Procyon

James Diver is a CFP® with 10 years of industry experience and currently serves as an advisor at Procyon. He previously worked at Pivotal Planning Group, LLC for seven years before joining Procyon in 2021. Diver is also a partner at Procyon Tax, LLC, where he refers clients for in-house tax services. Procyon serves a broad mix of clients including individuals, high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm offers comprehensive investment management and advisory services with a primarily long-term, fundamental-analysis investment approach, managing both discretionary and non-discretionary mandates.

Terry Crawford is a CFP® with eight years of industry experience, currently serving as an advisor at Procyon. His work history includes roles at PROCYON Advisors, Procyon Institutional Partners, Pivotal Planning Group, America's Auto Auction, Regent University, and Tull Financial Group. Outside of financial advising, he is the CFO of Peleton Entertainment, LLC, where he manages accounting functions. Procyon serves a diverse client base, including individual and high-net-worth households, institutional investors, and retirement plans. The firm’s investment approach is long-term and fundamental-analysis driven, utilizing mutual funds, ETFs, individual equities, and fixed income, and offers both discretionary and predominantly non-discretionary portfolio management.

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.

Nuri Gunes Jr. is a CFP® with 11 years of industry experience currently advising at Procyon. He has previously worked at LPL Financial LLC and NewEdge Advisors, LLC, among others. Gunes maintains involvement in insurance activities as an agent for long-term care, health, life, and disability products. Procyon serves a broad client base including individuals, high-net-worth families, trusts, businesses, and institutional investors. The firm’s investment approach is primarily long-term and fundamental-analysis driven, managing portfolios with mutual funds, ETFs, equities, and fixed income, and it offers both discretionary and non-discretionary mandates.

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.

Andrew J. Leung is a Certified Financial Planner (CFP®) with 25 years of industry experience. He currently works at Procyon Advisors, LLC and has previously been employed by UBS Securities LLC and operated his own practice. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. 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 investment approach, managing portfolios through both discretionary and non-discretionary mandates using mutual funds, ETFs, individual equities, fixed income, and third-party managers.

Gerald St. Cin is an investment advisor representative with Procyon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Oliver Lagore Vanvalin Investment Group, and AE Financial Services. Outside of his advisory work, he is a licensed insurance agent, a registered official for the Michigan High School Athletic Association, and serves on the board of the St Louis Campground Association of the Church of God. Procyon serves a diverse client base including individuals, families, trusts, businesses, and institutional investors. The firm’s investment approach is long-term and fundamental-analysis driven, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan advisory services.

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.

Selena Kemp is a financial advisor at Procyon with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is the CEO of SK Consulting Solutions, where she oversees financial system reviews and process improvements. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is primarily long-term and fundamental-analysis driven, managing portfolios through mutual funds, ETFs, equities, and fixed income with both discretionary and predominantly non-discretionary mandates.

Richard Appaluccio is a financial advisor with Procyon who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked at Procyon Advisors, LLC since 2017 and previously spent five years at UBS Financial Services Inc. Outside of advising, he is involved in insurance sales on a limited basis. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm’s investment approach is primarily long-term and fundamental-analysis driven, offering both discretionary and predominantly non-discretionary portfolio management across a range of asset types, supported by internal and third-party resources as well as AI tools.

Joel Lagore is a CFP® with 25 years of industry experience, currently serving as an investment advisor representative at Procyon Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Inc., AE Financial Services, LLC, and Sigma Planning Corporation. Outside of finance, he is the owner of JPL Music LLC, a music industry business based in Brentwood, TN. Procyon serves a wide range of clients, including individuals, high-net-worth families, businesses, and institutional investors. The firm employs a primarily long-term, fundamental-analysis-driven investment approach, managing assets through both discretionary and non-discretionary mandates and offering services such as financial planning, retirement plan advisory, and model-portfolio signal delivery to other advisers.

Salvatore Dispenziere III is a financial advisor at Procyon with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including NewEdge Advisors, LPL Financial, Sagepoint Financial, Elite Retirement Consultants, and Cadaret, Grant & Co. He is also involved in a family business, CRXCKED GAMING LLC, which supports his son’s video game development and coding activities. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and RIAs. The firm’s investment approach is primarily long-term and fundamental-analysis driven, with portfolios constructed from mutual funds, ETFs, equities, and fixed income, managed through both discretionary and non-discretionary mandates.

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.

Michael Kelly is a CFP® with 22 years of industry experience, currently serving at Procyon since 2021. His prior experience includes roles at Pivotal Planning Group, G&G Insurance Services, Godsey & Gibb Wealth Management, Banc of America Investment Services, and Charles Schwab. He is also a shareholder in a food and beauty product brokerage business. Procyon serves a diverse client base including individuals, families, businesses, institutional investors, and registered investment advisors. The firm offers comprehensive investment management and financial planning services with a primarily long-term, fundamental-analysis driven approach, managing a significant portion of assets on a non-discretionary basis.

Jacob Rothenberg is a financial advisor at Procyon with two years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Oliver LaGore VanValin Investment Group, Bank of America, and had a one-year employment gap. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm offers customized investment management and advisory services, emphasizing long-term, fundamental analysis with portfolios comprising mutual funds, ETFs, equities, and fixed income, and manages a significant portion of assets on a non-discretionary basis.