John Costello is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Essex Financial Services, Inc. He has four years of industry experience, with prior roles at Marcum Wealth, LLC and Wealth Enhancement Group, among others. Before his financial career, he worked for three years at YMCA Camp Lawrence. Essex Financial Services is a registered investment adviser that serves individuals, including high-net-worth clients, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, typically implementing long-term, diversified portfolios using low-cost mutual funds and ETFs, and applying internal due diligence and ongoing monitoring to align portfolios with clients’ objectives.

Kevin Nolan is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Essex Financial Services, Inc. since 2014. He holds Series 63 and Series 65 licenses. Essex Financial Services is a registered investment adviser serving individuals, including high-net-worth clients, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, and portfolio management services, typically implementing long-term diversified portfolios using low-cost mutual funds and ETFs, along with individual stocks, bonds, private investments, and third-party managers when appropriate.

Shane Clarke is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at firms including FSC Wealth Advisors and Geneos Wealth Management Inc. Outside of his advisory work, Clarke is a soccer coach with the Northeast Rush Soccer Club. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, broker/dealer customers, and separate advisors. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, alongside advisor-directed portfolios and third-party sub-advisors.

Sean Flynn is a financial advisor at Essex Financial Services, Inc. with 15 years of industry experience. He has been with Essex Financial Services since 2017 and previously worked at Symmetry Partners, LLC. Flynn serves as a committee member on the Alumni Leadership Council for Portsmouth Abbey School, a nonprofit organization. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, while also incorporating individual securities and outside managers as appropriate, supported by an internal due-diligence and monitoring process.

Michael La Riviere is a CFP® professional with 26 years of industry experience. He is currently affiliated with Essex Financial Services, Inc. and has worked there since 2013. He also has experience at The Leaders Group Inc since 2021. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm provides wealth management, financial planning, and retirement plan advisory services, typically implementing long-term, diversified portfolios through a combination of low-cost mutual funds, ETFs, individual securities, and third-party managers.

Stephen Bates is a financial advisor at Essex Financial Services, Inc. with 25 years of industry experience. He has been with Essex Financial Services since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Bates serves as a board member of the Old Lyme Library and the Florence Griswold Museum. Essex Financial Services provides wealth management, financial planning, portfolio management, and retirement plan advisory services to individuals, corporations, trusts, foundations, and municipalities. The firm typically uses long-term, diversified portfolios centered on low-cost mutual funds and ETFs, incorporating other investment types and independent managers as appropriate.

Julie Bauman is a financial advisor at Essex Financial Services, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Essex Financial Services since 2011, following a two-year tenure at The Leaders Group Inc. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm provides wealth management, financial planning, portfolio management, and retirement plan advisory services, utilizing long-term diversified portfolios often centered on low-cost mutual funds and ETFs alongside other investment vehicles.

Douglas Kartsen is a CFA® charterholder with 20 years of industry experience. He currently serves at Fortis Capital Advisors, LLC and has operated DAK Financial Services, LLC since 2016. In addition to his advisory roles, he is a sole proprietor insurance agent offering fixed insurance, annuities, and various health-related insurance products. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management and financial planning through a variety of investment strategies, including passive, active, tactical, and ESG-oriented options, with $1.615 billion in discretionary assets under management as of the end of 2025.

Cherish Genova is a financial advisor with Essex Financial Services, Inc. in Essex, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Essex Financial Services since 2010 and has been affiliated with The Leaders Group Inc. since 2021. Essex Financial Services serves individuals, corporations, trusts, foundations, retirement plans, and municipalities by providing wealth management, financial planning, portfolio management, and retirement plan advisory services. The firm typically implements long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside individual securities and outside managers when appropriate, supported by internal due diligence and ongoing portfolio monitoring.

Anthony Russo is a financial advisor at Essex Financial Services, Inc. with 41 years of industry experience. He has been with Essex Financial Services since 2010 and also holds registrations with The Leaders Group Inc. Additionally, he is licensed as an insurance agent for Essex Financial Services. Essex Financial Services serves individuals, corporations, trusts, foundations, retirement plans, and municipalities, offering wealth management, financial planning, portfolio management, and retirement plan advisory services. The firm employs a long-term, diversified investment approach that includes low-cost mutual funds and ETFs, individual securities, private investments, and external managers, supported by an internal due-diligence and monitoring process.

