ADVISOR BIO

Steven Johnson is a Managing Member, Chief Compliance Officer and Investment Advisor Representative of Alchemi Wealth, LLC, based in Essex, CT. Steven has over 25 years of experience in the financial services industry. Steven has been registered with the state of Connecticut as an Investment Advisor Representative since January 2021. Steven provides financial planning and portfolio management services to individuals and businesses. Alchemi Wealth, LLC also provides investment advice to investment companies and pooled investment vehicles.

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ADVISOR BIO

Steven Robert Dolzani is an investment advisor representative with MML Investors Services, LLC. Steven has been in the financial services industry since 2008 and is registered with the state of Connecticut and Texas. Steven has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. Steven is also an independent insurance agent with experience in life, accident, health, property and casualty, and Medicare related products. Steven specializes in providing customized financial solutions for individuals, families, and businesses. Steven is dedicated to providing exceptional customer service and helping clients achieve their financial goals.

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ADVISOR BIO

Steven Tripp is a financial advisor at Raymond James Financial Services Advisors, Inc. in Avon, Connecticut. Steven has been working in the financial industry since 2013 and is registered with the state of Connecticut as an Investment Advisor Representative. Steven has a wide range of experience in the financial services industry, including working with individuals, businesses, and institutions. Steven is committed to providing personalized financial advice to help clients reach their financial goals.

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ADVISOR BIO

Steven Michael Lowe is a financial advisor with over 35 years of experience in the industry. He has been with Commonwealth Financial Network since 2010, previously working with First Investors Corporation. Steven has a Series 6, 63 and 65 licenses and holds registrations in 20 states. He provides a variety of financial services including financial planning, portfolio management for businesses and individuals, and pension consulting. Steven also works with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

Steven Lazarus is a financial advisor with Morgan Stanley. Steven has been in the industry for 35 years and holds Series 7, Series 31, Series 63, and Series 65 licenses. Steven's experience includes prior roles with Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, FIS Securities, Inc., and Dolphin Securities, Inc. Steven is registered with the state of Connecticut, Texas, and California. Steven is also registered as an investment advisor with the state of Connecticut, Texas, and California. Steven has a specialization in working with clients in the investment club, insurance company, investment company, charitable organization, high-net-worth individual, banking or thrift institution, pension and profit sharing plan, corporation or other business, and individual other than high-net-worth categories. Steven is currently registered with Morgan Stanley.

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ADVISOR BIO

Steven Norris is a financial advisor with Morgan Stanley, a firm with $10 billion - $50 billion in assets under management. Steven is a registered representative and investment advisor representative in Connecticut and Texas. Steven has a long and varied career in the financial services industry, having worked at several other firms in the past. Steven has expertise in the financial services industry, having worked for over 20 years. Steven has passed the Series 6, 7, 31, and 63 exams.

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Steven Ramsey Purdy is a registered representative with Fidelity Personal and Workplace Advisors. Steven has been in the financial services industry since 1996. Steven has previously worked at Ameriprise Financial Services, LLC, Equitable Advisors, LLC, Olde Discount Corporation, Paine Webber Incorporated, and Janssen-Meyers Associates, L.P. Steven holds Series 7, Series 63, Series 66, and SIE licenses. Steven's certifications include: Investment Advisor Representative in Connecticut and Texas. Steven specializes in portfolio management for individuals and businesses. Steven is also an adjunct professor, teaching one online class per year. Steven is a director of the Board of Directors at the Norwalk Conservatory. Steven also teaches at The Broadway League, Broadway Method Academy, Musicals at Richter and Curtain Call. Steven is registered with the following states: California, Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island, Texas, and Washington.

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ADVISOR BIO

Steven William Haertel has been working in the financial industry since March 1997. Steven is currently registered with Empower Financial Services, Inc. in Connecticut, and previously worked for Prudential Investment Management Services LLC in Connecticut, Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, and Advest, Inc. in Connecticut. Steven has passed the Series 63, Series 26, Series 99TO, SIE, and Series 7 exams.

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Steven Ernest Hintz is a financial advisor with Cambridge Investment Research Advisors, Inc. located in South Windsor, CT. Steven Hintz has been in the financial industry since October 1999 and has extensive experience in providing investment advice. Steven Hintz is registered to provide investment advice in Connecticut and Texas. Steven Hintz is also a Certified Public Accountant (CPA) with a tax preparation business based in South Windsor, CT. Steven Hintz is a member of the South Windsor Land Conservation Trust.

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ADVISOR BIO

Steven Okeefe is a financial advisor at Voya Financial Advisors, Inc. in Windsor, CT. Steven has been in the industry for over 3 years and has a wide range of experience in providing financial planning, portfolio management, and investment advice. Steven holds Series 6, 7, 24, 26, 51, 63, and 65 licenses. Steven is committed to helping clients achieve their financial goals and objectives.

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