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OUR Team

DAVID SCRANTON

CFA®, CFP®, ChFC®, CLU®

CEO

 (860) 399-8202
 info@rissfg.com

TERESA MARICONDA

Founding Partner - Organizational Growth & Service Excellence

 (860) 399-8202
 tmariconda@rissfg.com

Jacob (Jake) Betteridge

CRPC®, AWMA®, AAMS®

Investment Advisor Representative & Client Service Advisor

 (860) 399-8202 ext 116
 jbetteridge@rissfg.com

Westbrook, CT Office

Investment Advisor Representatives

JASON CARRIER

RICP®, AAMS®

Investment Advisor Representative

 (860) 399-8202 ext 114
 jcarrier@rissfg.com

Westbrook, CT Office

Agnieszka (Aggie) Valenta

MSPFP, CFP ®, MPAS®, APMA ®, ABFP ®, CRPC ®, AWMA ®, SE-AWMA ®

Investment Advisor Representative

 (860) 399-8202 Ext 196
 avalenta@rissfg.com

Longmeadow, MA Office

Kenneth Carnevale

Investment Advisor Representative

 (860) 399-8202 ext 156
 kcarnevale@rissfg.com

Cranston, RI Office

BENJAMIN BARNING

Investment Advisor Representative

 (860) 399-8202 ext 109
 bbarning@rissfg.com

Glastonbury, CT Office

Jeff Russitano

Investment Advisor Representative

 (860) 399-8202 ext 155
 jrussitano@rissfg.com

Cheshire, CT Office

Stacy Colonna

CFP®, RICP®

Investment Advisor Representative

 (860) 399-8202 ext 112

Londonderry, NH Office

ABBAS DANESH

CEP® MCEP® AWMA®

Investment Advisor Representative

 (860) 399-8202 ext 110
 info@rissfg.com

Westbrook, CT Office

Adam Angibeau

CFP®

Investment Advisor Representative

 (860) 339-1873
 aangibeau@rissfg.com

Litchfield, CT Office
Avon, CT Office
Danbury, CT Office

Marketing

Evan Duigou

Marketing Director & Investment Advisor Representative

 (860) 399-8202 ext 120
 eduigou@rissfg.com

Westbrook, CT Office

Teresa Delicato

Lead Client Engagement Specialist

 (860) 399-8202 ext 138
 tdelicato@rissfg.com

Westbrook, CT Office

Kathryn Muehlberger

Marketing Coordinator

(860)-339-1868
kmuehlberger@rissfg.com

Westbrook, CT Office

Support

Kelli Demas

Client Engagement Specialist

 (860) 399-8202 ext 193
 kdemas@rissfg.com

longmeadow, MA Office

Gabrielle Paola

Client Engagement Specialist

(401) 530-6281
 gpaola@rissfg.com

Cranston, RI Office

Julie Poulin

Client Engagement Specialist

 (860) 399-8202 ext 198
 jpoulin@rissfg.com

Glastonbury, CT Office

Ann Nelson

Client Engagement Specialist

(860)-389-9109
 anelson@rissfg.com

Cheshire, CT Office

CONNOR ZOLNIK

Client Engagement Specialist

(860) 339-1115
czolnik@rissfg.com

westbrook, CT Office

AIDAN BURKE

Client Engagement Specialist

(603) 341-7278
aburke@rissfg.com

Londonderry, NH Office

ADMINISTRATIVE ASSISTANTS

Cheryl Coady

Administrative Assistant

 (860) 399-1112

Westbrook, CT Office

Kiyana Burgess

Administrative Assistant

 (860) 399-8202
 kburgess@rissfg.com

Westbrook, CT Office

QUALITY ASSURANCE & TRAINING

Cindy Pitts

Quality Assurance &  Training Specialist

 (860)-339-1117
 cpitts@rissfg.com

Westbrook, CT Office

NEW BUSINESS

Christine Nowak

manager, new business

 (860) 399-8202 ext 148
 cnowak@rissfg.com

Westbrook, CT Office

Jennifer Kaczmarek

New Business Specialist

 (860) 399-8202 ext 105
 jkaczmarek@rissfg.com

Westbrook, CT Office

Alexa Pearson

New Business Specialist

 (860) 399-8202
 apearson@rissfg.com

Westbrook, CT Office

Scarlett O'Connor

New Business Specialist

 (860) 339-1873
 soconnor@rissfg.com

Westbrook, CT Office

CLIENT SERVICE ADVISORS

Dixon Downey

CFP®, APMA®

Investment Advisor Representative & Client Service Advisor

 (860) 399-8202 ext 187
 ddowney@rissfg.com

Westbrook, CT Office

Maurice Nelligan

