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.

William Perham is a financial advisor at Foundations Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with firms including LPL Enterprise, Foreside Financial Services, Symmetry Partners, and VOYA Financial Advisors. Outside of his advisory role, he is an insurance agent providing life insurance and annuity products through Fuchs Financial. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

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.

Troy Jordan is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include an 18-year tenure at Cantella & Co Inc and positions at Cambridge Investment Research and LPL Financial. He is based in Cromwell, CT. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers.

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.

Gina Mazzadra is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Foundations Investment Advisors LLC and also works with Fuchs Financial LLC, where she assists with retirement planning. Her prior experience includes roles at Alphastar Capital Management, Morgan Stanley, and Voya. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs an asymmetric rebalancing approach supported by third-party sub-advisers and custodians.

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.

Nicholas Rioux is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and no prior industry experience. He has worked at Schreck Wealth Management LLC since 2024 and has been employed as an occupational therapist at Yale New Haven Health Continuum since 2016. Belpointe serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and consulting services. The firm uses customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance, while also supporting proprietary funds and affiliated service entities.

Kevin O'Connor is a financial advisor at Navy Federal Investment Services, LLC with 13 years of industry experience. He holds the Series 66 credential and has been with Navy Federal Investment Services since 2016. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and offers a range of services, including unified managed accounts and a Private Wealth Consulting program for clients with $1,000,000 or more in assets.

Theodore Greggis is a financial advisor with Private Client Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and SS&C Technologies. Private Client Services is a multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Susan Roth is a financial advisor at Essex Financial Services, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and Lobo & Pascale Wealth Management. In addition to her advisory role, she serves as a trustee acting in a fiduciary capacity. 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, using long-term, diversified portfolios primarily built around low-cost mutual funds and ETFs, with an internal due-diligence and monitoring process to align investments with client objectives.

William Tait is a CFP® professional with 10 years of experience in the financial services industry. He has worked with Essex Financial Services, Inc. since 2016 and has been affiliated with The Leaders Group Inc. since 2021. Essex Financial Services is a multi-team 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, utilizing long-term, diversified portfolios that include low-cost mutual funds, ETFs, individual securities, private investments, and third-party managers.

Owen Bregman is a financial advisor at Essex Financial Services, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group, Inc. and Cambridge Investment Research Advisors. Outside of his advisory role, he is the managing partner at Fiondella, Milone and LaSaracina LLP, a certified public accounting firm. Essex Financial Services serves individuals, corporations, trusts, foundations, retirement plans, and municipalities, offering wealth management, financial planning, and retirement plan advisory services. The firm employs long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside individual securities and outside managers, supported by an internal due-diligence process and ongoing monitoring.

Carl Cornaglia is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2017 and previously spent eight years with Sii Investments, Inc. Outside of his advisory role, Cornaglia is involved in property and casualty insurance businesses as a managing principal of American Heritage Insurance, LLC and Heritage Financial, as well as a broker with BRBG LLC. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and third-party asset manager recommendations, and maintains ongoing portfolio supervision and rebalancing.

Lisa Mc Minn is a financial advisor with Essex Financial Services, Inc. in Essex, CT, holding the Series 66 designation and 24 years of industry experience. She has been with Essex Financial Services since 2004 and previously worked at The Leaders Group Inc from 2021 to 2022. 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, typically implementing long-term, diversified portfolios using low-cost mutual funds and ETFs alongside other investment vehicles.

Courtney Walsh is a financial advisor with Essex Financial Services, Inc. and holds Series 63 and Series 66 licenses. She has 12 years of industry experience, including positions at The Leaders Group Inc and Janney Montgomery Scott. Walsh also has experience as a self-employed advisor prior to joining her current firms. Essex Financial Services is a registered investment adviser serving individuals, corporations, trusts, foundations, retirement plans, and municipalities. The firm typically implements long-term, diversified portfolios focused on low-cost mutual funds and ETFs, while also utilizing individual securities and outside managers as appropriate.

Michael Moulthrop is a financial advisor at IAMS Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at IAMS Wealth Management since 2021. In addition to his advisory role, he is active as an insurance agent at Horizons Insurance, focusing on life, health, long-term care, and annuities. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management using proprietary and third-party model portfolios, employing an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Bruce Anesi is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2011 and was previously associated with Private Advisor Group, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers as appropriate.

Charles Cumello Jr. is a financial advisor with Essex Financial Services, Inc. in Essex, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Essex Financial Services since 2009 and was previously with The Leaders Group Inc. for one year. Cumello also conducts life insurance and fixed annuity sales as an insurance agent. 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 retirement plan advisory services including fiduciary support and participant education.