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.

Benjamin Barning is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Scranton Financial Group, Bank of America, Merrill, and Dime Bank. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with portfolio customization and ETF sub-advisory services.

Theodore Greggis is a financial advisor with Private Client Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and SS&C Technologies. Private Client Services is a multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Ronald Tine is a financial advisor at StoneX Advisors Inc. with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining StoneX Advisors in 2015, he worked at Guardian Life and has operated his own insurance agency, RJ Tine Associates LLC, where he serves as an insurance agent specializing in life, disability, group health, long-term care, and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes both independent advisors and an in-house Private Client Group to deliver investment strategies through various models and third-party money managers.

John Poitras is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Integrity Marketing/Stateline Senior Services and public schools. Outside of financial advising, he is involved in insurance sales through Integrity Marketing/Stateline Senior Services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and provides ERISA plan consulting and fee-based insurance product services.

Jeffrey Davis is a financial advisor at Kovack Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2013. Outside of his advisory work, he volunteers as a soccer coach for the Bristol Soccer Club. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets and serving a diverse client base including individuals, pension plans, charitable organizations, and governmental entities. The firm uses an Envestnet-supported workflow with a combination of internally developed models and third-party managers to manage client portfolios across multiple custodians.

Matthew Rosenberger is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Silver Oak Securities, LPL Enterprise, and The Prudential Insurance Company of America. Rosenberger is also associated with Retirement Visions, LLC as an independent financial professional. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and offers services including multi-generational wealth planning, separately managed accounts, and educational seminars.

Jeffrey Haines is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Gateway Wealth Partners and its affiliated entities in 2023. Gateway Wealth Partners is a registered investment adviser serving individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual stocks, bonds, and independent managers.

William Mccloskey is a financial advisor with William Joseph Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He also serves as Managing Partner and full-time employee at Integrity Marketing Group, LLC, focusing on insurance sales including annuities, disability, health, life, and long-term care. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that integrate financial planning and portfolio management. The firm employs a combination of customized portfolio construction and third-party sub-advisors through the AssetMark platform, utilizing quantitative, fundamental, technical, cyclical, and qualitative analysis methods.

Stephen Weiner is a CFP® professional with six years of industry experience. He is currently with Advisors Capital Management, LLC and has prior experience at Personal Business Mgt. Group, Ltd. Advisors Capital Management serves a broad range of clients, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods and manages over $8 billion in discretionary assets.

Joseph Mauriello is a financial advisor at Capitol Securities Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services and Liberty Bank. Mauriello serves as an advisory board member for the Main Street Foundation - Men and Boys Fund, a nonprofit focused on supporting underprivileged boys in his community. Capitol Securities Management serves a diverse range of clients, including individual investors, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services through both broker-dealer and registered investment adviser platforms.

Carl Cornaglia is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2017, following earlier roles at SII Investments, Questar Asset Management, and MSI Financial Services. Outside of his advisory role, Carl is involved as managing principal in property and casualty insurance businesses. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, utilizing a risk-tolerance driven investment process supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Michael Moulthrop is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2021. In addition to his advisory role, he is active as an insurance agent at Horizons Insurance, focusing on life, health, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Richard Knudsen is a financial advisor at William Joseph Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Advantage Capital Corporation for 20 years. Outside of investment advisory, he is president and owner of Health Insurance Quote Services, Inc., a business specializing in life and health insurance and annuities, which he has operated since 1996. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management, offering services that include ERISA plan consulting and fee-based insurance product support.

Joseph Goss is a financial advisor with William Joseph Capital Management, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with William Joseph Capital Management since 2015 and also owns Joseph E. Goss, Ltd. dba The Producers Firm, which sells insurance products. In addition to his advisory role, he is involved in several insurance-related businesses, including Wealth Preservation Specialist, LLC and NBC National Marketing, Inc., as well as a tax advice and preparation firm, William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing customized portfolio construction with third-party sub-advisors and a variety of analytical methods.

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.

Waldemar Dziedzic is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at Aegis Wealth Management, Inc. and various insurance and healthcare-related companies. He is also a licensed insurance agent for investment-related insurance products. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a multi-team network that employs diversified investment models and third-party managers within a structured risk framework.

Nicholas Petronchak is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 66 designations. He has 11 years of industry experience, having previously worked at LPL Financial and Waddell & Reed, Inc. He is dually registered with Gateway Wealth Partners and LPL Financial, spending the majority of his time providing investment advisory services and also engages in insurance sales. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation with low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages a majority of assets on a non-discretionary basis.

Keith Barnofski is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Voya Financial Advisors for 11 years. Outside of his advisory role, he is co-owner of Streamocracy LLC, a mobile application development business focusing on evaluating new app ideas. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and non-discretionary Fund Advice developed by Morningstar Investment Management.

Steven Hyman is a financial advisor at Gateway Wealth Partners, LLC with 40 years of industry experience. He formerly worked at Creative Funding Corporation for over four decades. In addition to his advisory role, he is a licensed independent life and health insurance agent. Gateway Wealth Partners serves individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement plan consulting. The firm uses a combination of low-cost diversified funds, individual securities, and independent managers, applying both fundamental and technical analysis.