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.

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.

Matthew O'Brien is a financial advisor with Prosperity Wealth Management, Inc. in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and previously held roles at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of advisory work, he owns and manages an insurance agency offering annuity, life insurance, and long-term care products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision, utilizing multiple analysis methods and overseeing third-party managers as part of its investment approach.

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.

Gary Kazanjian is a financial advisor at Capitol Securities Management, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked in educational roles at Tufts University, Choate Rosemary Hall, and Glastonbury High School. Kazanjian is also a member of the CT River Valley Chamber of Commerce, where he participates in networking and community meetings. Capitol Securities Management serves individual, institutional, and corporate clients by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering various investment programs including discretionary and non-discretionary managed accounts and third-party money managers.

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.

Daryl Lepage is a CFP® with 33 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, Brook Wealth Management, LLC, and LPL Financial LLC. Lepage is also a licensed independent insurance agent providing insurance advice to clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

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.

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.

Dennis Cadwell is a financial advisor with Essex Financial Services, Inc., holding a Series 65 designation and 16 years of industry experience. He has been with Essex Financial Services since 2009 and is also a member and owner of Brierley, Cadwell & Possidente, LLC, a firm involved in accounting, tax preparation, and practice management. 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 stocks, bonds, private investments, and outside managers, with an internal due-diligence process and ongoing monitoring aligned with client objectives.

Gabriel Flugrad is a CFP® and holds a Series 66 license with four years of experience in financial services. He has worked at Essex Financial Services, Inc. since 2025 and previously spent three years at Ameriprise. Prior to his financial career, he was involved in the brewing industry and hospitality sector. Essex Financial Services, Inc. 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 diversified, long-term portfolios using low-cost mutual funds and ETFs alongside individual securities and private investments when appropriate.

William Evans is a CFA® charterholder with seven years of industry experience. He is currently with Gateway Wealth Partners, LLC and previously worked at Bank of America Private Bank for 13 years. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a mix of low-cost mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

Anthony Fortuna is a financial advisor at Essex Financial Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Essex Financial Services since 2011, following three years at The Leaders Group Inc. He is also an independent life 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, and offers wealth management, financial planning, portfolio management, and retirement plan advisory services.

Andrea Migliaccio is a financial advisor at Santander Securities LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Santander Securities and Santander Bank since 2018, with prior experience at Citizens Securities and Wells Fargo Advisors. Migliaccio also served on the Colchester Board of Finance from 2016 to 2021. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized support.

Michael Langone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes positions at Manulife John Hancock Brokerage Services, John Hancock Investment Management Distributors LLC, and Massachusetts Mutual Life Insurance Company. He also serves as a retirement consultant providing educational services for qualified retirement plans through John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm delivers financial planning and consultative services using third-party software to generate written recommendations, with a technology-assisted model supporting a high client load per advisor.

Peter Woolston is a financial advisor at The Burney Company with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Burney Company since 1984. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform and combines proprietary fundamental and quantitative investment models with customized portfolio management and financial planning services.