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.

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.

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.

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.

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.

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.