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linkedin https://www.linkedin.com/in/tristan-parrotte-7b0b17192/

areas_of_practiceInsurance Planning

focus_markets

advisor_title

address_1 105 West Bay Plaza

address_city Plattsburgh

address_state NY

address_zip12901

office_phone(518) 563-0391

mobile_phone(518) 563-0465 (Call Only)

email tparrotte@financialguide.com

biographyTristan Parrotte’s career path almost took a different turn, until a chance encounter led him straight to his true calling. The wind-energy-major-turned-business-administration-student had just added finance as his second area of focus when his father introduced him to a customer at his mechanic shop—a financial advisor who was looking for an intern in his practice. Tristan couldn’t have known it then, but that customer wound up being his first mentor and eventual partner in the business. He interned through his remaining time in school before joining Financial Guides of the Northeast full-time at only 21 years old. More than a decade later, Tristan combines his longtime experience with his caring, comfortable approach to help his clients achieve their goals. He particularly enjoys working with individuals as they put plans into place to protect what they’ve worked so hard to build. When he’s not doing that, Tristan is spending time outdoors playing tennis, snowboarding, golfing, and spending time with his wife and family.

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linkedin https://www.linkedin.com/in/evan-centopani-7b041ab8/

areas_of_practiceBusiness Planning

focus_marketsFamilies, Individuals, Business Owners.

advisor_title Registered Representative

address_1 555 Heritage Rd

address_city Southbury

address_state CT

address_zip06488

office_phone(413) 539-2320

mobile_phone(203)-339-1800 (Call Only)

email ecentopani@charteroak2stg.wpengine.com

biographyEvan Centopani’s career shift to financial services from professional bodybuilding and elite athletic training wasn’t as dramatic as one might think. Both emphasize individual goal-setting, the importance of a plan, and maintaining balance to achieve a specific outcome. They rely on understanding each client’s unique needs, while adhering to a universal code of integrity and respect. By approaching his clients’ financial health as he would their physical health, Evan has helped dozens of individuals and families build protection and planning strategies to last generations. He works tirelessly to ensure their needs are recognized, understood, and addressed. Evan is still an avid weightlifter with a pointed interest in physical performance, health, and nutrition. His passion for life fuels his many interests—from cooking to gardening to metalworking—all of which come second to spending time with his family.

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linkedin https://www.linkedin.com/in/tony-borelli-ms-chfc-lutcf-92a2061/

areas_of_practiceBusiness Planning

focus_marketsFamilies, Individuals, Business Owners.

advisor_title Registered Representative

address_1 48 South Service Road

address_city Melville

address_state NY

address_zip11747

office_phone(516) 391-0300, Ext. 0396

mobile_phone

email aborelli@financialguide.com

biographyTony helps clients plan for, and achieve, financial independence.  Building wealth using business/employer and personal resources to help  create and protect a “nest-egg” that will provide income to support client’s ongoing lifestyle. He has earned master’s degrees in Electrical Engineering and Management from Brooklyn Polytechnic University (now NYU) and the Chartered Financial Consultant (ChFC®) designation from the American College. Tony’s background and corporate experience includes business development with the accounting/consulting firm, Deloitte & Touche, as well as system engineering, program management, marketing, and strategic planning/ merger acquisition roles with high-technology manufacturing companies.

Tony is a resident of Smithtown, New York where he and his spouse raised their 2 children. They continue to enjoy the growth and development of their grandchildren in their local community. Recreationally, he plays tennis and golf, and serves as board member and Treasurer of the Northport Tennis Club and Co-Chair of the Business Development Committee at a prominent Long Island Business Association.

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calendar cprince@charteroak2stg.wpengine.com

linkedin

areas_of_practiceFinancial Planning

focus_markets

• Individuals
• Families
• Business Owners

advisor_title Financial Advisor

address_1 48 South Service Road, Suite 400

address_city Melville

address_state NY

address_zip11747

office_phone(516) 391-0393

mobile_phone(631) 988-8128 (Call Only)

email cprince@charteroak2stg.wpengine.com

biographyI focus my practice on the risk and wealth management, and insurance, financial and investment planning needs of individuals, families and business owners.

