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 Isabel Cuddy James Pierce James Curry Jason Wein Jennifer Setaro John Imor John Caserta Joseph Colaneri Justin Broschardt 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 scroll down to meet them. Wilton, CT Prime Financial Services has been providing financial guidance to physicians, hospital groups, corporations and families for over 60 years. You may have seen them at your local hospital giving a seminar on tax investment strategies. They understand the unique needs that physicians have from the pains, struggles and joys that come from a career in medicine. Some of the areas that they can assist you are: taxes, investments, disability planning, and life insurance. Learn more Alex Kreis Financial Representative Darby Burke Busines Operations Manager Howard Wein Managing Partner for Prime Financial Services Jason Wein Managing Partner for Prime Financial Services Lawrence Bernstein Managing Partner for Prime Financial Services Max Leopold Financial Representative Nolan Menachemson Wealth Manager Todd Murphy Financial Adviser Advocacy Group is a full service financial planning, wealth management firm that provides solutions that help build, protect and distribute wealth to individuals and their families. Advocacy Group specializes in providing financial education and planning services to teachers, young professionals and their families. They focus on the long-term relationship with their clients. Learn more Steven Randby President of Advocacy Group Debra Clark is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the industry. Her team works with women in all the different stages of life from becoming a new mother to surviving a loss of a spouse. Her process always starts with listening to you about your goals and needs. She designs a personalized plan around those goals and will help you reach your financial goals. Learn more Debra Clark Registered Representative Patricia Harkin Registered Office Admin Sonder Financial understand that their clients have their own unique story, that is constantly evolving. They work with each of their clients one-on-one to realize their specific goals. Together they create a step-by-step plan for achieving those goals. Along the way they'll be your accountability partner & your biggest cheerleader.They operate in the Greater New York area and have a passion for working with people in the entertainment industry that includes on and off Broadway actors, creators and other artists. Learn more Laura Donovan Founder of Sonder Financial We have a handful of advisers that brand specifically with Wealth Continuum Group and work with their individual clients to meet their financial goals. Some of these advisers have been with us for over 20 years and have some amazing stories to tell about their time with Wealth Continuum Group. Learn more Sanford Goldstein Adviser Joseph Colaneri Registered Representative Paul Correa Adviser New Haven, CT | North Haven, CT Caserta & de Jongh, LLC have two locations. One very close to the Yale campus, where John Caserta, ChFC graduated, and one in Cheshire, CT.Their mission is to become your trusted adviser by delivering advice and customized personal plans and business financial plans that integrate their expertise with your vision of financial success. They walk you through a hands-on process where they discuss your vision of financial success, gather information about your current situation and develop recommendations for you. Learn more Bob de Jongh Senior Planning Coordinator Holly Calandra Director of Operations Ihssane Khatib Financial Advisor Jennifer Setaro Electric File Clerk John Caserta Managing Director of Caserta and DeJongh Nathalie Edeen Associate Advisor Can't Find Who You're Looking For? Send Us a Message. Name Email Phone Message Thank you! Oops!