Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 81 near 06260
Out of 400,000+ nationwide
Pasco D
Series 63, Series 66
Pomfret, CT
Fidelity
Pasco DelFarno is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity in 2022, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative I, Financial Representative, and Relationship Manager. In his current role, Pasco focuses on understanding clients' goals, challenges, and aspirations to co-create holistic financial plans. He emphasizes listening, asking thoughtful questions, and building trust as key components of his service approach. Pasco holds the CFP® designation.
Manlio D
Series 63, Series 66
Brooklyn, CT
Fidelity
Manlio DiRocco is a Financial Consultant I at Fidelity Investments, where he currently supports clients in managing their financial plans. He has been with Fidelity Investments since 2021, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative I, II, and III before his current position. His experience at Fidelity Investments spans client relationship management and investment solutions, providing him with a foundation in financial consulting. Manlio holds insurance licenses in Arkansas and California, enabling him to offer insurance-related advice as part of his services. Outside of his professional role, Manlio's personal interests include family activities, fishing, fitness, hiking, motorcycles, and traveling.
David C
Series 66
Burrillville, RI
Fidelity
Dave Castellone is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. He has held various roles at Fidelity Investments since 2021, progressing from Investment Solutions Representative to Fixed Income Specialist, and then to Financial Consultant positions. His professional experience encompasses a range of responsibilities within investment solutions and fixed income, contributing to his expertise in financial consulting. Dave holds insurance licenses in Arkansas and California. Outside of his professional work, Dave enjoys boating, fishing, golf, and playing musical instruments. He is also engaged in family activities and parenthood.
Gary P
Series 65
Danielson, CT
Westcott Investment Advisors LLC
Leslie W
CFA®
Hampton, CT
Troika Investment Advisors, LLC
Lindsey A
Series 65
Sturbridge, MA
McCurdy & Andrew Investments, LLC
Dennis M
CFP®, Series 63
Sturbridge, MA
McCurdy & Andrew Investments, LLC
Sean M
CFA®
Uxbridge, MA
Lincoln Capital Corporation
Gregory B
CFP®
Chepachet, RI
Aurelius Family Office, LLC
Charles D
Series 65
Woodstock, CT
William Joseph Capital Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 30 financial advisors of 81 near 06260
Out of 400,000+ nationwide