I have a passion for educating and motivating my clients to feel confident about their financial futures. Prior to joining Charter Oak, I spent a decade in professional investments for individuals and households.

Outside of the office, I enjoy boxing and strength training, in addition to cooking and other outdoor activities. I also earned the highest achievement rank from the Boy Scouts of America, the rank of Eagle Scout.

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calendar bselman@charteroak2stg.wpengine.com

linkedin www.linkedin.com/in/bselmanfinancial/

areas_of_practiceBusiness Planning

focus_markets

• Families
• Individuals
• Business Owners
• Healthcare Professionals
• Doctors
• Psychologists

advisor_title Financial Services Professional

address_1 48 South Service Road, Suite 400

address_city Melville

address_state NY

address_zip11747

office_phone(516) 391-0300

mobile_phone(914) 484-6162 (Call Only)

email bselman@charteroak2stg.wpengine.com

biographyI focus my practice on the risk management, insurance planning, business planning and student loan refinancing needs of families, individuals and business owners. I also work with healthcare professionals such as: doctors, psychologists and other professionals in the field.

My professional career started at the New York City Department of Education where I was a certified kindergarten through eighth-grade educator for 15 years. Prior to joining Charter Oak, I owned a small transportation business before moving into a role as an executive chauffeur. I earned master’s degrees in both educational leadership and elementary education from Mercy College in Dobbs Ferry, NY. In addition, I hold a bachelor’s degree in psychology from Western Connecticut State University in Danbury, CT, where I captained the men’s tennis team.

Along with spending time with my family, I can often be found rooting on one of my favorite sports teams: the New York Giants, New York Mets and New York Knicks.

My wife and I live in the Forest Hills area of New York City with our two sons.

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calendar zczaplicki@charteroak2stg.wpengine.com

linkedin https://www.linkedin.com/in/zachary-czaplicki/

areas_of_practiceBusiness Planning

focus_markets

• Individuals
• Families
• Business Owners
• Law Enforcement
• Educators
• Medical, Dental and Business Professionals

advisor_title Investment Adviser Representative

address_1 330 Whitney Avenue, Suite 600

address_city Holyoke

address_state MA

address_zip01040

office_phone(413) 539-2015

mobile_phone(203) 560-3989 (Call Only)

email zczaplicki@charteroak2stg.wpengine.com

biographyWhether I'm working with my clients in law enforcement, medical and dental professionals, business owners, or individuals and families, I believe in the power of a plan. I specialize in wealth-building strategies, retirement planning, generational wealth planning, and business planning needs, all centered around the client’s unique needs and long-term goals.

Prior to joining Charter Oak, I worked as a public safety officer for six years. Before that, I earned a bachelor’s degree in business administration at the University of Hartford. In addition, I currently hold a Series 7 and Series 66 license from the Financial Industry Regulatory Authority (FINRA).

I happily volunteer my time with Windsor Little League and BNI. I also work closely with the West Hartford & Glastonbury Chamber of Commerce.

My wife, Shelby, and I reside in Windsor, CT with our German shepherd, Kramer and the exciting newest addition to my family, my twin boys. Outside of the office, I enjoy hiking, bike riding, kayaking, baseball, golfing, and traveling with my family.

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• Coverpath
• CommonBond

calendar calendly.com/rodneybreweriicfp

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

areas_of_practiceBudgets

focus_markets

• Families
• Individuals
• Business Owners
• Professionals

advisor_title CERTIFIED FINANCIAL PLANNER™

address_1 24 Century Hill Drive, Suite 105

address_city Latham

address_state NY

address_zip12110

office_phone(518) 220-3018

mobile_phone(518) 859-2545 (Call Only)

email rodneybrewer@financialguide.com

biographyI focus my practice on the financial planning, estate planning and budgeting needs of families, individuals, business owners and professionals.

Prior to joining Charter Oak, I worked as a financial services professional for MassMutual Albany for eight years and as a financial consultant for another financial services company for six years.

