Essex Financial Services, Inc.

Robert Marcinek is a CFP® professional with 26 years of industry experience. He is affiliated with Essex Financial Services, Inc. and has also worked with The Leaders Group Inc. since 2021. Essex Financial Services serves individuals, high-net-worth clients, and a variety of institutional clients, offering customized wealth management, financial planning, and retirement-plan advisory services. The firm typically constructs diversified, long-term portfolios that emphasize low-cost mutual funds and ETFs, while also incorporating individual securities, private investments, and third-party managers.

Anthony Vocalina is a financial advisor with Essex Financial Services, Inc. He holds a Series 63 designation and has 35 years of industry experience. Prior to joining Essex Financial Services in 2021, he worked at Parkland Securities Company, LLC for seven years. Essex Financial Services serves individuals, high-net-worth clients, and various institutional clients, offering customized wealth management, financial planning, and retirement-plan advisory services. The firm typically constructs diversified, long-term portfolios emphasizing low-cost mutual funds and ETFs while integrating third-party managers and providing both discretionary and non-discretionary management.

Jeffrey Ludka is a financial advisor at Essex Financial Services, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to joining Essex Financial Services, he worked at firms including Lighthouse Financial Management and JB Capital, LLC. Outside of advising, he has been involved with Seaport RV Resort and Campground. Essex Financial Services serves individuals, high-net-worth clients, and institutional clients such as corporations, retirement plans, trusts, foundations, charitable organizations, and municipalities. The firm offers customized wealth management, financial planning, and retirement-plan advisory services, typically constructing diversified, long-term portfolios with an emphasis on low-cost mutual funds and ETFs.

David La May is a CFP® certificant with 33 years of industry experience, currently serving at Essex Financial Services, Inc. since 2010. He previously worked at The Leaders Group Inc. Outside of his advisory role, he is an adjunct professor of finance at Central Connecticut State University and volunteers as an EMT and marine operator for emergency services in Old Saybrook, CT. Essex Financial Services serves individuals, high-net-worth clients, and various institutional clients, offering customized wealth management, financial planning, and retirement-plan advisory. The firm typically constructs diversified, long-term portfolios emphasizing low-cost mutual funds and ETFs, and integrates institutional platform relationships and independent managers into client solutions.

Susan Roth is a financial advisor at Essex Financial Services, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Lobo & Pascale Wealth Management and Commonwealth Financial Network. Roth also serves as a trustee in a fiduciary capacity. Essex Financial Services serves individuals, high-net-worth clients, and a variety of institutional clients, offering customized wealth management, financial planning, and retirement-plan advisory services. The firm emphasizes diversified, long-term portfolios using low-cost mutual funds and ETFs, and integrates both discretionary and non-discretionary management with institutional platform relationships.

William Tait is a CFP® with nine years of industry experience. He is currently affiliated with Essex Financial Services, Inc. and The Leaders Group Inc., and previously worked at Hewlett Packard Co. Essex Financial Services serves individual and high-net-worth clients, as well as institutional clients including corporations, retirement plans, trusts, foundations, charitable organizations, and municipalities. The firm provides customized wealth management and financial planning, typically constructing diversified, long-term portfolios that emphasize low-cost mutual funds and ETFs alongside other investment options.

Owen Bregman is a financial advisor with Essex Financial Services, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at The Leaders Group, Inc., Cambridge Investment Research Advisors, Inc., and LPL Financial, LLC. He is also the managing partner at Fiondella, Milone and LaSaracina LLP, a certified public accounting firm. Essex Financial Services serves individuals, high-net-worth clients, and a variety of institutional clients, offering customized wealth management, financial planning, and retirement-plan advisory. The firm constructs diversified, long-term portfolios using low-cost mutual funds and ETFs, individual securities, private investments, and third-party managers, providing both discretionary and non-discretionary management with ongoing oversight.

