Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
05.06.2026
For Women in Wealth Management, Motherhood Can Be a Valuable Asset
Featuring Melissa Dittrich
For Women in Wealth Management, Motherhood Can Be a Valuable Asset May 06, 2026 By Steve Garmhausen “I’m a fierce protector of my kids, but that instinct shows up in my leadership too,” Melissa shared. “I’m a strong advocate for my team and my clients…
Read More05.01.2026
5 Smart Money Moves to Consider Before Signing Up for Medicare
Featuring Andy Leung
5 Smart Money Moves to Consider Before Signing Up for Medicare May 01, 2026 By Beth Braverman “There are certain finite timelines that you need to know,” says Andy Leung, a certified financial planner and private wealth adviser at Shelton, Connecticut-based Procyon. “You can’t back up, and…
Read More05.01.2026
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America
Featuring Phil Fiore
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America May 01, 2026 By Steve Garmhausen For wealth management firms, a wait-and-see approach to artificial intelligence won’t do, according to Phil Fiore. “We have to start embracing it now if we’re going…
Read More04.01.2026
Is Money Destroying Your Relationship? Advice From Money Pros.
Featuring Caroline Wetzel
Is Money Destroying Your Relationship? Advice From Money Pros. February 19, 2026 By Steve Garmhausen In a country plagued by low financial literacy, it’s good to know that personal finance courses are becoming a requirement for high school students. For this week’s Barron’s Advisor Big Q,…
Read More03.31.2026
How a former Marine built a veteran niche on LinkedIn
Featuring Andy Leung
How a former Marine built a veteran niche on LinkedIn February 19, 2026 By Brian Wallheimer One of the most important things a financial advisor can do when building a niche is speak the same language as their clients and prospects — it’s mission critical.
Read More03.31.2026
Women Advisors See Opportunity in the Great Wealth Transfer
Featuring Bevin Nealon
Women Advisors See Opportunity in the Great Wealth Transfer March 31, 2026 by Sally Cates Women are poised to influence one of the largest shifts of wealth in modern financial history. According to Cerulli, through the next two decades, roughly $124 trillion is expected to…
Read More03.26.2026
Women in Leadership: A Conversation with Bevin Nealon, CFP® of Procyon
Featuring Bevin Nealon
Women in Leadership March 26, 2026 By Investor Magazine Staff Contributor To me, being a trailblazer means building your own path instead of waiting for one to be handed to you. A Conversation with Bevin Nealon, CFP® of Procyon.
Read More03.25.2026
How to invest in today’s market, according to a pro
Featuring James Diver
How to invest in today’s market, according to a pro February 19, 2026 By Lucy Brewster James Diver advises high net worth clients on investing in a wild market. As a financial advisor to high net worth clients at Procyon, James Diver has seen it all….
Read More03.08.2026
Gold is surging. Should you add some to your retirement portfolio?
Featuring Jeff Farrar
Gold is surging. Should you add some to your retirement portfolio? February 19, 2026 By Daniel de Visé “Historically, the S&P 500 has outperformed gold,” said Jeff Farrar, a certified financial planner in Shelton, Connecticut. “Since COVID, that’s not been the case, and especially in the last…
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