ESSEX FINANCIAL FORBES' BEST-IN-STATE WEALTH ADVISORS 2025 MIKE LARIVIERE JAMES SULLIVAN TIM FURGUESON KEVIN NOLAN BILL TAIT LEADING THE WAY IN WEALTH MANAGEMENT, ESSEX FINANCIAL ANNOUNCES THAT FIVE OF THEIR FINANCIAL ADVISORS WERE NAMED TO THE FORBES 2025 BEST-IN-STATE LIST Tim Furgueson, Michael LaRiviere, Kevin Nolan, Bill Tait, and James Sullivan have all been selected for the list, which honors top performing wealth management and financial planning advisors in each state. This is the fifth consecutive year that Tim Furgueson has been included on this prestigious list, the third year for both Michael LaRiviere and Kevin Nolan, and the second year of recognition for both Bill Tait and James Sullivan. "All of us at Essex Financial are extremely proud of this prestigious recognition from Forbes for Kevin, Tim, Mike, James and Bill," said Charles R. Cumello, Jr., President & CEO of Essex Financial. "We take immense pride in the talent and integrity of our team, and this recognition highlights the extraordinary efforts of these outstanding advisors. Their success is a reflection of the collaborative spirit and high standards that define our entire organization. We are so proud of their accomplishments and the positive impact they make every day on our clients' lives." Data provided by SHOOK Research, LLC. Data as of 6/30/24. "Source: Forbes.com (April 8, 2025)." Forbes America's Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records. firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. ESSEX FINANCIAL For more information, please contact Chuck Cumello at 860-767-4300 or ccumello@essex.financial Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor. A subsidiary of Essex Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc., are not a deposit of, or other obligation of, or guaranteed by any bank, or an affiliate of any bank, are not insured by the FDIC or any other agency of the United States, the Bank or an affiliate of the Bank and involve investment risk, including the possibility of loss of the principal amount invested. Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 475 Springfield Ave, Suite 1, Summit, NJ 07901. (303) 797-9080. Essex Financial and Essex Savings Bank are not affiliated with The Leaders Group, Inc. ESSEX FINANCIAL FORBES ' BEST - IN - STATE WEALTH ADVISORS 2025 MIKE LARIVIERE JAMES SULLIVAN TIM FURGUESON KEVIN NOLAN BILL TAIT LEADING THE WAY IN WEALTH MANAGEMENT , ESSEX FINANCIAL ANNOUNCES THAT FIVE OF THEIR FINANCIAL ADVISORS WERE NAMED TO THE FORBES 2025 BEST - IN - STATE LIST Tim Furgueson , Michael LaRiviere , Kevin Nolan , Bill Tait , and James Sullivan have all been selected for the list , which honors top performing wealth management and financial planning advisors in each state . This is the fifth consecutive year that Tim Furgueson has been included on this prestigious list , the third year for both Michael LaRiviere and Kevin Nolan , and the second year of recognition for both Bill Tait and James Sullivan . " All of us at Essex Financial are extremely proud of this prestigious recognition from Forbes for Kevin , Tim , Mike , James and Bill , " said Charles R. Cumello , Jr. , President & CEO of Essex Financial . " We take immense pride in the talent and integrity of our team , and this recognition highlights the extraordinary efforts of these outstanding advisors . Their success is a reflection of the collaborative spirit and high standards that define our entire organization . We are so proud of their accomplishments and the positive impact they make every day on our clients ' lives . " Data provided by SHOOK Research , LLC . Data as of 6/30/24 . " Source : Forbes.com ( April 8 , 2025 ) . " Forbes America's Top Wealth Advisors and Best - in - State Wealth Advisors ranking was developed by SHOOK Research and is based on in - person , virtual , and telephone due diligence meetings to measure best practices , client retention , industry experience , credentials , review of compliance records . firm nominations ; and quantitative criteria , such as : assets under management and revenue generated for their firms . Investment performance is not a criterion because client objectives and risk tolerances vary , and advisors rarely have audited performance reports . SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience . Past performance is not an indication of future results . Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking . For more information , please see www.SHOOKresearch.com . SHOOK is a registered trademark of SHOOK Research , LLC . ESSEX FINANCIAL For more information , please contact Chuck Cumello at 860-767-4300 or ccumello@essex.financial Investment Advisory Services offered through Essex Financial Services , Inc. , a Registered Investment Advisor . A subsidiary of Essex Savings Bank . The securities and insurance products offered through Essex Financial Services , Inc. , are not a deposit of , or other obligation of , or guaranteed by any bank , or an affiliate of any bank , are not insured by the FDIC or any other agency of the United States , the Bank or an affiliate of the Bank and involve investment risk , including the possibility of loss of the principal amount invested . Securities offered through The Leaders Group , Inc. , Member FINRA / SIPC , 475 Springfield Ave , Suite 1 , Summit , NJ 07901. ( 303 ) 797-9080 . Essex Financial and Essex Savings Bank are not affiliated with The Leaders Group , Inc.