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Michael Stamos

Wealth Advisor

MJP Wealth Advisors

Michael Stamos, Wealth Advisor at MJP Wealth Advisors, has been with the firm since 2015. He works closely with our wealth advisory team, taking a comprehensive approach to our clients’ financial planning and portfolio management needs and working to build personal connections with his clients. Michael is an Investment Advisor Representative and holds Series 6, 63, and 65 securities registrations, as well as a life and health insurance license. He graduated from the University of Connecticut with a Bachelor of Arts in economics and later obtained an MBA in international business from the University of Birmingham in England. Prior to joining MJP, Michael worked at Lindberg and Ripple for 10 years as a key member of its wealth management team. Michael lives in Canton, CT with his wife, Artemis, and their two daughters. Outside of the office, he enjoys sports, outdoor activities with his family, and volunteering with several community organizations.

Robert Henderson, CFPA

President & Founder

Lansdowne Wealth Management

Robert Henderson is a fiduciary, CERTIFIED FINANCIAL PLANNER™ professional, and the President and Founder of Lansdowne Wealth Management, LLC in Mystic, CT. We focus on the needs of those individuals over age 50, requiring financial planning, management and oversight of their serious, long-term retirement money. Our specialty is working with employees and retirees of General Dynamics. Our deep knowledge of GD's benefits packages, 401k plan (SSIP), and pension plans affords us the ability to easily navigate all of the needs and concerns of individuals looking to maximize their retirement from General Dynamics.

Kevin Brady

Wealth Advisor

MJP Wealth Advisors

Kevin Brady, CFP®, Wealth Advisor at MJP Wealth Advisors, joined the advisory team in 2018. Kevin works one-on-one with our clients, providing a personal approach to meet their wealth management and financial planning needs. Prior to joining MJP, Kevin was a Branch Manager and Wealth Advisor for Mercer Advisors, a national RIA. Before that, he served as Vice President of Spruce Hill Capital, a boutique RIA in Connecticut. Kevin received a dual Bachelor of Science in economics and finance from Boston College and an MBA from the University of Connecticut. He is a CERTIFIED FINANCIAL PLANNER™ and an Investment Advisor Representative (IAR). In addition, Kevin holds his Series 65 and life and health insurance license in the state of Connecticut. Kevin is active in his community, promoting economic development and vital support for area business leaders and professionals through his role as Chairman on the Fairfield Chamber of Commerce Board of Directors. When he’s not working, Kevin’s top priority is family time. He also enjoys golfing, skiing, and just being outdoors.

Robert Leiphart

VP Financial Planning

RB Capital Management, LLC

With 20 years of industry experience, Rob works with clients to develop investment solutions that reflect their individual situations and helps secure their long-term financial success. As a CFP®, Rob’s specific areas of expertise include financial planning to analyze client needs, portfolio asset allocation, 401(k) plan education, and fiduciary due diligence oversight.

Lili Vasileff

Financial Advisor

Wealth Protection Management

Lili A. Vasileff is a fee only Certified Financial Planner (CFP®), Master Analyst in Financial Forensics (MAFF™) specializing in Matrimonial Litigation, Certified Divorce Financial Analyst (CDFA®), and President of Wealth Protection Management based in Greenwich, CT. She is a trained mediator, collaborative financial specialist, and qualified litigation expert. She trains professonals in Collaborative Divorce and presents regularly at the New York City Bar Association. She is a nationally recognized expert practitioner, speaker, writer, and author of three books: “Money & Divorce: The Essential Roadmap to Mastering Financial Decisions” published by the American Bar Association; and “The Ultimate Divorce Organizer, The Complete Interactive Guide to Achieving the Best Legal, Financial and Personal Divorce”, and “The Divorce Planner Checklist”. Lili is the co-president of the national Association of Divorce Financial Planners (ADFP). Her awards include the prestigious 2013 Pioneering Award for outstanding public advocacy and leadership in the field of divorce financial planning, the Women’s Choice Award as a highly recommended Financial Advisor by Women for Women; CEO Today 2018 Business Woman of the Year Award; Five Star Wealth Manager Award for last 12 years, the Best Wealth Protection Manager 2019 - Northeast USA and Recognized Leader in Divorce Finance 2019 by Wealth & Money Management, and Marquis Who’s Who Albert Nelson Lifetime Achievement Award. Her website is www.wealthprotectionmanagement.com.

