Accounting

Brian C. DiBella, CPA
Simione Macca & Larrow
175 Capital Boulevard 
Rocky Hill, CT 06067 
Tel: (860) 529-5600
Fax: (860) 529-5605  
briand@maccacpa.com  11/16/06

Susan A. Ebersole, CPA
William J. Ebersole, CPA
567 Vauxhall Street Ext.
Ste. 307
Waterford, CT 06385
Tel: (860) 447-2552
Fax: (860) 442-8589
wjeber@aol.com 11/02/04

William J. Ebersole, CPA, CFP
William J. Ebersole, CPA
567 Vauxhall Street Ext.
Ste. 307
Waterford, CT 06385
Tel: (860) 447-2552
Fax: (860) 442-8589
wjeber@aol.com 11/02/04

Terrence J. Malaghan, CPA
Sansiveri, Kimball & McNamee, LLP
107 airport Road, Lower Level
Westerly, RI 02891
Tel: (401) 596-2000
Fax: (401) 596-3999 
tmala@sansiveri.com  11/16/06

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 Banking

Deborah J. Adam  (Treasurer - Board of Directors)
The Washington Trust Company
23 Broad Street
Westerly, RI 02891
Tel:  (401) 348-1411
Fax: (401) 348-1470
djadam@washtrust.com 10/17/07

Jerry Delmato
Liberty Bank
55 High St.
Middletown, CT 06457
Tel: (860) 823-7703 
jdelmato@liberty-bank.com  10/17/07

Patricia M. Dillon
The Washington Trust Company
23 Broad Street
Westerly, RI 02891
Tel:  (401) 348-1268
Fax: (401) 348-1470
pmdillon@washtrust.com  11/02/04

Olympia R. Graeve
The Washington Trust Company
23 Broad St.
Westerly, RI 02894
Tel: (401) 348-1388
Fax: (401) 348-1470
orgraeve@washtrust.com  9/1/08 

Lori L. Harrison 
Washington Trust Company
23 Broad Street
Westerly, RI  02891
Tel: (401) 348-1284
Fax: (401) 348-1470 
llharrison@washtrust.com   11/02/04

Paul G. Holland, Jr., JD, LLM   (President Board of Directors)
Middle Cove Capital
65 Main Street
Centerbrook, CT 06409
Tel: (860) 767-2591 x306
Fax: (860) 767-2594 
pholland@middlecovecapital.com  9/1/08 

Marianne C. Holly, RHU, LUTCF
Marianne C Holly Insurance
P.O. Box 31
Mystic, CT 06355
Tel: (860) 536-8813
Fax: (860) 572-8061 
mcholly@snet.net  11/02/04 

Rogean B. Makowski
The Washington Trust Company
23 Broad Street
Westerly, RI 02891
Tel: (401) 348-1265
Fax: (401) 348-1470 
rbmakowski@washtrust.com  11/02/04

Moira B. Martin, Esq.
Essex Savings Bank
35 Plains Road P.O. Box 950
Essex, CT 06426
Tel: (860) 767-4414
Fax: (860) 767-4417 
mmartin@essexsavings.com   9/1/08

Thomas N. McAvoy, Jr., CTFA.
Dime Bank.
290 Salem Turnpike
Norwich, CT 06360
Tel: (860) 859-4308
Fax: (860) 823-1787
tmcavoy@dime-bank.com 9/1/08 

Karen A. McDaniel, CTFA (Vice-President Board of Directors)
Bank of America
777 Main St, CT2-102-05-02
Hartford, CT 06115
Tel: (877) 617-9819
Fax: (860) 244-4663  
karen.a.mcdaniel@ustrust.com  11/15/06

Granville R. Morris, Esq.
Essex Savings Bank
35 Plains Road P.O. Box 950
Essex, CT 06426
Tel: (860) 767-4414
Fax: (860) 767-4417 
gmorris@essexsavings.com    9/1/08

Paul D. Nunes (Past President - Board of Directors)
Washington Trust Company
23 Broad Street
Westerly, RI 02891
Tel: (401) 348-1371
Fax: (401) 348-1535  
pdnunes@washtrust.com  10/17/07

Donald Patenaude
Guilford Savings Bank
635 Boston Post Road
Guilford, CT  06437
Tel: (203) 458-5413
Fax: (203) 453-5493
dpatenaude@gsbyourbank.com
Category: Banking

Teresa Prue
Savings Institute Bank & Trust Co.
80 Stonington Road
Mystic, CT 06355
Tel: (860) 536-8365
Fax: (860) 536-8022 
teresa_prue@banksi.com    09/12/06

