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Thomas A

Series 63, Series 66, Series 65

Maple Lawn, MD

Sentinel Asset Management, LLC

Thomas Arnold is a financial advisor with Sentinel Asset Management, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His prior work includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach, combining fundamental, technical, and cyclical analysis, and provides ongoing account monitoring alongside due diligence of third-party managers.

General tax planning Wealth management
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Elizabeth M

Series 66

Wallingford, CT

Sentinel Asset Management, LLC

Elizabeth Manteau is a financial advisor at Sentinel Asset Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Santander Securities, LLC and Lincoln Investment Planning, LLC. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach incorporating fundamental, technical, and cyclical analysis, and provides ongoing account monitoring and due diligence for third-party managers.

General tax planning Wealth management
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William W

CFP®, ChFC®, Series 63, Series 66

Westport, CT

Sentinel Asset Management, LLC

William Warner is a CFP® and ChFC® with 30 years of industry experience. He has worked at Sentinel Asset Management, LLC since 2019 and previously spent 19 years at LPL Financial. Warner also teaches seminars on financial products through Warner Financial Group, Inc., where he is involved in insurance-related activities. Sentinel Asset Management, LLC provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, overseeing approximately $63.2 million for nearly 495 households. The firm employs a mosaic investment approach utilizing fundamental, technical, and cyclical analysis, with continuous account monitoring and oversight of third-party managers.

General tax planning Wealth management
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Jason M

Series 65, Series 63

Villanova, PA

Sentinel Asset Management, LLC

Jason Mcgee is a financial advisor with Sentinel Asset Management, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at FS Investment Solutions, LLC for a total of nine years and has been with Sentinel Asset Management since 2026. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients, managing approximately $63.2 million across about 495 households. The firm provides comprehensive financial planning and discretionary portfolio management using a mosaic investment approach that incorporates fundamental, technical, and cyclical analysis, with continuous account monitoring and formal quarterly reviews.

General tax planning Wealth management
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Robert Y

Series 63, Series 65

Villanova, PA

Sentinel Asset Management, LLC

Robert Young II is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, and provides ongoing portfolio monitoring with formal quarterly reviews.

General tax planning Wealth management
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Ann W

Series 65

Westport, CT

Sentinel Asset Management, LLC

Ann Warner is a financial advisor at Sentinel Asset Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Cristina Sabatini for a combined four years. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients through comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach that incorporates fundamental, technical, and cyclical analysis, and offers ongoing account monitoring and due diligence for third-party managers.

General tax planning Wealth management
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Rob C

Series 63, Series 66

Westport, CT

Sentinel Asset Management, LLC

Rob Craft is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at T. Rowe Price and several short-term engagements in diverse fields. Sentinel Asset Management, LLC is a fee-based advisory firm serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a mosaic investment approach combining fundamental, technical, and cyclical analysis, and offers educational seminars and workshops to clients and prospects.

General tax planning Wealth management
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