Michael Mezheritskiy

President/ Financial Planner

Milestone Asset Management Group

Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives. He brings over 20 years of experience in the financial services industry to his clients. During Michael’s career, he has had the opportunity to structure unique and complex solutions for his clients. Prior to founding Milestone Asset Management Group, Michael spent well over a decade working with High Net Worth individuals and their families at Fidelity Investments. Michael was responsible for overseeing close to a half a Billion dollars worth of client assets, specializing in management, retention and development of High Net Worth Clients, who have at least $1,000,000 in investable assets. Recently Michael completed his coursework for the Accredited Investment Fiduciary® designation from the University of Pittsburgh. Michael also co-founded Visionary Private Wealth Management Group in 2013, a very successful RIA and in 2016 Michael launched Milestone Asset Management Group LLC. Michael is a committed fiduciary to his clients. Active in the community, Michael serves as: President Avon Chamber of Commerce Past-President Avon-Canton Rotary Club Board of Directors Avon Dollars for Scholars Member of Education Committee Avon Chamber of Commerce Michael resides in Avon, CT with his wife, Nelly and their four children. When he is not at work, Michael enjoys spending time with his family and training in the mixed martial arts, specifically the art of Brazilian Jiu Jitsu.

Brian H. Vendig

President

MJP Wealth Advisors

Brian Vendig, CPA, AIF®, President of MJP Wealth Advisors, is responsible for managing all aspects of the firm’s strategic development and operations. He is a member of the MJP Wealth Advisors Investment Committee, which develops the firm’s investment strategies and portfolios. Brian has an abiding passion for helping clients address all the relevant areas of personal finance — including investments, retirement planning, insurance, taxes and education planning — to create a truly comprehensive financial plan. He takes the time to learn about his clients’ lives and families and is physically present when they need him. Brian is a General Securities Principal and holds Series 7, 24, 51, 63 and 65 securities registrations, as well as a life and health insurance license. He is a Certified Public Accountant (CPA) in the state of Connecticut and holds a Chartered Global Management Accountant (CGMA) designation accredited through the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA). Brian also holds the Accredited Investment Fiduciary (AIF®) Designation demonstrating that he has a fundamental understanding of the principles of fiduciary duty. Brian has over 25 years of experience in the finance and accounting industries. Prior to joining MJP, he worked for Xerox Corporation, a venture capital firm and a “Big 4” public accounting firm. Brian holds a Bachelor of Science degree in business administration with a major in accounting and a minor in economics from Bucknell University. Brian has established himself as a trusted wealth advisor through his expert, integrated approach in meeting the needs of investors. For the past five years (2018-2022), Brian has been recognized on the Forbes Best-In-State Wealth Advisors list, which highlights the top wealth advisors across the country. He is currently ranked #55 in Connecticut for high net worth advisors. In 2016-2019, Brian was named “Best Financial Advisor” in the Best of Hartford Readers’ Poll. Brian was also named “Best Financial Advisor” in the Wilton Magazine Readers’ Choice awards in 2018, 2019 and 2020. Brian has been a guest contributor and provided commentary to numerous media outlets, such as Bloomberg, Barron’s, Fox Business, CNBC, Yahoo Finance, TheStreet, Reuters, NBC News, Cheddar News, and the Washington Post. In addition, Brian has been a member of several advisor panels focused on maximizing efficiency to build business growth. Outside of MJP Wealth Advisors, Brian serves on the Board of Directors for Family & Children’s Agency, a non-profit organization that provides services to children, adults, and seniors. In his free time, he enjoys playing tennis, running half-marathons, and spending time with his wife, Michele, and their two children.

J. David Principe

SAGEbroadview Wealth Management, LLC

We are professionals, helping busy professionals manage their personal assets with sage direction. For corporate executives/owners – we have direct, hands-on experience helping you make best use of your company stock options and similar compensation packages in concert with your personal goals. For each client – we combine financial life planning with money management, building a plan toward achieving their goals based on deep analysis of unique opportunities, challenges and related circumstances.

xxx One thing I want my clients to know about me is... xxx

Mark began his career in 1983 working for a local CPA firm. In 1991 Mark opened his own tax and financial consulting practice. In 2004 the name of the firm changed to Briggs Wealth Management, LLC in order to better reflect the breadth of services. Mark specializes in retirement planning (both pre & post), transfer of wealth issues, investment portfolio analysis, and tax reduction strategies.

Joseph's aim is to assist you in informed, responsible stewardship of your assets for lifetime and generational needs. If you are planning for retirement, saving for your children's or grandchildren's education, or looking to preserve and grow your wealth- he can help. Before entering the financial ... One thing I want my clients to know about me is... I believe managing significant wealth means understanding complexities, and our clients are backed by a team dedicated to navigating those challenges with precision.

I am a financial planner whose goal is to deliver personalized planning for each of our clients at various life stages—from purchasing their first house to developing an income strategy in retirement and everything in between. Any good financial plan should provide a roadmap of where they are now t...