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linkedin https://www.linkedin.com/in/wade-kotarba

areas_of_practiceInsurance Planning

focus_marketsFamilies
Individuals
Business Owners
Medical Professionals
Military

advisor_title Investment Advisor Representative

address_1 4745 West 136th Street

address_city Leawood

address_state KS

address_zip66224

office_phone913-295-9500

mobile_phone314-707-5849

email wkotarba@prevailiws.com

biographyTo learn more about Wade, click here.

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linkedin www.linkedin.com/in/lillian-sales

areas_of_practiceRisk Management

focus_marketsFamilies
Individuals

advisor_title Investment Advisor Representative

address_1 4745 W 136th Street

address_city Leawood

address_state KS

address_zip66224

office_phone913-744-1757

mobile_phone913-363-0451

email lsales@prevailiws.com

biographyTo learn more about Lilly, click here 

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office_phone123-456-7890

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email email@email.com

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linkedin https://www.linkedin.com/in/jesse-hernandez-aif%C2%AE-9689914/

areas_of_practiceRetirement Planning - 401k + Simple IRA

focus_marketsBusiness Owners Individuals and Families

advisor_title Investment Adviser Representative

address_1 4745 W 136th Street

address_city Leawood

address_state KS

address_zip66224

office_phone(913) 295-9500

mobile_phone

email jhernandez@prevailiws.com

biographyLearn more about Jesse here.

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linkedin https://www.linkedin.com/in/pat-pio-1aa75593/

areas_of_practiceAsset Accumulation + Distribution

focus_marketsIndividuals

Families

Business Owners

advisor_title Financial Services Professional

address_1 330 Whitney Avenue

address_city Holyoke

address_state MA

address_zip01040

office_phone

mobile_phone(860) 810-8157 (Call Only)

email ppio@charteroakfinancial.com

biographyPat Pio has devoted his entire career to financial services.

With expertise in both life insurance and investments, he takes a holistic, consultative approach to helping individuals, families, and closely held business owners navigate their risk management, investment planning, and long-term wealth protection needs. Each client’s unique journey is reflected in the tailored strategies Pat creates and helps to implement across their life’s many milestones.

A true lover of the outdoors, Pat spends his out-of-office time skiing, golfing, and enjoying lake life in Rangely, Maine. He lives in Somers, CT.

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areas_of_practiceBusiness Planning

focus_markets

• Families
• Individuals
• Business Owners
• Tennis Professionals

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address_1 501 Merritt 7

address_city Norwalk

address_state CT

address_zip06851

office_phone203-359-5353

mobile_phone914-309-4826 (Call Only)

email jscott@charteroakfinancial.com

biographyJeffrey Scott comes to us with over four years of experience with New York Life Insurance Company, specializing in life and health. Holding licenses in both areas, Jeffrey is dedicated to helping clients navigate their financial and health insurance needs with personalized advice.

In addition to his career in insurance, Jeffrey is passionate about tennis and serves as a tennis professional, running tennis programs in Armonk, Westchester. His expertise and leadership in the sport have made him a well-respected figure in the local community.

Jeffrey resides in Westchester, NY, with his wife, and enjoys spending time with his stepdaughters, who live out of state. His brother and sister-in-law live in Putnam County, allowing for frequent family visits and close connections.

CRN202802-8116072

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linkedin https://www.linkedin.com/in/jacob-remillard-144526209/

areas_of_practiceLegacy Planning

focus_marketsFamilies
Individuals
Business Owners

advisor_title Financial Representative

address_1 330 Whitney Ave

address_city Holyoke

address_state MA

address_zip01040

office_phone413-539-2011

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email jremillard@charteroakfinancial.com

biographyJacob Remillard is a dynamic professional with a diverse background in entrepreneurship, customer service, and business development. Born and raised in South Hadley, MA, Jacob’s journey began at University of Massachusetts during the COVID period. After completing his studies, Jacob took an entrepreneurial leap and ran his own painting business through Young Entrepreneurs Across America, where he generated over $130,000 in sales in a single summer and successfully led his branch.

Jacob’s career continued to evolve when he joined the MassMutual home office, working as a Customer Service Representative for two years. During his time there, he gained valuable insights into back-office procedures, which ultimately inspired him to pursue a career as an insurance agent. In addition to his professional endeavors, Jacob is also a co-owner of Prolines, a line painting company specializing in parking lot lines, sports fields, basketball courts, and personalized art.

An avid sports enthusiast, Jacob enjoys playing hockey, golf, tennis, pickleball, and disc golf. He has been a dedicated volunteer at the Travelers Championship in Connecticut for the past three years, contributing to the event's charitable success. In 2024, the tournament raised a record-breaking $3.2 million for 206 nonprofits.

Jacob is the oldest of four siblings, with two sisters and one brother, and continues to thrive in both his personal and professional life.

