fixed income, managing assets through both internal teams and third-party managers, and offers a broad array of investment management, financial planning, and consulting services.

Peter Aiksnoras is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Securities America, Inc. and Questar Capital Corporation. Outside of his advisory work, he serves as treasurer for the Naugatuck Fish and Game Club and the Oxford Housing Authority, is a member of the Board of Governors for the Miamogue Yacht Club, and volunteers as a financial educator focusing on retirement planning and social security. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes with ongoing portfolio monitoring.

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.

Thomas Gahan is a financial advisor at Procyon with 34 years of industry experience. He has held positions at Procyon Advisors, Procyon Institutional Partners, and UBS Financial Services. In addition to his advisory role, he is involved in managing and promoting affiliated businesses within Procyon, including an insurance agency and tax services. Procyon serves individuals, families, institutional investors, retirement plans, and registered investment advisors by providing investment management, financial planning, and consulting services. The firm uses a fundamentally driven, customized investment approach across multiple asset classes and incorporates both internal management and third-party managers, operating with a significant portion of assets on a non-discretionary basis.

Curtis Irby is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Procyon. His prior roles include positions at People's Securities, Inc. and Barnum Financial Group. Outside of his advisory work, he serves as Board Chairman for the Greater Bridgeport Area Prevention Program. Procyon provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm emphasizes customized, fundamentally driven portfolios and utilizes both internal management and third-party managers, offering a broad range of services including retirement plan advisory, institutional consulting, and model-portfolio delivery.

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.

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.

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.

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.