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.

Jeffrey Wolf is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, focusing on providing tailored wealth management and retirement planning solutions. Jeff works with clients of the PWS Wealth Management Group, developing strategies that consider risk tolerance, time horizon, liquidity needs, and overall investment goals. His areas of expertise include annuity products, portfolio management, college education planning, divorce transition planning, family wealth management, retirement income, and defined benefit and contribution plan consulting. Jeff holds several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Eastern Connecticut State University and completed an Accredited Certificate Program at the University of Southern California. Throughout his career, Jeff has been recognized for his dedication, including being named a top advisor in Connecticut by Forbes in 2021. Outside of his professional work, Jeff is a father to three children and stays active through CrossFit training and endurance racing. He is involved with organizations focused on rare diseases, including the Association for Rare Diseases and the Association for Creatine Deficiencies, supporting fundraising and awareness efforts. Jeff’s commitment to his family and community complements his client-centered financial advisory practice.

Julia Strickland is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, she partners with local individuals, families, and small businesses to develop and implement personalized financial strategies tailored to their specific goals. Her approach focuses on clarifying complex financial concepts to enable clients to make informed decisions and achieve financial stability and success. Prior to her current position, Julia served as a Financial Solutions Advisor and Assistant Vice President at Merrill from 2020 to 2023. She also gained experience as an ADP Relationship Manager at Bank of America between 2019 and 2020. Julia's professional background reflects a commitment to supporting clients in navigating various financial challenges. Outside of her professional work, Julia has interests in art, fitness, music, traveling, and volunteering.

Bradford Porter is a Senior Financial Advisor with Merrill Lynch Wealth Management, working from the West Hartford office as part of the Porter Wolf Wealth Management Group. He collaborates closely with his team to assist clients in determining their financial goals and implementing tailored strategies. With over 30 years of experience, Mr. Porter focuses on wealth management strategies involving mutual funds, equity management, bonds, and options. His client specialties include college education planning, divorce transition planning, family wealth management, employee financial health, managing new wealth, personal retirement planning, portfolio management, and both individual and corporate investment strategies. Mr. Porter holds an Associate's Degree from Mitchell College, as well as Bachelor's Degrees from the University of New Hampshire and the University of Connecticut. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Residing in Westbrook, CT, he lives with his wife Melissa and their four children. Outside of work, Mr. Porter enjoys baseball, boating, football, hiking, racquetball, soccer, table tennis, tennis, skiing, snowmobiling, and spending time with his family.

William Everts is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to establish long-term, trusted relationships, focusing on the stewardship of family money, wealth, and estate planning considerations. He coordinates a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning. William has held various positions at Fidelity Investments since 2012, progressing from Financial Representative to his current role as Vice President. His experience includes roles as Vice President, Wealth Planner; Financial Consultant; Investment Consultant; and Relationship Manager. Prior to joining Fidelity, he was a Practice Management Trainee at Merrill Lynch, Pierce, Fenner & Smith in 2011.