Maria Garcia Nuesi

Robert Guiry is a Planning Consultant with a background in coaching and education, which he integrates into his work with clients. He focuses on educating clients about their options and partnering with them to efficiently work towards their financial goals. Robert aims to build long-lasting, professional relationships that help clients feel confident in their financial plans. His professional experience includes serving as Vice President of Investments at David Lerner Associates from 2021 to 2023, and as a Life Insurance Advisor at Charter Oak Financial from 2019 to 2021. These roles have contributed to his expertise in investment and insurance planning. Outside of his professional work, Robert has interests in the beach, comedy, food, football, movies, and theater.

Frank Santi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals and adapt to changing market conditions. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, he aims to provide comprehensive financial guidance. Frank holds a Bachelor's Degree from Western Connecticut State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He actively participates in community organizations such as the Washington Nationals Dream Foundation and Maryland Special Olympics. Outside of work, Frank enjoys biking, camping, golfing, skiing, and spending time with his family.

Steven Franco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over a dozen years of experience in the financial services industry, including roles as an Investment Consultant and Financial Representative at Fidelity Investments, as well as senior and personal banking positions at KeyBank and Bank of America. Throughout his career, Steven has focused on partnering with clients to help them identify and pursue their financial goals tailored to their preferences. He holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Steven has personal interests that include spending time at the beach, enjoying food, watching football, playing golf, and traveling.

Alanis McNier is a Financial Consultant at Fidelity Investments, where she partners with clients to empower their relationship with the firm and assist them in making educated decisions about their family's financial future. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has gained expertise in client relationship management and financial planning. Alanis's work focuses on helping clients navigate their financial options and develop strategies aligned with their goals. Outside of her professional role, Alanis enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, and embracing parenthood.

Christopher Carboneau currently serves as the Market Leader for Connecticut Westchester at Fidelity Investments. In this role, he provides leadership and coaching that contribute to the growth of Fidelity's associates and enhance the firm's ability to assist more clients. Christopher has held several positions at Fidelity Investments since 2004, including Vice President roles such as Connecticut Market Leader, National Investor Center Market Leader, Integrated Distribution, and Branch Leader. His experience spans various leadership and management responsibilities within the company. Outside of his professional career, Christopher's personal interests include beach activities, boating, concerts, cooking and baking, family activities, and golf.