ADVISOR BIO

Jason Giordano is a financial advisor with over 15 years of experience in the financial services industry. Jason currently works at Osaic Institutions, Inc. Prior to his current role, Jason has held positions at LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC. and WEBSTER INVESTMENT SERVICES, INC.. Jason offers financial planning and portfolio management services to individuals, families, and businesses. Jason is registered to provide investment advisory services in several states including Connecticut, Arizona, Florida, New Hampshire, and Texas. Jason holds licenses in several areas, including the Series 6, 7, and 63 exams. Jason is also a board member of the Northwest CT Community Foundation.

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ADVISOR BIO

Jason Howard Diamond is a financial advisor with Herbert J. Sims Capital Management, Inc., located in Fairfield, CT. Jason is registered with the state of Connecticut and Puerto Rico as an Investment Adviser Representative. Jason is a licensed Series 7, 24, 27, 63 and 65. Jason has been in the financial industry since September 8, 1995. Jason Diamond has a proven track record of helping individuals and families reach their financial goals. Jason has experience in providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jason is committed to providing his clients with personalized service and a high level of expertise.

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ADVISOR BIO

Jason Orlosky is a financial advisor at Gallagher Fiduciary Advisors, LLC. Jason has been in the financial industry since 2004. Jason has worked for several firms including Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., UBS Financial Services Inc., and Lehman Brothers Inc. Jason is registered with the state of Connecticut as an Investment Advisor Representative. Jason has a Series 7, Series 63, and Series 66 license.

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ADVISOR BIO

Jason Catlender is a financial advisor with New Edge Wealth. He has over 15 years of experience in the financial services industry. Jason has been registered with the Securities and Exchange Commission (SEC) since 2008. He holds Series 6, 7, 63 and 65 licenses. Jason specializes in providing financial advice to high net worth individuals, corporations, and other businesses. He also offers financial planning services to individuals and families.

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ADVISOR BIO

Jason S. Anthony is a financial advisor with over 20 years of experience in the financial services industry. Jason is currently registered with FHN Financial Securities Corp. and has been with the firm since 2008. Prior to joining FHN Financial Securities Corp., Jason was employed by J.P. Morgan Securities Inc. Jason holds the Series 63, Series 7, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Jason is also registered in 13 states: California, Connecticut, Florida, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia, and Wisconsin. Jason's areas of expertise include providing investment advice, financial planning, and retirement planning services to individuals and families.

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ADVISOR BIO

Jason Thrope is a financial advisor with Starwood Capital, LLC. Jason has been in the financial industry since 2010. He holds Series 7 and Series 63 licenses and has been registered in 53 states. Jason previously worked at J.P. Morgan Securities LLC.

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ADVISOR BIO

Jason Wein has been a registered investment advisor representative for over 20 years and is a registered principal with Hornor, Townsend & Kent, LLC. Jason has a strong background in financial planning, portfolio management, and insurance brokerage. Jason is a Series 66 and Series 7 licensed representative. Jason specializes in providing financial planning and portfolio management services for individuals, families, and small businesses.

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ADVISOR BIO

Jason Helmbold is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. Jason has been in the securities industry since March 3, 2008. Jason is registered in 17 states and holds the following licenses: Series 66, Series 7, and SIE. Jason is affiliated with the Westport, Connecticut branch office of Northwestern Mutual Investment Services, LLC.

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ADVISOR BIO

Jason Andrews is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jason is a registered representative of the firm and holds Series 7 and Series 66 registrations. Jason is based in Old Greenwich, CT, and has been in the industry since 2002. Jason has previously worked with UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Jason specializes in retirement planning, college savings, estate planning, and investment management. Jason also provides services to individuals, families, and businesses.

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ADVISOR BIO

Jasper Koonhung Mui is a financial advisor with Atlantic - Pacific Capital, Inc. based in Stamford, CT. Jasper has been in the industry since December 9, 2020. Previously, Jasper has been employed by DeCheque Securities LLC and Sixteen Securities, Inc. Jasper holds several professional licenses, including Series 63, 24, 62, and SIE.

SPECIALIZATIONS