North Haven, CT St John Street Office

Scott Berney is a Series 66-licensed financial advisor with over 10 years of industry experience. He currently works at LPL Financial and previously spent nine years at Lincoln Financial Securities. Berney is also involved with Nutmeg Advisory Group LLC, an investment-related business he has operated since 2015. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research and alternative strategies.

William Giaquinto Jr. is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation and over 18 years with Nutmeg Advisory Group LLC. Outside of advisory work, he is involved with Nutmeg Advisory Group LLC in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, leveraging research and model portfolios to support diversified investment strategies.