Martino Mezza is a financial advisor at Innovative Asset Advisors Group with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Financial Strategies Investment Advisor Services and its related entities since 2013. Innovative Asset Advisors Group serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering wealth and portfolio management, financial consulting, and access to alternative investments. The firm employs a tailored, multi-disciplinary investment approach incorporating fundamental, technical, cyclical, and macroeconomic analysis, and utilizes third-party independent managers and sub-advisors.

William Perham is a financial advisor at Foundations Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Enterprise, Foreside Financial Services, Symmetry Partners, and VOYA Financial Advisors. Outside of his advisory role, he is an insurance agent providing life insurance and annuity products through Fuchs Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Aaron Hershman is a financial advisor at Principle Wealth with a Series 65 designation and no prior industry experience. He also serves as an attorney at Hershman Legal Group, P.C., where he provides legal and trustee services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services, managing $2.66 billion in assets. The firm employs a long-term, fundamentals-driven investment process and offers trust and fiduciary services alongside retirement-plan engagements.

John Esteves is a Series 65 licensed advisor with Procyon in Shelton, CT. He joined Procyon Advisors, LLC in 2026 and has previous experience as a student at Sacred Heart University from 2022 to 2026. Procyon serves a diverse client base including individuals, high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm employs a primarily long-term, fundamental analysis-driven investment approach with portfolios constructed from mutual funds, ETFs, individual equities, and fixed income, managing a significant portion of assets on a non-discretionary basis.

Robert Paolucci is a CFP® with 25 years of industry experience, currently serving as an advisor at Principle Wealth since 2017. He previously worked at Essex Financial Services, where he remains associated. Paolucci is also the founder and CEO of Principle Wealth Partners LLC. Principle Wealth provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and corporations. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios and the use of independent managers when appropriate.

Caroline Wetzel is a CFP® with 11 years of industry experience, currently advising at Procyon since 2017. Her prior experience includes roles at UBS Financial Services from 2015 to 2017. She is a member of the Financial Planning Association and the Financial Women's Association. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm employs a mostly long-term, fundamental analysis investment approach and manages a majority of assets on a non-discretionary basis, offering a wide range of advisory and consulting services.

Jana L'etoile is a financial advisor at Coastal Bridge Advisors with 14 years of industry experience. She holds a Series 66 designation and previously worked at TrinityPoint Wealth, LLC and Beirne Wealth Consulting Services, LLC. She is also a partner and Chief Administrative Officer at CBA Management Co., 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 across various asset classes, offering specialized advisory services such as retirement plan consulting and HSA investment management.

Bevin Nealon is a CFP® with 28 years of industry experience. He is currently with Procyon and previously worked at Merrill and Wells Fargo Advisors and Wells Fargo Clearing. Procyon serves a broad mix of clients, including individual and high-net-worth households, families, trusts and estates, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm’s investment approach is primarily long-term and fundamental-analysis driven, managing both discretionary and predominantly non-discretionary mandates across a range of asset types.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Joseph Romano is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He holds Series 66 and Series 65 licenses. Prior to joining Coastal Bridge Advisors in 2025, he worked at TrinityPoint Wealth and was involved with Connecticut Republicans and Eighth Street Consulting, where he currently serves as a general partner in a political and fundraising 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 and offers access to diversified portfolios, specialized advisory services, and third-party lending solutions.

Gina Mazzadra is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Foundations Investment Advisors LLC and also works with Fuchs Financial LLC, where she assists with retirement planning. Her prior experience includes roles at Alphastar Capital Management, Morgan Stanley, and Voya. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs an asymmetric rebalancing approach supported by third-party sub-advisers and custodians.

Thomas Leffel is a financial advisor at Procyon with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Block Island Trading, Academy Securities, and Odawa Partners. Outside of advisory work, he is involved as a trader and portfolio manager at Procyon Advisors, LLC. Procyon serves a diverse client base ranging from individual and high-net-worth households to institutional investors and retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach, managing both discretionary and non-discretionary mandates across various asset types, and offers services including investment management, financial planning, and advisory for private funds.

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.

Glenn Zavorskas is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He is currently with Principle Wealth Partners LLC and has previously worked at City National Bank, RBC Capital Markets LLC, and Wells Fargo. Principle Wealth Partners LLC is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm provides comprehensive wealth management with a long-term investment approach grounded in fundamental analysis and offers a range of services including financial planning, discretionary portfolio management, and trustee support.

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 since 2017, following a decade at UBS Financial Services. Gahan is also a part owner of Procyon Benefits LLC and serves as managing director of Procyon Risk LLC, with additional roles in related Procyon entities focused on insurance and tax services. Procyon serves a diverse client base including individuals, families, trusts, businesses, institutional investors, and registered investment advisors. The firm employs a primarily long-term, fundamental analysis-driven investment process, managing portfolios through both discretionary and non-discretionary mandates using mutual funds, ETFs, equities, fixed income, and third-party managers.

Theodore Greggis is a financial advisor with Private Client Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and SS&C Technologies. Private Client Services is a multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Brian Gendron is a financial advisor at Principle Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Coldwell Banker Choice Properties, Page Taft Compass, and Buildium. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios and periodic financial planning.

Curtis Irby is a CFP® with 29 years of industry experience, currently affiliated with Procyon Advisors, LLC. His prior experience includes roles at People's Securities, Inc., Mass Mutual Investors Services, and Barnum Financial Group. Outside of financial advising, he serves as the Board Chairman for the Greater Bridgeport Area Prevention Program. Procyon serves a diverse client base including individual and high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm employs a primarily long-term, fundamental analysis approach with portfolios built from mutual funds, ETFs, individual equities, and fixed income, and manages both discretionary and non-discretionary mandates.

Theresa Donatelli is a financial advisor with Principle Wealth Partners LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Essex Financial Services, Raymond James Financial Services, Northstar Wealth Partners, and LPL Financial. Donatelli serves as Vice President of the Board and volunteers at St. Vincent de Paul Place in Norwich, CT. Principle Wealth Partners LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, fundamentally based investment process with customized portfolios and integrates financial planning with ongoing portfolio monitoring.

James Betzig is a financial advisor at Coastal Bridge Advisors with 31 years of industry experience. He holds Series 63 and Series 65 securities licenses. His prior roles include positions at TrinityPoint Wealth, Beirne Wealth Consulting Services, and Purshe Kaplan Sterling Investments. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm utilizes a goal-based, fundamental analysis approach and constructs diversified portfolios across various asset classes, including alternatives, often employing external managers and scenario analysis techniques.