ADVISOR BIO

Paul Cahill is an investment advisor representative with Stratos Wealth Partners, Ltd., located in Darien, CT. Paul has been in the financial services industry for over 24 years, holding Series 6, 7, 24, 51, 63 and 65 licenses. Paul provides financial planning, portfolio management and pension consulting services to individuals, high-net-worth individuals, businesses, and charitable organizations. Paul previously worked at VP Distributors LLC and Allianz Global Investors Distributors LLC.

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ADVISOR BIO

Paul Fitzpatrick is a financial advisor with Osaic Wealth, Inc. Paul Fitzpatrick is a registered investment advisor with 23 years of experience in the financial services industry. Paul Fitzpatrick is currently registered with Osaic Wealth, Inc. and has been registered with this firm since September 2023. Paul Fitzpatrick's previous registrations include Sagepoint Financial, Inc., SunAmerica Securities, Inc. and Intersecurities, Inc. Paul Fitzpatrick is a Series 66 and Series 7 licensed advisor. Paul Fitzpatrick specializes in working with High-Net-Worth Individuals, corporations or other businesses, individuals other than high-net-worth and pension and profit sharing plans.

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ADVISOR BIO

Paul Schott is a financial advisor with LPL Financial LLC. Paul has been in the financial services industry since 2001 and has a broad range of experience, having worked with Edward Jones, Pruco Securities, LLC, and other firms. Paul is a registered representative and investment advisor representative and holds Series 7, 24, 53, 63, and 65 licenses. Paul specializes in financial planning, portfolio management, and consulting. Paul is committed to providing his clients with personalized and comprehensive financial advice.

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ADVISOR BIO

Paul Savona is a financial advisor with Ameriprise Financial Services, LLC. Paul has been working in the financial industry since June 14, 1990. Paul has a strong background in financial planning, investment management, and retirement planning. Paul also holds Series 6, 7, 26, 63, and 65 licenses.

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ADVISOR BIO

Paul Farella is a registered investment advisor representative with Moneco Advisors. Paul has been in the financial services industry since 2009. Paul is licensed to provide investment advisory services in Connecticut, Massachusetts, and Texas. Paul earned the Series 65 license on April 21, 2016. Paul specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. Paul is currently an elected school committee member for the Central Berkshire Regional School District, a member of the Stakeholder Council for the Global Reporting Initiative, and the Chairman of the Board of Directors for the Love of T Foundation, Inc.

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ADVISOR BIO

Paul Shay is a financial advisor currently registered with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Paul Shay is also a registered representative for Osaic Wealth, Inc. in Connecticut. Paul Shay has been active in the financial services industry since 1979. Paul Shay's specialties include providing financial planning and investment management services for individuals and businesses. Paul Shay is a Chartered Financial Consultant and holds a number of industry licenses including the Series 7, 24, 26, 63, and SIE exams.

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ADVISOR BIO

Paul Emerson Lantieri is a financial advisor with RBC Capital Markets, LLC. Paul has been in the industry since 1992 and is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and investment advisor representative. Paul holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Paul is registered in numerous states, including Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Paul previously worked for ADVEST, INC. and VERAVEST INVESTMENTS, INC.

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ADVISOR BIO

Paul Mariano is a financial advisor at MML Investors Services, LLC. Paul has been in the financial services industry since 1982, providing guidance and expertise to clients. Paul holds various licenses and certifications, including Series 7, Series 24, and Series 63. Paul is also a Chartered Financial Consultant. Paul's areas of expertise include financial planning, pension consulting, asset allocation programs, and portfolio management for individuals and businesses.

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ADVISOR BIO

Paul Dearce is a financial advisor with over 30 years of experience in the industry. Paul joined Herbert J. Sims Capital Management, Inc. in 2021 after spending years at David Lerner Associates, Inc. He has a strong track record of providing investment advice to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. Paul holds the Series 7, Series 24, Series 63, and Series 66 licenses, and is a registered investment advisor in Connecticut and Florida.

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ADVISOR BIO

Paul McKiernan is a financial professional with over 20 years of experience in the industry. Paul has been associated with Commonfund Securities, Inc. since 2007. Prior to joining Commonfund Securities, Inc., Paul was employed by DEAM INVESTOR SERVICES, INC., DEUTSCHE BANK SECURITIES INC., and NICHOLAS ADVISORS SECURITIES CORPORATION. Paul holds the Series 3, 7, 24, and 63 licenses, as well as the SIE exam.

SPECIALIZATIONS