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 financial advisor at Procyon with three years of industry experience. He holds a Series 65 designation and previously worked at Lockheed Martin Corporation and Monroe Rent-All. Procyon provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and private funds. The firm focuses on customized, fundamentally driven portfolios and manages assets through both discretionary and non-discretionary approaches, supported by internal due diligence and decision-support tools such as third-party AI.

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 advisor with Procyon Advisors LLC and has four years of industry experience. She joined Procyon in 2021 and previously held roles at Ameriprise Financial Services and various other employers. Procyon serves individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors, offering investment management, financial planning, and consulting services. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, individual equities, and fixed income, implemented through both internal management and third-party managers.

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 financial advisor at Procyon with 9 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials. His work history includes roles at Procyon Advisors, Procyon Institutional Partners, Strategic Retirement Partners, The Virtus Group, and Follett Higher Education Group. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors, offering investment management, financial planning, consulting, and retirement plan advisory services. The firm uses a fundamentally driven, customized investment approach with a primarily long-term orientation and manages assets through a combination of internal management and third-party managers.

Nicholas Greenhouse is a financial advisor at Brookwood Investment Group with six years of industry experience. He holds a Series 65 credential and has worked at firms including Redwood Private Wealth LLC and Belpointe Asset Management. Outside of his advisory role, he works as a bartender at Craft Kitchen. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing tailored portfolios across various investment strategies.

Jamie Wilson is a CFP® with nine years of industry experience, currently serving as an advisor at Procyon. Prior to joining Procyon in 2025, Jamie worked at Loring Advisory Group for six years and Merrill Edge for two years. Procyon provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm employs a fundamentally driven, customized investment approach utilizing mutual funds, ETFs, equities, and fixed income, and operates with a significant portion of assets managed on a non-discretionary basis.

Charles Caddick is a ChFC®-designated financial advisor at Procyon with five years of industry experience. He has worked at Procyon Private Wealth Partners, LLC since 2021 following a 15-year period of retirement. Procyon serves individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors, providing investment management, financial planning, consulting, and retirement plan advisory services. The firm’s investment process emphasizes customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, implemented through both internal management and third-party managers.

Michael Dailey is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Gradient Advisors since 2012 and is also involved with Harbour Mortgage Group and Clarity Insurance. Additionally, he owns The College Authority, a business consulting with parents on college funding and financial aid. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm supports 169 investment advisor representatives across 154 offices and manages nearly $1 billion in assets on behalf of approximately 3,220 clients.

Michael Aloi is a CFP® professional with 27 years of industry experience, currently advising at Summit Financial, LLC since 2018. He has prior experience with Purshe Kaplan Sterling Investments and Summit Financial Resources, where he worked for nearly two decades. Aloi contributes as a writer for Kiplinger's Financial Magazine and provides CPA continuing education seminars. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management and 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to serve approximately 17,800 clients.

Christopher Foster is a financial advisor at Procyon with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Purshe Kaplan Sterling Investments. Foster is also involved in managing affiliated businesses at Procyon, including an insurance agency and a tax referral service. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, and institutional investors, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm’s investment approach emphasizes customized, fundamentally driven portfolios implemented through a combination of internal management and third-party managers, with a notable focus on both discretionary and non-discretionary asset management.

Phil Fiore Jr. is a financial advisor with Procyon, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Procyon Advisors since 2017 and previously spent seven years with UBS Financial Services. Outside of his advisory role, he is involved in several related businesses including managing an insurance agency and serving as a partner in a tax firm. Procyon serves a wide range of clients including individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, and combines internally managed strategies with third-party managers and TAMPs.

Kathryn Dennen is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at United Planners' Financial Services of America, Capital Analysts, and Lincoln Investment LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, charting, and cyclical analysis across various asset classes.

James Jeffery is a CFA® charterholder with 11 years of experience in the financial industry. He has worked at Procyon Advisors, LLC since 2019 and previously spent four years at Solaris Group. Jeffery holds Series 63 and Series 65 licenses. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, individual equities, and fixed income, and provides a range of services such as investment management, financial planning, and retirement plan advisory.

Samuel Barber is a financial advisor with Lifemark Securities Corp. in Naugatuck, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at Lifemark Securities and the Chittenden Group since 2017 and previously worked at MML Investors Services and MassMutual Life Insurance Company from 2009 to 2017. Barber is also an insurance agent and broker with Chittenden-Warwick Insurance Group, providing sales and service of insurance and group benefits products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors. The firm emphasizes suitability-driven advice tailored through risk assessments, managing accounts on a discretionary or non-discretionary basis, with custody maintained by third-party custodians.

Amber Kendrick is a financial advisor with Procyon, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked with Procyon Advisors, LLC since 2017 and previously held positions at Connecticut Investors Group and Commonwealth Financial Network. Kendrick is a member of the Retirement Advisory Council, which focuses on qualified plan and participant retirement outcomes. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, retirement plan advisory, institutional consulting, and model-portfolio delivery, with an investment process centered on customized, fundamentally driven portfolios implemented through both internal management and third-party managers.

Nicholas Friedman is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Ritholtz Wealth Management since 2025 and previously worked at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and EF Legacy Securities, LLC. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a goal-based investment process with an emphasis on asset allocation and behavioral finance, employing diversified low-cost ETFs alongside tactical overlays and alternative investments.