ADVISOR BIO

Mark Schaffer is a financial advisor with over 25 years of experience in the financial services industry. Mark currently works at Armstrong Advisory Group Inc. based in Needham, MA, where he provides financial planning and portfolio management services to individuals, families, and businesses. Prior to joining Armstrong Advisory Group Inc., Mark was a financial advisor at Securities America Advisors, Inc. and ScotTrade, Inc. Mark is a Certified Financial Planner and a Chartered Financial Consultant. Mark has experience with a wide range of financial products and services, including insurance and investment products.

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ADVISOR BIO

Mark Patrick Garvey is a financial advisor registered with LPL Enterprise, LLC in Glastonbury, Connecticut. Mark has been in the financial industry since March 13, 1988. Mark has passed a number of industry exams, including the Series 66, Series 26, Series 6TO, SIE, Series 7, and Series 6. Mark has been registered in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Pennsylvania and Vermont. Mark is licensed in Connecticut and Massachusetts.

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ADVISOR BIO

Mark Andrew Hand is an investment advisor representative at Gateway Wealth Partners, LLC. Mark has been in the financial services industry since April 2013. Mark holds the Series 6, 7, 63 and 65 securities licenses. Mark has a broad range of experience in the financial services industry and is committed to providing personalized financial advice to clients. Mark specializes in financial planning, portfolio management, and pension consulting. Mark is also licensed to sell insurance products. Mark's previous employment was with National Planning Corporation, LPL Financial and Gateway Financial Partners, LLC.

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ADVISOR BIO

Mark Halvorsen is an investment advisor representative with Gray Oak Capital Management, LLC. Mark has been in the financial services industry for over 16 years. Mark is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses, including Series 7, 6, 63, 24, 4, 55, 27, 79TO, 57TO, and Series 3. Mark is also a registered investment advisor representative in Connecticut and New York. Mark's previous experience includes roles at Velocity Capital, LLC, Maple Securities U.S.A. Inc., and John Hancock Distributors LLC. Mark specializes in providing investment advisory services to high-net-worth individuals and pooled investment vehicles. Mark is also a certified financial planner.

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Mark Bentley is an investment advisor representative at Excel Wealth Management, LLC with offices in Manchester, CT and Ringoes, NJ. Mark has over 10 years of experience in the financial industry, having previously worked at Paychex Securities Corporation. Mark is licensed to provide investment advice in New Jersey. Mark has experience advising high net worth individuals, corporations, and pension plans. Mark holds the Series 6, Series 63, Series 65 and SIE licenses.

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ADVISOR BIO

Mark C. Burton is a financial advisor with Morgan Stanley, a firm with over $1.4 trillion in assets under management. Mark has been in the industry since 1999 and holds both Series 7 and Series 63 licenses. Mark's background includes experience at both Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. He provides financial planning, investment advice, and asset allocation services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Mark is registered to provide investment advice in 19 states. Mark also serves as Secretary for Audiotronics, a family-owned business in Norwalk, CT.

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Mark Helderman is an investment advisor representative with Sasco Capital Inc.. Mark has been in the industry since 1986. Mark has passed the Series 7, Series 63 and Series 65 exams. Mark has been registered with Sasco Capital Inc. since 2003 and has been registered in Connecticut since 2003.

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ADVISOR BIO

Mark Beaven is an active investment advisor representative with Morgan Stanley. Mark is registered in 55 states and is licensed to offer a broad range of financial products and services, including investment advice, financial planning, and asset allocation services. Mark's career in the financial industry spans multiple years, with experience working at both Morgan Stanley Smith Barney LLC and A Life Reflected, LLC. Prior to joining Morgan Stanley, Mark held a variety of other roles, including time working with Stories.Life LLC.

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ADVISOR BIO

Mark Nastri is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Connecticut and Texas. Mark has been in the industry since June 2008 and has a Series 66, Series 7 and SIE license. Mark provides services in financial planning, portfolio management for individuals and businesses.

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ADVISOR BIO

Mark Lawrence Russell is a financial advisor at Lincoln Financial Distributors, Inc. Mark has been in the industry since 2002. Mark has been registered with FINRA since 2000. Mark has a Series 6, 7, 24, 26, 66 and SIE license. Mark previously worked at Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, ING Financial Advisors, LLC, and WS Griffith Securities, Inc..

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