Carlos Henriques' Spring 2025 AdviceOne Virtual Advisory Council
We are pleased to introduce Carlos' Spring 2025 Virtual 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: Carlos Henriques, CFP®, Sandy Falconer, Barry Drager, Pat Liddell, Karen Liddell, Mike Kohls, Stacey Kohls and Christina Ostergard. Not pictured: Sue Theden
Dani Francini and Bria Comer's Spring 2025 AdviceOne Advisory Council
We are pleased to introduce Bria and Dani’s Spring 2025 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: Todd Prentice, Laurie Prentice, Michele Lewis, Michele Otero, Russ Krebs, Martha Krebs, Tim Cormier, Jen Cormier, Dani Francini, CFP®, Bria Comer, CFP®, Linda Gale, Maureen Zavodjancik, John Zavodjancik, Lynda Fredette and Mark Fredette.
Tim Miller's Spring 2025 AdviceOne Virtual Advisory Council
We are pleased to introduce Tim's Spring 2025 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, John Fyfe, and P.J. Titone. Not pictured: Kevin Carillon
Carlos Henriques' Spring 2025 AdviceOne Glastonbury Advisory Council
We are pleased to introduce Carlos' Spring 2025 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: Jon Martin, Maritza Liu, Brian Dwyer, Kathleen Dwyer, Carlos Henriques, CFP®, Emily Schutte, Todd Schutte, Scott Augustine, and Cindy Augustine.
2025 19th Annual AdviceOne RTX, Carrier, Lockheed Martin, and former UTC Ambassador Event at Golf Lounge 18
Over 150 AdviceOne clients from RTX companies joined hosts Michael Grossman, CFP®, Tim Miller, CFP®, Carlos Henriques, CFP®, Bria Comer, CFP®, Dani Francini, CFP®, Amity Raia, Ariel Hilario, Anita Roberts, Tyler Gazdik, and Rob Key at Golf Lounge 18 for drinks, great food, virtual golf, and amazing company! We collected hundreds of items and monetary donations for Glastonbury Gives, an organization that assists residents experiencing a crisis situation, hindering their ability to pay for food, utility bills, shelter costs, medical expenses, and other critical needs.
2025 AdviceOne Executive Ambassador Event
Our Executive Event at SpareTime VIP Lounge was a striking success! Over 40 AdviceOne executive clients from RTX companies joined hosts Michael Grossman, CFP®, Tim Miller, CFP®, Carlos Henriques, CFP®, Bria Comer CFP®, and Dani Francini CFP®. We had a fantastic time connecting, enjoying friendly competition, and great bites!
