ADVISOR BIO

David Francis Lamay is a financial advisor with Essex Financial Services, Inc. David has been in the industry since 1991 and has a strong background in financial planning and investment management. David is also a Certified Financial Planner and holds a variety of licenses and registrations, including Series 65, Series 63, Series 24, Series 10, Series 9, Series 26, Series 7TO, Series 99TO, Series 6TO, SIE, and Series 50. David is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

David Boczar is an Investment Advisor Representative at Bay Colony Advisors. David has been working in the financial industry since 1989. Prior to joining Bay Colony Advisors, David worked at Emerald Wealth Advisors and Westport Resources Investment Services, Inc. David is a Certified Financial Planner and a Chartered Financial Analyst. David has a strong track record of providing financial advice to individuals, families, and businesses. David specializes in financial planning, portfolio management, and pension consulting. David is committed to providing his clients with personalized and comprehensive financial advice.

SPECIALIZATIONS

ADVISOR BIO

David Caleb Wilson is a financial professional with over 10 years of experience in the securities industry. David is currently registered with C&C Trading LLC and is based in Greenwich, CT. David is licensed to conduct securities business in the state of Connecticut. Previously, David worked with Bluefin Capital Management, LLC and Diamond Carter Trading, L.L.C. David holds the following licenses: Series 63, SIE, Series 57, and Series 7.

SPECIALIZATIONS

ADVISOR BIO

David Attolino is an investment advisor representative at Commonwealth Financial Network. David has been in the industry since 2020 and holds a Series 63, 65, and 7TO licenses. David specializes in financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars. David has worked for several financial institutions including Dimatteo Group Financial Services, Aerotek, Saisystems, MedTech, Great River Golf Club and University of Connecticut. David has a demonstrated history of working in the financial services industry and is passionate about providing clients with personalized financial advice.

SPECIALIZATIONS

ADVISOR BIO

David Schmidt is a financial professional with over 14 years of experience in the financial services industry. David has a strong background in financial planning, investment management, and retirement planning. He is a registered representative of Osaic Institutions, Inc. and American Portfolios Financial Services, Inc.. David is also a registered investment advisor representative of Osaic Wealth, Inc., Osaic Institutions, Inc., and Triad Advisors LLC. David's primary focus is on providing financial advice to individuals, families, and businesses. He is committed to helping his clients achieve their financial goals through a personalized approach that takes into account their individual needs and circumstances.

SPECIALIZATIONS

ADVISOR BIO

David Bunin is an investment advisor representative with Kestra Advisory Services, LLC, located in Wilton, Connecticut. David has been in the financial services industry for over 20 years and has a broad range of experience. David has passed multiple securities exams and is registered with the state of Connecticut as an investment advisor representative. David specializes in providing financial planning, investment management, and insurance services. David is also a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

David Fish is an active registered representative with Piper Sandler & Co., located in Greenwich, CT. David has been in the financial services industry since May 8, 2000. David has a strong track record of success, having worked at several prominent firms, including Weeden & Co.L.P. and People’s Securities, Inc. David is dedicated to providing clients with the highest level of service and expertise.

SPECIALIZATIONS

ADVISOR BIO

David Lopez is a financial advisor with Jefferies LLC, based in Stamford, CT. David has been in the financial services industry since 2007, holding registrations in various states including New York, California, and Texas. David holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Prior to joining Jefferies LLC, David was employed by Daiwa Capital Markets America Inc. and KBC Financial Products USA, Inc.

SPECIALIZATIONS

ADVISOR BIO

David Bouffard is a financial advisor who has been in the industry since June 2011. David Bouffard is registered with Ameriprise Financial Services, LLC and is licensed in Connecticut, North Carolina, and Texas. David Bouffard provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

David Janny is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial services industry since June 20, 1984. David is registered to provide investment advice in Connecticut and Texas. David is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. David has a wide range of experience in the financial services industry, including experience with Morgan Stanley and UBS Financial Services Inc. In addition to being a registered financial advisor, David is also a fiduciary. David is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS