Lydia Renders is a financial advisor with Moneco Advisors in Pittsfield, MA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She previously worked at ADCM, LLC and its related entities from 2009 to 2023. Outside of her advisory role, Ms. Renders is involved in empowerment coaching through United Inner States of Freedom, LLC, and co-owns a subscription-based newsletter called The Economic Intuitive. Moneco Advisors is a multi-team SEC-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, financial planning, and access to various sponsored advisory programs. The firm employs a range of investment strategies and tools, including mutual funds, ETFs, individual equities, and alternative strategies, tailored to client goals and risk tolerances.

Fabio Santos is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Bolton Global Capital since 2019 and previously at Morgan Stanley Smith Barney from 2015 to 2019. Outside of advisory work, he is the owner and manager of Sciosolis, LLC, an entity created for accounting purposes related to his securities and investment advisory compensation. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation while allowing tactical adjustments.

David Ameden is a financial advisor at Moneco Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moneco Advisors since 2014, previously working with LPL Financial since 1996. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm uses a range of investment strategies including discretionary and non-discretionary asset management, employing mutual funds, ETFs, equities, fixed income, options, and alternative strategies tailored to client goals and risk tolerances.

Eric Johnson is a financial advisor with Moneco Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Moneco Advisors since 2018, following roles at Strategic Wealth Advisors Group and LPL Financial. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored investment programs that combine fundamental, technical, and cyclical analysis across a broad range of asset classes.

Lise Robinson is a CFP® professional with 24 years of experience in the financial industry. She currently works at Coastal Bridge Advisors and previously held positions at TrinityPoint Wealth, PURSHE KAPLAN STERLING INVESTMENTS, Inc., and Beirne Wealth Consulting Services. Robinson serves as a board member of the Milford Rotary, where she participates in decisions regarding fundraising and charitable initiatives. 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, HSA investment management, and access to various lending solutions.

Carl Cornaglia is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2017 and previously spent eight years with Sii Investments, Inc. Outside of his advisory role, Cornaglia is involved in property and casualty insurance businesses as a managing principal of American Heritage Insurance, LLC and Heritage Financial, as well as a broker with BRBG LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and third-party asset manager recommendations, and maintains ongoing portfolio supervision and rebalancing.

Erik Hayden is a financial advisor at Vanderbilt Advisory Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is president and sole proprietor of Skye Harbor Financial. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and integrates retirement-plan consulting with advisory services through formal partnerships with benefits firms.

Christopher Wright Sr. is a financial advisor at Kingsview Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a broad range of investment options including equities, fixed income, options, derivatives, alternative products, and access to third-party managers and alternative investments.

Paul Farella is a financial advisor at Moneco Advisors with 10 years of industry experience. He holds a Series 65 designation and has worked at Moneco Advisors since 2023, following prior roles at ADCM, LLC dba Willow and Alexandra Dest Capital Management. Outside of his advisory work, Mr. Farella manages a newsletter called The Economic Intuitive, serves as an elected school committee member for the Central Berkshire Regional School District, is a member of the Stakeholder Council for the Global Reporting Initiative, and chairs the board of the Love of T Foundation, a nonprofit organization. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, along with retirement plan consulting for plan sponsors. The firm offers tailored investment programs that incorporate fundamental, technical, and cyclical analysis and utilizes a diverse range of investment instruments and third-party platforms.

Peter Osborne is a financial advisor with Moneco Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Moneco Advisors since 2017 and has been with LPL Financial since 2003. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning services. The firm employs discretionary and non-discretionary asset management strategies using a variety of investment vehicles and analytical approaches, often leveraging model portfolios and sub-advisors to tailor portfolios to client goals and risk tolerances.

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.

Charles Maclean is a financial advisor with Moneco Advisors in New Canaan, CT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has previously worked at LPL Financial, MML Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Maclean operates Moneco Advisors LLC, an independent investment advisory business. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with approximately $1.9 billion in regulatory assets under management. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, employing a variety of investment strategies tailored to client goals and risk tolerances.

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.

Daniel Besse is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include positions at Stratos Wealth Advisors, LLC and RSM US Wealth Management LLC. Outside of wealth management, he is a co-founder and vice president of a children’s clothing brand, Pampered Pant, LLC, and serves as the treasurer for the Easton Baseball League. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Charles Rocco is a CFP® and Series 66-licensed advisor with 14 years of industry experience. He has worked at Moneco Advisors since 2018 and previously held positions at Strategic Wealth Advisors Group and LPL Financial. Outside of advisory services, he has been involved with Rocco & Associates Wealth Management’s insurance agency. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolio management, retirement plan consulting, and access to a broad range of investment strategies across multiple custodial platforms.

Robert Pavlik is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dakota Wealth since 2020, with prior experience at SlateStone Wealth, LLC and Bp Wealth Management, LLC. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers customized wealth management and investment services, focusing on primarily long-term portfolios using mutual funds, ETFs, equities, fixed income, and alternative investments, with active management roles in private funds and ETFs.

Matthew Winthrop is a financial advisor with Aegis Capital Corp. in Easton, CT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors and RBC Capital Markets LLC. Outside of his advisory work, he serves as the Musical Director for the CT Grateful Dead All Stars, a local music group. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options across multiple managed account programs and emphasizes personalized client engagement through semi-annual portfolio reviews.

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.

Todd Schroeder is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Moneco Advisors and has previously worked at LPL Financial, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and financial planning. The firm employs a range of investment strategies across various asset classes, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisors.

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.