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.

Donald Nemeth Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at The Legend Group for five years and has been with Lincoln Investment for nine years. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm uses discretionary and non-discretionary portfolio management approaches supported by an in-house investment management and research team, offering a range of customizable investment solutions and retirement advisory services.

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.

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.

Gary Kazanjian is a financial advisor at Capitol Securities Management, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked in educational roles at Tufts University, Choate Rosemary Hall, and Glastonbury High School. Kazanjian is also a member of the CT River Valley Chamber of Commerce, where he participates in networking and community meetings. Capitol Securities Management serves individual, institutional, and corporate clients by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering various investment programs including discretionary and non-discretionary managed accounts and third-party money managers.

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.

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.

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.

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 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 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.

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.

Ericka Butler is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Thrivent Financial, UBS Financial Services, and the Town of Simsbury. She also acts as a licensed assistant at Wealth Managers, LLC, supporting financial and insurance services. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering an enterprise-scale sub-advisory platform that includes trade execution, rebalancing, and overlay 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.