Investment Advisor Representative & Client Service Advisor

 (860) 399-8202 ext 179
 mnelligan@rissfg.com

Westbrook, CT & Mystic, CT Office

DAN MORONEY

Client Service Advisor

(413)-570-8886
 dmoroney@rissfg.com

Longmeadow, MA Office

James Ellis

Client Service Advisor

(508) 796-9199
jellis@rissfg.com

londonderry, nh Office

OFFICE LOCATIONS

CONNECTICUT

Main Office
1921 Boston Post Rd. Suite 8
Westbrook, CT 06498

CONNECTICUT

315 Highland Avenue, Suite 202B
Cheshire, CT 06410

CONNECTICUT

2534 Main Street (Rear)
Glastonbury, CT 06033

CONNECTICUT

15 Meadow St. Unit 1, 
Litchfield, CT 06759

CONNECTICUT

30 Tower Lane, Suite 450
Avon, CT 06001

CONNECTICUT

12 Roosevelt Ave, Suite 23
Mystic, CT 06355

CONNECTICUT

55 Merritt Blvd, Office #108
Trumbull, CT 06611

CONNECTICUT

83 Wooster Hts Rd, Suite 125,
Danbury CT 06810

MASSACHUSETTS

167 Dwight Rd. Suite 302
Longmeadow, MA 01106

RHODE ISLAND

95 Sockanosset Cross Rd. Suite 209
Cranston, RI 02920

NEW HAMPSHIRE

50 Nashua Rd, Unit 102
Londonderry, NH 03053

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DAVID SCRANTON

CFA®, CFP®, ChFC®, CLU®

CEO

David J. Scranton, CFA®, CFP®, ChFC®, CLU® is an Amazon Bestselling Author, nationally recognized money manager, and founder of Sound Income Strategies, The Retirement Income Store®, Advisors’ Academy, and Scranton Financial Group. David Scranton is on a mission to reach 7 out of 10 Baby Boomers with the important message: When it comes to planning and saving for retirement, it’s all about investing for income.

With more than 35 years of experience, David has specialized in income generating investments for the past 20 years. Prior to that, he followed a typical business model focused on stock market-based investments. However, in 1999, while many on Wall Street believed the sky was the limit for stock market investors, David’s knowledge of history led him to believe something different.

It was at this time that David made the change to a business model focused on income generating investment options. As a result, David was able to help many of his clients avoid damaging losses during the two major market corrections we’ve experienced since the turn of the century.

Invited to appear on CNBC, Bloomberg, and Fox Business, David Scranton is also the host of his own national TV show, The Income Generation, with new videos every Sunday on YouTube at 10am EST.

TERESA MARICONDA

DIRECTOR OF AGENCY DEVELOPMENT

Teresa Mariconda is a seasoned professional with over 30 years of dedicated service in the financial services industry. Currently serving as the Director of Agency Development for Sound Income Group, Teresa has become a driving force in shaping the success of financial advisors through her extensive expertise and commitment to excellence.

Throughout her career, Teresa has been a vital link in the advisor support chain, specializing in the seamless facilitation of commission payments, application processing, and paperwork management. Her keen understanding of the intricacies of the financial landscape has made her an invaluable resource for advisors seeking efficiency and excellence in their operations.

In addition to her administrative prowess, Teresa has been actively involved in coaching and mentoring financial advisors since 2005. Her coaching initiatives have focused on improving business practices and optimizing overall company performance. Teresa’s guidance extends beyond the routine aspects of financial services, aiming to empower advisors with the skills and knowledge necessary to thrive in a dynamic and competitive industry.

