Advisory Council
Every year, our Advisors and their team sit down with our Ambassadors and Council members to hear what's on their minds. These conversations help shape the AdviceOne experience by helping us understand what matters
to you, where we can improve, and what we're getting right!
2025
Carlos' Spring 2025 Glastonbury Advisory Council Members. 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.
Carlos' Spring 2025 Virtual Advisory Council Members. 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
Bria and Dani’s Spring 2025 Advisory Council Members. 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's Spring 2025 Virtual Advisory Council Members. They are, left to right: Tim Miller, CFP®, Missy Niemeyer, Jon Niemeyer, John Fyfe, and P.J. Titone. Not pictured: Kevin Carillon
Bria and Tim's Fall 2025 Virtual Advisory Council Members. They are, left to right: Bria Comer, CFP®. Tim Miller, CFP® David Romero, Cindy Romero, Jim Beiswenger, Christine Turk, Julie Rush, Dan Rush, Ian Webb, Regina Sene Webb, Paula Thrasher and not pictured: Dean Thrasher.
Carlos and Dani's Fall 2025 Glastonbury Advisory Council Members. They are, left to right: Dani Francini, CFP® Patty Evans, Don Evans, Maria Lehane, Chris Lehane, Janet Wade-Utay, Art Utay, Patti Muldoon, Joe Muldoon, Aimee Crisanti, Pete Crisanti, Karen Farnum, Chris Farnum, Jan Perruccio, Greg Perruccio, Cyndy Skripol, Mark Skripol, and Carlos Henriques, CFP®.
2024
Bria and Dani’s Spring 2024 Advisory Council Members. 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' Fall 2024 Glastonbury Advisory Council Members. They are, left to right: Brian Dwyer, Kathleen Dwyer, Jon Martin, Maritza Liu, Carlos Henriques, CFP®, Scott Augustine, and Cindy Augustine.
Tim's Fall 2024 Virtual Advisory Council Members. They are, left to right: Tim Miller, CFP®, Missy Niemeyer, Jon Niemeyer, Steve Rogers, and Kevin Carillon. Not pictured: Sharon Rogers
Carlos' Fall 2024 Virtual Advisory Council Members. 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
Carlos' Spring 2024 Rockford Advisory Council Members. They are, left to right: Stacy Kohls, Mike Kohls, Carlos Henriques, Pat Liddell, Karen Liddell, and Christina Ostergard who joined virtually.
Bria and Dani’s Fall 2024 Advisory Council Members. 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' Spring 2024 Glastonbury Advisory Council Members. 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's Spring 2024 Virtual Advisory Council Members. 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.
2023
Carlos' 2023 Rockford Advisory Council Members. They are, left to right: Pat Liddell, Karen Liddell, Stacey Kohls, Mike Kohls, Carlos Henriques, CFP®, Andy Tatar, Terese Tatar, Christina Ostergard, and Barry Drager.
Tim's 2023 Virtual Advisory Council Members. They are, left to right: Tim Miller, CFP®, Ariel Hilario, Steve Rogers, Faron Ellison, Tyler Tom, and PJ Titone.
Carlos' 2023 Glastonbury Advisory Council Members. They are, left to right: Brian Dwyer, Kathleen Dwyer, Doug Zabawa, Carlos Henriques, CFP®, Maritza Liu, Jon Martin, Mindy Smith, and Jeff Smith.