Team Executive Team Christopher J. Neubert, J.D., CFP® President, Chief Compliance Officer 203-319-3550 [email protected] John Rosenau, CFP® Vice President, Chief Operating Officer 203-319-3550 [email protected] David J. Lincoln, MSFS, ChFC, CLU, CFP® Chief Investment Officer 203-319-3550 [email protected] AJ Kelleher, CFP® Financial AdvisorĀ 203-319-3550 203-319-3554 Ginnie Thompson, FPQP™ Assistant Vice President 203-319-3550 ext. 220 [email protected] Charlie Rocco, JD/MBA 203.319.3550 x203 [email protected] Fairfield Team Christopher J. Neubert, J.D., CFP® President, Chief Compliance Officer 203-319-3550 [email protected] John Rosenau, CFP® Vice President, Chief Operating Officer 203-319-3550 [email protected] David J. Lincoln, MSFS, ChFC, CLU, CFP® Chief Investment Officer 203-319-3550 [email protected] John Fortuna, Jr. Financial Advisor 203-319-3550 [email protected] Reed Ameden, AIF® Financial Advisor 203-319-3550 [email protected] Jason Hyde Financial Advisor 203-319-3550 [email protected] Dana S. Preis, ChFC®, RICP®, LUTCF® Financial Advisor 203-292-0752 [email protected] Sandra Neubert Vice President, Director of Employee Benefits Planning 203-319-3550 [email protected] Peter Osborne, AIF® Wealth Management Advisor 203- 319-3550 [email protected] Brett Matschke Financial Advisor 203-319-3550 [email protected] Scott Langlais, CFP®, RICP® Financial Advisor 203-319-3550 ext. 124 [email protected] Charlie Rocco, JD/MBA 203.319.3550 x203 [email protected] Eric Johnson, MBA 203.319.3550 [email protected] Ginnie Thompson, FPQP™ Assistant Vice President 203-319-3550 ext. 220 [email protected] Trish Dalton Paraplanner [email protected] Kathy Pangallo Director of Client and Practice Management 203-319-3550 ext. 220 [email protected] Tracy Dineen Director of Client Relationships 203-319-3550 ext. 220 [email protected] Audrey Tiesler Director of Employee Benefits Administration, Client Relationship Manager 203-319-3550 ext. 220 [email protected] Jilian Guglielmo Manager | Client Services 203.319.3550 [email protected] Chas Del Grosso Financial Operations Intern [email protected] Samantha VanZile Business Development Intern [email protected] Matthew Book Financial Operations Intern [email protected] Avon Team Christopher J. Neubert, J.D., CFP® President, Chief Compliance Officer 203-319-3550 [email protected] Jason Hyde Financial Advisor 203-319-3550 [email protected] Peter Osborne, AIF® Wealth Management Advisor 203- 319-3550 [email protected] Hamden Team AJ Kelleher, CFP® Financial AdvisorĀ 203-319-3550 203-319-3554 Peter Osborne, AIF® Wealth Management Advisor 203- 319-3550 [email protected] Have a Question? Name Email Question Thank you! Oops!