Christopher Lee is a CFP® professional with 30 years of experience in the financial services industry. He has worked at New England Capital Financial Advisors LLC since 2003 and previously spent 10 years at Purshe Kaplan Sterling Investments. Lee serves as a board member of Jump Start, a coalition for personal financial literacy, and is president of the Financial Planning Association Connecticut chapter. New England Capital Financial Advisors LLC manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, pension plans, trusts, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension advisory, and educational programs, employing a combination of fundamental and technical analysis and strategic asset allocation.

Scott Albraccio is a financial advisor at Grey Ledge Advisors, LLC with 38 years of industry experience. He holds the Series 66 designation and has worked previously at CTMA Wealth Management and Cuna Mutual Insurance Society. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, employee benefit plans, and financial institutions. The firm employs a combination of fundamental, technical, and cyclical analysis to build client-specific investment plans and manages both long- and short-term strategies, including the oversight of third-party sub-advisers.

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.

Joseph Depatie is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He is currently with Diastole Wealth Management and has previously worked at Baltimore-Washington Financial Advisors. Diastole Wealth Management provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, charitable organizations, and pooled investment vehicles, offering customized portfolios across various asset classes and both “view-only” consulting and full management options for held-away accounts.

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.

William Perham is a financial advisor at Foundations Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Enterprise, Foreside Financial Services, Symmetry Partners, and VOYA Financial Advisors. Outside of his advisory role, he is an insurance agent providing life insurance and annuity products through Fuchs Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

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.

Troy Jordan is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include an 18-year tenure at Cantella & Co Inc and positions at Cambridge Investment Research and LPL Financial. He is based in Cromwell, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

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.

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.

Gina Mazzadra is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Foundations Investment Advisors LLC and also works with Fuchs Financial LLC, where she assists with retirement planning. Her prior experience includes roles at Alphastar Capital Management, Morgan Stanley, and Voya. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs an asymmetric rebalancing approach supported by third-party sub-advisers and custodians.

Thomas Leffel is a financial advisor at Procyon with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Block Island Trading, Academy Securities, and Odawa Partners. Procyon provides investment management, financial planning, and institutional consulting services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, offering primarily non-discretionary portfolio management using mutual funds, ETFs, equities, and fixed income, supported by fundamental analysis and AI tools.

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 Advisors, Procyon Institutional Partners, and UBS Financial Services. In addition to his advisory role, he is involved in several related business activities including partnerships in benefits, risk, and tax entities within the Procyon network. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets, offering both discretionary and primarily non-discretionary portfolio management using mutual funds, ETFs, equities, and fixed income, supported by AI tools and access to independent managers and model portfolios.