I grew up in the Midwest and came to the Capital District to further my education and play Division II baseball at The College of Saint Rose. I graduated in 2004 with a degree in finance with a focus in personal finance. In my spare time, I am the consummate outdoorsman who enjoys fishing and boating, and spending time with my family at our camp.

I reside in Round Lake, NY with my wife and our three sons.

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calendar ageary@financialguide.com

linkedin https://www.linkedin.com/in/anthony-geary-75335aa4/

areas_of_practiceIncome Protection

focus_markets

• Individuals
• Families
• Small Businesses

advisor_title Financial Advisor

address_1 330 Whitney Avenue, Suite 600

address_city Holyoke

address_state MA

address_zip01040

office_phone(413) 539-2324

mobile_phone(413) 627-6336 (Call Only)

email ageary@financialguide.com

biographyI focus my practice on the retirement planning, income + protection strategies, wealth accumulation, life insurance and student loan refinancing needs of individuals, families and small businesses.

A graduate of Western New England University, I earned a degree in finance and was a member of the golf team. Following my graduation from WNE, I interned at Berkshire Bank as a commercial credit analyst. Prior to joining Charter Oak, I worked as a registered securities principal for MassMutual for two years.

Outside of the office, I am an avid sports fan and love watching Boston-based sports teams, golfing, hiking, real estate and fantasy football.

I reside in Springfield, MA.

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• Coverpath
• CommonBond

calendar https://calendly.com/rscrivens

linkedin https://www.linkedin.com/in/rob-scrivens-aif-cfp%C2%AE-2a51111a/

areas_of_practiceRetirement Planning

focus_markets

• Small Businesses
• Mid-Sized Businesses

advisor_title AIF®, CFP®, Financial Advisor

address_1 24 Century Hill Drive, Suite 105

address_city Latham

address_state NY

address_zip12110

office_phone(518) 220-3019

mobile_phone(413) 822-4327 (Call Only)

email rscrivens@financialguide.com

biographyI focus my practice on the risk and wealth management, and corporate retirement planning needs of small to mid-sized businesses.

Prior to joining Charter Oak, I was an advisor at MetLife. I earned my degree in English and education from Siena College and then went on to earn a master’s degree at The College of Saint Rose. In order to broaden my knowledge base and better serve my clients, I obtained professional designations of Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®).

Outside of the office, I am actively involved with the Boys and Girls Clubs of the Capital Area and Girls on the Run of the Capital Region, sitting on the board of both organizations. I am an avid sports fan and enjoy watching my favorite teams: the Boston Red Sox, Buffalo Bills, Boston Celtics, and various teams from the University of Notre Dame and my alma mater, Siena. In addition, I like coaching youth sports and spending time with my family.

I reside in Latham, NY with my wife and our three children.

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• Coverpath
• CommonBond
• Fortuna

calendar phall@financialguide.com

linkedin https://www.linkedin.com/in/peter-hall-ab120b5/

areas_of_practiceFinancial Planning

focus_markets

• Business Owners
• Families

advisor_title MBA, Financial Advisor

address_1 501 Merritt 7, 5th Floor

address_city Norwalk

address_state CT

address_zip06851

office_phone203) 648-4913

mobile_phone203) 240-4656 (Call Only)

email phall@financialguide.com

biographyMy career began as an engineering officer in the United States Merchant Marine. In 2003, I was awarded the Operation Iraqi Freedom Expeditionary Medal for my time spent deployed overseas. It was my time on ships that I decided to pursue an interest in investing and learned the ins and outs of the finance industry. In 2005, I was honorably discharged from the United States Navy Reserve. I spent nearly 12 years in the engineering field before transitioning into financial services where I have been ever since.

With Charter Oak since 2010, I focus my practice on the financial planning, investment and insurance planning needs of families and business owners. I believe that a person’s financial situation is bound to change over time, which is why I emphasize the importance of having a trackable financial strategy. If my clients can sleep comfortably at night knowing their finances are secure, then I can as well.

Outside of the office, I can be found enjoying the great outdoors by way of wakeboarding, fishing and boating. In addition to spending time with my family and running my practice, I am actively involved in the Hillside Food Outreach organization, and my children’s school and extracurricular programs. I reside in Danbury, CT with my wife and our three children.