Kristin Green is a financial advisor with Essex Financial Services, Inc. in Essex, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Essex Financial since 2014 and worked briefly at The Leaders Group Inc in 2021. Additionally, she is licensed as an insurance agent involved in 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 primarily using low-cost mutual funds and ETFs along with other investment vehicles as appropriate.

Margaret Maruzo is a financial advisor at Principle Wealth with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Principle Wealth Partners LLC since 2019. Prior to that, she held roles at Oneamerica Securities, VF McNeil Insurance, and American United Life Insurance Company. She serves as Vice President on the board of directors for ACORD, Inc., a charitable organization. Principle Wealth is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, fundamental analysis approach with customized portfolios and integrated financial planning, managing approximately $3.2 billion across a multi-advisor team.

Kyle Farrell is a CFA® charterholder with two years of industry experience. He is currently with Principle Wealth Partners LLC and previously worked at Guilford Savings Bank. Outside of his advisory role, he hosts the Stock Studs podcast, which discusses general investment knowledge. 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 across diversified portfolios.

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.

Christopher Macca is a CFP® with seven years of industry experience, currently serving as an advisor at Principle Wealth since 2021. His prior roles include positions at Simione, Macca & Larrow, TrinityPoint Wealth, and Northwestern Mutual Investment Services. Principle Wealth is an SEC-registered advisor that provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, fundamental analysis-based investment approach with customized portfolios and integrated financial planning tailored to clients’ goals and risk tolerances.

Andrew Randak is a CFA® charterholder with 25 years of industry experience. He is currently with Snowden Capital Advisors LLC and previously worked at Fieldpoint Private Securities LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities, utilizing third-party managers and a broad range of investment tools.

Abbas Danesh is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Scranton Financial Group and Danesh Company prior to his current roles. Danesh serves as Treasurer for the Town of Waterford, CT, managing the town's revenues and investments in FDIC-insured fixed income securities. 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 offers customized managed portfolios with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of services including sub-advisory ETF management.

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.

Alan Cooper is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. He holds a Series 66 designation and has worked at SII Investments, Inc. and Cooper & Company, Ltd. Cooper is also involved in a financial services business under the name Summit Financial Advisors LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension plans, charitable organizations, banks, and government clients. The firm employs a risk-tolerance based investment approach that uses both internally created models and third-party managers to manage diversified portfolios.

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.

Dixon Downey III is a CFP® professional with 26 years of experience in the financial advisory industry. He is currently affiliated with Sound Income Strategies, LLC and Scranton Financial Group, with prior roles at firms including Wealth Enhancement Group and Ameriprise Financial Services. Downey serves as an investment trustee for multiple family trusts. 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’s approach includes customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary services.

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.

Andrew Cialek is a CFP®, ChFC®, and Series 65-licensed advisor with six years of industry experience. He is currently with Principle Wealth Partners LLC and previously worked at OLIO Financial Planning and JSW Financial. Outside of his advisory role, he serves on the Board of Directors for The Madison Foundation and coaches rugby for the Shoreline Spartans Rugby Football Club. 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 with diversified portfolios, periodic financial planning, and ongoing account monitoring.

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.

Margaret Kuchan is a financial advisor with The Patriot Financial Group, LLC in Guilford, CT, holding Series 63 and Series 65 designations and eight years of industry experience. Her prior work includes roles at Northwestern Mutual, Minnesota Life Insurance Company, and The Standard. She is also involved with Arranged by MK, LLC, an outside business activity. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and analysis methods, and offers a wrap-fee program alongside advisory annuities and third-party planning tools.

Robbie Mercer is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at KeyBank, Tucker Asset Management LLC, Tumolo Financial, Horace Mann Investors Inc., and Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model for portfolio management, integrating affiliated services from KeyCorp affiliates.