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Boutagy, Salim Pierre CFP®, CPWA®
Congress Wealth Management

Boutagy, Salim Pierre CFP®, CPWA® 8 Wright Street
Suite 110
Westport, CT 06880
+1 (203) 913 3792

Cerasani, Daniela
Wooster Corthell Wealth Management, Inc

Cerasani, Daniela 300 Winding Brook Dr.
Glastonbury, CT 06033
(860) 982 1950

Christie, Carl M CFP®, CFS, MBA
Ameriprise Financial Services, Inc.

Christie, Carl M CFP®, CFS, MBA 99 East River Drive
8th Floor
East Hartford, CT 06108-7301
(860) 291 9160 130
(860) 291 9150 fax

DePalma, JoAnne CFP®, AIF
Cetera Advisor Networks, LLC

DePalma, JoAnne CFP®, AIF 101 River Road
Collinsville, CT 06019
(860) 693 9916
(860) 693 9918 fax

Failla, Chuck CFP®
Sovereign Financial Group, Inc.

Failla, Chuck CFP® 35 West Broad Street
Suite 100
Stamford, CT 06902
(203) 883 6006

Farnham, Jaclyn CAP
FPA Connecticut

Farnham, Jaclyn CAP 95 West Street
Rocky Hill, CT 06067
(860) 721 1060
(860) 721 7406 fax

Galindo, Elizabeth J.
Brown Harris Stevens Connecticut, LLC

Galindo, Elizabeth J. 125 Mason Street
Greenwich, CT 06830
(917) 699 5050

Kanner, Geoffrey I. CFP®, ChFC, CLU
Kanner Financial Services LLC

Kanner, Geoffrey I. CFP®, ChFC, CLU 116 Washington Avenue, Third Floor
North Haven, CT 06473
(203) 239 5370
(203) 239 6537 fax

Lee, Christopher M CFP®
New England Capital Financial Advisors, LLC

Lee, Christopher M CFP® 79 Main Street
Meriden, CT 06451
(203) 935 0265
(203) 935 0266 fax

Metz, Derrek L. CRPC
Barnum Financial Group

Metz, Derrek L. CRPC 225 High Ridge Rd
East Building, 1st Floor
Stamford, CT 06905
(203) 658 1940
(203) 658 1999 fax

Morrone, Paul CFP®, CPA
US Wealth Management New Haven, LLC

Morrone, Paul CFP®, CPA 5 Saint John Street
North Haven, CT 06473
(203) 239 1099

Morrone, Thomas P. CFP®, CPA
U.S. Wealth Management

Morrone, Thomas P. CFP®, CPA 5 Saint John Street
North Haven, CT 06473
(203) 239 1099
(203) 239 6007 fax

Oswald, Kristina Wadman CFP, ChFC, AIF
Planning Partners, LLC

Oswald, Kristina Wadman CFP, ChFC, AIF 101 River Road, 2nd Floor
P.O. Box 365
Collinsville, CT 06019
(860) 693 9916 203
(860) 693 9918 fax

Paksi, Charles A.
Altium

Paksi, Charles A. 2500 Westchester Avenue, Suite 210
Suite 210
Purchase, NY 10577
(203) 613 1792

Parry, R. Michael CFP®, CSA
Liberty Wealth Advisors

Parry, R. Michael CFP®, CSA 707 Summer Street, 4th Floor
Stamford, CT 06901
(203) 323 6666
(203) 359 1996 fax

Pongracz, Zoltan CFP®, CLU®, ChFC®, AIF®
Barnum Financial Group

Pongracz, Zoltan CFP®, CLU®, ChFC®, AIF® 6 Corporate Drive
Shelton, CT 06484
+1 (203) 767 7991
(203) 513 6080 fax

Pruett, David R CPTx
Pruett Financial Services

Pruett, David R CPTx 50 Whitney Ridge Terrace
North Haven, CT 06473
(203) 248 0743

Rocco, Charles JD/MBA, CFP, CIMA
MONECO Advisors, LLC

Rocco, Charles JD/MBA, CFP, CIMA 2150 Post Road, Suite 201
Fairfield, CT 06824
(203) 260 1776 203

Somerville, Lori L.
FPA of Connecticut

Somerville, Lori L. 175 South End Road, #A2
East Haven, CT 06512
(877) 777 0600

Sundquist, Laura CPA, CFP®, CAP
Sage Financial Design, Inc.

Sundquist, Laura CPA, CFP®, CAP 548 Hopmeadow Street
Simsbury, CT 06070
(860) 658 0443
(860) 651 3538 fax

Timbers, Marilyn CFP,CDFA
Voya Financial Advisors Inc.

Timbers, Marilyn CFP,CDFA 243 Tresser Blvd
17th Fl
Stamford, CT 06902
+1 (917) 716 4912

Weiss, Alan Paul CFP®, PFS, CPA
Regent Wealth Management Group

Weiss, Alan Paul CFP®, PFS, CPA 545 Wagon Trail
Orange, CT 06477
(203) 387 7887
(203) 387 7478 fax

Weiss, Rudolf J. CFP®, CLTC
Reby Advisors, LLC

Weiss, Rudolf J. CFP®, CLTC 44 Old Ridgebury Road
Danbury, CT 06810
(203) 790 4949

Williams, Jr., Alexander B. CFP®, CLU, ChFC
NCFA, Inc.

Williams, Jr., Alexander B. CFP®, CLU, ChFC 50 Saw Mill Road, Unit 15110
P.O. Box 2022
Danbury, CT 06810
(203) 730 1374
(877) 545 3295 fax

Zavarelli, David A. CFP®
LPL Financial Services

Zavarelli, David A. CFP® 83 Wooster Heights Road
Suite 125
Danbury, CT 06810
(203) 747 8911

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