ADVISOR BIO

John Gerald Phelan is a financial advisor with Northwestern Mutual Investment Services, LLC. John has been in the industry since 1998 and is licensed in nine states, including Connecticut, New York and Florida. John holds the Series 6 and SIE securities licenses and is a Registered Representative with FINRA and the MSRB. John is currently located in Westport, Connecticut and has experience working at Robert W. Baird & Co. Incorporated.

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ADVISOR BIO

John Michael Poitras is an Investment Advisor Representative with William Joseph Capital Management, Inc. John has been registered with the Securities and Exchange Commission since April 29, 2024. John has passed the Series 65 exam and is licensed in Connecticut. John's specializations include portfolio management for individuals, financial planning, and selection of other advisors. John also works for Integrity Marketing/Stateline Senior Services as an Insurance Salesperson.

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ADVISOR BIO

John Xavier Magnesio is a financial advisor with over 30 years of experience in the industry. Currently, John is a registered representative with Morgan Stanley, and specializes in providing financial planning and investment advice. John has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Previously, John worked with UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

John F Wood is a financial advisor registered with Morgan Stanley. John is a registered representative with over 20 years of experience in the financial services industry. John is also a licensed investment advisor representative. John's expertise in the financial services industry includes securities, futures, investment advisory services, and portfolio management. John is a graduate of the University of Connecticut.

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ADVISOR BIO

John Takita is an investment advisor representative, licensed in Connecticut, with a Series 63 and Series 7 license and the SIE exam. John Takita also has a Series 65 license, allowing John Takita to provide investment advisory services. John Takita has been in the industry for several years and currently works for Fidelity Personal And Workplace Advisors. John Takita has previously worked with Harley Capital LLC and National Securities Corporation. John Takita specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. John Takita offers services to a variety of clients, including high net worth individuals, corporations, and pension plans.

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ADVISOR BIO

John A Sheehan is a financial professional with over 16 years of experience in the industry. John is currently registered with Bok Financial Securities, Inc. in Stamford, CT. John has held previous positions at RBS Securities Inc. in Stamford, CT, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY. John has a Series 7, Series 52TO, Series 63, and SIE licenses.

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ADVISOR BIO

John A. Valiska is an Investment Advisor Representative associated with Money Concepts Capital Corp. John has been in the securities industry since February 25, 1986, and has held previous positions at several firms including RZB Securities LLC, Montano Securities Corporation, and Linsco/Private Ledger Corp. John is registered in multiple states including California, Connecticut, Florida, New Jersey, New York, Ohio, and South Carolina. John holds the Series 63, Series 65, Series 7 and Series 24 licenses. In addition to John's primary role at Money Concepts Capital Corp. John is also involved with several other organizations including John A. Valiska Financial Planner, Investors Advantage Portfolios, and Musicals At Richter.

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ADVISOR BIO

John Michael Picard is a financial advisor registered with Ameriprise Financial Services, LLC. John has been a registered financial advisor for over 28 years, with experience in the financial services industry since 1994. John is currently licensed in 12 states, including Connecticut, Florida, Massachusetts, and California. John specializes in asset allocation services, financial planning, and portfolio management for businesses and individuals.

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ADVISOR BIO

John William Murphy is a registered investment advisor representative at Easterly Investment Partners LLC. John has been in the industry since 1992 and is currently registered with Texas. Prior to joining Easterly Investment Partners LLC, John was employed by Levin Capital Strategies, LP, John A. Levin & Co., Inc., and Prudential Securities Incorporated. John holds Series 63 and Series 7 licenses.

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ADVISOR BIO

John Christian Widen is a financial advisor with over 24 years of experience in the industry. John is currently registered with LPL Financial LLC in Glastonbury, CT. Prior to joining LPL Financial, John worked at CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC, PERSHING ADVISOR SOLUTIONS LLC, RBC CAPITAL MARKETS, LLC, J.P. MORGAN SECURITIES INC., J.P. MORGAN CLEARING CORP., FIDELITY BROKERAGE SERVICES LLC, FIRST UNION SECURITIES, INC., INTERSECURITIES, INC., and COMMONWEALTH EQUITY SERVICES, INC. John holds a Series 7, Series 24, Series 52TO, Series 53, and Series 63 license and a Series 65 license. John is a seasoned professional with extensive experience in providing financial advice and investment management.

SPECIALIZATIONS