ADVISOR BIO

Richard Barry Zins is a financial advisor with UBS Financial Services Inc. Richard is registered with the state of Connecticut and has over 30 years of experience in the financial services industry. Richard has a wide range of experience, working with clients in various areas including investment management, retirement planning, and estate planning. Richard is committed to providing his clients with personalized financial advice and guidance. Richard is a Series 66, Series 63, Series 26, Series 7, and SIE licensed individual and has been registered with FINRA for over 30 years.

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ADVISOR BIO

Richard Joseph Pye is an Investment Advisor Representative. Richard is registered with the state of Connecticut and has been in the industry since May 2020. Richard is currently employed by SKY Investment Group LLC.

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ADVISOR BIO

Richard Goldman is a financial advisor registered with Equitable Advisors, LLC. Richard has been in the securities industry for over two years. Richard holds the Series 66, Series 7TO and SIE licenses and is registered in 51 states and the District of Columbia for securities and investment advisory services. Richard has a branch office located in Willington, Connecticut.

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ADVISOR BIO

Richard Quirion is a financial advisor who has been in the industry since 1989. Richard is registered with Commonwealth Financial Network and has been with them since April 2022. Richard has a wide range of experience and specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Richard is also a Certified Financial Planner.

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Richard Kos is a financial advisor with over 30 years of experience in the industry. Richard currently works for Sursum Financial LLC, a firm registered with the state of Connecticut. Richard provides investment advice and portfolio management services to individuals, corporations, charitable organizations and pooled investment vehicles. Richard is a Chartered Financial Analyst and has earned the Series 3, 4, 7, 24, 63 and 65 licenses. Richard's previous experience includes positions at firms such as Legend Securities, Inc., JVB Financial Group, LLC, Summit Securities Group LLC, Carolina Capital Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fleet Securities, Inc., Chapdelaine Corporate Securities & Co, Research Conversion Corp., Bear, Stearns & Co. Inc., Salomon Brothers Inc. and Frank Russell Securities, Inc.

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ADVISOR BIO

Richard Christopher Taylor is an Investment Advisor Representative with Plan First Wealth LLC. Richard Christopher Taylor is registered with the state of Connecticut as an Investment Advisor Representative. Richard Christopher Taylor is also registered with the state of Texas as an Investment Advisor Representative. Richard Christopher Taylor has passed the Uniform Investment Adviser Law Examination. Richard Christopher Taylor has been in the industry since March 2015. Plan First Wealth LLC is a registered investment adviser with the state of Connecticut. The firm is located in Greenwich, Connecticut. Plan First Wealth LLC is a fee-based advisory firm. They charge a percentage of assets under management. They offer financial planning services to both individuals and high-net-worth individuals. Plan First Wealth LLC also offers educational seminars.

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Richard Michael Oneil is a financial professional with over 25 years of experience in the financial services industry. Richard is currently registered with P.j. Robb Variable, LLC. He is a Series 6 and Series 26 licensed representative, and has passed the Securities Industry Essentials (SIE) Examination. Richard is registered in Connecticut, District of Columbia, Maryland, and Ohio. Previously, Richard worked for UNDERWRITERS EQUITY CORPORATION and HARTFORD EQUITY SALES COMPANY INC.

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Richard Camarda is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Richard has been in the industry for over 38 years. Richard holds licenses in Connecticut, Florida and other states. Richard has offices located in Southport, CT, Fort Lauderdale, FL and Westport, CT. Richard has experience with a variety of clients including insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Richard specializes in a variety of areas including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

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ADVISOR BIO

Richard Clark Shaw is an investment advisor representative with QVM Group LLC. Richard has been in the industry since 1976 and has experience with securities, general securities, and non-member general securities. Richard is registered with the state of Connecticut.

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ADVISOR BIO

Richard McKenna is a financial advisor with over 27 years of experience in the financial services industry. Richard is registered with Park Avenue Securities LLC in Farmington, Connecticut. Richard is also registered as an Investment Advisor Representative in Connecticut and Florida. Richard provides financial planning and portfolio management for individuals, as well as other advisory services including educational seminars and selection of other advisors.

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