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

areas_of_practiceAsset Growth

focus_markets

advisor_title Financial Planner

address_1 330 Whitney Ave # 600

address_city Holyoke

address_state MA

address_zip01040

office_phone(413) 539-2310

mobile_phone(413) 788-1003 (Call Only)

email bminifie@financialguide.com

biographyWith my extensive knowledge in the culinary industry, I have successfully transitioned into the dynamic world of life insurance and risk management. Precision, clarity, and service are the hallmarks of my approach to client relationships, ensuring their family protection objectives are seamlessly met. My years of experience in a fast-paced, high-pressure environment, coupled with my passion for helping others, enable me to maintain a composed demeanor in even the most challenging situations. I am enthusiastic about embarking on this new chapter in my career and am committed to providing clients with the same level of dedication and precision that I brought to the culinary world.

You might find me working out at the gym or going on exciting adventures with my family in my free time. Currently, I reside in Colrain, MA.

CRN202609-5059576

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

areas_of_practice

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advisor_title Financial Advisor

address_1 48 South Service Road

address_city Melville

address_state NY

address_zip11747

office_phone(516) 643-3817

mobile_phone

email Jmarinazzo@charteroakfinancial.com

biographyJaclyn Marinazzo is a seasoned financial professional with a distinguished career at New York Life, spanning over a decade. She holds a BS in Business Administration and Finance from Stonehill College in Easton, MA. Her expertise and leadership skills quickly propelled her to the position of Partner (2013-2018), where she mentored and guided new agents, fostering their growth and success. Since 2018, she has served as a Sales Development Manager, playing a pivotal role in shaping sales strategies, and driving business development.

Jaclyn's professional journey is complemented by a rich personal life. She enjoys cooking and experimenting with new recipes, exploring new destinations through travel, and spending relaxing summers at the beach in Long Island. Family and friends are central to her life, and she cherishes the time spent with them.

Jaclyn lives in Stamford, CT, with her husband and their four wonderful children. Her dynamic career and vibrant personal life reflect her dedication, passion, and ability to balance multiple roles with grace and effectiveness.

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linkedin https://www.linkedin.com/in/steven-lynch-80b309101/

areas_of_practiceAsset Growth

focus_markets

advisor_title Financial Representative

address_1 2321 Whitney Ave

address_city Hamden

address_state CT

address_zip06518

office_phone

mobile_phone203-815-0566 (Call Only)

email stevenlynch@financialguide.com

biographySteven Lynch was born and raised in North Haven, CT, and has a deep-rooted passion for the financial planning industry, having worked alongside his father from a young age. With a solid educational foundation from UConn, where he earned degrees in Economics and Business, Steven has cultivated a robust career in finance. He spent 5 and a half years in healthcare corporate finance with notable companies such as Aetna, CVS, and Signify Health before making a strategic transition into financial planning.

Steven's professional journey reflects a commitment to excellence and a dedication to helping clients achieve their financial goals. His extensive experience in corporate finance has provided him with a unique perspective and skill set, enabling him to offer comprehensive financial planning services.

Steven has been married to his lovely wife Marina for one year, although they have been together for twelve years. They share their home with their fur baby, a 9-month-old golden retriever named Rocco.

CRN202707-6821811

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areas_of_practiceBusiness Planning

focus_marketsBusiness Owners

advisor_title

address_1 330 Whitney Ave

address_city Holyoke

address_state MA

address_zip01040

office_phone(413) 539-2000

mobile_phone(413)-386-6300 (Call Only)

email slisovskiy@charteroakfinancial.com

biographyStanislav Lisovskiy always had an inkling he may end up in the financial arena.

He studied Finance at Westfield State University and graduated with a BS in Finance. His first jobs were not related to sales specifically, more working as a corporate analyst prior to joining the financial industry.

After a few years of this, he wanted to have a more direct & positive impact on people in his community, so switched gears to financial services. In his personal time, he enjoys exercising and staying healthy, lots of reading, and traveling. He describes traveling as one of his main passions. Stanislav loves seeing various parts of the world. He also takes pride in reinvesting in his community, often donating his time to communities that have unfortunately fallen into a lower socio-economic status. Some of these events include Christmas clothing giveaways and educating his local community on how to responsibly manage their finances in free classes.

Stanislav is currently living in West Springfield but traveling every chance he gets.

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areas_of_practiceBusiness Planning

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advisor_title Financial Representative

address_1 51 Bank St.

address_city Saint Albans,

address_state VT

address_zip05478

office_phone

mobile_phone802-524-0011 (Call Only)

email margaretthomas@financialguide.com

biographyMargaret (Peg) C. Thomas has a lifelong tie to the world of finance, rooted in her upbringing and early professional experiences. Born and raised in the picturesque landscapes of Franklin County, Vermont, Peg's journey into the financial industry commenced at a remarkably young age. At just 15, she embarked on her career trajectory by joining her father's business, immersing herself in the intricacies of the financial realm. Driven by a thirst for knowledge and a passion for numbers, Peg pursued her education alongside her burgeoning career. She earned an associate degree in accounting, fortifying her understanding of financial principles and practices. With her newfound expertise, Peg's role within the business expanded, evolving from an entry-level position to overseeing all operational facets.

Peg's dedication, decision-making, and leadership prowess became increasingly evident. Her adept management of operations earned her the trust and respect of colleagues and clients alike. Peg eventually assumed the reins of the practice, shouldering the responsibility of steering it towards continued success.

