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 has held positions at Procyon Advisors, Procyon Institutional Partners, and UBS Financial Services. In addition to his advisory role, he is involved in managing and promoting affiliated businesses within Procyon, including an insurance agency and tax services. Procyon serves individuals, families, institutional investors, retirement plans, and registered investment advisors by providing investment management, financial planning, and consulting services. The firm uses a fundamentally driven, customized investment approach across multiple asset classes and incorporates both internal management and third-party managers, operating with a significant portion of assets on a non-discretionary basis.

Curtis Irby is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Procyon. His prior roles include positions at People's Securities, Inc. and Barnum Financial Group. Outside of his advisory work, he serves as Board Chairman for the Greater Bridgeport Area Prevention Program. 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 emphasizes customized, fundamentally driven portfolios and utilizes both internal management and third-party managers, offering a broad range of services including retirement plan advisory, institutional consulting, and model-portfolio delivery.

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.

Lise Robinson is a CFP® professional with 24 years of experience in the financial industry. She currently works at Coastal Bridge Advisors and previously held positions at TrinityPoint Wealth, PURSHE KAPLAN STERLING INVESTMENTS, Inc., and Beirne Wealth Consulting Services. Robinson serves as a board member of the Milford Rotary, where she participates in decisions regarding fundraising and charitable initiatives. 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, HSA investment management, and access to various lending solutions.

Carl Cornaglia is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2017 and previously spent eight years with Sii Investments, Inc. Outside of his advisory role, Cornaglia is involved in property and casualty insurance businesses as a managing principal of American Heritage Insurance, LLC and Heritage Financial, as well as a broker with BRBG LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and third-party asset manager recommendations, and maintains ongoing portfolio supervision and rebalancing.

Christopher Wright Sr. is a financial advisor at Kingsview Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a broad range of investment options including equities, fixed income, options, derivatives, alternative products, and access to third-party managers and alternative investments.

Bruce Anesi is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2011 and was previously associated with Private Advisor Group, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

Antonio Rodrigues is a financial advisor at Procyon with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Procyon Advisors since 2018, following an 11-year tenure at Olson Mobeck Investment Advisors. Outside of advising, he is a member and CFO of Tony Rods Custom Fence LLC, a family business involved in installation and repair. 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 provides investment management, financial planning, retirement plan advisory, and institutional consulting, emphasizing customized, fundamentally driven portfolios constructed with mutual funds, ETFs, equities, and fixed income, managed both internally and through third-party relationships.

Dana Mascalo is a CFP® with 20 years of industry experience and currently serves as a Senior Wealth Advisor and CEO/Partner at CBA Management Co., LLC. She has worked at Coastal Bridge Advisors since 2025, following seven years at TrinityPoint Wealth, LLC, and ten years at Purshe Kaplan Sterling Investments. Coastal Bridge Advisors offers financial planning 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 a range of investment vehicles, while providing access to specialized advisory services and lending solutions through affiliated entities and third parties.

Louis Gloria is a financial advisor with Procyon and holds a Series 66 designation. He has 24 years of industry experience, including roles at UBS Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in managing several insurance and tax-related businesses affiliated with Procyon, including serving as managing director and owner of Procyon Risk, LLC and Procyon Tax, LLC. 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, consulting, and retirement plan advisory services, employing a fundamentally driven and primarily long-term investment approach across various asset types and both discretionary and non-discretionary portfolios.

Matthew Corthell is a CFA® charterholder with nine years of industry experience. He currently works at Procyon Advisors, LLC, where he has been since 2025, following twelve years at Wooster Corthell Wealth Management, Inc. 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 provides investment management, financial planning, retirement plan advisory, institutional consulting, and model-portfolio services through a customized, fundamentally driven investment approach that combines internal management with third-party managers.

Marc Deangelo is a financial advisor at B. Riley Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at National Securities Corporation and B. Riley Wealth Management. Outside of advisory work, he is involved in life and health insurance sales through B. Riley Wealth Insurance Corporation. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, managing approximately $4.21 billion in assets. The firm offers multiple investment programs and financial planning services, using platforms like Envestnet to support portfolio management and advisor decision-making.

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.

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 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.

Robert Batick Jr. is a financial advisor at The Patriot Financial Group, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, Riverside Retirement Advisors, and Whitfield Retirement Services. He is also the owner of DGB, LLC, an inactive entity established for potential future opportunities. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a mix of charting, fundamental, and technical analysis, with ongoing monitoring and rebalancing as needed.

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.