Louis Gloria is a financial advisor with Procyon holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at UBS Financial Services, Merrill, Morgan Stanley, and Purshe Kaplan Sterling Investments. Gloria is also involved in several insurance-related business activities, including ownership and management roles in Procyon Risk, Procyon Tax, and Procyon Benefits. Procyon serves a diverse client base that includes individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm employs a primarily long-term, fundamental analysis investment approach with portfolios comprising mutual funds, ETFs, equities, and fixed income, managing a significant portion of assets on a non-discretionary basis and offering services that extend to pooled investment vehicles and institutional retirement-plan advisory.

Matthew Corthell is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Procyon Advisors, LLC, where he has worked since 2025. Prior to joining Procyon, he spent twelve years at Wooster Corthell Wealth Management, Inc. Procyon serves a diverse clientele, including individual and high-net-worth households, families, trusts, estates, businesses, institutions, retirement plans, registered investment advisors, and pooled investment vehicles. The firm employs a long-term, fundamental-analysis driven investment approach and manages portfolios through a combination of internal due diligence, third-party managers, discretionary and non-discretionary mandates, as well as AI-supported research tools.

Walter Pachniuk is a CFP® professional with 40 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 2008. He is also affiliated with Advisers Trust, LLC, where he is an owner and provides wealth management and insurance services. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering financial planning, investment advice, discretionary portfolio management, and group seminars with a long-term investment outlook.

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.

Timothy Haas is a financial advisor at Prosperity Capital Advisors with 22 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Prosperity Capital Advisors, Mr. Haas worked at LifePro Asset Management, Integrated Wealth Concepts, LPL Financial, and National Planning Corporation. Outside of his advisory role, he manages multiple insurance agencies and offers tax preparation services. Prosperity Capital Advisors is a multi-team SEC-registered firm that provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision using well-known providers and third-party sub-advisors.

Tobin Walters is a CFP® and CFA® affiliated with Belpointe Asset Management LLC, with three years of industry experience. He has worked at several firms including Altfest Personal Wealth Management and Equitable Value, LLC. Walters is currently based in Shelton, CT. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and sponsors various proprietary and third-party investment products, using customized portfolios and a range of strategies tailored to client objectives.

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.

Ryan Kristie is a Series 65-licensed financial advisor at Procyon with three years of industry experience. Prior to joining Procyon, he worked at Lockheed Martin Corporation and held positions at Marist College and Monroe Rent-All. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is long-term and fundamental-analysis driven, offering both discretionary and predominantly non-discretionary management across various asset types, along with advisory services to private funds and pooled investment vehicles.

Vincent Mallon is a financial advisor at IP Financial Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Innovation Partners LLC, American Portfolios Financial Services, Inc., Equity Services, Inc., and National Life. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management, applying a variety of analytical approaches and providing specialized advisory services including actuarial and benefits consulting.

Philip Adams is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Belpointe Asset Management and Belpointe Insurance since 2013. Outside of his advisory role, he serves on the board of directors for Quassapaug Sailing Center, a nonprofit organization. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios through a combination of internal portfolio construction and third-party manager relationships, and it supports a range of affiliated businesses and product sponsorships alongside its advisory services.

Marissa Schneider is a Series 65-licensed financial advisor at Procyon with four years of industry experience. She has been with Procyon Advisors LLC since 2021. Procyon serves a diverse client base including individuals, high-net-worth households, families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is primarily long-term and fundamental-analysis driven, employing portfolios constructed from mutual funds, ETFs, individual equities, and fixed income, and it offers both discretionary and non-discretionary advisory services.

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.

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.

Mark Rich is a CFP®, CFA®, and holds a Series 65 license with nine years of industry experience. He has worked at Procyon Advisors, LLC since 2017 and previously held roles at Procyon Institutional Partners, Strategic Retirement Partners, The Virtus Group, and Follett Higher Education Group. Procyon serves a diverse range of clients including individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is long-term and fundamental-analysis driven, utilizing mutual funds, ETFs, individual equities, and fixed income, with a notable emphasis on managing a majority of assets on a non-discretionary basis.

Michael Evans is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2017 and previously at Hornor Townsend & Kent Inc. and Penn Mutual. Outside of advisory work, Evans is the proprietor of a life insurance business and serves as chairman of the Cheshire Retirement Board. He is also an author of an upcoming novel titled "UNDERESTIMATED...What would you do if you knew the truth?". Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans, offering portfolio management and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it is notable for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Jamie Wilson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Procyon Advisors, LLC. Prior to joining Procyon in 2025, Wilson worked at Loring Advisory Group for six years and Merrill Edge for two years. Procyon serves a diverse client base including individuals, high-net-worth households, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services, employing a primarily long-term, fundamental-analysis driven investment process with both discretionary and non-discretionary mandates.

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 Private Wealth Partners, LLC with five years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Procyon in 2021, he was retired for 15 years. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm provides tailored investment management and advisory services, emphasizing long-term fundamental analysis and offering both discretionary and predominantly non-discretionary portfolio management.

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.