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Your Financial Team

James Marlor

James W. Marlor, Jr.

Partner and Financial Advisor

(860) 313-4837

Charles Rousseau

Charles Rousseau, 
CFP®, CLU®, ChFC, CRPC®

Partner and Financial Planner, Financial Advisor

(860) 442-9377 x1

Brian Waddell

Brian J. Waddell 
CFP®, RICP®, CEPA®, AIF®

Partner and Financial Planner, Wealth Management Advisor

(860) 313-4857

Lori Christensen

Lori M. Christensen

Financial Advisor

(860) 442-9377 x3

Daniel Dunn

Daniel Dunn
LUTCF®, FSS

Financial Advisor

(860) 442-9377 x2

Benjamin Marlor

Benjamin Marlor

Financial Advisor

(860) 783-5417

Jeff Minkos

Jeff Minkos

Financial Advisor

(860) 313-4899

Joshua Opdenbrouw

Joshua Opdenbrouw

Financial Advisor

(860) 313-4892

Support Team

Joan Potvin

Joan Potvin

Administrative Assistant to Jim Marlor, Partner

(860) 313-4838

Erinda Gjika

Erinda Gjika

Administrative Assistant to Brian Waddell, Partner, Client Services Associate, Team Operations

(860) 313-4858

Stephen McCusker

Stephen McCusker

Team Operations Specialist, Client Relationship Manager

(860) 313-4895

Tami Kinney

Tami Kinney

Practice Manager, New Business Analyst

(860) 442-9377

(860) 442-2415

Holly Gorman

Holly Gorman

Administrative Assistant

(860) 442-9377

Damian Till

Damian Till

Team Associate, Marketing Coordinator

860-313-4832

Parker Stone

Parker Stone

Financial Advisor

860-313-4896

Extended Team of Baystate Professionals

Abigale Shields

Abigale Shields

Director of Advice & Strategy

Devon Black

Devon Black

Financial Planning Case Consultant

Herb Daroff, J.D., CFP®, AEP®

Herb Daroff, J.D., CFP®, AEP®

Director of Estate & Business Planning

Jason Bourdeau, CLU, ChFC

Jason Bourdeau, CLU, ChFC

Director of Advanced Markets

New England Financial Group

65 LaSalle Rd, Ste 200, West Hartford CT 06107

ClearPath Financial Solutions

774 Broad Street Waterford, CT 06385

*Not all representatives can offer all services listed. Please consult our office for full details.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. New England Financial Group and ClearPath Financial Solutions are not subsidiaries or affiliates of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.

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