Find a Financial Professional
for Divorce Planning

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.

Mitch Anderson

Financial Advisor

EFinancial Alliance

Creating tax savings and investment strategies for business owners and entrepreneurs.

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.

Tim Miller

Partner

Quaker Wealth Management

Tim is an Advisor for Quaker Wealth Management, LLC. He holds his Series 7 and Series 66 securities registrations and is licensed to sell life, disability, and long-term care insurance. Upon earning his Bachelor of Science degree in Finance from La Salle University, Tim began his career with Merrill Lynch in 2015. As a financial advisor, he is focused on cultivating new relationships and conducting goals-based wealth management analysis. He is responsible for the development and implementation of the team’s client service model and client acquisition strategies. Tim focuses on building long-lasting relationships with clients and their families and works to engage the next generation in the family-oriented wealth management service we provide. Tim is passionate about Philadelphia sports and is a season ticket holder of the Philadelphia Eagles. He also enjoys the restaurant scene in Philadelphia and is always willing to try something new. Tim is the co-host of the podcast, The Wealth Mgt Mixtape.

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.

Mitchell Thompson

Financial Advisor

MJT & Associates Financial Advisory Group

Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and he regularly reviews investment selections for their continued suitability. He also collaborates with tax advisors, attorneys, estate planners, and other financial professionals to help ensure that all of his clients’ financial needs are met. Mitchell has been working in the financial service industry since 1998. He formed MJT & Associates in 2000. Mitchell earned his Certified Financial Planner™ (CFP®) designation in 2006, his Certified Divorce Financial Analyst™ (CDFA®) designation in 2018, and his Chartered Special Needs Consultant® (ChSNC®) designation in 2020. He is an active member of the Society of Financial Service Professionals (SFP), Institute for Divorce Financial Analysts (IDFA™), Collaborative Law Institute, and Twin Cities Estate Planning Council.

Marnie Baird

Financial Advisor

American Money Management

Marnie Baird, CFP® has been in the financial planning field since 2014 first with Wealth Quest Partners, Inc., and now with American Money Management, LLC. After completing her financial planning education at San Diego State University, Marnie earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in April 2017. Education is important to Marnie and she enjoys assisting those nearing retirement with their financial planning as well as helping younger generations understand the importance of planning early for financial goals, including retirement. Marnie is skilled in all aspects of technology and is eager to suggest new ways for our clients to leverage technology to better their financial lives. She is especially conscious about cybersecurity risks and strategies and is happy to consult with interested clients. In 2025, Marnie took on the additional role of Chief Compliance Officer and is very focused on the responsibilities we have towards our clients.

Scott Johnson

DecisionPoint Financial

Scott and his team of CFP® Professionals at DecisionPoint Financial incorporate comprehensive financial planning into every client relationship. We believe that financial planning is a life long process and not an event. We specialize in helping individuals, families, business owners and First Responders make sound financial decisions at every point in their financial lives. DecisionPoint Financial specializes in qualified and non-qualified employer sponsored retirement plans such as 401(k), 403(b), 457(b), and Cash Balance plans, serving as an ERISA 3(38) Investment Manager on over 50 qualified retirement plans.

Sam Fawaz

Y.D. Financial Services, Inc.

Our mission is to provide fee only and personalized comprehensive financial planning approaches to help our clients reach their dreams via sound financial plans, tailored investment approaches and risk minimization strategies. We have been helping clients plan their future since 1999. We work only on a fee basis in order to provide you with unbiased recommendations and uniquely tailored personal plans. We do not sell any investment or insurance products or collect any commissions.

Jamie Milne

Milne Financial Planning, Inc.

Milne Financial Planning, a Vermont-based firm, specializes in providing fee-only advice to clients in Northern New England and across the country. Clients typically find us when they are close to retirement and want a straight answer and a workable plan. They want to know if they can retire now? And, if not, when can they retire comfortably? Over the years we have helped 500+ clients make retirement decisions with more confidence. We turn your moving parts into a clear plan you can follow.

Francis Financial is a boutique wealth management and financial planning firm specializing in high net worth individuals and families with over $2MM in investable assets and dedicated to providing you personalized financial guidance. Our comprehensive financial planning process offers established individuals and families with a holistic navigation tool for financial success. Our fee-only approach promises objectivity in our recommendations and services, providing fiduciary loyalty and financial peace of mind.

David B. Rosenstrock, CFP®, MBA, has been dedicated to the investment management field and helping individuals effectively manage their wealth for over twenty years. As an independent financial advisor, he has the benefit of access to investment options that may not be available to financial advisors tied to large Wall Street Firms. Since entering the financial services field in 1995, David has worked at several broker-dealers focusing on fixed-income and equity markets for institutional investors and started his career as an analyst at Goldman Sachs.