Principle Wealth

Aaron Hershman is a financial advisor at Principle Wealth with a Series 65 designation and no prior industry experience. He also serves as an attorney at Hershman Legal Group, P.C., where he provides legal and trustee services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services, managing $2.66 billion in assets. The firm employs a long-term, fundamentals-driven investment process and offers trust and fiduciary services alongside retirement-plan engagements.

Robert Paolucci is a CFP® with 25 years of industry experience, currently serving as an advisor at Principle Wealth since 2017. He previously worked at Essex Financial Services, where he remains associated. Paolucci is also the founder and CEO of Principle Wealth Partners LLC. Principle Wealth provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and corporations. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios and the use of independent managers when appropriate.

Glenn Zavorskas is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Principle Wealth Partners LLC since 2021. His prior roles include positions at City National Bank, RBC Capital Markets LLC, Wells Fargo Clearing Services, and Prudential Annuities Distributors. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and uses a long-term, fundamentals-driven investment approach that includes diversified portfolios and periodic financial planning.

Brian Gendron is a financial advisor at Principle Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Coldwell Banker Choice Properties, Page Taft Compass, and Buildium. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios and periodic financial planning.

Theresa Donatelli is a financial advisor at Principle Wealth with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Northstar Wealth Partners LLC and LPL Financial LLC. Outside of her advisory role, she serves as Vice President of the Board and volunteers at St. Vincent de Paul Place in Norwich, CT. Principle Wealth provides discretionary wealth management, investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, retirement plans, and corporations. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach with diversified portfolios and periodic financial planning.

Amy Lawler is a financial advisor at Principle Wealth with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Northstar Wealth Partners. Outside of her advisory role, she is a commissioned notary public. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets, employing a long-term, fundamentals-driven investment approach that includes diversified portfolios and periodic financial planning.

Ryan Famiglietti is a CFP® professional with three years of industry experience currently advising at Principle Wealth. His prior experience includes roles at Cambridge Investment Research, Tracy, Driscoll & Co., and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has been involved with Middletown Post 75 American Legion Baseball for four years. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment approach with diversified portfolios and ongoing client account monitoring.

Joshua Ouellette is a CFP® professional at Principle Wealth with 11 years of industry experience. He previously worked at Morgan Stanley & Co. LLC for six years and Putnam Retail Management for three years. He is currently based in Madison, CT. Principle Wealth manages $2.66 billion in assets and serves individuals, trusts, estates, retirement plans, and corporations. The firm employs a long-term, fundamentals-driven investment approach, combining portfolio management with financial planning and recently expanded to offer trust and fiduciary services.

Rogerella Kasimir is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principle Wealth Partners LLC since 2020. Her prior experience includes roles at LPL Financial LLC and Northstar Wealth Partners, LLC. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach using diversified portfolios of mutual funds, ETFs, equities, bonds, and alternatives.

Joseph Mcaraw is a financial advisor at Principle Wealth with 28 years of industry experience. He holds the Series 66 designation and previously worked at Northstar Wealth Partners, LLC and LPL Financial LLC. His outside activities include involvement with Integrity Partners, LLC, an investment-related business entity. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment approach with diversified portfolios and ongoing client account monitoring.

Tracy Pierson is a financial advisor at Principle Wealth with one year of industry experience. She holds a Series 65 designation and previously worked at Lobo & Pascale Wealth Management, Commonwealth Financial Network, and Jeffery N Mehler, CFP LLC. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach that includes diversified portfolios of mutual funds, ETFs, individual equities, and other assets.

Julina Ogilvie is a financial advisor at Principle Wealth with 28 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Principle Wealth since 2020, following nine years at JPMorgan Asset Management. Ogilvie serves as second vice president and board member of the Westport Woman's Club, a philanthropic organization focused on charitable, educational, cultural, and public health services. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and emphasizes a long-term, fundamentals-driven investment process combined with ongoing portfolio management and standalone planning engagements.

June Berglund is a financial advisor at Principle Wealth with a Series 66 designation and four years of industry experience. She has previously worked at Janney Montgomery Scott LLC, Allied Wealth Partners, Securian Financial Services Inc, Key Bank, Bed Bath and Beyond, and Drax Asset Management LLC. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and employs a long-term, fundamentals-driven investment approach with diversified portfolios, periodic financial planning, and continuous monitoring.

Michael Castiello is a financial advisor at Principle Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at Principle Wealth Partners LLC since 2017 and at Essex Financial Services from 2014 to 2018. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations, managing $2.66 billion in assets. The firm offers discretionary wealth management, investment management, financial planning, and retirement plan advisory services, combining ongoing portfolio management with standalone planning engagements.

Colin Dugan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Principle Wealth Partners, LLC since 2018. He previously worked at Northstar Wealth Partners LLC and LPL Financial LLC. Outside of his advisory work, he is a notary public. Principle Wealth serves individuals, trusts, estates, retirement plans, and corporations with discretionary wealth management, investment management, financial planning, and retirement plan advisory services. The firm manages $2.66 billion in assets and combines ongoing portfolio management with standalone planning engagements.