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 prior experience with Money Concepts Capital Corp, Artisan Wealth Management, Strategies For Wealth Management, and a brief tenure at the State Treasurer's Office. 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 considers client objectives, time horizon, and risk tolerance, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with a focus on preserving purchasing power over the long term.

Jason Bear is a CFA® charterholder with 10 years of industry experience. He has worked at Compass Wealth Management LLC since 2015. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm emphasizes investment decisions guided by fundamental research and manages portfolios across a range of risk profiles based on client investment policy statements.

Scott Albraccio is a financial advisor with Grey Ledge Advisors, LLC, holding a Series 66 designation and 38 years of industry experience. His prior roles include positions at CTMA Wealth Management and CUNA Mutual Insurance Society. He has been with Grey Ledge Advisors since 2021 as part of an eight-advisor team. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, employee benefit plans, and financial institutions, including banks and thrift institutions. The firm employs a variety of analytical methods and strategies, manages over $600 million in assets, and is a subsidiary of Ascend Bank, providing distinctive services to banking clients.

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 seven years of industry experience. He has worked at Kreitler Financial LLC since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is involved as an investor and owner in a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm emphasizes periodic portfolio review and reallocation, manages assets across mutual funds, ETFs, equities, and fixed income, and provides clients access to advanced reporting platforms.

Joseph Depatie is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He is currently with Diastole Wealth Management, where he has worked since 2025, following six years at Baltimore-Washington Financial Advisors. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm employs a mix of fundamental and technical analysis for portfolio construction, offers discretionary and non-discretionary management, and manages private fund activities including acting as adviser and general partner to a private fund.

Benjamin Berger is a financial advisor at Stone Wall Money Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at David Lerner Associates and several other firms. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, using strategies driven by client objectives, risk tolerance, and time horizon. The firm employs various investment methods and offers discretionary and non-discretionary managed accounts, with periodic reviews and oversight of third-party sub-advisors.

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 with Innovative Asset Advisors Group, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His prior work includes roles at Financial Strategies Investment Advisor Services, Financial Strategies Investment Advisor, Inc., MSI Financial Services, Inc., and A.G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in owning and investing in rental properties. Innovative Asset Advisors Group serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering wealth management, portfolio management, financial planning, and access to alternative investments through a tailored, multi-strategy approach that incorporates fundamental, technical, cyclical, and macroeconomic analyses.

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.

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.

Roy Williams is a financial advisor with KCD Financial, Inc. He holds a Series 63 designation and has 42 years of industry experience. Williams has worked at Center Street Securities for seven years and has operated Williams Financial Group since 2001, where he also sells life, long-term care, and fixed annuities. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors, serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and utilizes third-party management programs as part of its service model.

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 CFP® with 28 years of industry experience and is currently a financial advisor at Procyon. His prior roles include positions at Merrill for 16 years and Wells Fargo Advisors and Clearing for 8 years. 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 certain government clients. The firm manages approximately $9.2 billion in assets, primarily through non-discretionary management using mutual funds, ETFs, individual equities, and fixed income guided by fundamental analysis.

Joseph Romano is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Coastal Bridge Advisors in 2025, he worked at TrinityPoint Wealth and Merrill. Romano is also a general partner at Eight Street Consulting Group, a fundraising and political consulting firm. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios across various asset classes and utilizes external managers and scenario analysis to tailor strategies to client objectives.

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 at Procyon with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Block Island Trading, Academy Securities, and Odawa Partners. Procyon provides investment management, financial planning, and institutional consulting 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, offering primarily non-discretionary portfolio management using mutual funds, ETFs, equities, and fixed income, supported by fundamental analysis and AI tools.

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.