Madison, CT Wall Street Office

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 experience in the financial services industry. He is currently with Principle Wealth Partners LLC, where he has worked since 2017, following prior roles at Essex Financial Services, Banc of America Investment Services, and Fidelity. Paolucci is founder and CEO of Principle Wealth Partners, based in Madison, CT. Principle Wealth Partners is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients with comprehensive wealth management services. The firm employs a long-term, fundamental analysis-based investment approach, integrating financial planning with portfolio construction to align with clients’ goals and risk profiles.

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.

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 with Principle Wealth Partners LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Essex Financial Services, Raymond James Financial Services, Northstar Wealth Partners, and LPL Financial. Donatelli serves as Vice President of the Board and volunteers at St. Vincent de Paul Place in Norwich, CT. Principle Wealth Partners LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, fundamentally based investment process with customized portfolios and integrates financial planning with ongoing portfolio monitoring.

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.

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.

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.

Tracy Pierson is a financial advisor at Principle Wealth with one year of industry experience. She holds a Series 65 designation and previously worked at Lobo & Pascale Wealth Management, Commonwealth Financial Network, and Jeffery N Mehler, CFP LLC. 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 of mutual funds, ETFs, individual equities, and other assets.

June Berglund is a financial advisor with Principle Wealth holding a Series 66 designation and five years of industry experience. She has worked at several firms, including Janney Montgomery Scott, Allied Wealth Partners, Securian Financial Services, and Key Bank. Principle Wealth is an SEC-registered advisor serving individuals, trusts, estates, retirement plans, and corporate clients. The firm offers comprehensive wealth management using a long-term investment approach grounded in fundamental analysis, combining customized portfolios with ongoing due diligence and integrated financial planning.

Michael Castiello is a financial advisor at Principle Wealth with 12 years of industry experience. He holds the Series 66 designation and has worked at Principle Wealth Partners LLC since 2017, following four years at Essex Financial Services. Principle Wealth is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm offers comprehensive wealth management with a long-term investment approach based on fundamental analysis and customized portfolios that include a range of asset types alongside fiduciary and retirement-plan advisory services.

Colin Dugan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Principle Wealth Partners, LLC since 2018. He previously worked at Northstar Wealth Partners LLC and LPL Financial LLC. Outside of his advisory work, he is a notary public. 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 combines ongoing portfolio management with standalone planning engagements.

David Copeland is a Series 66-licensed advisor at Principle Wealth with one year of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and has held positions at Paychex, Enterprise Rent-A-Car, and State Street Corporation. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporate clients with comprehensive wealth management, including financial planning and discretionary portfolio management. The firm employs a long-term investment approach grounded in fundamental analysis and maintains a multi-advisor team managing approximately $3.2 billion in assets.

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.