
Kevin Brady
Wealth Advisor
MJP Wealth AdvisorsKevin 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.
FiduciaryCFPAssets Under ManagementNo minimum
Financial PlanningBusiness Succession PlanningAlternative Investments
CH
Caleb Huftalin
Director of Wealth Management
Ridgeline Private WealthI am a CERTIFIED FINANCIAL PLANNER™ with a mission to guide leaders to implement wise financial decisions that advance their vital purpose. Many business owners miss out on wealth potential because they don’t have time to research unique tax and investment ideas. My team and I guide business owne... how vigilant I am about following through.
CFPAssets Under ManagementNo minimum
Financial PlanningTax PlanningInvestment Management+4
EO
Emily O'Connor
Financial Advisor
Cerity PartnersEmily works out of the Boston office of Cerity Partners servicing high-net worth families. She specializes in helping clients navigate markets by making asset allocation and other investment related decisions. She works with a limited number of families and is able to provide highly customized advic... One thing I want my clients to know about me is... I am committed to delivering a small firm feel and customized experience for my clients depsite being part of a large organization.
Assets Under ManagementNo minimum
Investment ManagementFinancial PlanningRetirement Planning+4
DW
David Warshaw
President
The WealthPlan LLCIn 2003, I graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, I was inspired and had an inkling that this profession was for me. I officially started my financial advisory career a year later ...
CFPChFCCLUFlat FeeNo minimum
Financial PlanningTax PlanningInvestment Management+5
RG
Ryan Graves
Financial Advisor
Bemiston Asset ManagementRyan Graves, CFA started his investment career in the middle of the global financial crisis. Working on the institutional investor side of the business, he gained invaluable insight into using investment management for large entities to meet future obligations.
Later, Ryan became an investment str...
CFAFlat Fee AUMNo minimum
Investment ManagementFinancial PlanningCash Flow Analysis+3
SH
Sam Hutchison
Business Development Consultant
The Mather Group, LLCAs a CERTIFIED FINANCIAL PLANNER® professional and member of the Business Development team, Sam leads prospective clients through their initial financial analysis. In this role, he helps individuals and families simplify complexity by bringing every part of their financial life, including investment... One thing I want my clients to know about me is: You don’t get one advisor - you get The Mather Group. We deliver personalized financial guidance backed by a full team of specialists who coordinate investment, tax, and estate planning to help you live the life you’ve envisioned.
CFPAssets Under ManagementNo minimum
Investment ManagementTax PlanningFinancial Planning+2
DB
David Bromelkamp
Financial Advisor
Allodium Investment ConsultantsDave Bromelkamp is the founder of Allodium Investment Consultants, where he serves as president and CEO. Dave also serves on Allodium’s Executive Committee and Investment Committee. He has more than 33 years of investment management consulting experience with both institutional and individual invest...
AIFFlat Fee AUMNo minimum
Investment ManagementTax PlanningCash Flow Analysis+3
RA
Ryan Adams
Certified Financial Planner
Osaic Wealth, IncOur firm has the experience of advising corporate executives by partnering with them to help grow and protect their wealth. We accomplish this through these 5 planning areas: Helping you maximize your dollars. (Cash Flow and Efficient Spending Planning) Helping you grow your dollars. (Investment E...
CFPFlat FeeNo minimum
Investment ManagementTax PlanningCash Flow Analysis+2
DK
David Koch
Financial Advisor
Northwestern Mutualxxx
One thing I want my clients to know about me is...
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Assets Under ManagementNo minimum
Investment ManagementTax PlanningAlternative Investments+1
NW
Noah Wills
Financial Advisor
Fortuna WealthNoah Wills is an Financial Advisor that joined Fortuna Wealth in February 2023. Prior to joining Fortuna Wealth, Noah was with Lenox Advisors in NYC for the past 4 years. Noah focuses on guiding clients through all of life’s phases, from implementing investment strategies designed to address their l...
Assets Under ManagementNo minimum
Financial PlanningInvestment ManagementCash Flow Analysis+3
MK
Michael Kroll
Portfolio Manager
West End Wealth ManagementMichael is a graduate of Randolph-Macon College, BS and The College of William and Mary, MBA. Most recently, Michael worked as a Partner, Financial Advisor at West End Wealth Management. He was previously employed with Wells Fargo Advisors as Financial Advisor and at MassMutual Life Insurance as a F...
Assets Under ManagementNo minimum
Financial PlanningInvestment ManagementTax Planning+3
JM
Jonathan McAlister
Financial Planner
Kimery Wealth ManagementCFPFlat Fee AUMNo minimum
Financial PlanningInvestment ManagementTax Planning+4
JP
Justin Peek
Financial Advisor
PEEK WEALTHCFPAAMSFlat FeeNo minimum
Financial PlanningInvestment ManagementTax Planning+5
BS
Brian Salcetti
CEO, Managing Partner
Sandbox Financial PartnersBrian Salcetti, AIF®, CIMA® is the CEO, Managing Partner of Sandbox Financial Partners, a SEC registered firm managing $600 million in client assets and providing financial guidance as a "Fiduciary." Brian and Sandbox Financial continue to evolve as an independent wealth management and financial ...
AIFCIMA®HourlyNo minimum
Financial PlanningRetirement PlanningInvestment Management+3
JC
Jacob Child
Managing Partner
Impact Partnership Wealth, LLCA dedicated financial planning professional focused on helping individuals and families make confident, informed financial decisions. He works closely with clients to simplify complex financial matters and build personalized strategies designed to protect, grow, and efficiently transfer wealth. Jac... [One thing I want my clients to know about me is:] I treat their financial life with the same care and responsibility as I would my own family's. My goal isn't just to manage money—it's to help clients make confident decisions and build long-term financial security.
Assets Under ManagementNo minimum
Tax PlanningInvestment ManagementRetirement Planning+3
GW
Gregory Wendt
Senior Wealth Advisor ESG & Impact Strategy
Perigon Wealth Management, LLCSince the late 80s, Greg has dedicated himself to evolving impact investing, sustainable development and responsible finance. He serves clients who align their values, wealth, and influence for a better world, leveraging his multidisciplinary education and experiences with leading global institution...
CFPFlat Fee Hourly Rate AUMNo minimum
Financial PlanningInvestment ManagementCash Flow Analysis+2
SS
Stephen Santangelo
Founder and President
Matriarch Wealth Management, LLCMatriarch Wealth Management aims to help entrepreneurs, business owners, families and individuals achieve what is meaningful to them. Whether it is developing an investment plan to fund a way of life, preparing before receiving a meaningful gain, or building a legacy that supports future generations...
CAIACFAAssets Under ManagementNo minimum
Financial PlanningInvestment ManagementAlternative Investments+1
DV
D. Vance Barse, CPWA®, AIF
Wealth Strategist & Founder
Your Dedicated FiduciaryVance graduated from the University of Maryland with a B.S. in Neurobiology & Neurophysiology. He began his career in financial services with Altegris Investments as Regional Director of Intermediary Relationships. He consulted leading private wealth management firms and financial advisors across th...
AIFFlat FeeNo minimum
Tax PlanningFinancial PlanningAlternative Investments