Beyond the financial world, Peg finds joy amidst the woods of Franklin County, where she resides with her faithful companion, Luna, her beloved dog. Surrounded by a delightful menagerie of other furry and feathered creatures, she gets to enjoy the serenity of nature and the simple pleasures it offers A voracious reader as well, she immerses herself in the realms of literature, finding enlightenment and entertainment within the pages of diverse narratives.

CRN202702-5864633

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linkedin www.linkedin.com/in/zack-lafave-39067023b

areas_of_practiceInsurance Planning

focus_marketsFamilies Individuals Business Owners

advisor_title Financial Representative

address_1 24 Century Hill Dr

address_city Latham

address_state NY

address_zip12110

office_phone518-220-3057

mobile_phone

email zlafave@charteroakfinancial.com

biographyZachary LaFave is a financial advisor dedicated to helping individuals and businesses navigate the complexities of financial planning. He was drawn to the profession through his passion for guiding others toward success in an area that can often feel overwhelming without the right direction. Through a thoughtful and disciplined approach, he works to simplify financial decision-making and provide clear, actionable strategies tailored to each client’s goals.

Outside of the office, Zack enjoys an active lifestyle. He is an avid skier and golfer, as well as an enthusiastic automotive aficionado. During the summer months, he spends his time outdoors exploring and enjoying all that Upstate New York has to offer. He is also deeply involved in the local community, serving as a coach for South Glens Falls Boys’ Lacrosse and for Albany Stags Club Lacrosse. He shares many of his adventures with his dog, Hank, who is often by his side.

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areas_of_practiceBusiness Planning

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advisor_title Financial Advisor

address_1 48 South Service Road,

address_city Melville

address_state NY

address_zip11747

office_phone

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email trogu@charteroakfinancial.com

biographyTheodore Rogu is a dynamic and accomplished financial professional, holding a Bachelor of Science in Finance from Quinnipiac University, where he honed his analytical skills and financial acumen. Building upon his strong foundation, Theodore continued to excel in his academic pursuits, recently completing his Master of Business Administration (MBA) in 2023, further solidifying his expertise in the realm of business strategy and financial management.

During his undergraduate years, Theodore demonstrated exceptional dedication and leadership as an Equity Analyst for a substantial $4 million student-managed investment portfolio. This hands-on experience allowed him to delve deep into the intricacies of financial markets, developing a keen eye for opportunities and a robust understanding of risk management strategies.

Theodore's practice focus is a comprehensive approach with a particular emphasis on risk management, business planning, and insurance planning.

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areas_of_practiceBusiness Planning

focus_marketsFamilies Individuals Business owners Legal Professionals

advisor_title Financial Representative

address_1 48 South Service Road

address_city Melville

address_state NY

address_zip11747

office_phone516-779-1636

mobile_phone

email BrendanConlon@financialguide.com

biographyPlanning for the future is as much an art as it is a science. Whether you're a business owner seeking value-added strategies or an individual preparing for the future, my approach combines traditional wisdom with creative, outside-the-box thinking.From life insurance and retirement to estate strategies, I tailor solutions that resonate with everyone's unique circumstances. For business owners and individuals alike, there's always an untapped potential or a unique angle awaiting discovery. By uncovering these nuances, I help devise strategies that ensure every dollar works efficiently. Let’s collaborate to uncover a financial path that’s not just efficient but clarifies your direction towards financial freedom.

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areas_of_practiceBusiness Planning

focus_marketsFamilies
Individuals
Business Owners

advisor_title Financial Advisor

address_1 2319 Whitney Avenue, Suite 5C

address_city Hamden

address_state CT

address_zip06518

office_phone(203) 495-1487

mobile_phone(203) 824-4994 (Call Only)

email dgrove@charteroakfinancial.com

biographyDan focuses on delivering an exceptional client experience based on principles of honesty, trust, and transparency. He brings more than 26 years of insurance experience to help individuals, families, and businesses achieve their financial goals.

A proud University of New Haven alumni, Dan remains active in the surrounding community, primarily through his involvement with Hamden and Cheshire youth sports. He is an avid runner who has completed two marathons, and enjoys spending time with his three children, his extended family, and circle of friends.

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linkedin https://www.linkedin.com/in/stu-grove-5410297/

areas_of_practiceBusiness Planning + Protection

focus_marketsFamilies
Individuals
Business Owners
Professionals
Special Needs Families

advisor_title Financial Advisor

address_1 2319 Whitney Avenue, Suite 5C

address_city Hamden

address_state CT

address_zip06518

office_phone(203) 495-1487

mobile_phone(203) 671-3015 (Call Only)

email stugrove@charteroakfinancial.com

biographyStu Grove is a graduate of Quinnipiac University and holds two master’s degrees. He has established himself in the financial industry as a trusted leader, supportive mentor and respected speaker and resource. Stu actively lectures at financial and retirement seminars conducted at universities, businesses and corporations. His competence and service to his clients have earned him the prestigious recognition of Leader’s Council, Blue Chip Council, and Top of the Council from MassMutual*. Stu’s personal focus is to offer vision for his clients’ financial future by providing products and services tailored to help meet their personal goals and needs.

Education and community are central to Stu’s career. His active role within greater Hamden enables him to help those who live there, as well as to promote its vital growth. Stu resides in Hamden with his wife, Josephine, and enjoys spending time with family, playing golf and tennis.

*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.