Bridgeport Financial Solutions

Brian Peardon is a financial advisor at Bridgeport Financial Solutions with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors, Harvest Investment Services, Concourse Financial Group Securities, and Eagle Strategies. Outside of his advisory work, he is an independent insurance agent. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a model portfolio approach overseen by an Investment Committee and provides discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and third-party strategists.

Avangeline Subsin is a financial advisor at Bridgeport Financial Solutions with nine years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors and Thimbleberry Financial. She serves as a board member of Whatsoever You Do, Inc., a nonprofit organization based in Ottumwa, Iowa. Bridgeport Financial Solutions serves individual clients, including high-net-worth households, and institutional clients such as retirement plans. The firm provides investment management, financial planning, retirement-plan advisory, and tax preparation services through its subsidiary, offering both discretionary management and access to third-party and affiliated strategists.

Luke Perry is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisor, Inc., CRI Securities, LLC, and Securian Financial Services, Inc. Perry has also worked with nonprofit and church organizations earlier in his career. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm utilizes model portfolios overseen by an Investment Committee and provides discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and third-party strategies.

Michael Mallon is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Bridgeport Financial Solutions and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved in tax preparation through the Law Offices of Richard T. Mallon Jr. Bridgeport Financial Solutions serves individual and institutional clients by offering investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages portfolios through an Investment Committee and provides discretionary management with access to third-party and affiliated investment strategies.

Andrew Sohn is a financial advisor at Bridgeport Financial Solutions with 28 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining Bridgeport Financial Solutions in 2024, he worked at Cambridge Investment Research, Inc. and CAMBRIDGE INVESTMENT RESEARCH Advisors, INC for over a decade, and also spent three years at Ameriprise. He serves on the Board of Trustees Investment Sub-Committee at The Fenn School and is a corporator for Emerson Hospital. Bridgeport Financial Solutions serves individual clients, including high-net-worth households, and institutional clients such as retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, and constructs model portfolios supervised by an Investment Committee. BridgePort also provides discretionary management through its Wrap Program and Advisor Managed Portfolios, with access to affiliated and unaffiliated third-party strategists.

Tina Decker is a financial advisor at Bridgeport Financial Solutions with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, INC and OSAIC. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages model portfolios through an Investment Committee and provides discretionary management with access to third-party strategists and affiliated models under the Founders Gate Capital brand.

Allison Conlon is a CFP® with 18 years of industry experience. She is currently with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisors, Inc. and Sohn & Associates. Bridgeport Financial Solutions serves individual and institutional clients, providing investment management, financial planning, retirement-plan advisory, and consulting services. The firm offers discretionary management through model portfolios and access to third-party strategists, including affiliated strategies from Cambridge Investment Research Advisors.

Justin Zeimet is a financial advisor at Bridgeport Financial Solutions with seven years of industry experience. He holds a Series 66 license and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of advisory roles, Zeimet provides coaching and tax services on a limited basis. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs model portfolios managed by an Investment Committee and delivers discretionary management through wrap programs and advisor-managed portfolios, incorporating both affiliated and third-party strategies.

Evan Welch is a CFP® with 28 years of industry experience and currently serves at Bridgeport Financial Solutions. His prior experience includes roles at Cambridge Investment Research, Inc. and Cetera Advisors LLC. Outside of his advisory work, he participates as a pro bono money mentor with the Financial Planning Association of Massachusetts, counseling cancer patients in association with the Dana-Farber Cancer Institute. Bridgeport Financial Solutions serves individual and institutional clients by providing investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages diversified portfolios through an Investment Committee and offers discretionary management via wrap programs and advisor-managed portfolios, incorporating both affiliated and third-party investment strategies.

Robin Hall is a financial advisor with Bridgeport Financial Solutions in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Bridgeport in 2025, Hall worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 19 years and Raymond James Financial Services, Inc. for six years. Outside of advising, Hall provides estate planning and irrevocable life insurance trust services as a licensed attorney. Bridgeport Financial Solutions serves both individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and tax preparation through its subsidiary BridgePort Tax. The firm employs an Investment Committee to oversee model portfolios and delivers discretionary management via wrap programs and advisor-managed portfolios, utilizing both affiliated and third-party strategists.

Mitchell Sanford is a financial advisor at Bridgeport Financial Solutions with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cambridge Investment Research Advisors and Ropes and Gray. Sanford previously worked at Montana State University and has experience in advisory roles and trading. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm uses model portfolios managed by an Investment Committee and offers discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and unaffiliated third-party strategists.

Mark Nelson is a financial advisor at Bridgeport Financial Solutions with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and Principal Financial Group. BridgePort Financial Solutions serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and tax preparation services. The firm constructs model portfolios through an Investment Committee and provides discretionary management with access to third-party and affiliated strategists, including specialized market-timing and option strategies as appropriate.

Kole Cook is a financial advisor at Bridgeport Financial Solutions with a Series 65 designation and two years of industry experience. Prior to joining Bridgeport Financial Solutions in 2024, he worked at BAP Holding from 2020 to 2024. Bridgeport Financial Solutions serves both individual and institutional clients, offering investment management, financial planning, and retirement plan advisory services. The firm manages model portfolios through an Investment Committee and provides discretionary management, including affiliated and unaffiliated strategies, as well as tax preparation services through its subsidiary.