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 four years of industry experience. His career includes roles at Opus Wealth Management, Altfest Personal Wealth Management, First Pacific Financial, Equitable Value, LLC, and DST Systems, Inc. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and third-party manager relationships, and offers a range of administrative and service solutions uncommon among peers.

Scott Jacob is a financial advisor at AlphaStar Capital Management with 22 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services, Guardian Life, and OneAmerica Securities. Outside of finance, he is the owner and coach at Flodown Hockey LLC, providing individual and team hockey coaching. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a range of strategic and tactical investment approaches using proprietary model portfolios and third-party portfolio construction tools.

Ryan Kristie is a financial advisor at Procyon with a Series 65 credential and three years of industry experience. His prior work includes roles at Lockheed Martin Corporation and Marist College. Procyon provides 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, and government entities. The firm manages approximately $9.2 billion in assets, employing both discretionary and non-discretionary management primarily through mutual funds, ETFs, equities, and fixed income, and offers services as a private fund adviser and portfolio manager for pooled vehicles.

Donald Nemeth Jr. is a financial advisor with Capital Analysts in Woodbridge, CT, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at Lincoln Investment for nine years and The Legend Group for five years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through an in-house investment management team and a nationwide network of independent advisors.

Robert Batick Jr. is a financial advisor with The Patriot Financial Group, LLC in Guilford, CT. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior firms include RBC Capital Markets and Citigroup Global Markets. He is also involved with Whitfield Retirement Services, LLC and Riverside Retirement Advisors. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios to client goals and risk tolerance, employs a range of investment options, and monitors accounts using multiple analytical approaches.

David Rogers Jr. is a financial advisor with Gateway Wealth Partners, LLC and holds a Series 66 designation. He has 21 years of industry experience and has previously worked at LPL Financial, Citizens Securities, Inc., and Infinex Investments, Inc. Rogers also has a long history with Gateway Financial Partners and Naugatuck Savings Bank. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a diversified investment approach combining mutual funds, ETFs, individual securities, and independent managers, and manages both discretionary and non-discretionary portfolios.

Marissa Schneider is a financial advisor at Procyon with a Series 65 credential and four years of industry experience. She has worked at Procyon Advisors LLC since 2021 and previously held roles at Ameriprise Financial Services LLC and Altra Federal Credit Union. Procyon provides 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, and government entities. The firm manages approximately $9.2 billion in assets using a combination of internal portfolio construction, independent managers, and AI-supported research.

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.

Mark Rich is a CFP®, CFA®, and Series 65 credentialed advisor at Procyon with nine years of industry experience. He has worked at Procyon Advisors, Procyon Institutional Partners, Strategic Retirement Partners, The Virtus Group, and Follett Higher Education Group. Procyon provides 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 clients. The firm manages approximately $9.2 billion in assets and offers a combination of internal portfolio construction, access to independent managers, and AI-supported research, with a service mix that includes private fund advisory and portfolio management for pooled vehicles.

Michael Evans is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Vanderbilt Securities, LLC since 2017 and previously at Hornor Townsend & Kent Inc. and Penn Mutual. Outside of advisory work, Evans is the proprietor of a life insurance business and serves as chairman of the Cheshire Retirement Board. He is also an author of an upcoming novel titled "UNDERESTIMATED...What would you do if you knew the truth?". Vanderbilt Advisory Services serves a diverse client base including individuals, charities, trusts, businesses, and retirement plans, offering portfolio management and financial planning services. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, and it is notable for its integration with retirement-plan and benefits firms, supporting pension consulting and plan administration alongside advisory services.

Jamie Wilson is a CFP® with nine years of industry experience, currently serving as an advisor at Procyon. Prior to joining Procyon, he worked at Loring Advisory Group for six years and Merrill Edge for two 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 clients. The firm manages approximately $9.2 billion in assets, primarily through non-discretionary management using fundamental analysis and combines internal portfolio construction with access to independent managers and advanced AI tools.

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 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.