Linda Brophy

I help small business owners & pre-retirees navigate complex financial decisions with clarity and confidence. My goal is to provide comprehensive, personalized guidance that empowers clients to make smart choices around taxes, retirement, investments, charitable giving, estate planning, and business transitions. My approach is fee-only and education-driven. Clients can work with me through a transparent subscription-based planning model or, when appropriate, traditional investment management. I don’t believe in one-size-fits-all solutions—my work is tailored to each client’s income, assets, and life goals. I specialize in helping clients who are in major financial transitions, such as preparing for retirement within 10 years, selling a business, or managing complex taxable accounts. I also work with high-income DIY investors and first-generation wealth builders who want objective advice without the conflicts of interest that come with traditional asset management. What sets me apart is my ability to combine technical expertise with behavioral insight. I help clients uncover the underlying habits and beliefs that may be holding them back, then design strategies to optimize lifetime taxes, plan charitable giving, implement Roth conversion strategies, and build comprehensive estate plans from scratch. I enjoy working with clients who value clarity, long-term planning, and a collaborative partnership. My goal is not to sell products but to provide actionable guidance that gives clients confidence in their financial decisions today and peace of mind for the future. Whether you are a solopreneur, business owner, educator, or high-earning professional, I tailor my services to meet your unique needs and help you achieve financial goals on your terms.

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.

You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals. We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals. Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.

Joseph Mariani serves as a Senior Resident Director and Financial Advisor with Merrill Lynch Wealth Management. He specializes in capital preservation and growth strategies, including wealth management services, asset allocation, investment selection, options and hedging, and income tax minimization for individuals and business owners. He also focuses on asset management by utilizing top managers globally. His client focus areas include divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and small business strategies. Joe graduated from Providence College in 1989 with a Bachelor's degree in Political Science. He began his career as a Naval Aviator, flying two different carrier-based aircraft before transitioning to Merrill Lynch Wealth Management. In 2007, he earned the Chartered Retirement Planning Counselor (CRPC) designation, and he also holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. He has been named to the Forbes "Best-in-State Wealth Advisors" list multiple times from 2019 through 2025 and is a member of the McBride Mariani Group, which was recognized on the Forbes "Best-in-State Wealth Management Teams" list. Joe is involved in his community through participation in organizations such as the Veterans of Foreign Wars (VFW) and American Legion. He volunteers with the Waterford American Legion Baseball and serves on the Mitchell College Board of Trustees. He resides in Waterford, Connecticut with his wife, Gwen, and their two sons, Joe and Nicholas. His personal interests include baseball, cooking, and skiing.

Max Vreeland is a Planning Consultant who collaborates with clients and their families to develop comprehensive financial plans that align with their goals and provide peace of mind. His approach involves co-creating strategies tailored to individual client needs. Max has held roles at Fidelity Investments as a Relationship Manager from 2021 to 2023 and as a Financial Representative from 2017 to 2021. Prior to that, he worked as a Financial Services Representative at Foresters Financial from 2016 to 2017. Outside of his professional work, Max has interests that include the beach, concerts, fitness, and music.