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.

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 designation and has prior experience with Foundations Investment Advisors, LLC, Fincantieri, AE Wealth Management LLC, and a six-year service history in the U.S. Navy. Outside of his advisory role, he is the owner of Thames Bridge LLC, where he assists clients with insurance needs. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a combination of tactical, strategic, and dynamic investment strategies supported by quantitative analysis and third-party manager selection to tailor portfolios to client objectives and risk tolerance.

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 13 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. In addition to his advisory role, he is also licensed as an insurance agent. 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, typically implementing long-term, diversified portfolios that use low-cost mutual funds and ETFs along with individual securities and external 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.

Peter Sarner is a financial advisor at B. Riley Wealth Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2007, including roles at B. Riley Wealth Management and National Securities Corporation. He is also the owner and chairman of Sarner Wealth Management, LLC, which focuses on marketing advisory services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through both proprietary and third-party investment models.

Andrew Randak is a CFA® charterholder with 25 years of industry experience. He is currently with Snowden Capital Advisors LLC and previously worked at Fieldpoint Private Securities LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities, utilizing third-party managers and a broad range of investment tools.

Abbas Danesh is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Scranton Financial Group and Danesh Company prior to his current roles. Danesh serves as Treasurer for the Town of Waterford, CT, managing the town's revenues and investments in FDIC-insured fixed income securities. 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 offers customized managed portfolios with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of services including sub-advisory ETF management.

Dave Delfino is a CFP® with 16 years of experience in the financial services industry. He has been with Essex Financial Services, Inc. since 2018 and previously worked at Fidelity from 2010 to 2018. In addition to his advisory role, Delfino is also licensed as an insurance agent. 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, typically implementing long-term, diversified portfolios using low-cost mutual funds and ETFs alongside other investment vehicles when appropriate.

Alan Cooper is a Series 66-credentialed financial advisor with 27 years of industry experience. He is affiliated with Kovack Advisors, Inc. and has worked at SII Investments, Inc. and Cooper & Company, Ltd. Cooper is also involved in conducting financial services for retail individuals through his DBA, Summit Financial Advisors LLC. Kovack Advisors, Inc. serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds, ETFs, and other investment vehicles, while offering discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

David Donaldson Jr. is a financial advisor at Essex Financial Services, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Essex Financial Services since 2010. Outside of his advisory role, he serves as president of the Farmington River Watershed Association. 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 that include low-cost mutual funds and ETFs, supplemented by individual securities and private investments, with an emphasis on internal due diligence and ongoing monitoring.

Jeffrey Jones Jr. is a financial advisor at Essex Financial Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rim Securities, Wilmington Trust, and FCI Advisors. 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 using low-cost mutual funds and ETFs alongside other investments as appropriate.