Jason Carrier is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Sound Income Strategies since 2015 and is also associated with Scranton Financial Group since 2006. Outside of advisory work, he volunteers with the Scranton Academy for Financial Education, a nonprofit focused on providing financial education. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized managed portfolios and a range of advisory services including discretionary and non-discretionary asset management.

Elizabeth Haas is a financial advisor at Essex Financial Services, Inc. in Essex, CT, with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Essex Financial Services since 2009, previously working at The Leaders Group Inc from 2021 to 2023. Outside of her advisory role, she owns and operates Cozy Naturals Company LLC, which involves sewing, merchandising, and marketing. Essex Financial Services is a multi-team registered investment adviser that serves individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, typically implementing long-term, diversified portfolios with a focus on low-cost mutual funds and ETFs alongside individual securities and outside managers as appropriate.

Andrew Cavasino is a financial advisor at Virtue Capital Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Foundations Investment Advisors, Fincantieri, AE Wealth Management, and served six years in the U.S. Navy. Outside of his advisory role, he owns Thames Bridge LLC, a business focused on assisting clients with insurance needs. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a multi-team model and a combination of tactical, strategic, and dynamic investment approaches while providing ongoing monitoring, reporting, and client education.

Nathaniel Morris is a CFP® professional with 14 years of experience in financial advisory. He has been with Essex Financial Services, Inc. since 2013 and previously worked at The Leaders Group Inc from 2021 to 2024. He is also licensed as an insurance agent, providing life insurance and fixed annuities on a limited basis. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, and portfolio management services, typically implementing long-term diversified portfolios focused on low-cost mutual funds and ETFs, while also utilizing individual securities and outside managers when appropriate.

Kevin Looby is a CFP® professional with 29 years of industry experience. He is currently with Essex Financial Services, Inc., where he has worked since 2022, and previously held roles at National Asset Management and Principle Wealth Partners, LLC. Looby serves as president of the Kelsey Springs Home Owners Association and is a board member of Hope Partnership, a nonprofit organization in Centerbrook, CT. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios utilizing low-cost mutual funds and ETFs, supplemented by individual securities and private investments, and provides retirement plan advisory services including ERISA fiduciary roles and participant education.

Mathew Holmes Hackerd is an advisor at Zacks Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work history that includes roles at Aeros Cultured Oyster Company and the University of Connecticut. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, quantitative, international, sector, fixed-income, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and manages affiliated mutual funds and ETFs while distributing strategies through multiple account platforms.

Nicholas Naumann is a financial advisor at Essex Financial Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for seven years before joining Essex Financial Services in 2018. He is also licensed as an insurance agent, focusing on life insurance and fixed annuity sales. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, implementing long-term diversified portfolios primarily using low-cost mutual funds and ETFs, with access to third-party managers when appropriate.

Nancy Stillman is a financial advisor at Essex Financial Services, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Commonwealth Financial Network and Gottfried & Somberg Wealth Management. Outside of her financial advisory role, she owns Unique Finds, LLC, an artisan gift shop. Essex Financial Services serves individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm focuses on long-term, diversified portfolios using low-cost mutual funds and ETFs, while also incorporating individual stocks, bonds, private investments, and outside managers as appropriate.

Kristin Green is a financial advisor with Essex Financial Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Essex Financial since 2014 and briefly worked at The Leaders Group Inc in 2021. In addition to her advisory role, she is also licensed as an insurance agent, focusing on life insurance and fixed annuity sales. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm offers wealth management, financial planning, portfolio management, and retirement plan advisory services, implementing long-term, diversified portfolios with a focus on low-cost mutual funds and ETFs, supplemented by individual securities and outside managers as appropriate.

Robert Girvin is a CFA® charterholder and Series 63 licensee with one year of industry experience. He joined Essex Financial Services, Inc. in 2025 after spending 12 years at Granite Point Capital. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm provides wealth management, financial planning, and portfolio management with a focus on long-term, diversified portfolios using low-cost mutual funds and ETFs, along with individual securities and private investments as appropriate.