Rachael Ciocca is a financial advisor at Warner Wealth in Madison, CT, with three years of industry experience. She holds the Series 66 designation and has previously worked at Benefit Cosmetics before joining Warner Group and LPL Financial in 2019. Warner Wealth advises individuals, families, and business owners with comprehensive financial planning and discretionary wealth management. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals, managing approximately $458 million in discretionary assets under management.

Devin Bourque is a CFP® and holds a Series 66 designation, with 13 years of experience in the financial services industry. He has been with HT Partners LLC since 2013 and was briefly with Independent Financial Partners earlier that year. Additionally, he serves as Director and Vice President of Essex Insurance Group, Inc., an insurance agency that provides client-requested insurance products. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities, offering wealth management, financial planning, portfolio management, and multi-family office services. The firm emphasizes customized investment approaches with diversified asset allocation and manages both discretionary and non-discretionary accounts, including illiquid and special assets.

Robert Marcinek is a financial advisor at Essex Financial Services, Inc. with 26 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His career includes roles at Essex Financial Services since 2013 and 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 implements long-term, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities and outside managers, applying ongoing due diligence to align investments with client objectives.

Charles Fetters is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. He has previously worked at firms including LPL Financial, Purshe Kaplan Sterling Investments, Inc., Conscious Capital Wealth Management, LLC, and J.W. Cole Financial, Inc. Outside of advisory work, he owns Thee Artisan Woodworker LLC, a woodworking business. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, wealth management, and consulting services. The firm allocates client assets among diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

Aaron Hershman is a financial advisor at Principle Wealth with a Series 65 designation and no prior industry experience. He also serves as an attorney at Hershman Legal Group, P.C., where he provides legal and trustee services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services, managing $2.66 billion in assets. The firm employs a long-term, fundamentals-driven investment process and offers trust and fiduciary services alongside retirement-plan engagements.

Robert Paolucci is a CFP® with 25 years of experience in the financial services industry. He is currently with Principle Wealth Partners LLC, where he has worked since 2017, following prior roles at Essex Financial Services, Banc of America Investment Services, and Fidelity. Paolucci is founder and CEO of Principle Wealth Partners, based in Madison, CT. Principle Wealth Partners is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients with comprehensive wealth management services. The firm employs a long-term, fundamental analysis-based investment approach, integrating financial planning with portfolio construction to align with clients’ goals and risk profiles.

Anthony Vocalina III is a financial advisor at Essex Financial Services, Inc. with 35 years of industry experience. He previously worked at Parkland Securities Company, LLC for seven years before joining Essex Financial Services in 2021. He holds a Series 63 license and is also an insurance agent for the firm, 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 employs long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside individual securities and outside managers when appropriate.

Geoffrey Paul is a financial advisor with United Capital Financial Advisors who holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining United Capital in 2025, he spent nine years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is co-owner of the Griswold Inn, a hospitality business in Essex, CT, and serves as president of the Paul Foundation, a nonprofit organization. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a customizable investment platform that integrates United Capital-managed strategies, third-party managers, and separately managed accounts, supported by a broad affiliate network and affiliated non-standard businesses.

Jeffrey Ludka is a Series 65-licensed advisor with Essex Financial Services, Inc. in Essex, CT, bringing three years of industry experience. His prior roles include positions at Lighthouse Financial Management and JB Capital, LLC. Outside of advisory work, he has been an insurance agent affiliated with Essex Financial Services. 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.

David La May is a CFP® with 34 years of experience in the financial services industry. He has been with Essex Financial Services, Inc. since 2010 and worked previously at The Leaders Group Inc. in 2021. In addition to his advisory role, he serves as an adjunct professor of finance at Central Connecticut State University and volunteers as an EMT and marine operator in Old Saybrook, CT. 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 services, utilizing long-term, diversified portfolios with low-cost mutual funds and ETFs, supplemented by individual securities and outside managers when appropriate.

Glenn Zavorskas is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He is currently with Principle Wealth Partners LLC and has previously worked at City National Bank, RBC Capital Markets LLC, and Wells Fargo. Principle Wealth Partners LLC is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm provides comprehensive wealth management with a long-term investment approach grounded in fundamental analysis and offers a range of services including financial planning, discretionary portfolio management, and trustee support.

Kevin O'Connor is a financial advisor with Navy Federal Investment Services, LLC who holds a Series 66 designation and has 13 years of industry experience. He has worked with Navy Federal Investment Services and affiliated entities since 2016, and previously with OSAIC Institutions, Inc. from 2014 to 2016. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs utilizing third-party portfolio managers and provides both discretionary and automated investment options.

Lynn Cravinho is a financial advisor at Consolidated Portfolio Review Corp with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Citigroup Global Markets, and Compass Rose Strategic Partners LLC. Cravinho is also involved with Compass Rose Strategic Partners LLC, where she serves as a member, Chief Compliance Officer, financial advisor, and owner. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, utilizing strategic asset allocation supported by fundamental and technical analysis.

Richard Boccaccio Jr. is a financial advisor at ON Investment Management CO with 40 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His career includes positions at the ON Equity Sales Company, Ohio National Financial Services, Guardian Life Insurance Co. of America, and he is the owner of Boccaccio & Associates, where he conducts life and health insurance sales. ON Investment Management CO is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary account management and maintaining a dual-registration model involving broker-dealer activities.

Andrea Wolfe is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Purshe Kaplan Sterling Investments, Conscious Capital Wealth Management, and J.W. Cole Financial. She also manages Wolfe Wealth LLC, a business entity used for tax and investment purposes. Gateway Wealth Partners serves individuals, including high-net-worth clients, corporations, and retirement plans by providing financial planning, consulting, and wealth management services. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, overseeing approximately $2.28 billion in regulatory assets under management as of year-end 2025.

Mark Hand is a financial advisor at Gateway Wealth Partners, LLC with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, he is involved with Intelligent Advisors LLC, an insurance agency where he serves as a broker. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets with a majority under non-discretionary oversight.

Brian Gendron is a financial advisor at Principle Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Coldwell Banker Choice Properties, Page Taft Compass, and Buildium. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios and periodic financial planning.

Theresa Donatelli is a financial advisor with Principle Wealth Partners LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Essex Financial Services, Raymond James Financial Services, Northstar Wealth Partners, and LPL Financial. Donatelli serves as Vice President of the Board and volunteers at St. Vincent de Paul Place in Norwich, CT. Principle Wealth Partners LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, fundamentally based investment process with customized portfolios and integrates financial planning with ongoing portfolio monitoring.

Amy Lawler is a financial advisor at Principle Wealth with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Northstar Wealth Partners. Outside of her advisory role, she is a commissioned notary public. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets, employing a long-term, fundamentals-driven investment approach that includes diversified portfolios and periodic financial planning.

Susan Roth is an advisor at Essex Financial Services, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Commonwealth Financial Network and Lobo & Pascale Wealth Management. She has served as a trustee in a fiduciary capacity since 2013. 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, supplemented by individual securities and outside managers, and provides ERISA fiduciary services for retirement plan clients.