Crystal Sides
Guilford Savings Bank
625 Boston Post Road
Guilford, CT 06437
Tel: (203) 453-4661
Fax: (203) 453-5493
gsides@gsbyourbank.com

Nancy M. Vendetti
Essex Savings Bank 
35 Plains Road, P.O. Box 950
Essex, CT 06426
Tel: (860) 767-4414
Fax: (860) 767-4417  
nvendetti@essexsavings.com  06/22/06

Justin W. Walsh
Essex Financial Services Inc.
176 Westbrook Road, P
Essex, CT 06429
Tel: (860) 767-4300  
justin.walsh@essexfinancialservices.com  1/27/08
Category: Banking

David Zuckerbraun, Esq. 
The Washington Trust Company
23 Broad Street
Westerly, RI 02891
Tel: (401) 348-1300
Fax: (401) 348-1470 
dzuckerbraun@washtrust.com   11/02/04

Ray J. Castaldi, CLU, ChFC
Castaldi Financial Solutions
86 Beach St.
Westerly, RI 02891
Tel: (401) 596-6600
Fax: (401) 596-2838 
rayadvisor@cox.net   11/10/07

James A. Chambers II 
UBS Financial Services
2 Union Plaza
New London, CT 06320
Tel: (860) 437-2004
Fax: (860) 437-9407
james.chambers@ubs.com  11/02/04

James A. Crawford, CFP
The Financial Workshop, Inc.
400 Bayonet St., Suite 306
New London, CT 06320
Tel: (860) 442-7002
Fax: (860) 442-2943 
james.a.crawford@raymondjames.com  11/10/07

Mildred E. Devine, CTFA, AEP
Dime Bank
290 Salem Turnpike
Norwich, CT 06360
Tel: (860) 859-4308
Fax: (860) 823-1787 
mdevine@dime-bank-com  9/1/08

Michael C. Doherty, Jr., ChFC, CLU, CSA
Doherty Financial Services, LLC
P.O. Box 508
Uncasville, CT 06382
Tel: (860) 848-1881
Fax: (860) 848-5555 
michaeljr@dohertyfinancial.com   06/22/06

John H. Driscoll, Jr., J.D., LL.M, CFP, CLU, ChFC
Webster Financial Advisors
City Place II, 185 Asylum St. 3rd Floor
Hartford, CT 06103
Tel: (860) 692-1340
Fax: (860) 585-2651
jdriscoll@websterbank.com  1/25/08

Brent Eugenides CFP
Orobello & Associates, Inc
567 Vauxhalls Street Ext
Suite 122
Waterford, CT 06385
Tel: (860) 447-9719
Fax: (860 442- 4332
beugenides@yahoo.com

Frank J. Flores, CFP
Sound Planning & Investments, LLC
P.O. Box 931
Essex, CT 06426
Tel: (860) 767-0375
Fax: (860) 767-7623   11/02/04

Simone M. Gladstone, CFP
Morgan Stanley Smith Barney
64 South Main Street
Essex, CT   06426
Tel: (860) 447-4855
Fax: (860) 447-4850
simone.m.gladstone@smithbarney.com  11/02/04 

Nicholas M. Orobello, CLU,
ChFC, CIC, RHU, REBC, RIA
Orobello & Associates, Inc.
567 Vauxhall Street Ext.,
Suite 122
Waterford, CT 06385
Tel: (860) 447-9719
Fax: (860) 442-4332 
nickorobello@yahoo.com 11/16/06

Theodore Parker, CFP 
Parker Financial Planning, LLC
28-G Cottrell Street
Mystic, CT 06355
Tel: (860) 572-2737
Fax: (860) 572-7888 
tparker@parkerfinplan.com  11/02/04 

Keith M. Pelkey, CFP  
71 Mares Hill Rd.
Ivoryton, CT 06442
Tel: (860) 767-6014
Fax: (860) 767-8057 
bookp@comcast.net   2/10/06

Charles Rousseau, CFP, CLU, ChFC, CRPC
New England Financial 
774 Broad St.
Waterford, CT 06385
Tel: (860) 442-9377
Fax: (860) 442-2415
crousseau@hartford.nef.com  10/17/07

Nancy Seely-Butler, CFP, CSA, CDFA, CLTC
Seely-Butler Pellish
Ameriprise Financial Services
495 Gold Star Highway,
Suite 100
Groton, CT 06340
Tel: (860) 444-0535
Fax: (860) 444-0535 
nancy.d.sealy-butler@ampf.com  11/10/07

