Our Team | Apex Advisory Team

The Power of a CFP®

Our team of partners are all CERTIFIED FINANCIAL PLANNER^TM professionals, a certification for advisors who have completed extensive training in each area of financial planning and are held to a rigorous fiduciary, ethical and educational standards.

Learn more about the CFP®

Financial Planners

Vincent Colon, CFP®, CRPC®, AAMS®

CERTIFIED FINANCIAL PLANNER® professional | Wealth Management Advisor

646-813-9312

vincent.colon@barnumfg.com

Tim Rickard, CFP®

CERTIFIED FINANCIAL PLANNER® professional | Wealth Management Advisor

212-849-3247

timothy.rickard@barnumfg.com

Client Support

Jeffrey Bosmediano, CFP®, CLU®

Client Service Associate

jbosmediano@barnumfg.com

Aoife Coyle

Client Service Associate

acoyle@barnumfg.com

Medina Beqiri

Client Service Associate

mbeqiri@barnumfg.com

Wealth Strategies Support Team

Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®

Vice President, Financial Planning

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen Cassidy

Vice President, Advanced Markets

Beverly Wright

Vice President, Worksite Products

Brian Parmalee

Vice President, Risk Management

Greg Wachter

Vice President, Risk Management

Niko Vamvakas

Vice President, Retirement Planning Solutions

Our Relationships

When you partner with Barnum Financial Group to meet your protection and wealth management needs, you join a firm with a vast array of resources working in your best interests. In order to bring you quality, innovative programs and products to meet your specific needs, Barnum has strategic relationships with top industry leaders. We also leverage the experience and expertise of major institutions to help protect and service the assets you have entrusted to us.

Here is a brief overview of our firm and several of our most important business relationships:

About Barnum Financial Group

Barnum Financial Group offers the scope of a national financial services provider, with access to industry-leading financial planning services, investment management, and insurance and protection products, while delivering a level of personalized service and attention found at a boutique firm. They provide personal advice and solutions to more than 250,000 clients, including individuals and their families as well as small businesses, corporations, governments entities, and non-profit organizations and their employees, across all 50 states.

Barnum Financial Group Featured In

Barnum is a general agency of MassMutual and qualified representatives offer securities through MML Investors Services, LLC (MMLIS), a Broker-Dealer and Registered Investment Adviser subsidiary of MassMutual. MML Investors Services, founded in 1981, is one of the largest distributors of mutual funds, variable annuities and variable life insurance in the United States. MMLIS is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). MMLIS is authorized to conduct business in all 50 states, the District of Columbia, and Puerto Rico.

Through our relationship with MMLIS, assets held in brokerage accounts are custodied with Fidelity Investments’ broker-dealer, National Financial Services LLC (“NFS”). Established in 1983, NFS is one of the largest providers of brokerage services including clearing and custody, tax reporting, credit management, financial planning, and advisory services.

MetLife has a special arrangement with Barnum Financial Group to provide financial education workshops as well as give individuals the opportunity to meet with a financial professional. In addition, in connection with employment and benefits changes, certain individuals covered under MetLife’s group life insurance have the opportunity to meet with a financial professional* with specific expertise in life insurance and managing through a job transition. These knowledgeable resources help people understand their options and assist them in making important, time-sensitive decisions about their financial planning and benefits decisions.

^{Fidelity Investments® and National Financial Services LLC (together “Fidelity”) is an independent company unaffiliated with Barnum Financial Group. There is no form of legal partnership or affiliation between Fidelity and the other third parties listed nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 969332.2.0 MassMutual, MMLIS, NFS, MetLife and Barnum Financial Group are separate entities.}^{*MetLife administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.}^{MetLife Consumer Services, Inc | 200 Park Avenue | New York, NY 10166}^{L4443340[exp0527][All States and][PR, DC] © 2025 MetLife Services and Solutions, LLC — All Rights Reserved}^{Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000. CRN202805-8737625}