Joseph Romano is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at TrinityPoint Wealth and Merrill. Outside of his advisory role, he is a general partner at Eight Street Consulting Group, a fundraising and political consulting firm. 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 HSA investment management.

Katharine Coppola is a financial advisor with First Advisors National, LLC in Milford, CT, holding a Series 66 designation and 13 years of industry experience. She has worked at Noble Insurance Marketing since 2016 and Jefferson National Securities since 2010. In addition to her advisory role, she is a licensed insurance agent involved in insurance and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm focuses on selecting and monitoring third-party money managers and uses fundamental analysis for supplemental individual security recommendations.

Thomas Leffel is a financial advisor at Procyon with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Block Island Trading, Academy Securities, and Odawa Partners. Procyon provides investment management, financial planning, and institutional consulting services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, offering primarily non-discretionary portfolio management using mutual funds, ETFs, equities, and fixed income, supported by fundamental analysis and AI tools.

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.

Thomas Gahan is a financial advisor at Procyon with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Procyon Advisors, Procyon Institutional Partners, and UBS Financial Services. In addition to his advisory role, he is involved in several related business activities including partnerships in benefits, risk, and tax entities within the Procyon network. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets, offering both discretionary and primarily non-discretionary portfolio management using mutual funds, ETFs, equities, and fixed income, supported by AI tools and access to independent managers and model portfolios.

Michelle De Filippo is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Moneco Advisors. Her prior experience includes roles at Cetera Investment Advisers, Cetera Wealth Services, and LPL Financial. Outside of her advisory work, she is a co-owner of Meliora Journals, a web-based business focused on product design and management. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized portfolios that incorporate a wide range of investment instruments and employ fundamental, technical, and cyclical analysis. The firm operates as a multi-team organization with access to various custodial platforms and additional affiliated services.

Thomas Hofstetter III is a financial advisor at DayMark Wealth Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he serves as treasurer for the Museum of Contemporary Art of Westport and participates on the investment committee for Hartford Seminary. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts with services including asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a combination of internal and third-party strategies and offers access to alternative and private securities as part of its investment approach.

Gerard Gruber is a CFP® with 24 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2006. He has also worked at Hayden Wealth Management and operates a branch location under the name Harbor West. In addition to his advisory role, he is an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies combined with continuous account monitoring and discretionary trading authority.

Curtis Irby is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Procyon. His prior roles include positions at Mass Mutual Investors Services, Barnum Financial Group, and People's Securities, Inc. Outside of his advisory work, he serves as Board Chairman for the Greater Bridgeport Area Prevention Program. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting 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 and combines internal portfolio construction with access to independent managers and AI-supported research.

Stephen Bliss is a financial advisor at Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to joining Capitol Securities Management in 2025, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025, and at Raymond James & Associates between 2017 and 2021. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm manages assets through various programs and employs a network of investment adviser representatives who tailor investment policies and manage accounts using a range of financial instruments.

Stephanie Van Albert is a CFP® professional with seven years of industry experience. She has worked at Moneco Advisors since 2020 and previously held roles at Shoreline Financial Advisors, the National Institute on Deafness and Other Communication Disorders at NIH, Quinnipiac University, and Maryland National Capital Park & Planning. Moneco Advisors is a multi-team SEC-registered firm with 43 advisors serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs, using a range of investment strategies tailored to client goals and risk tolerances.

Derrek Metz is a financial advisor with Moneco Advisors, holding a Series 66 designation and over 23 years of industry experience. His prior work includes roles at LPL Financial LLC, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Metz is also involved with Moneco Insurance LLC, an affiliated insurance agency. Moneco Advisors is an SEC-registered multi-team advisory firm serving individual and high-net-worth clients. The firm provides fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs, using a range of investment strategies and ongoing portfolio monitoring.

John Rosenau is a CFP® professional with 40 years of experience in the financial services industry. He has been with Moneco Advisors since 2014 and has also maintained a long-term association with LPL Financial since 1994. His other business activities include work in non-variable insurance through Moneco Insurance LLC. Moneco Advisors is an SEC-registered multi-team advisory firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, financial planning, and access to various sponsored advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

James Betzig is a financial advisor at Coastal Bridge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, PURSHE KAPLAN STERLING INVESTMENTS, Beirne Wealth Consulting Services, and TrinityPoint Wealth. He is also a partner at CBA MGMT CO., LLC, a management company for RIAs. 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 utilizes diversified portfolios, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Brian Bach is a financial advisor with AlphaStar Capital Management with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at firms including MassMutual Life Insurance Company, Guardian Life, and OneAmerica Securities. Outside of his advisory role, he is involved in individual and group life and health insurance sales through Milford Financial. AlphaStar Capital Management serves a broad client base including individuals, high-net-worth clients, corporate and business clients, and retirement plans. The firm offers discretionary investment management, financial planning, participant account management for retirement plans, and subadvisory services, utilizing model portfolios and third-party portfolio construction tools.

Lydia Renders is a financial advisor with Moneco Advisors in Fairfield, CT, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has worked at ADCM, LLC and its affiliated entities from 2009 through 2023 before joining Moneco Advisors. Outside of her advisory role, Ms. Renders is involved in personal growth coaching through United Inner States of Freedom, publishes a newsletter called The Economic Intuitive, and holds managing member positions in limited liability companies focusing on real estate and art investments. Moneco Advisors offers 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 employs a multi-team approach to portfolio management, combining fundamental, technical, and cyclical analysis, and utilizes a wide range of investment instruments and third-party platforms 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.