David Tetley

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.

Maria Garcia Nuesi is an International Wealth Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2001 after earning a bachelor's degree in Economics from Boston University. In 2010, Maria obtained her Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™. She also holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. With over two decades of experience, Maria specializes in guiding a select group of wealthy families through goals-based wealth management. She builds personal relationships with clients to understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Maria works closely with her clients through various market cycles, helping them focus on long-term objectives while capitalizing on current market opportunities aligned with their aspirations and risk profiles. She leverages Merrill’s investment resources and the banking strength of Bank of America to deliver customized strategies. Outside of her professional role, Maria enjoys cooking, dancing, music, reading, watching movies, and spending time with her family. She values community involvement and participates in local charitable activities. Maria’s approach centers on integrity, respect, and understanding, supporting clients with personalized financial strategies designed to pursue their long-term goals.