Benjamin Berger is an advisor at Stone Wall Money Management LLC with Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at David Lerner Associates, Factory Direct Enterprises, and Enterprise Holdings. 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 approach is based on client objectives, time horizon, and risk tolerance, employing strategies including asset allocation, dollar-cost averaging, and both long- and short-term techniques.

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 at Innovative Asset Advisors Group with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Financial Strategies Investment Advisor Services and its related entities since 2013. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering wealth and portfolio management, financial consulting, and access to alternative investments. The firm employs a tailored, multi-disciplinary investment approach incorporating fundamental, technical, cyclical, and macroeconomic analysis, and utilizes third-party independent managers and sub-advisors.

John Esteves is a Series 65 licensed advisor with Procyon in Shelton, CT. He joined Procyon Advisors, LLC in 2026 and has previous experience as a student at Sacred Heart University from 2022 to 2026. Procyon serves a diverse client base including individuals, high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm employs a primarily long-term, fundamental analysis-driven investment approach with portfolios constructed from mutual funds, ETFs, individual equities, and fixed income, managing a significant portion of assets on a non-discretionary basis.

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 a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm employs a mostly long-term, fundamental analysis investment approach and manages a majority of assets on a non-discretionary basis, offering a wide range of advisory and consulting services.

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.

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. He is currently with Procyon and previously worked at Merrill and Wells Fargo Advisors and Wells Fargo Clearing. Procyon serves a broad mix of clients, including individual and high-net-worth households, families, trusts and estates, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm’s investment approach is primarily long-term and fundamental-analysis driven, managing both discretionary and predominantly non-discretionary mandates across a range of asset types.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

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.

Thomas Leffel is a financial advisor at Procyon with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Block Island Trading, Academy Securities, and Odawa Partners. Outside of advisory work, he is involved as a trader and portfolio manager at Procyon Advisors, LLC. Procyon serves a diverse client base ranging from individual and high-net-worth households to institutional investors and retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach, managing both discretionary and non-discretionary mandates across various asset types, and offers services including investment management, financial planning, and advisory for private funds.

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 holds Series 63 and Series 66 licenses and has worked at Procyon since 2017, following a decade at UBS Financial Services. Gahan is also a part owner of Procyon Benefits LLC and serves as managing director of Procyon Risk LLC, with additional roles in related Procyon entities focused on insurance and tax services. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and registered investment advisors. The firm employs a primarily long-term, fundamental analysis-driven investment process, managing portfolios through both discretionary and non-discretionary mandates using mutual funds, ETFs, equities, fixed income, and third-party managers.

Randy Beeman is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Glass Jacobson Wealth Advisors, Yhb Wealth Advisors LLC, Direct 2 Consumer Marketing LLC, and RSR Group of Virginia LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Curtis Irby is a CFP® with 29 years of industry experience, currently affiliated with Procyon Advisors, LLC. His prior experience includes roles at People's Securities, Inc., Mass Mutual Investors Services, and Barnum Financial Group. Outside of financial advising, he serves as the Board Chairman for the Greater Bridgeport Area Prevention Program. Procyon serves a diverse client base including individual and high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm employs a primarily long-term, fundamental analysis approach with portfolios built from mutual funds, ETFs, individual equities, and fixed income, and manages both discretionary and non-discretionary mandates.

Stephen Bliss is a financial advisor at Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining Capitol Securities Management in 2025, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025, and at Raymond James & Associates between 2017 and 2021. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm manages assets through various programs and employs a network of investment adviser representatives who tailor investment policies and manage accounts using a range of financial instruments.

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.

Fabio Santos is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Bolton Global Capital since 2019 and previously at Morgan Stanley Smith Barney from 2015 to 2019. Outside of advisory work, he is the owner and manager of Sciosolis, LLC, an entity created for accounting purposes related to his securities and investment advisory compensation. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation while allowing tactical adjustments.