Alyse Uzarski is a financial advisor at Kreitler Financial LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Commonfund for seven years before joining Kreitler Financial in 2021. Outside of her advisory role, she serves as Secretary on the Board of Directors for a family-owned trucking company, Petruzzello Transport, Inc. Kreitler Financial advises individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management as well as financial planning and consulting. The firm emphasizes periodic portfolio review and uses a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

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 worked at firms including Money Concepts Capital Corp and Artisan Wealth Management. Prior to his advisory roles, he held positions at the State Treasurer's Office and Spring Brook Ice and Fuel. Stone Wall Money Management LLC provides investment advisory and portfolio management services to individual and high-net-worth clients through managed accounts. The firm’s investment process incorporates asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, focusing on preserving purchasing power over the long term.

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 eight years of industry experience. He has worked at Kreitler Financial since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is an investor and owner of a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, business entities, charitable organizations, pension and profit-sharing plans, trusts, and estates, offering both discretionary and non-discretionary investment advisory services as well as financial planning and consulting. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis, using mutual funds, ETFs, individual equities, and fixed-income securities, and integrates AI tools with human oversight in its processes.

Edwin Lugo II is a CFA® charterholder associated with RMR Wealth Management with three years of industry experience. He previously worked at Franklin Templeton for 15 years and Brown Capital Management, LLC for three years. He is also involved with EL2 Capital, LLC, which he has been part of since 2021. RMR Wealth Management serves individuals, retirement plans, and corporate clients by providing discretionary portfolio management and multiple managed-account programs. The firm customizes portfolios using third-party platforms and managers, incorporating a range of traditional and alternative investment strategies tailored to client objectives and risk tolerance.

Benjamin Berger is a financial advisor with Stone Wall Money Management LLC in Shelton, CT. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at David Lerner Associates and Factory Direct Enterprises. 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 is tailored to client objectives and risk tolerance, utilizing strategies such as asset allocation, dollar-cost averaging, and both long- and short-term approaches, with a focus on preserving purchasing power over time.

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, 65, and 66 licenses and has worked at firms including Financial Strategies Investment Advisor Services and A. G. Edwards & Sons, Inc. He is also an owner and investor in rental property through Elmcrest, Inc. and NH Holdings, Inc. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, and other entities, offering wealth management, portfolio management, financial consulting, and access to alternative investments. The firm uses a tailored investment approach informed by multiple analytical methods and incorporates third-party managers and custodial relationships with Charles Schwab and SEI.

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.

Alan Fernandes is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at M&T Bank and People's United Bank. Outside of his advisory role, Fernandes serves as president of the Business Networking International chapter in Tribury and is a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and referrals to third-party money managers. The firm offers a range of advisory programs utilizing both discretionary and non-discretionary approaches and provides customized and model-based investment solutions.

Peter Courtney is a financial advisor at Calydon Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked for Greenwich Investment Management, Inc. for 15 years before joining Calydon Capital in 2023. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm manages approximately $2.87 billion in regulatory assets using a proprietary screening and factor model to identify high-quality equities and allocates assets among income-producing equity and fixed-income strategies.

Alexandra Blake is a financial advisor at Crestwood Advisors with 13 years of industry experience. She holds a Series 65 designation and has previously worked at Next Capital Management, LLC, Van Cleef & Arpels, BBR Partners, and Circle Wealth Management, LLC. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm uses a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing financial strength, management quality, valuation, and select ESG factors across globally diversified portfolios.

Joseph Tatusko is a CFP® and CFA® charterholder with 23 years of industry experience. He currently works at Moneco Advisors and has previously held positions at Cruice Investment Advisors, Ltd., United Planners' Financial Services of America, Private Advisor Group, LLC, LPL Financial, and Westport Resources Management Inc. There are no additional notable outside activities reported. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors. The firm offers tailored investment programs that incorporate fundamental, technical, and cyclical analysis, with portfolios including a broad range of assets and utilizing multiple custodial platforms and third-party investment strategies.

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.

Richardson Hendee is a financial advisor at Procyon with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, MML Investors Services, MSI Financial Services, and Merrill. Outside of his advisory role, he serves on the investment committee of the Windward Bay condo association in an advisory capacity. Procyon provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, employing a mix of internal portfolio construction, independent managers, and AI tools to support both long-term strategies and shorter-term trading.

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.