Shelton, CT Office

Jason Arena is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Contour Mortgage, Umergence LLC, Gramercy Securities, Inc., and Catum Advisory Group, where he also managed investment strategy and relationship management. Outside of advisory work, he has been involved in financial modeling and analysis for small businesses including Luxury Zoo, LLC and AAA Office Furniture. Investmark Advisory Group serves individual clients, retirement plans, and businesses by providing asset management, financial planning, and managed account services. The firm employs risk-based model strategies using a variety of funds and securities, offering both advisor-directed and discretionary portfolio management tailored to client objectives.

James Mahoney is a financial advisor with Investmark Advisory Group LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with multiple firms, including Commonwealth Financial Network and Essex Capital Advisors, and is a partner and trustee at Mahoney Sabol & Co., a CPA firm. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses, utilizing model-based and advisor-directed accounts supported by a team of ten advisors.

Scott Williams is an Investment Adviser Representative at Investmark Advisory Group LLC with 15 years at the firm and one year of experience at Commonwealth Financial Network. He holds a Series 65 designation and serves as Chief Compliance Officer and Director of Operations at Investmark, managing firm-wide compliance, marketing, and operational activities. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing a range of investment strategies across multiple platforms.

Nicholas Giammattei is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Investmark Advisory Group LLC and has previously worked at Commonwealth Financial Network and AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Investmark Advisory Group serves individual clients, retirement plans, and businesses by providing asset management, financial planning, and managed account services. The firm uses risk-based model strategies incorporating mutual funds, ETFs, individual securities, and Dimensional Fund Advisors funds, offering both advisor-directed and discretionary portfolio management.

Drew Bowman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at Investmark Advisory Group LLC since 2017 and has been affiliated with Commonwealth Financial Network since 2005. Bowman spends a significant portion of his time providing asset management and financial planning services to clients. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Nicholas Christie is a CFP® professional with 25 years of industry experience, currently serving at Investmark Advisory Group LLC since 2017. He has held roles at Commonwealth Financial Network for over two decades and has been involved with various Investmark entities since 2000. His work primarily focuses on financial planning, consulting, and asset management. Investmark Advisory Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and businesses. The firm utilizes model-based and advisor-directed portfolios across multiple platforms and offers both discretionary and non-discretionary management options.

Robert Iannazzo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley and its affiliated entities from 2008 to 2018 before joining Investmark Advisory Group and Commonwealth Financial Network in 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Michael Kusick is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Investmark Advisory Group LLC, where he has worked since 2017, and has a long tenure with Commonwealth Financial Network dating back to 1994. Kusick is a managing principal and co-owner of Investmark Advisory Group. Investmark Advisory Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing various investment vehicles and third-party platforms, supported by a team of ten advisors managing approximately $812 million in assets.

Jay Diamond is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 40 years of industry experience. He has been associated with multiple firms throughout his career, including Investmark Advisory Group LLC and Commonwealth Equity Services, Inc. He is also a co-owner of Investmark Advisory Group LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, technology, compliance, and investment management services.