CRN202510-3185497

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linkedin linkedin.com/in/peter-cassell-clu-chfc-aif-12035730

areas_of_practiceBusiness Continuations Strategies

focus_marketsExecutives, Business Owners and Families

advisor_title CLU, ChFC, AIF®, CFBS

address_1 711 Silver Street

address_city Agawam,

address_state MA

address_zip01001

office_phone(413) 734-6440

mobile_phone(413) 306-3569 (Call Only)

email pcassell@financialguide.com

biographyWith over 37 years of experience in the financial industry, Peter Cassell has built a distinguished career dedicated to assisting executives, business owners, and families. A seasoned financial professional, Peter has been with MM Career Agency since 1987, where he has developed a strong reputation for his expertise and commitment to helping clients navigate their financial goals. Prior to this, he worked at Manufacturers Hanover Bank, laying the foundation for his deep understanding of financial management.

Peter’s background also includes serving as a US Navy veteran, where he honed leadership skills and a strong work ethic. He holds a BA from Westfield State University, and in his personal life, Peter enjoys a wide range of activities including golf, travel, target shooting, fly fishing, and spending quality time with his family. As a Black Belt in Taekwondo, he values discipline and perseverance, both of which he brings to his professional endeavors.

Peter is the founder of Cassell Financial Services and serves as the manager of Gianantoni & Cassell, LLC, specializing in group insurance.

He is married with two adult children and resides in Feeding Hills, Massachusetts. Peter is committed to making a positive impact in the lives of those he serves, helping them secure a financial future for themselves and their loved ones.

CRN202610-5088159

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linkedin https://www.linkedin.com/in/petermarengo/

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address_1 330 Whitney Avenue #600

address_city Holyoke

address_state MA

address_zip01040

office_phone914-629-9507

mobile_phone914-278-7859 (Call Only)

email pmarengo@financialguide.com

biographyA commitment to excellence is what drives me. It’s not just a motto of a classic NFL team from a bygone era.  For a potential client who seeks to protect and preserve their family and legacy and optimize their overall finances, it starts with dialogue and a good understanding of where they are today. Clarity before solutions.

Everyone and every situation are unique, and as an advocate for others, I bring tried-and-true experienced-based strategies to help others make and keep their financial commitments in life. Knowledge and wisdom are at the core.  Many times, collaboration with teammates and other professionals is warranted to solve more challenging client issues.

But it’s never about the financial product, it’s about fulfillment.  And I will not let up until my client is 100% satisfied and at peace.

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linkedin https://www.linkedin.com/in/trevor-lyne/

areas_of_practiceFinancial Planning

focus_markets

advisor_title Financial Advisor

address_1 264 N. Main Street

address_city East Longmeadow

address_state MA

address_zip01028

office_phone(413) 539-2000

mobile_phone(413)-324-5376 (Call Only)

email tlyne@charteroakfinancial.com

biographyTrevor Lyne is a Financial Planner based in West Springfield, MA, driven by a deeply personal commitment to empowering others. Growing up, Trevor witnessed firsthand the impact of unexpected life changes when, at the age of eleven, his parents divorced. His mother, a dedicated nurse practitioner, suddenly became a single parent, juggling two jobs to provide for her children. With a father who had managed the family finances as a lead planner at Hasbro, the transition left his mother navigating a world of financial uncertainty while tirelessly caring for others.

This experience ignited a passion in Trevor to empower those who dedicate their lives to caring for others, particularly healthcare professionals who often face unique financial challenges and demanding schedules. He is dedicated to helping them achieve financial security and peace of mind.

Trevor graduated magna cum laude with a B.S. in Business Administration, concentration in Financial Services, from Bryant University and earned the Financial Planning Graduation Award. He holds Series 7 and 66 registrations, along with Life, Accident, and Health licenses, and has experience at other local financial firms.

Since childhood, Trevor has balanced a love of sports with a desire to help others. He aspired to become a professional athlete and played Division 1 soccer at Bryant University. Through Bryant’s renowned Financial Planning Program and internships, he discovered his passion for promoting financial literacy. He is dedicated to empowering clients through personalized financial education and strategy development, particularly for those unfamiliar with financial planning. He is committed to working closely with clients, offering continuous education and collaboration to develop effective financial plans that suit their individual needs. Having grown up in a family unfamiliar with in-depth financial knowledge, he understands the significance of not only having an effective strategy but also ensuring that clients comprehend every aspect of it.

Trevor believes that after giving so much to others, healthcare professionals deserve to have someone give back to them, helping them maximize their earning potential and plan for a secure future. With empathy and expertise, Trevor is committed to guiding clients towards a life where they don't just survive, but truly thrive.

Outside of work, Trevor enjoys golf, baseball, beach volleyball, hiking with his rescue pup Percy, and cheering for his favorite New England sports teams.

CRN202803-8399532