James Stewart is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1983 and joined Merrill Lynch in 2015. His work primarily focuses on serving business owners, entrepreneurs, and corporate executives, addressing their distinct wealth management needs including financing, succession strategies, employee benefits, and complex financial planning. James holds the FINRA Series 7 and Series 66 registrations and the designation of Personal Investment Advisor (PIA). He earned his Bachelor's degree from William Paterson University. His approach to wealth management involves a detailed, consultative process that considers clients’ financial situations, goals, time horizons, liquidity needs, and risk tolerance. Leveraging Merrill Lynch’s resources, he offers strategies including portfolio management, stock option analysis, retirement planning, risk hedging, equity position monetization, and wealth transfer services. As a Senior Portfolio Advisor, he can manage custom investment strategies and discretionary portfolios through the firm’s Investment Advisory Program. Outside of his professional role, James participates in community organizations including the Appalachian Mountain Club, Red Cross, and USO. His personal interests include adventure sports, hiking, yoga, and spending time with his family. He emphasizes building long-term client relationships grounded in trust, credibility, and confidence.

Michael Denucci is a Wealth Management Advisor and managing partner of DeNucci, Crosby and Associates, a wealth management team based in West Hartford, Connecticut. He began his career with Transamerica Asset Management and joined Merrill Lynch Wealth Management in 1998. In his role, Michael serves as the lead Portfolio Manager for his team, developing customized investment portfolios with strong risk management parameters. With over 25 years of experience at Merrill, Michael focuses on creating personalized financial strategies that address the needs of multiple generations within families. His areas of expertise include retirement income planning, estate planning strategy, inter-generational wealth transfer, education planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and support for women and wealth. He utilizes the resources available through Merrill to help clients advance their personal, family, and philanthropic objectives. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. He earned his bachelor’s degree from the University of California, Los Angeles (UCLA) in 1996. Michael resides in West Hartford with his wife, Corinne, and enjoys biking, chess, golfing, skiing, and table tennis.

Hayriye Aslan is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over twenty-one years of experience in the investment and financial services industries. She supports clients by developing personalized financial strategies tailored to their individual goals, drawing upon a holistic approach to wealth management. In her role as a Senior Financial Advisor and Senior Portfolio Advisor, Hayriye assists clients with a range of services including college education planning, family wealth management, retirement planning, tax minimization, and investment strategy, among others. Prior to joining Merrill Lynch Wealth Management, Hayriye gained experience in the stock, bond, and repo markets, and has expertise in annuities, life insurance, and consumer banking. She holds an MBA in Finance from the University of Hartford and a Bachelor's degree from Bilkent University. Hayriye has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to putting her clients’ needs first and continues to expand her knowledge through various training and certification programs. Outside her professional pursuits, Hayriye participates in community volunteer activities. Her personal interests include cooking, interior decorating, music, reading, soccer, and spending time with her family.

Shannon Smith is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Wealth Management Advisors to understand clients' unique service and financial planning needs and assists them in working towards their personal financial goals. Shannon's career at Fidelity Investments began in 2018 as a Customer Relationship Advocate. She progressed through several roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2024. This progression reflects her experience in client relationship management and financial planning. No additional information about Shannon's education, credentials, personal interests, or community involvement has been provided.

Jonathan Johnson is a Senior Vice President and Senior Financial Advisor in the Farmington Merrill Lynch Wealth Management office. He specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jonathan works directly with clients through personal consultations to set quantifiable goals and develop long-term financial strategies. With more than 30 years of experience in the financial services industry, including over 27 years at Merrill Lynch, Jonathan has established expertise supported by his Chartered Retirement Planning Counselor (CRPC) designation and Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Central Connecticut State University and a master's degree in finance from the University of Connecticut. Jonathan has been a member of the Connecticut State Teachers Retirement Board since 2007 and has served on the board of Amy’s Angels, a nonprofit organization providing assistance to individuals and families dealing with serious illness or injury, since 2015. His personal interests include golfing, hiking, photography, racquetball, reading, tennis, and traveling.

Denise Yuu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies that align with their full financial picture and evolving market conditions. Denise provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support clients in pursuing their financial goals. Denise holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from Columbia Business School as well as a Bachelor's Degree from Simmons College. She follows Merrill’s tradition of community involvement by volunteering with local organizations. Her approach centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Jaime Petricca is a Financial Consultant at Fidelity Investments, a position held since 2024. Jaime has more than a decade of experience in the financial services industry, working in partnership with clients to create customized financial plans aligned with their goals. Jaime focuses on delivering thoughtful strategies, clear guidance, and confidence through personalized financial planning. Jaime's professional experience includes roles at several notable financial institutions. Prior to joining Fidelity Investments, Jaime served as Vice President at Goldman Sachs from 2022 to 2024. Other previous roles include Senior Sales Associate at Allspring Global Investments (2020-2022), Associate Regional Director at Wells Fargo Asset Management (2017-2020), Regional Consultant at Congress Asset Management (2015-2017), and Retirement Sales Associate at Putnam Investments (2014-2015).

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.