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 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.

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.

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 at Principle Wealth with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Northstar Wealth Partners LLC and LPL Financial LLC. Outside of her advisory role, she serves as Vice President of the Board and volunteers at St. Vincent de Paul Place in Norwich, CT. Principle Wealth provides discretionary wealth management, investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, retirement plans, and corporations. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach with diversified portfolios and periodic financial planning.

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 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.

Ryan Famiglietti is a CFP® professional with three years of industry experience currently advising at Principle Wealth. His prior experience includes roles at Cambridge Investment Research, Tracy, Driscoll & Co., and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has been involved with Middletown Post 75 American Legion Baseball for four years. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment approach with diversified portfolios and ongoing client account monitoring.

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.

John Collins III is a financial advisor at Infinity Financial Services Advisory with 47 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following nine years at Infinity Financial Services. In addition to his advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that incorporates various analytical techniques and employs a range of investment vehicles, including mutual funds, ETFs, annuities, and options.

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.

Maurice Nelligan is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Savings Institute Bank & Trust. Nelligan is also involved with Scranton Financial Group LLC, where he serves as a Client Service Advisor and engages in fixed insurance sales. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with a focus on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.

Joshua Ouellette is a CFP® professional with 12 years of experience in financial advisory roles. He currently works at Principle Wealth Partners LLC, having joined the firm in 2023, and previously held positions at Morgan Stanley & Co. LLC and Putnam Retail Management. Principle Wealth is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm provides comprehensive wealth management through long-term, fundamental analysis–based investment strategies, integrating financial planning and portfolio management to align with clients’ goals and risk tolerances.

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.

Rogerella Kasimir is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principle Wealth Partners LLC since 2020. Her prior experience includes roles at LPL Financial LLC and Northstar Wealth Partners, LLC. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth 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 using diversified portfolios of mutual funds, ETFs, equities, bonds, and alternatives.

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.

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.