June D. Strunk, CFP
Morgan Stanley Smith Barney
12 Roosevelt Ave.
Mystic, CT 06355
Tel: (860) 572-1650
Fax: (860) 572-1629 
june.d.strunk@smithbarney.com     9/1/08

Alan Sylvestre, CFP
UBS Financial Services, Inc.
2 Union Plaza
New London, CT 06320
Tel: (860) 437-2026
Fax: (860) 447-9407
alan_sylvestre@ml.com  10/17/07

Robert James Thevenet, CFP, ChFC, CLU
New York Life Insurance Inc.
1 Fort Hill Road, Suite 100
Groton, CT 06340
Tel: (860) 445-2045
rthevenet@ft.newyorklife.com  11/16/06

Steven S. Wedegis, EA, ATA
Financial Directions Inc.
129 West Thames Street
Norwich, CT 06360
Tel: (860) 886-4700
Fax: (860) 892-5245 
fdict@snet.net    9/12/06

Alison Woods (Secretary - Board of Directors)
Community Foundation of S.E.CT
147 State Street
PO Box 769
New London, CT 06320
Tel: (860) 442-3572
Fax: (860) 442-0584  
alison@cfsect.org   11/02/04

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Marianne C. Holly, RHU, LUTCF
P.O. Box 31
Mystic, CT 06355
Tel: (860) 536-8813
Fax: (860) 572-8061 
mcholly@snet.net  06/22/06

Craig R. Koehler, CLU, ChFC  (Secretary - Board of Directors)
Northwestern Mutual Financial Network
14 Masons Island Road
Unit 4B P.O. Box 489
Mystic, CT 06355
Tel: (860) 536-4448
Fax: (860) 245-0578 
Craig.Koehler@nmfn.com 10/17/07

John C. Parker, RHU, LTCP
Parker Agency
47 Laurel Hill Drive
Niantic, CT 06357-1536
Tel: (860) 739-0005
Fax: (860) 739-3427 
John@longtermcareins-ct.com  9/12/06 

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Thomas J. Britt
Benchmark Wealth Management
83 Halls Road, Ste 201
P.O. Box 525
Old Lyme, CT 06371
Tel: (860) 434-6890 ext 103
Fax: (860) 434-6894
thomas.britt@benchmarkwealthmgmt.com
Category: Investments

Laurel A. Butler  (Board of Directors)
Morgan Stanley Smith Barney
12 Roosevelt Avenue
Mystic, CT 06355
Tel: (860) 572-1650
laurel.a.butler@smithbarney.com  10/17/07

Henri M. David, Jr.
Vice-President
Resources Management Corp
2 Batterson Park Road
Farmington, CT 06032
Tel: (860) 677-4574 ext 122
Fax: (860) 674-1490
henri@resmgtcorp.com 11/16/06

Galan G. Daukas, CFA, CFP
Washington Trust Company Wealth Management
23 Broad Street
Westerly, RI   02891
Tel: (401) 348-1578
Fax: (401) 348-1262 
gdaukas@washtrust.com  2/10/06

Carl Donatello, ChFC, CLU
USB Financial Services
2 Union Plaza
New London, CT 06320
Tel: (860) 437-2017
Fax: (860) 447-9407 
carl.donatello@ubs.com  10/17/07

Susan M. Dowling
UBS Financial Services
2 Union Plaza
New London, CT 06320
Tel: (860) 437-2009
Fax: (860) 447-9407
susan.dowling@ubs.com

Thomas Forma, CIMA, CIS
Merrill Lynch
1125 Farmington Avenue
Farmington, CT 06032 06320
Tel: (888) 447-0510
Fax: (860) 284-2225 
Thomas_Forma@ML.com   11/02/04

Darrell Fox
Wachovia Securities
86 Denison Avenue
Mystic, CT 06355
Tel: (860) 572-7011
Fax: (860) 572-7079
darrell.fox@wachoviasec.com

Royden A. Grimm, MBA, CFP 
Merrill Lynch
38 East main St.
Mystic, CT 06355
Tel: (860) 572-2321
Fax: (860) 881-2701 
Roy.Grimm@ml.com   10/17/07

Marianne C. Holly, RHU, LUTCF
Marianne C Holly Insurance
P.O. Box 31
Mystic, CT 06355
Tel: (860) 536-8813
Fax: (860) 572-8061 
mcholly@snet.net  11/02/04

Matthew Z. Krusko
Bernstein Global Wealth Mgt.
1345 Avenue Of The Americas
New York, NY 10105
Tel: (212) 756-1957
Fax: (212) 407-5850
matthew.krusko@bernstein.com

