ADVISOR BIO

Jonathan Daly is a financial advisor registered with Cetera Investment Advisers LLC. Jonathan has been in the industry since 2000 and has a wide range of experience working with various clients including high-net-worth individuals, corporations, and pension plans. Jonathan is a licensed investment advisor representative in Connecticut and holds several professional designations. Cetera Investment Advisers LLC offers financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Jonathan Gruber is a financial advisor at Cambridge Investment Research Advisors, Inc. Jonathan has been working in the financial services industry since 2000. Jonathan has been registered with the state of Connecticut since 2000 and currently holds a Series 7 and Series 66 license. Jonathan is a highly experienced financial advisor who is committed to providing his clients with the best possible service. Jonathan specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Jonathan has extensive experience in the financial services industry and has a proven track record of success. Jonathan is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Jonathan Zinsser is a financial professional with over 13 years of experience in the industry. Jonathan is registered with Prudential Annuities Distributors, Inc., a firm that is not currently registered to provide investment advisory services. Jonathan holds the Series 6, Series 63 and SIE licenses. Jonathan's main office is located at 1 Corporate Drive in Shelton, CT.

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Jonathan Don Mark is a Registered Investment Advisor with Pinnacle Associates, Ltd. Jonathan has been in the industry since 1992 and has held previous positions at Seligman Advisors, Inc., Matrix Capital Group, Inc., Smith New Court, Inc., and J.P. Morgan Securities Inc. Jonathan has passed both the Series 7 and Series 63 exams. Jonathan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, pooled investment vehicles, and charitable organizations. Jonathan also holds the Series 65 exam, qualifying Jonathan to provide investment advisory services in Connecticut and New York.

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Jonathan Russel Herrick is a financial advisor who is licensed in 15 states and holds the Series 7, Series 79, and Series 63 licenses. Jonathan Russel Herrick is registered with Mischler Financial Group, Inc. Jonathan Russel Herrick has been working in the financial services industry since July 31, 2016. Jonathan Russel Herrick's registration is active in the state of Connecticut.

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ADVISOR BIO

Jonathan Root is a financial advisor with Ameriprise Financial Services, LLC. Jonathan has been in the financial services industry since December 1998. Jonathan's firm has offices in North Haven, Connecticut, Farmington, Connecticut and Guilford, Connecticut. Jonathan is registered with FINRA as a registered representative and holds the Series 7 and Series 66 securities licenses. Jonathan has a client base that includes insurance companies, charitable organizations, high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, state or municipal government entities, and trusts/estates. Jonathan specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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Jonathan Cwanek is a financial professional affiliated with Prudential Annuities Distributors, Inc. in Shelton, CT. Jonathan has been in the industry since 2007 and has Series 6 and SIE licenses.

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ADVISOR BIO

Jonathan Fairbanks is a financial advisor with over 30 years of experience in the financial services industry. He has worked for several prominent firms including Kidder, Peabody & Co. Incorporated, A. G. Edwards & Sons, Inc., Citigroup Global Markets Inc., Morgan Stanley, Janney Montgomery Scott LLC, and Mutual Securities, Inc. Currently, Jonathan is registered with Mutual Advisors, LLC as a Registered Investment Advisor in Connecticut. Jonathan is a Series 65 and 63 licensed advisor and has obtained various other qualifications, including Series 7, 8, 9, 10, and SIE licenses. Jonathan's expertise lies in financial planning, portfolio management, and pension consulting. He offers his services to both individual and business clients. His firm, Mutual Advisors, LLC, is a registered investment advisor with offices in Omaha, NE, and Hartford, CT. The firm provides financial advisory services to a variety of clients, including individuals, families, and businesses. They manage a significant amount of assets on behalf of their clients, and they are committed to providing them with personalized and comprehensive financial advice.

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Jonathan E. Snyder is a financial advisor who has been in the industry since 2007. Jonathan is currently registered with Morgan Stanley, and was previously registered with CITIGROUP GLOBAL MARKETS INC.. Jonathan holds FINRA Series 66, Series 7 and SIE licenses and is registered in a number of states. Jonathan specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars to individuals, businesses, and investment companies. Jonathan is also a registered investment advisor.

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ADVISOR BIO

Jonathan Komm is a financial advisor with Voya Financial Partners, LLC. Jonathan is registered with FINRA as a securities representative and holds Series 63, Series 6TO, and SIE licenses. Jonathan's office is located in Windsor, Connecticut.

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