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.

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.

June Berglund is a financial advisor with Principle Wealth holding a Series 66 designation and five years of industry experience. She has worked at several firms, including Janney Montgomery Scott, Allied Wealth Partners, Securian Financial Services, and Key Bank. Principle Wealth is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm offers comprehensive wealth management using a long-term investment approach grounded in fundamental analysis, combining customized portfolios with ongoing due diligence and integrated financial planning.

Donald Nemeth Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at The Legend Group for five years before joining Lincoln Investment in 2017. Outside of his advisory role, he is involved in real estate as a landlord. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, with access to third-party managers and a range of advisory services.

Michael Castiello is a financial advisor at Principle Wealth with 12 years of industry experience. He holds the Series 66 designation and has worked at Principle Wealth Partners LLC since 2017, following four years at Essex Financial Services. Principle Wealth is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm offers comprehensive wealth management with a long-term investment approach based on fundamental analysis and customized portfolios that include a range of asset types alongside fiduciary and retirement-plan advisory services.

Colin Dugan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Principle Wealth Partners, LLC since 2018. He previously worked at Northstar Wealth Partners LLC and LPL Financial LLC. Outside of his advisory work, he is a notary public. 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 combines ongoing portfolio management with standalone planning engagements.

Robert Batick Jr. is a financial advisor at The Patriot Financial Group, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, Riverside Retirement Advisors, and Whitfield Retirement Services. He is also the owner of DGB, LLC, an inactive entity established for potential future opportunities. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a mix of charting, fundamental, and technical analysis, with ongoing monitoring and rebalancing as needed.

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.

David Copeland is a Series 66-licensed advisor at Principle Wealth with one year of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and has held positions at Paychex, Enterprise Rent-A-Car, and State Street Corporation. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporate clients with comprehensive wealth management, including financial planning and discretionary portfolio management. The firm employs a long-term investment approach grounded in fundamental analysis and maintains a multi-advisor team managing approximately $3.2 billion in assets.

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.

Matthew Coutcher is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He holds the CFP® designation and Series 65 license. His prior experience includes roles at Trinity Point Wealth, United Capital Financial Advisers, Wescott Financial Advisory Group, Liberty Bank, and Central Connecticut State University. Coutcher is a partner 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 to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and ERISA services.

Margaret Maruzo is a financial advisor at Principle Wealth with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Principle Wealth Partners LLC since 2019. Prior to that, she held roles at Oneamerica Securities, VF McNeil Insurance, and American United Life Insurance Company. She serves as Vice President on the board of directors for ACORD, Inc., a charitable organization. Principle Wealth is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, fundamental analysis approach with customized portfolios and integrated financial planning, managing approximately $3.2 billion across a multi-advisor team.

Kyle Farrell is a CFA® charterholder with two years of industry experience. He is currently with Principle Wealth Partners LLC and previously worked at Guilford Savings Bank. Outside of his advisory role, he hosts the Stock Studs podcast, which discusses general investment knowledge. 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 across diversified portfolios.

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.

Christopher Macca is a CFP® with seven years of industry experience, currently serving as an advisor at Principle Wealth since 2021. His prior roles include positions at Simione, Macca & Larrow, TrinityPoint Wealth, and Northwestern Mutual Investment Services. Principle Wealth is an SEC-registered advisor that provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolios and integrated financial planning tailored to clients’ goals and risk tolerances.

Ericka Butler is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 credential and three years of industry experience. She has worked at several firms including Thrivent Financial and UBS Financial Services Inc. In addition to her advisory role, she assists with financial and insurance services through Wealth Managers, LLC. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients, focusing on a range of proprietary and third-party investment strategies managed through a sub-advisory platform.

Andrew Cialek is a CFP®, ChFC®, and Series 65-licensed advisor with six years of industry experience. He is currently with Principle Wealth Partners LLC and previously worked at OLIO Financial Planning and JSW Financial. Outside of his advisory role, he serves on the Board of Directors for The Madison Foundation and coaches rugby for the Shoreline Spartans Rugby Football Club. 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 with diversified portfolios, periodic financial planning, and ongoing account monitoring.

Theodore Brooks is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Innovation Partners LLC, Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation. He is also an independent insurance agent specializing in life and health insurance sales. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management for non-high-net-worth investors and retirement plan participants, offering a broad range of analytical and consulting services.

Michael Langone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes positions at Manulife John Hancock Brokerage Services, John Hancock Investment Management Distributors LLC, and Massachusetts Mutual Life Insurance Company. He also serves as a retirement consultant providing educational services for qualified retirement plans through John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm delivers financial planning and consultative services using third-party software to generate written recommendations, with a technology-assisted model supporting a high client load per advisor.

Margaret Kuchan is a financial advisor with The Patriot Financial Group, LLC in Guilford, CT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior work includes roles at Northwestern Mutual, Minnesota Life Insurance Company, and The Standard. In addition to her advisory role, she is involved with Arranged by MK, LLC, an entrepreneurial venture. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and consulting services. The firm builds tailored portfolios using a mix of charting, fundamental, and technical analysis, employing a variety of asset classes and emphasizing ongoing supervision and rebalancing.