Known for her strategic vision and unwavering dedication, Teresa continues to play a pivotal role in the growth and development of financial advisors under her guidance. Her passion for the industry, coupled with a proven track record of success, positions her as a respected leader in the financial services community.

JACOB BETTERIDGE

CRPC®, AWMA®, AAMS®

Investment Advisor Representative

Jacob (Jake) Betteridge is originally from Massachusetts and after spending 8 years in New York City, moved to the Connecticut Shoreline in 2017. At Rutgers University, he majored in Political Science. He has extensive experience in insurance and investment planning, with over 11 years in the financial services industry. Jake is Series 66, Life, Health, and Accident licensed. He truly enjoys the process of getting to know his clients and working with them to create a roadmap to financial success.

Jake has a distinct interest in historic preservation (he lives in a 300 year old house) and enjoys woodworking and furniture design in his spare time. He enjoys traveling, visiting museums, and spending time with his wife Mandy and daughter Madeline.

JASON CARRIER

Investment Advisor Representative

It has been my honor to help thousands of families successfully transition from their working years into—and through—retirement. For the past 20 years, I’ve worked as a fiduciary with Retirement Income Source, SFG, serving families throughout Southwestern Connecticut.

I’ve learned that it’s not the “easy” market years that define a great financial advisor—it’s the difficult ones. Over the course of my career, I’ve guided retirees through some of the most challenging periods in modern financial history, including the 2008–2009 financial crisis, COVID, and the high-inflation year of 2022.

Helping clients navigate those uncertain and often frightening moments—while maintaining or even improving their lifestyle—has been one of the most rewarding parts of my work.

Personally and professionally, I believe life is short and meant to be enjoyed. My goal is to remove the stress and anxiety that often surround retirement, so the families I work with can focus on living well, doing what they love, and enjoying this next chapter without the fear of running out of money.

I live in Lyme with my wife, Cathi, our four children—Eliza, Mikayla, Adalyn, and Christian—our dog, Jack, and our cat, Miss Kitty. My favorite snack is grapes. My favorite TV show is Game of Thrones (the books were better). I’m a black belt in Brazilian Jiu-Jitsu. And I firmly believe the only acceptable pizza topping is pepperoni.

Agnieszka (Aggie) Valenta

MSPFP, CFP ®, MPAS®, APMA ®, ABFP ®, CRPC ®, AWMA ®, SE-AWMA ®

Investment Advisor Representative

I was born and raised in Poland and have resided in New England since 1992. I am a Financial Advisor with a taxation and accounting background. I have earned a Master of Science in Personal Financial Planning from the College for Financial Planning, a Master of Science in Business Administration from the University of Hartford, and a Bachelor of Science degree in Business Management with a concentration in Accounting from Westfield State University. I hold designations as a Master Planner Advanced Studies™ (MPAS®), a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Portfolio Management Advisor™ (APMA®), an Accredited Behavioral Finance Professional™ (ABFP®), a Chartered Retirement Planning Counselor™ (CRPC®), an Accredited Wealth Management Advisor™ (AWMA®), and a Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) from the College for Financial Planning. I have my Series 7, 66, Life, Accident and Health, and NMLS licenses. I am passionate about finances and educating others on the importance of proper financial planning.

I am an ultra-marathoner, author, hiker, kayaker, and world traveler. I also do construction projects as a hobby. I have been married to my husband, Christopher, since 2004, and we have three children together. I support many health charities, including autism charities, as my youngest daughter has autism. I also wrote two children’s books about autism to help children understand autism and how to be better friends with those on the spectrum.

I am a lifetime learner and continue to expand my knowledge.

Kenneth Carnevale

Investment Advisor Representative

Kenneth Carnevale is a Rhode Island native, being born and raised here he has deep roots in the state. Ken graduated from the University of Rhode Island’s College of Business with a bachelor’s degree in finance, and he now lives here with his family.

Many Rhode Islanders share the same experience of living here their whole lives, but there are certainly others who may have moved here later in life that also get to experience this wonderful state. No matter the story, Scranton Financial Group/Sound Income Strategies is here to help. Here, we strive to ensure our clients feel heard and that we understand their unique story. We also work to help our clients and those in our community to understand the investment world in terms they can relate to.

