Your Financial Team

A Group of Individuals With Specialties to Address Your Needs

James W. Marlor, Jr.

Partner and Financial Advisor

(860) 313-4837

(860) 521-0384

jmarlor@baystatefinancial.com

Charles Rousseau
CFP^®, CLU^®, ChFC, CRPC^®

Partner and Financial Planner, Financial Advisor

(860) 442-9377 x1

(860) 442-2415

crousseau@clearpathfinancialsolutions.com

Brian J. Waddell
CFP^®,RICP^®, CEPA^®, AIF^®

Partner and Financial Planner, Wealth Management Advisor

(860) 313-4857

(860) 521-2214

brianwaddell@baystatefinancial.com

Lori M. Christensen

Financial Advisor

(860) 442-9377 x3

(860) 442-2415

lchristensen@clearpathfinancialsolutions.com

Daniel Dunn
LUTCF^®, FSS

Financial Advisor

(860) 442-9377 x2

(860) 442-2415

ddunn@clearpathfinancialsolutions.com

Benjamin Marlor

Financial Advisor

(860) 313-4818

bmarlor@financialguide.com

Jeff Minkos

Financial Advisor

(860) 313-4899

jminkos@baystatefinancial.com

Joshua Opdenbrouw

Financial Advisor

(860) 313-4892

Jopdenbrouw@baystatefinancial.com

Parker Stone

Financial Advisor

(860) 313-4896

pstone@clearpathfinancialservices.com

Support Staff

Joan Potvin

Administrative Assistant to Jim Marlor, Partner

(860) 313-4838

jpotvin@baystatefinancial.com

Erinda Gjika

Administrative Assistant to Brian Waddell, Partner, Client Services Associate, Team Operations

(860) 313-4858

egjika@baystatefinancial.com

I graduated with a degree in Finance and Accounting and began my career as a business loan officer before transitioning into underwriting. In 2019, I moved to the U.S. from Albania with my family and took on the role of Senior Client...

Stephen McCusker

Team Operations Specialist, Client Relationship Manager

(860) 313-4895

smcusker@baystatefinancial.com

Tami Kinney

Practice Manager, New Business Analyst

(860) 442-9377

(860) 442-2415

tkinney@clearpathfinancial-solutions.com

Tami Kinney has been working in the financial industry since 1999. She received her Life and Health license in 2002 and is a Notary. Along with many day-to-day responsibilities, Tami spends most of her time supporting the team,...

Holly Gorman

Administrative Assistant

(860) 442-9377

hgorman@baystatefinancial.com

Damian Till

Team Associate, Marketing Coordinator

(860) 313-4832

Dtill@baystatefinancial.com

Damian is currently pursuing a Finance degree with a minor in Accounting at the University of Connecticut. He is a dean’s list student, and alongside his studies, has already begun building his career in financial services with a focus...

Jack Gaudette

Client Service Associate

860-313-4891

jgaudette@baystatefinancial.com

I am a Client Services Associate at with a passion for the financial services industry and supporting clients throughout the financial planning process. I earned my degree in Finance from Elon University, where I completed the...

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