Carlos Henriques' Fall 2024 AdviceOne Glastonbury Advisory Council
We are pleased to introduce Carlos' Fall 2024 Glastonbury Advisory Council Members. The council members meet with Carlos and his team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Brian Dwyer, Kathleen Dwyer, Jon Martin, Maritza Liu, Carlos Henriques, CFP®, Scott Augustine, and Cindy Augustine.
Dani Francini and Bria Comer's Fall 2024 AdviceOne Advisory Council
We are pleased to introduce Bria and Dani’s Fall 2024 Advisory Council Members. The council members meet with Bria and Dani and their team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Michele Lewis, Ed Otero, Michele Otero, Shawn Gale, Linda Gale, Dani Francini, CFP®, Bria Comer, CFP®, Tim Cormier, Jen Cormier, Dennis Kraemer, Linda Kraemer, Lynda Fredette, Mark Fredette, Todd Prentice, Laurie Prentice, Maureen Zavodjancik, John Zavodjancik, Martha Krebs, and Russ Krebs.
Carlos Henriques' Fall 2024 AdviceOne Virtual Advisory Council
We are pleased to introduce Carlos' Fall 2024 Virtual Advisory Council Members. The council members meet with Tim and his team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Carlos Henriques, CFP®, Christina Ostergard, Sue Theden, Annetta Drager, Barry Drager, Sandy Falconer, Pat Liddell, Karen Liddell, and Mike Kohls.
Not pictured: Stacey Kohls
Tim Miller's Fall 2024 AdviceOne Virtual Advisory Council
We are pleased to introduce Tim's Fall 2024 Virtual Advisory Council Members. The council members meet with Tim and his team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Tim Miller, CFP®, Missy Niemeyer, Jon Niemeyer, Steve Rogers, and Kevin Carillon. Not pictured: Sharon Rogers
2024 AdviceOne RTX, Otis, Carrier, and Lockheed Martin Ambassador Event at Thomas Hooker Live
Over 140 AdviceOne clients from RTX companies joined hosts Michael Grossman, CFP®, Tim Miller, CFP®, Chuck Johnson, CFP®, Carlos Henriques, CFP®, Bria Comer CFP®, Dani Wrubel CFP®, Amity Raia, Ariel Hilario, and Rob Key at Thomas Hooker Live for drinks, great food, and dueling pianos. We collected hundreds of items and monetary donations for North Star Foundation, an organization whose mission is to help children who face social, emotional, or educational challenges with the help of animal-assisted therapy, school visits, and assistance dog placements.
Dani Wrubel and Bria Comer's Spring 2024 AdviceOne Advisory Council
We are pleased to introduce Bria and Dani’s Spring 2024 Advisory Council Members. The council members meet with Bria and Dani and their team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Dennis Kraemer, Linda Kraemer, Michele Lewis, Tom Lewis, Bria Comer, CFP®, Ed Otero, Michele Otero, Laurie Prentice, Todd Prentice, Dani Wrubel, CFP®, Linda Gale, Shawn Gale, John Zavodjancik, Lynda Fredette, Mark Fredette, Jen Cormier, Martha Krebs, Russ Krebs, and Tim Cormier.
Not pictured: Maureen Zavodjancik
Carlos Henriques' Spring 2024 AdviceOne Glastonbury Advisory Council
We are pleased to introduce Carlos' Spring 2024 Glastonbury Advisory Council Members. The council members meet with Carlos and his team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Scott Augustine, Cindy Augustine, Jeff Smith, Mindy Smith, Carlos Henriques, CFP®, Emily Schutte, Todd Schutte, Maritza Liu, Jon Martin, Kathleen Dwyer and Brian Dwyer.
Tim Miller's Spring 2024 AdviceOne Virtual Advisory Council
We are pleased to introduce Tim's Spring 2024 Virtual Advisory Council Members. The council members meet with Tim and his team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Tim Miller, CFP®, Missy Niemeyer, Christa Titone, P.J. Titone, Kelley Carillon, Jon Niemeyer, Steve Rogers, Sharon Rogers, Kevin Carillon and John Fyfe.
Carlos Henriques's Spring 2024 AdviceOne Rockford Advisory Council
We are pleased to introduce Carlos' Spring 2024 Rockford Advisory Council Members. The council members meet with Carlos and his team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Stacy Kohls, Mike Kohls, Carlos Henriques, Pat Liddell, Karen Liddell and Christina Ostergard who joined virtually.
2024 18th Annual AdviceOne RTX, Otis, Carrier and Lockheed Martin Ambassador Event at Kinsmen Brewing Co.
Over 115 AdviceOne clients from RTX companies joined hosts Michael Grossman, CFP®, Tim Miller, CFP®, Chuck Johnson, CFP®, Neil Goldberg, ChFC®, Bria Comer CFP®, Dani Wrubel CFP®, Rob Berlinski, Anita Roberts, Ariel Hilario and Rob Key at Kinsmen Brewing Co. for drinks, great food, and live music. We collected hundreds of items and monetary donations for Boxes to Boots, an organization demonstrates love, support, and appreciation for our military men and women by connecting these heroes with care packages.
