John Kinney is a financial advisor at Warner Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, National Planning Corporation, and Benchmark Asset Management. Warner Wealth advises individuals, families, and business owners on comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm uses a core-and-satellite investment approach, manages approximately $458 million in discretionary assets, and employs multiple delivery channels including LPL’s Guided Wealth Portfolios and third-party TAMP solutions.

Dwayne Tyril is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has worked at Kreitler Financial LLC since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is involved as an investor and owner in a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm emphasizes periodic portfolio review and reallocation, manages assets across mutual funds, ETFs, equities, and fixed income, and provides clients access to advanced reporting platforms.

Joseph Depatie is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He is currently with Diastole Wealth Management, where he has worked since 2025, following six years at Baltimore-Washington Financial Advisors. Diastole Wealth Management is a team-based registered investment adviser serving individuals, charitable organizations, and accredited investors. The firm employs a mix of fundamental and technical analysis for portfolio construction, offers discretionary and non-discretionary management, and manages private fund activities including acting as adviser and general partner to a private fund.

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.

William Perham is a financial advisor at Foundations Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Enterprise, Foreside Financial Services, Symmetry Partners, and VOYA Financial Advisors. In addition to his advisory role, he is an insurance agent providing life insurance and annuity products. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies. The firm delivers personalized advice through a network of nearly 300 investment adviser representatives and utilizes a broad range of investment products and affiliated service providers.

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 industry experience, currently serving as an advisor at Principle Wealth since 2017. He previously worked at Essex Financial Services, where he remains associated. Paolucci is also the founder and CEO of Principle Wealth Partners LLC. Principle Wealth provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and corporations. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios and the use of independent 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.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Gina Mazzadra is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Morgan Stanley, Voya, Alphastar Capital Management LLC, and Fuchs Financial LLC, where she assists with retirement planning. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of local investment adviser representatives.

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.

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.

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.

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.

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.

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.

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.

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.

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.