Tony Leone

Paradigm Financial Partners LLC (Paradigm) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm is wholly-owned by Paradigm Financial Holdings LLC. Paradigm offers investment advisory services to individuals, high net-worth individuals, family offices, trusts, institutions, businesses, charitable foundations, and retirement/profit-sharing plans.

Barnum Financial Group is a financial services company with approximately 400 licensed and credentialed financial service representatives and staff. The private company is based in Shelton, CT. The company offers customized advice, strategic solutions, and financial education to clients at all different life stages with expertise in financial planning, insurance protection, income generation, college funding, tax minimization, estate planning, and elder care and special care planning. The company offers a full range of investment and risk management products and services from industry-leading providers through its open architecture platforms. The company has over 250,000 clients, including individuals and their families, as well as businesses, corporations, government entities, and not-for-profit organizations and their employees, in all fifty states. Barnum Financial Group's financial service representatives manage $17 billion in assets.