Angelo Pietri

James Stewart is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, he focuses on serving business owners, entrepreneurs, and corporate executives by addressing their unique wealth management needs. His expertise includes executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, socially responsible investing, tax minimization, and retirement income planning. James began his career in 1983 and joined Merrill Lynch Wealth Management in 2015. He holds a Bachelor's Degree from William Paterson University and is a Personal Investment Advisor (PIA). James holds FINRA Series 7 and Series 66 registrations. His approach involves in-depth consultations to understand clients' financial situations and goals, followed by customized wealth plans that integrate accumulation, preservation, tax planning, and inter-generational wealth transfer. He collaborates with affiliated professionals to implement complex strategies as needed. Outside of his professional role, James enjoys adventure sports, hiking, yoga, and spending time with his family. He is involved with several community organizations, including the Appalachian Mountain Club, CAST Coalition Against Slavery and Trafficking, Disabled American Veterans, Middlesex Chamber of Commerce, Shriner's Children's Hospital, St Jude's Children's Hospital, and a nutrition coalition. His community involvement also extends to the Red Cross, USO, and Wounded Warrior programs.

Matthew Forman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their unique goals and changing market conditions. His client areas of expertise include divorce transition planning, education planning, executive compensation, legacy planning, retirement income, philanthropic planning, portfolio management, small business strategies, personal retirement planning, and tax minimization. Matthew holds a Bachelor's Degree from the University of Hartford and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows a philosophy of working one-on-one with clients to create strategies aimed at pursuing their long-term financial objectives. In addition to his professional work, Matthew participates in community volunteer activities. His personal interests include basketball, cooking, football, gardening, golfing, hiking, and spending time with his family.

Matthew Cohen is a Financial Consultant at Fidelity Investments. He collaborates with clients to implement comprehensive financial plans aligned with their individual goals, focusing on understanding clients, their families, and their priorities. Matthew has held several roles at Fidelity Investments, including Financial Consultant (2023-2024), Investment Consultant (2022-2023), Relationship Manager (2020-2022), and Financial Representative (2019-2020). This progression reflects his experience in financial consulting and client relationship management. Outside of his professional work, Matthew has interests in the beach, football, pets, surfing, and traveling.

Erik Scaranuzzo serves as a Senior Resident Director at Merrill, specializing in integrated planning-based wealth management services for high net worth individuals and investment consulting for institutions. With 26 years of experience, he provides comprehensive financial solutions across a range of areas including college education planning, corporate executive services, retirement income, and portfolio management. Since joining Merrill in 1999, Erik has focused on helping clients pursue their long-term goals through personalized strategies and disciplined investment management. Erik is a CERTIFIED FINANCIAL PLANNER® professional and holds advanced credentials including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA®), and Chartered Retirement Plans Specialist™ (CRPS™). He maintains multiple FINRA registrations as well as a Life and Health Insurance license. His academic background includes a Bachelor of Science in Finance from Southern Connecticut State University and both a Master of Science in Management and a Master of Business Administration from Albertus Magnus College. Beyond his professional career, Erik is active in community organizations such as the North Haven Rotary Club, the Ulbrich Boys & Girls Club, the Shubert Theatre, and the Greater New Haven Chamber of Commerce. He also participates in several local boards and clubs. His personal interests include golfing, spending time with his family, and traveling.