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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.

Jessica K. Martini

Director and Advisor

Northwestern Mutual

Women live longer, earn less, and become caretakers of their family. I'm a single mother of two, and believe that women should have their own financial plan! In my spare time I enjoy running, international travel, audiobooks, and comedy podcasts. Most of my clients are female entrepreneurs/have a side hustle, or those in the LGBTQIA+ community.

Tanina Frouge Linden

Financial Advisor

Futurity Capital LLC

Tanina Frouge Linden, CFP®, has worked in the financial industry for over twenty years. She began her career at Hambrecht & Quist LLC, first as a research analyst covering Specialty Pharmaceuticals, and then co-founded the healthcare investment-banking department with two colleagues. She has worked at two publically traded companies, one as the CFO. She was a Vice President & Senior Investment Officer at Princeton Capital Management for many years. Linden earned an AB in Economics from Middlebury College and a MBA in Finance from Northeastern University. She is a CFP® certificant and holds a Series 65 license. She is an avid equestrian and competes in the sport of Eventing.

Blake Parisi

CIO

Parisi Capital

I'm the founder and CIO of Parisi Capital LLC. It is my sincere approach to building long-term relationships and my genuine empathy that distinguishes me amongst his peers. I have extensive training in portfolio management, financial planning, and retirement planning. I began my career as a Financial Advisor at Morgan Stanley. I leveraged my experience working with high net worth families to advise on traditional and alternative investment opportunities. I oversee each client’s asset allocation and custom investment portfolio construction. I focuses on cost effective and tax efficient investment strategies. I graduated from Rutgers Business School with a Bachelor of Science Degree in Finance.

Frank Akridge Jr.

Owner

Financial Pathfinder LLC.

I grew up in a business owner home in Texas and have always owned businesses. For the last 22 years I have been privileged to help folks identify and solve financial goals, allowing them to achieve their ideal financial future on their own terms. I am blessed to be married to my best friend, have three awesome kids and an awesome granddaughter. We are movie nuts and enjoy being outside.

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.

Nate Byers

Founder

Calculated Wealth

I partner with growth-minded individuals and their families to facilitate financial stewardship through wealth planning. Empowering these families to connect their why to their wealth so they can make smart financial decisions. Our wealth planning process is designed to navigate the intersection of life and math. This is best for helping you navigate life’s transitions. Life transitions include the known (e.g. retirement, end of life, etc.) and the unknown (e.g. tax policy changes, life just happening, etc.) You can partner with us for wealth planning only or as part of our full service-wealth partnership.

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.

Gregory Brinkman

President

Peak Financial

Gregory Brinkman is the President of GF Brinkman Financial, and has been a working member in financial advising for a decade-and-a-half. Gregory Brinkman attended college at the University of Oklahoma, majoring in Finance. A seasoned advisor, he is a certified Life Underwriter Training Council Fellow (LUTCF), and is affiliated with the National Association of Insurance and Financial Advisors (NAIFA). His passion for his work comes from a desire to make a real difference for men and women locally, providing individuals with good information for making the best decisions for their longterm goals and needs. A longtime citizen of Tulsa, Brinkman continues the annual tradition begun by his father of donating a hundred turkeys to a local faith-based homeless support charity.

John Reed

Financial Advisor

New York Life

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.(757)-775-7333 999 Waterside Dr. Norfolk, VA 23510Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.