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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
Category: Banking 10/17/07
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
Category: Law
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 11/02/04
Category: Law
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
Category: Law
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
Category: Law
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
Category: Law
Neil G. Ballotte,
Northwestern Mutual Financial Network
66 N. Main Street
Branford, CT 06405
Tel: (203) 481-4254 ext 27
Fax: (203) 481-8102
neil.ballotte@nmfn.com 11/10/07
Category: Insurance
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
neal_m_bobruff@sbcglobal.net 9/20/06
Category: Law
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
Morgan Stanley Smith Barney
12 Roosevelt Avenue
Mystic, CT 06355
Tel: (860) 572-1650
Fax: (860) 572-1629
laurel.a.butler@smithbarney.com 03/30/05
Category: Investments
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
Category: Financial Planning
Jean H. Ceddia, Esq. (Board of Directors)
Tedford & Ceddia, PC
11 Mason's Island Rd.
Mystic, CT 06355
Tel: (860) 572-4707
Fax: (860) 572-4704
jceddia@mysticlaw.com 9/1/08
Category: Law
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
Category: Financial Planning
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
Category: Financial Planning
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
Category: Judge of Probate
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
Category: Financial Planning
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
Category: Law
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
Category: Investments
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
Category: Investments
Jerry Delmato
Liberty Bank
55 High St.
Middletown, CT 06457
Tel: (860) 823-7703
Fax: (860) 859-9200
jdelmato@liberty-bank.com 10/17/07
Category: Reverse Mortgages
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
Category: Financial Planning
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
Category: Accounting
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
Category: Banking
Richard D. Dixon, Esq. (Board of Directors)
Richard D. Dixon Attorney at Law
58 Huntington Street
New London, CT 06320
Tel: (888) 447-1840
Fax: (888) 213-7527
mail@dixonesq.com 11/10/07
Category: Law
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
Category: Financial Planning
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
Category: Investments
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
Category: Investments
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
Category: Financial Planning
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
Category: Accounting
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
Category: Accounting
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
Category: Law
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
Category: Financial Planning
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
Category: Other
Darrell Fox
Wachovia Securities
86 Denison Avenue
Mystic, CT 06355
Tel: (860) 572-7011
Fax: (860) 572-7079
darrell.fox@wachoviasec.com
Category: Investments
Graham H. Gavert
Lawrence & Memorial Hospital
365 Montauk Avenue
New London, CT 06320
Tel: (860) 444-4734
Fax: (860) 442-3578
ggavert@lmhosp.org 10/17/07
Category: Planned Giving
Todd A. Gestrich
Navy Federal Investments & Insurance
24 Sailfish Drive
Groton, CT 06340
Tel: (860) 446-4269
Fax: (860) 449-0018
todd_gestrich@navyfederal.org 1/27/08
Category: Insurance
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
Category: Financial Planning
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
Category: Banking
Royden A. Grimm, MBA, CFP
Merrill Lynch
38 East main St.
Mystic, CT 06355
Tel: (860) 572-2321
Fax: (860) 881-2701
royden_grimm@ml.com 10/17/07
Category: Investments
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
Category: Banking
Robert C. Henderson (Board of Directors)
Edward Jones Investments
34 Water Street, Suite 1A
Mystic, CT 06355
Tel: (860) 536-2808
Fax: (860) 630-5431
robert.c.henderson@edwardjones.com
Category: Investments
Paul G. Holland, Jr., JD, LLM ( Former 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
Category:Financial Planning
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
Category: Insurance
Wade D. Jensen, Esq.
Hoops & Jensen, LLC
19A Thames St.
Groton, CT 06340
Tel: (860) 445-8911
Fax: (860) 445-8919
wjenson@hoopslaw.net 11/16/06
Category: Law
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
Category: Law
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
Category: Law
Craig R. Koehler, CLU, ChFC (Vice President- 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
Category: Insurance
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
Category: Investments
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
Category: Law
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
Category: Law
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
Category: Accounting
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
Category: Banking
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
Category: Banking
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
Category: Banking
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
Category: Law
Karen A. McDaniel, CTFA (President - Board of Directors)
Bank of America
777 Main Street, CT2-102-05-02
Hartford, CT 06115
Tel: (877) 617-9819
Fax: (860) 244-4663
karen.a.mcdaniel@ustrust.com 10/17/07
Category: Banking
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
Category: Law
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
Category: Law
William P. Middleton, CFP (Past President)
Sound Portfolio Advisors, LLC
3 Fort Rachel Place
Mystic, CT 06355
Tel: (860) 536-8992
Fax: (860) 572-7129
bill@soundportfolios.com 10/17/07
Category: Investments
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
Category: Banking
Paul D. Nunes (Past President)
Washington Trust Company
23 Broad Street
Westerly, RI 02891
Tel: (401) 348-1371
Fax: (401) 348-1535
pdnunes@washtrust.com 10/17/07
Category: Banking
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
Category: Financial Planning
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
Category: Insurance
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
Category: Financial Planning
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
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
Category: Law
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
Category: Law
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
Category: Banking
John P. Read
Wachovia Securities
86 Denison Avenue
Mystic, CT 06355
Tel: (860) 572-7011
Fax: (860) 572-7079
john.read@wachoviasec.com
Category: Investments
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
Category: Financial Planning
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
Category: Planned Giving
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
Category: Financial Planning
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
Category: Law
Crystal Sides
Guilford Savings Bank
625 Boston Post Road
Guilford, CT 06437
Tel: (203) 453-4661
Fax: (203) 453-5493
Csides@gsbyourbank
Category: Banking
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
Category: Real Estate Appraisal
Gertrude B. Smith, The Honorable
168 Jerry Browne Road Unit 6309
Mystic, CT 06355
Tel: (860) 536-3536
judgeglp@aol.com 11/02/04
Category: Judge of Probate
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
Category: Financial Planning
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
Category: Law
Alan Sylvestre, CFP
Merrill Lynch
38 East Main St.
Mystic, CT 06355
Tel: (860) 572-2321
Fax: (860) 881-2701
alan_sylvestre@ml.com 10/17/07
Category: Financial Planning
Deborah J. Tedford, Esq.
Tedford & Ceddia, P.C.
11 Mason's Island Road
Mystic, CT 06355
Tel: (860) 572-4707
Fax: (860) 572-4704
dtedford@mysticlaw.com 9/12/06
Category: Law
Robert James Thevenet, CFP, ChFC, CLU
New York Life Insurance Inc.
1 Fort Hill Road, Suite 6
Groton, CT 06340
Tel: (860) 705-5070
rthevenet@ft.newyorklife.com 11/16/06
Category: Financial Planning
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
Category: Banking
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
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
Category: Financial Planning
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
Category: Financial Planning
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
Category: Law
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
Category: Banking
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