William P. Middleton, CFP  (Past President - Board of Directors)
Sound Portfolio Advisors, LLC
3 Fort Rachel Place
Mystic, CT 06355
Tel: (860) 536-8992
Fax: (60) 572-7129
bill@soundportfolios.com  10/17/07

John P. Read
Wachovia Securities
86 Denison Avenue
Mystic, CT 06355
Tel: (860) 572-7011
Fax: (860) 572-7079
john.read@wachoviasec.com

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Paul E. Cravinho, The Honorable
Stonington Probate Court District #137
152 Elm Street
POB 312
Stonington, CT 06378
Tel: (860) 535-5090
Fax: (860) 535-0520  11/02/04

Gertrude B. Smith, The Honorable
168 Jerry Browne Road
Unit 6309
Mystic, CT 06355
Tel: (860) 536-3536
Fax: (860) 536-2001
judgeglp@aol.com  11/02/04

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Law

Carl D. Anderson
Anderson Law Firm, P.C.
82 Chelsea Harbor Drive
Norwich, CT 06360
Tel: (860) 886-8845
Fax: (860) 886-7376 
cda@andersonlaw.org   09/20/06

Charles C. Anderson 
Waller, Smith & Palmer, P.C.
52 Eugene O'Neill Drive
PO Box 88
New London, CT 06320
Tel: (860) 442-0367
Fax: (860) 447-9915 
ccanderson@wallersmithpalmer.com 10/17/07

Peter A. Anderson, Esq. 
Anderson Law Firm, P.C.
82 Chelsea Harbor Drive
Norwich, CT 06360
Tel: (860) 886-8845
Fax: (860) 886-7376 
paa@andersonlaw.org   10/17/07

Robert P. Anderson, Jr.
Waller, Smith & Palmer, P.C.
52 Eugene O'Neill Drive
PO Box 88
New London, CT 06320
Tel: (860) 442-0367
Fax: (860) 447-9915 
rpanderson@wallersmithpalmer.com 11/02/04

Lois G. Andrews
Andrews & Young, P.C.
216 Broad Street,  PO Box 751
New London, CT 06320
Tel: (860) 444-2101
Fax: (860) 440-2615 
landrews@newlondonlegal.com 06/22/06

Neal M. Bobruff, J.D., LL.M
Law Offices of Neal M. Bobruff
49 Whitehall Avenue
Mystic, CT 06355
Tel: (860) 536-3430
Fax: (860) 536-2629 
nmbesquire@mindspring.com   9/20/06

Jean H. Ceddia, Esq.  (Board of Directors)
Tedford & Ceddia, PC 
11 Mason's Island Rd. 
Mystic, CT 06355
Tel: (860) 572-4707
Fax: (860) 572-4707  
jceddia@mysticlaw.com  9/1/08

Joseph A. Cipparone, JD, CFP  (Board of Directors)
Kepple, Cole-Chu, Cipparone, Avena & Zaccaro, PC
261 Williams St.
New London, CT 06320
Tel: (860) 442-0150
Fax: (860) 442-8353 
jac@kccaz.com   10/17/07
Category: Law

Lynn T. Cravinho, JD, CPA  (Board of Directors)
Morgan Stanley Smith Barney
64 South Main Street
Essex, CT 06426
Tel: (860) 447-4860
Fax: (860) 447-4850
lynn.t.cravinho@smithbarney.com 10/17/07

Matthew J. Curtiss, Atty
Block, Janney & Pascal, LLC
12 Roosevelt Avenue
Mystic, CT 06355
Tel: (860) 536-9100
Fax: (860) 536-9993
mcurtiss@bjplawyers.com

Richard D. Dixon, Esq.
Richard D. Dixon Attorney at Law
58 Huntington Street
New London, CT 06320
Tel: (860) 447-1840
Fax: (888) 213-7527
mail@dixonesq.com  11/10/07

Adele P. Edgerton
Law Office of Paul E. Farren
94 Prospect Street
New Haven, CT 06515
Tel: (203) 784-0326
Fax: (203) 624-5321
apedgerton@paulfarrenlaw.com

Wade D. Jensen, Esq.
Hoops & Jensen, LLC
19A Thames St.
Groton, CT 06340
Tel: (860) 445-8911
Fax: (860) 445-8919 
wjenson@hoopslaw.net  11/16/0