Ken chose a career in financial services because he believes he can make a difference in the lives of families in his community. Life can be challenging and there is much uncertainty the future holds, however with my team by your side we can relieve that burden and make your financial goals a reality. Please give us a call anytime or find Ken on LinkedIn, we would love to hear from you!

Benjamin Barning

Investment Advisor Representative

Benjamin Barning is a Connecticut and Maine resident and has been in the financial services since 2008. Ben grew up in Oakdale and now lives in East Lyme. He holds his Bachelor’s degree in Business Administration with concentrations in Finance and Marketing from Eastern Connecticut State University. When not working, he enjoys spending time with his family and friends as well as golfing, swimming, and watching movies.

JEFF RUSSITANO

Investment Advisor Representative

Jeff Russitano is a Connecticut resident with over 35 years of financial experience including personal finance services and corporate finance with United Healthcare Group and ESPN.

He works with clients to focus on retirement planning with an emphasis on dividends and interest-bearing financial instruments and helps his clients achieve their financial goals while mitigating risk and working towards not outliving their savings.

Jeff educates the community using workshop presentations on topics such as Investing for Income, Social Security, Required Minimum Distributions, and Tax Planning Strategies.

Jeff grew up in Monroe CT and currently lives in Wallingford CT with his wife and two adult children. He is a magna cum laude graduate from Quinnipiac University with a bachelor’s degree in accounting. He also holds an MBA with a concentration in Business from the University of Phoenix.

In his spare time, Jeff loves to travel, play golf, ski, and has a passion for the culinary arts. His family is his rock and he thoroughly enjoys spending time with them.

Stacy Colonna

CFP®, RICP®

Investment Advisor Representative

Stacy Colonna, CFP®, RICP® is a resident of Derry, New Hampshire and has been involved in the financial industry for over 20 years.
 
Stacy specializes in retirement planning and holds her Certified Financial Planner® and Retirement Incomes Certified Professional® designations. She has degrees from Troy University and Vermont Law School.
 
In her free time, Stacy enjoys traveling and needle arts. She is an active member of Toastmasters International, and loves spending time with her husband and two children. 

ABBAS DANESH

CEP® MCEP® AWMA®

Investment Advisor Representative

With nearly three decades of experience in tax planning and financial services, Abbas Danesh is passionate about helping individuals and families save on taxes while securing their financial futures. He focuses on strategies that integrate tax efficiency into retirement and estate planning, making sure his clients are set up for long-term success. Since 2019, Abbas has proudly served as Treasurer for the town of Waterford, combining his financial knowledge with a commitment to his community.

As an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC-registered investment advisory firm, Abbas works with clients to create more conservative, income-focused solutions designed for those nearing or enjoying retirement.

Abbas is also an Enrolled Agent (EA), the highest credential awarded by the IRS, and holds additional certifications to better serve his clients:

Accredited Wealth Management Advisor (AWMA®) from the College for Financial Planning
Master Certified Estate Planner™ (MCEP®) from the National Institute of Certified Estate Planners
What Abbas Can Help With:

Creating tax-efficient retirement income strategies that help maximize Social Security benefits and minimize Medicare surcharges Developing tailored tax strategies for high-net-worth individuals
Designing estate plans that preserve, grow, and transfer wealth effectively When he’s not working with clients, Abbas enjoys life on the Connecticut shoreline with his wife of 40 years and their three children. He is also the co-author of Create Your Own Pension: A Practical Game Plan for Income Distribution, available on Amazon.

Adam Angibeau

Investment Advisor Representative

Adam was born and raised in Waterbury, Connecticut and attended Chase Collegiate School. He holds a Bachelor of Business Administration Degree with a concentration in Finance from Loyola University Maryland. He holds Life, Accident and Health Insurance licenses and is registered as an Investment Advisor Representative (IAR). He is passionate about wealth management, financial planning and educating others on various aspects of the financial services industry.

He has over a decade of experience in the financial services industry including various roles at firms including Morgan Stanley, Fidelity Investments and Bernstein Private Wealth Management and has helped hundreds of individuals, families and business owners achieve their unique definition of financial success. Adam has been a volunteer speaker at the Loyola Sellinger School of Business to discuss careers in finance to undergraduate students and was a tutor for young finance professionals studying for their Series 7, Series 66 and Series 65 licenses.