Lisa Mc Minn is a financial advisor at Essex Financial Services, Inc. with 23 years of industry experience. She holds a Series 66 designation and has worked at Essex Financial Services since 2004, with a prior one-year tenure at The Leaders Group Inc. Essex Financial Services serves individuals, high-net-worth clients, and a variety of institutional clients including corporations, retirement plans, trusts, foundations, charitable organizations, and municipalities. The firm offers customized wealth management and financial planning, employing diversified, long-term portfolios that primarily utilize low-cost mutual funds and ETFs alongside other investment options.

Courtney Walsh is a financial advisor at Essex Financial Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including The Leaders Group Inc and Janney Montgomery Scott LLC. Walsh also serves as a client relationship manager and registered representative involved in both investment and insurance activities. Essex Financial Services serves individuals, high-net-worth clients, and a variety of institutional clients by providing customized wealth management, financial planning, and retirement-plan advisory services. The firm emphasizes diversified, long-term portfolios using low-cost mutual funds and ETFs, along with discretionary and non-discretionary management supported by institutional platform relationships.

Charles Cumello is a financial advisor with Essex Financial Services, Inc. in Essex, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Essex Financial Services since 2009 and previously worked at The Leaders Group Inc for one year. Outside of advisory work, he is also licensed as an insurance agent, focusing on life insurance and fixed annuity sales. Essex Financial Services serves individuals, high-net-worth clients, and a variety of institutional clients, offering customized wealth management, financial planning, and retirement-plan advisory services. The firm emphasizes diversified, long-term portfolios primarily using low-cost mutual funds and ETFs, alongside discretionary and non-discretionary management supported by institutional platform relationships.

William Furgueson is a financial advisor with Essex Financial Services, Inc. in Essex, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Essex Financial Services since 2011 and also affiliated with The Leaders Group Inc since 2021. Essex Financial Services serves individuals, high-net-worth clients, and various institutional clients including corporations, retirement plans, trusts, foundations, charitable organizations, and municipalities. The firm provides customized wealth management and financial planning, typically constructing diversified, long-term portfolios that emphasize low-cost mutual funds and ETFs while integrating third-party managers and institutional platform relationships.

James Sullivan is a CFP®-certified financial advisor with 25 years of industry experience. He has been with Essex Financial Services, Inc. since 2009 and has also worked with The Leaders Group Inc. since 2021. Essex Financial Services serves a diverse client base including individuals, high-net-worth clients, and various institutional clients such as corporations, retirement plans, trusts, and municipalities. The firm offers customized wealth management and financial planning solutions, constructing diversified portfolios that utilize low-cost mutual funds, ETFs, individual securities, private investments, and third-party managers.

John Costello is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at several firms including Marcum Wealth, LLC, Wealth Enhancement Group, and AdviceOne Advisory Services, LLC before joining Essex Financial Services, Inc. in 2026. Prior to his financial career, he was involved with YMCA Camp Lawrence for three years. Essex Financial Services serves individuals, high-net-worth clients, and various institutional clients such as corporations, retirement plans, trusts, and municipalities. The firm offers customized wealth management and financial planning, emphasizing diversified, long-term portfolios with low-cost mutual funds and ETFs, while also utilizing private investments and third-party managers.

Kevin Nolan is a CFP® professional with 30 years of industry experience. He has been with Essex Financial Services, Inc. since 2014. Essex Financial Services serves individuals, high-net-worth clients, and various institutional clients including corporations, retirement plans, trusts, foundations, charitable organizations, and municipalities. The firm offers customized wealth management, financial planning, and retirement-plan advisory services, typically constructing diversified, long-term portfolios emphasizing low-cost mutual funds and ETFs alongside other investment options.

Sean Flynn is a financial advisor at Essex Financial Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Essex Financial Services since 2017, following four years at Symmetry Partners, LLC. Sean serves as a committee member on the Alumni Leadership Council for Portsmouth Abbey School. Essex Financial Services serves individuals, high-net-worth clients, and a variety of institutional clients, providing customized wealth management, financial planning, and retirement-plan advisory services. The firm typically constructs diversified, long-term portfolios emphasizing low-cost mutual funds and ETFs, and offers both discretionary and non-discretionary management with ongoing oversight.