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 financial advisor at Procyon with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Purshe Kaplan Sterling Investments. Foster is also involved in managing affiliated businesses at Procyon, including an insurance agency and a tax referral service. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, and institutional investors, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm’s investment approach emphasizes customized, fundamentally driven portfolios implemented through a combination of internal management and third-party managers, with a notable focus on both discretionary and non-discretionary asset management.

Ericka Butler is a financial advisor with Regal Investment Advisors LLC, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Thrivent Financial, UBS Financial Services, and the Town of Simsbury. She also acts as a licensed assistant at 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 individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, offering an enterprise-scale sub-advisory platform that includes trade execution, rebalancing, and overlay management.

Phil Fiore Jr. is a financial advisor with Procyon, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Procyon Advisors since 2017 and previously spent seven years with UBS Financial Services. Outside of his advisory role, he is involved in several related businesses including managing an insurance agency and serving as a partner in a tax firm. Procyon serves a wide range of clients including individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, and combines internally managed strategies with third-party managers and TAMPs.

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 11 years of experience in the financial industry. He has worked at Procyon Advisors, LLC since 2019 and previously spent four years at Solaris Group. Jeffery holds Series 63 and Series 65 licenses. 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 focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, individual equities, and fixed income, and provides a range of services such as investment management, financial planning, and retirement plan advisory.

Amber Kendrick is a financial advisor with Procyon, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked with Procyon Advisors, LLC since 2017 and previously held positions at Connecticut Investors Group and Commonwealth Financial Network. Kendrick is a member of the Retirement Advisory Council, which focuses on qualified plan and participant retirement outcomes. 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, retirement plan advisory, institutional consulting, and model-portfolio delivery, with an investment process centered on customized, fundamentally driven portfolios implemented through both internal management and third-party managers.

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.

Margaret Kuchan is a financial advisor with The Patriot Financial Group, LLC in Guilford, CT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior work includes roles at Northwestern Mutual, Minnesota Life Insurance Company, and The Standard. In addition to her advisory role, she is involved with Arranged by MK, LLC, an entrepreneurial venture. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and consulting services. The firm builds tailored portfolios using a mix of charting, fundamental, and technical analysis, employing a variety of asset classes and emphasizing ongoing supervision and rebalancing.

Nathalie Edeen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at Hornor Townsend & KTNE Inc since 2016 and with Penn Mutual Life Insurance Company since 2015. Outside of her advisory role, she is involved in multi-line insurance sales and service, including life, accident, health, disability, long-term care, and annuity products, and conducts comprehensive student loan portfolio reviews for recent college graduates. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

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 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory, execution, and custody services.

Crystal Southerland Mc Koy is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. She has eight years of industry experience, including prior work at KeyBank NA. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and performs ongoing due diligence and supervisory review of third-party advisory products.

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.

Jacob Cedor is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He previously worked at Monte Financial Group, LLC and Travelers Insurance, and has a Series 65 credential. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, and provides specialized services including retirement plan consulting and charitable advisory.

Scott Moulton is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. Moulton serves on the Board of Corporators for The Milford Bank, participates in community service as a member of the Devon Rotary, and is an executive board member of the Milford Chamber of Commerce. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and financial organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and portfolio construction strategies.

Craig Massicotte is a financial advisor with TIAA-CREF in Hamden, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of portfolio management options, including model-based and customized portfolios, and acts as adviser to a donor-advised fund.

Kirk Kolligian is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Merrill Lynch from 1993 and Bank of America from 2009 before joining Janney in 2017. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Ronan Duggan is a financial advisor at TIAA-CREF with 24 years of industry experience. He has been with TIAA-CREF since 2007 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he serves as a basketball official. TIAA-CREF’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management with a fiduciary standard applied to its RIA services.