ADVISOR BIO

John A. Wolff is a financial professional with over 16 years of experience in the industry. John has a strong background in securities, investment banking, and financial services. John is currently registered with Bofa Securities, Inc. as a Registered Representative. Prior to joining Bofa Securities, Inc., John worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANC OF AMERICA SECURITIES LLC. John is also a licensed securities agent in Connecticut and Massachusetts. John holds several industry licenses including Series 7, Series 24, Series 63, and Series 79TO. John has a strong track record of providing high-quality financial advice to clients. John's expertise in the industry enables John to provide clients with a comprehensive range of financial services including investment banking, research-related services, and securities brokerage.

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ADVISOR BIO

Olivia Fair is a financial advisor with over 8 years of experience in the industry. Olivia is currently registered with Barclays Capital Inc.. Olivia has previously been registered with a variety of firms over their career. Olivia has passed the Series 24, Series 3, Series 63, Series 7, SIE exams. Olivia also holds the Series 24 designation. Olivia specializes in brokerage services, assisting clients with investment strategies and market analysis.

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ADVISOR BIO

Howard Wells Penney is a registered investment advisor representative with Hedgeye Risk Management, LLC. Howard Wells Penney has been in the securities industry since 1985. Howard Wells Penney is licensed in Connecticut. Howard Wells Penney has also held previous positions at Friedman, Billings, Ramsey & Co., Inc., Prudential Equity Group, LLC, SunTrust Capital Markets, Inc., and Morgan Stanley & Co., Incorporated.

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Frank Veneau Mahoney is an Investment Advisor Representative registered in Massachusetts, holding the Series 65 license. Frank is currently employed with Wincap Financial LLC, a firm based in Boston, MA. Frank has a total of 10 years of experience in the industry. Frank's previous work experience includes roles at RSM US LLP, McGrath & Associates, Worldwide Golf Shops, Endicott College and Student. The firm's primary business consists of financial planning and portfolio management for both individuals and high-net-worth individuals. The firm's client base comprises a mix of individuals and high-net-worth individuals.

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Frederick Clifford MacDonald is a financial advisor registered with The Colony Group, LLC in Boston, MA. Frederick is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Frederick has been with The Colony Group, LLC since July 2012. Frederick holds a current registration as a Registered Agent in Massachusetts. Frederick specializes in various financial services including, but not limited to, portfolio management, financial planning, pension consulting, educational seminars, selection of other advisors, and publication of periodicals. Frederick specializes in serving high-net-worth individuals, charitable organizations, and pooled investment vehicles. The Colony Group, LLC is a large firm with over $50 Billion under management.

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Lance Fravel is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Lance has been in the financial services industry for over 18 years and is licensed in Massachusetts, Texas and Utah. Lance has a diverse background, having previously worked at Goldman, Sachs & Co. in New York. Lance specializes in financial planning, portfolio management, and educational seminars.

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George Hall is a financial advisor with Wells Fargo Clearing Services, LLC. George has over 10 years of experience in the financial services industry. George is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 6, and Series 66 licenses. George is also registered in a number of states. Before joining Wells Fargo Clearing Services, LLC., George was a registered representative with Santander Securities LLC. George provides investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Randy Jarzyna is a financial advisor at Fidelity Personal And Workplace Advisors with over 20 years of experience in the industry. Randy has a broad range of experience in the financial services industry and holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 63, and 65, as well as the SIE exam. Randy is also a Certified Financial Planner. Randy's previous roles include positions at TD Waterhouse Investor Services, Inc., Charles Schwab & Co., Inc., Liberty Securities Corporation and RBC Dain Rauscher Inc. Randy is registered in 25 states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Texas, and Texas. Randy specializes in providing financial planning, investment management, and educational seminars for individuals, businesses, and charitable organizations.

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Patrick Mullin is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc., located in BOSTON, MA. Patrick has been in the industry since December 13, 2016 and previously worked at Eaton Vance Distributors, Inc. in BOSTON, MA. Patrick is registered to provide investment advisory services in 53 states and jurisdictions.

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