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 financial advisor at Procyon with five years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Before joining Procyon Private Wealth Partners in 2021, Mr. Caddick was retired for fifteen years. Procyon offers 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 government entities. The firm manages approximately $9.2 billion in assets, primarily through non-discretionary strategies that combine fundamental analysis with internal portfolio construction, access to Independent Managers, and AI-supported research tools.

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 Series 66 licensed financial advisor at Procyon with 18 years of industry experience. He has worked at UBS Financial Services and Purshe Kaplan Sterling Investments prior to joining Procyon, where he currently manages client investment advice and holds ownership roles in related business ventures, including insurance and tax referral services. Foster is also a managing director overseeing insurance operations and client engagement within the Procyon group. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, RIAs, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in assets using both discretionary and predominantly non-discretionary strategies, employing fundamental analysis alongside AI tools and offering a range of portfolio management services, including private fund advisory and model portfolio solutions.

Ericka Butler is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and four years of industry experience. Her prior firms include Thrivent Financial, Cetera, and UBS Financial Services. She is also a licensed assistant involved with 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 high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Phil Fiore Jr. is a financial advisor at Procyon with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory role, he is involved in managing health insurance and tax-related businesses affiliated with Procyon. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base that includes individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, combining internal portfolio construction with independent managers and AI-supported research across a range of investment vehicles.

Kathryn Dennen is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at United Planners' Financial Services of America, Capital Analysts, and Lincoln Investment LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, charting, and cyclical analysis across various asset classes.

James Jeffery is a CFA® charterholder with 12 years of industry experience. He has worked at Procyon Advisors, LLC since 2019 and previously at Solaris Group and Jeffery Asset Management LLC. 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, RIAs, pooled investment vehicles, and certain government entities. The firm manages approximately $9.2 billion in assets and employs both discretionary and primarily non-discretionary strategies using mutual funds, ETFs, individual equities, and fixed income guided by fundamental analysis.

Samuel Barber is a financial advisor with Lifemark Securities Corp. in Naugatuck, CT, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at Lifemark Securities and the Chittenden Group since 2017 and previously worked at MML Investors Services and MassMutual Life Insurance Company from 2009 to 2017. Barber is also an insurance agent and broker with Chittenden-Warwick Insurance Group, providing sales and service of insurance and group benefits products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors. The firm emphasizes suitability-driven advice tailored through risk assessments, managing accounts on a discretionary or non-discretionary basis, with custody maintained by third-party custodians.

Amber Kendrick is a financial advisor at Procyon with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Procyon Advisors, LLC since 2017. Prior to that, she was with Connecticut Investors Group and Commonwealth Financial Network from 2014 to 2017. Kendrick is a member of the Retirement Advisory Council, which focuses on qualified plan and participant retirement outcomes. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets utilizing both discretionary and primarily non-discretionary strategies, combining internal portfolio construction with access to independent managers and AI-supported research.

Joshua Topp is a financial advisor with Flagship Harbor Advisors, LLC, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience, including 13 years with LPL Financial and Flagship Harbor Advisors. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts.

Theodore Brooks is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Innovation Partners LLC, Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation. He is also an independent insurance agent specializing in life and health insurance sales. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management for non-high-net-worth investors and retirement plan participants, offering a broad range of analytical and consulting services.

Michael Langone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes positions at Manulife John Hancock Brokerage Services, John Hancock Investment Management Distributors LLC, and Massachusetts Mutual Life Insurance Company. He also serves as a retirement consultant providing educational services for qualified retirement plans through John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm delivers financial planning and consultative services using third-party software to generate written recommendations, with a technology-assisted model supporting a high client load per advisor.

Nathalie Edeen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has been with Hornor Townsend since 2016 and also maintains a long-term affiliation with Penn Mutual Life Insurance Company since 2015. Outside of her advisory role, she is involved in multi-line insurance sales and service, and conducts student loan portfolio reviews to evaluate repayment options and federal forgiveness programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers, providing financial planning, advisory programs, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options, combining SEC-registered advisory and broker-dealer services with custody and execution capabilities.

Matthew Walsh is a financial advisor with Centaurus Financial, Inc. holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Centaurus Financial since 2022 and also works as a tax preparer at the CT Institute of Finance. Centaurus Financial serves a diverse client base including individuals, families, small businesses, and institutions, offering a range of services such as financial planning, portfolio management, and retirement-plan consulting through discretionary and non-discretionary arrangements.

Alexandra Forte is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott in various roles since 2010. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporations, retirement plans, and municipalities, offering brokerage services, financial planning, and advisory programs.

Braeden Ziegler is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Citigroup Global Markets serves a range of individual and institutional clients, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities, as well as specialized solutions for high-net-worth clients.

Elana Muzzey is a CFP® professional with 27 years of industry experience, currently with Commonwealth Financial Network since 2002. She holds Series 63 and Series 65 licenses and is based in Cheshire, CT. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a wide range of individual and institutional clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

Matthew Clements is a CFP® with 19 years of industry experience. He is currently affiliated with Commonwealth Financial Network and has prior experience at Ameriprise Financial Services, Inc. and MJC Wealth Management. He also engages in fixed insurance sales as an outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.