Adam spent 9 years living and working in New York City before moving back to Connecticut and joining the team at Retirement Income Source SFG. When he’s not helping clients achieve their retirement and investment goals, Adam enjoys reading, cheering on the New York Yankees and spending time with family and friends. Adam rowed Division I crew at Loyola University and stays active by hiking and working out at the gym in his spare time.

EVAN DUIGOU

MARKETING DIRECTOR

Evan Duigou is a Connecticut native with knowledge in the real estate and information technology industries. He made the change to financial services with Scranton Financial Group in 2022 and hasn’t looked back. He enjoys having conversations at work with potential clients and letting them know the Scranton difference.

When he isn’t at the office, Evan can be found spending time with his wife, playing music, working on cars, going to the beach, and having fun with family and friends.

Evan graduated with a B.A. from the University of Connecticut in 2014.

TERESA DELICATO

Lead Client Engagement Specialist

Before joining Retirement Income Source in 2023, Teresa spent four years in the banking industry, where she honed her knowledge in financial services and developed a strong passion for building meaningful, long-lasting client relationships. Her dedication to providing exceptional client experiences makes her a valuable asset to the team.

A New England native, Teresa has always been drawn to the beauty of the coastline. She enjoys spending her free time outdoors—whether hiking scenic trails, exploring the woods and beaches, or practicing vinyasa yoga to stay centered and energized.

Kathryn Muehlberger

Marketing Coordinator

Kelli Demas

Client Engagement Specialist

Kelli Demas is a Client Relationship Manager who supports Aggie Valenta in our Longmeadow, MA office. Kelli earned her B.A. in Communications from Northeastern University and has over 10 years of experience in Financial Services. Throughout her career, Kelli excelled in Executive Support, Account Management, Insurance Sales and Client Relations.

Kelli is a Massachusetts native who loves spending time with her friends and family. She is a proud mom who loves coffee, true-crime documentaries, and shopping.

Gabrielle Paola

Client Engagement Specialist

With 8 years of experience in retail banking, I have honed my skills in operations and excelling a great client experience. I was born and raised in Cranston Rhode Island and cherish the relationships I’ve built with friends and family here, especially my 2-year-old daughter, Francesca.

I have a passion for traveling to different countries and learning about different cultures and foods. I enjoy exploring new restaurants and being near the water during New England summers.

Annmarie Nelson

Client Relations Coordinator

AnnMarie comes to us with an impressive background in athletics, coaching, and sales. Originally from Utah, she moved to Connecticut in 2016 to pursue her education at Post University, where she earned multiple degrees-including an MBA- graduated as a Malcolm Baldrige Scholar, and competed as a dual-sport athlete in volleyball and basketball.

After college, she coached women’s basketball at Sacred Heart University, helping lead the team to two NCAA tournament appearances, before moving into sales, where she quickly rose to the top at Vestis.

Outside of work, AnnMarie enjoys hiking, the gym, golf, reading, and spending time with family and friends. We’re excited to have you on the team, AnnMarie!

Connor Zolnik

Client Engagement Specialist

My name is Connor Zolnik. A few things about me are: I love golfing, going out to restaurants with my friends, and spending time with my pets (2 Huskies, 1 Cat).

I went to UConn for Political Science, History, and Philosophy. Professionally I have worked in several customer service based roles and more recently sales roles.

Aidan Burke

Client Relations Representative

Please join us in welcoming Aidan Burke to the Retirement Income Source – SFG team as our new Client Relations Representative!

Aidan graduated from Springfield College and spent several years in the restaurant industry, where he developed a passion for great service and attention to detail. In 2019, he transitioned into the tech industry, working in Workforce Development and later as an Inside Sales Account Manager, roles that strengthened his ability to build meaningful client relationships and deliver exceptional service.

In his new role, Aidan looks forward to connecting with clients, learning from the team, and contributing to the company’s continued growth. Outside of work, he enjoys spending time with his wife, Sarah, and their son, Cameron.

