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.

Tracy Pierson is a financial advisor at Principle Wealth with one year of industry experience. She holds a Series 65 designation and previously worked at Lobo & Pascale Wealth Management, Commonwealth Financial Network, and Jeffery N Mehler, CFP LLC. 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 of mutual funds, ETFs, individual equities, and other assets.

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.

June Berglund is a financial advisor with Principle Wealth holding a Series 66 designation and five years of industry experience. She has worked at several firms, including Janney Montgomery Scott, Allied Wealth Partners, Securian Financial Services, and Key Bank. Principle Wealth is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm offers comprehensive wealth management using a long-term investment approach grounded in fundamental analysis, combining customized portfolios with ongoing due diligence and integrated financial planning.

Michael Castiello is a financial advisor at Principle Wealth with 12 years of industry experience. He holds the Series 66 designation and has worked at Principle Wealth Partners LLC since 2017, following four years at Essex Financial Services. Principle Wealth is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm offers comprehensive wealth management with a long-term investment approach based on fundamental analysis and customized portfolios that include a range of asset types alongside fiduciary and retirement-plan advisory services.

Colin Dugan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Principle Wealth Partners, LLC since 2018. He previously worked at Northstar Wealth Partners LLC and LPL Financial LLC. Outside of his advisory work, he is a 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 and combines ongoing portfolio management with standalone planning engagements.

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.

David Copeland is a Series 66-licensed advisor at Principle Wealth with one year of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and has held positions at Paychex, Enterprise Rent-A-Car, and State Street Corporation. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporate clients with comprehensive wealth management, including financial planning and discretionary portfolio management. The firm employs a long-term investment approach grounded in fundamental analysis and maintains a multi-advisor team managing approximately $3.2 billion in assets.

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.