Philip M. Johnstone, Esq.
Waller, Smith & Palmer, P.C.
52 Eugene O'Neill Drive
PO Box 88
New London, CT 06320
Tel: (860) 442-0367
Fax: (860) 447-9915 
pmjohnstone@wallersmithpalmer.com 11/02/04

Suzanne D. Kitchings, Esq.
Kitchings & Potters, LLC
7 Halls Road
PO Box 187
Old Lyme, CT 06371
Tel: (860) 434-5333
Fax: (860) 434-5447
skitchings@snet.net   11/10/07

P. Michael Lahan
Law Office of P. Michael Lahan
53 Lafayette Street
Norwich, CT 06360
Tel: (860) 886-0011
Fax: (860) 886-7755
mlahan@snet.net  11/02/04

Jon D. Lallo
Orsinger & Nardone
53 High Street
PO Box 558
Westerly, RI 02891
Tel: (401) 596-2094
Fax: (401) 596-4555 
jdi@oanlaw.com  11/02/04 

Johanna McCormick
Linda J. Kidder Assoc
567 Vauxhall St. Ext Ste 130
Waterford, CT 06385
Tel: (860) 437-7799
Fax: (860) 437-7733
johannamccormick@snet.net

James C. McGuire, Esq.
McGuire & McGuire
68 Federal Street
PO Box 270
New London, CT 06320
Tel: (860) 443-4357
Fax: (860) 440-3817 
jcm@mcguire-mcguire.com  11/02/04 

Kathleen A. McNamara, JD
Provatas & McNamara, LLC
516 Vauxhaul St, Suite 203
New London, CT 06320
Tel: (860) 447-1968
Fax: (860) 447-3174
kathleen@pmclegal.com   9/12/06 

Susan Pochal, Esq., JD
Pochal & Pochal, LLC
86 Denison Avenue
Mystic, CT 06355
Tel: (860) 536-1632
Fax: (860) 536-1724
spochal@sbcglobal.net     9/1/08

Edward B. Potter, Esq
Kitchings & Potters, LLC
7 Halls Road PO Box 187
Old Lyme, CT 06371
Tel: (860) 434-5333
Fax: (860) 434-5447 
epotter@snet.net  11/10/07

Joseph J. Selinger, Jr.  JD
Tobin, Carberry, O'Malley, Riley & Selinger PC
P.O. Box 58, 43 Broad St.
New London, CT 06320
Tel: (860) 447-0335
Fax: (860) 442-3469
tjellenberg@tcors.com 11/10/07

Peter F. Stuart
O'Brien, Stuart, Eppinger & Collier, JD
9 Mason's Island Rd.
Mystic, CT 06355
Tel: (860) 536-3388
Fax: (860) 536-3461
PFS@mysticlawyers.com  9/1/08

Deborah J. Tedford, Esq.
Tedford & Ceddia, P.C.
11 Mason's Island Rd
Mystic, CT 06355
Tel: (860) 572-4707
Fax: (860) 572-4704 
dtedford@mysticlaw.com   9/12/06

James L. Young, Jr., Esq.
Andrews & Young, P.C.
216 Broad Street
PO Box 751
New London, CT 06320
Tel: (860) 444-2101
Fax: (860) 440-2615
young@newlondonlegal.com   06/22/06

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Alice Fitzpatrick
The Community Foundation of SE CT
147 State Street PO box 769
New London, CT 06320
Tel: (860) 442-3572
Fax: (860) 442-0584 
alice@cfsect.org 11/02/04

Graham H. Gavert  (Board of Directors)
Lawrence & Memorial Hospital
365 Montauk Avenue
New London, CT 06320
Tel: (860) 444-4734
Fax: (860) 442-3578 
ggavert@lmhosp.org  10/17/07

Jill T. Nosach 
Coast Guard Foundation  
394 Taugwonk Road 
Stonington, CT 06378
Tel: (860) 535-0786
Fax: (860) 535-0944
jill@cgfdn.org   2/10/06 

Genevieve K. Schels
Backus Foundation, Inc.
326 Washington Street
Norwich, CT 06360
Tel: (860) 823-6325
Fax: (860) 823-6544 
gscheis@wwbh.org  11/02/04 

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Real Estate Appraisal

Robert H. Silverstein, MAI, SRA
Miner & Silverstein, LLP
322 State Street
New London, CT 06320
Tel: (860) 443-8405
Fax: (860) 442-9306
roberts@msac.com

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Taxes

Madeline L. Holland
Mystic Tax Management
3 Fort Rachel Place
Mystic, CT 06355
Tel: (860) 536-3608
Fax: (860) 572-8529  
madeleih@aol.com   11/02/04

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Trust Officers