Recent Events
20th Annual AdviceOne RTX, Carrier, and Lockheed Martin Ambassador Event
An evening of connection and giving back - hosted at the New England Air Museum
Over 200 AdviceOne clients from RTX companies joined hosts, Tim Miller, CFP®, Anita Roberts, Rob Berlinski, Conner Olden, Dani Francini, CFP®, Tyler Gazdik, Ariel Hilario, and Carlos Henriques, CFP® at the iconic New England Air Museum for an evening centered on meaningful connections and giving back. Together, we collected hundreds of donated items and monetary contributions benefiting Gifts of Love, an organization dedicated to supporting working families facing financial hardship through food, clothing, housewares, and self-sufficiency guidance.

































2026 Advisory Councils
Tim and Bria's Spring 2026 Virtual Advisory Council Members. They are, left to right: Tim Miller, CFP®, Bria Comer, CFP®, Jim Beiswenger, David Romero, Cindy Romero, Julie Rush, Dan Rush, Christine Turk, Dean Thrasher, Paula Thrasher, and Regina Sene Webb and Ian Webb.
Dani and Carlos' Spring 2026 Advisory Council Members. They are, left to right: Dani Francini, CFP®, Karen Farnum, Chris Farnum, Cyndy Skripol, Mark Skripol, Pete Crisanti, Aimee Crisanti, Maria Lehane, Chris Lehane, Jan Perruccio, Greg Perruccio, Patti Muldoon, Joe Muldoon, Carlos Henriques, CFP®, Janet Wade-Utay, and Art Utay.
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