Cheryl Coady

Administrative Assistant

Cheryl joined the Scranton Financial Group in 2022, as an Administrative Assistant, after retiring from a 35-year career at AT&T. While at AT&T, most of her employment entailed working in the field of call center management, tracking call patterns, and scheduling agents nationwide.

Currently, Cheryl supports both the SFG Client Advisor team and the Marketing team. When not at work she can be found enjoying a good book, watching the Patriots, on the boat, or with her family.

Cindy Pitts

Administrative Assistant

Cindy brings a diverse and dynamic background to our team. Having grown up across the country, she ultimately landed in beautiful Connecticut to pursue collegiate swimming. After earning her degree, she built a successful career as an international corporate training and development leader in the financial services industry. 

After stepping away from the corporate world to raise her three sons—all of whom are proud Eagle Scouts—Cindy remained deeply engaged in her community. She serves as an Eagle Scout coach, mentors women, runs the local Project Graduation, and held leadership roles on several youth sports boards, including football, wrestling, and lacrosse. She also volunteered as a therapy dog handler, providing comfort in hospitals, schools, and at trauma sites. 

Now that her children are grown, Cindy has returned to the professional world with renewed passion and purpose. When she’s not working, she and her husband enjoy spending time on the water—whether it’s Lake Champlain, the Connecticut River, or anywhere their family can be together outdoors. 

Christine Nowak

Remote Office Operations Coordinator

Jen Kaczmarek

New Business Specialist

Alexa Pearson

New Business Specialist

Alexa is a Connecticut native and a graduate of Southern Connecticut State University, where she earned her bachelor’s degree. Over the past four years, she has built her career at a retirement firm in Chester, gaining valuable experience in client relations, financial planning, and retirement services. Outside of work, Alexa enjoys spending time with friends and family and staying active. Her energy and enthusiasm carry over into every aspect of her professional and personal life.

Dixon Downey

CFP®, APMA®

Investment Advisor Representative & Client Service Advisor

As a proud father of three kids aged 15, 13 and 11, Dixon enjoys spending time with family and planning for all that lies ahead.

He and his wife Summer like to stay active with walks with their golden doodle and the elliptical machine in the morning.

He places great trust in his faith and strives to be a positive influence in the lives of others. He enjoys keeping up with industry trends and helping clients understand how to incorporate these considerations into their portfolios.

MAURICE NELLIGAN

Investment Advisor Representative & Client Service Advisor

Maurice Nelligan is a longtime Connecticut resident with a wealth of experience in the financial services industry since 2016. He holds a Bachelor’s degree in Management from Johnson & Wales University and initially built his career in fine dining and as a private chef, forming lifelong connections. Today, Maurice is dedicated to helping families navigate their financial goals. He holds Series 7 and Series 66 licenses, along with Life, Accident, and Health insurance certifications.

Outside of work, Maurice enjoys spending time with his family, traveling, playing chess, and sharing his passion for cooking by preparing meals for others.

Dan Moroney

Client Service Advisor

I am a lifelong resident of MA having graduated from UMASS Amherst with a BS in Exercise Science and Springfield College with a MS in Exercise Physiology.  My passion for health and wellness spilled over to the financial service industry where I’ve spent the last 25 years helping folks prepare, preserve and fulfill their retirement goals.  This includes helping individuals navigate pension, social security, insurance products and retirement accounts to sustain the necessary income needed for retirement.  I hold the CFP® designation and continue to learn and adapt to the changing financial landscape.

I have been married to my wife, Denise, since 1998, and we have two adult daughters and a golden retriever.  I also enjoy reading, hiking, golfing, travel and watching New England sports teams.

James Ellis

Client Service Advisor

James started his career as an intern at a Broker-Dealer in Boston while attending the University of New Hampshire, then joined full-time as an Operations Associate, working closely with advisors nationwide.

For the past eight years, he’s been an Investment Advisor at RIAS, helping clients transition into retirement and feel confident in their financial plan
Originally from Westford, Massachusetts, James enjoys skiing at Loon Mountain, spending summers at the beach, cheering on local sports teams, and staying active with his Dalmatian, Presley.
We’re excited to have James on the team!