Find a Financial Adviser Abigail Black Alex Bastidas Alex Hartzell Alex Kreis Alice Lee Andrew Lawlor Austin Brighenti Bob de Jongh Candace Kounter Cara Conery Chris Spencer Clint Hall Damien Adams Darby Burke Debra Clark Donna Rich Emma Borho Erica Meno Gentian Limani Holly Calandra Howard Wein Hunter Fuelner Ihssane Khatib James Pierce James Curry Jason Wein Jennifer Setaro John Imor John Caserta Joseph Colaneri Kayla Garofalo Kelly Andersen Laura Donovan Lauren Lyver Lauren Payton Lawrence Bernstein Madison Vuilleumier Mark Betlow Mason Rivera Max Leopold Max Leopold Nathalie Edeen Nathan Hall Nolan Menachemson Paige Kirby Pai-Su Kang Patricia Harkin Patrick Knightly Paul Correa Sanford Goldstein Skeff Bisset Steven Gillette Steven Randby Susana Tompkin Todd Murphy Toni Fecteau Our advisers are with us for one simple reason: they enjoy helping people. It's what we do and we want that passion to be evident in the service we provide. First we take the time to learn what matters most to you. Then we design plans that are truly geared to meet your personal needs - and address those "what if" dreams, too.Below are only some of the areas that our advisers can help you with achieving your financial goals. Investment Strategies Insurance Planning College Planning Business Planning If you are looking to meet one of our advisers about your financial goals please use the search bar above or click the specific geographic location you are looking for an adviser. Wilton, CT Office New Haven, CT Office New Jersey Office Can't Find Who You're Looking For? Send Us a Message. Name Email Phone Message Thank you! Oops!