ADVISOR BIO

Wendy Carmichael Wheeler is a financial advisor with over 40 years of experience in the industry. She is currently registered with Morgan Stanley, but previously worked for Citigroup Global Markets Inc., Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc., and Advest, Inc. She has held both broker-dealer and investment advisor registrations and is currently active in Connecticut and Texas. Wendy holds both the Series 63 and Series 65 licenses, and the Series 7 and SIE licenses. She specializes in working with a variety of clients including high net worth individuals, pension plans, corporations, charitable organizations, and insurance companies.

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ADVISOR BIO

Wendy Ferguson is a financial advisor in Greenwich, CT with over 30 years of experience in the industry. Currently, Wendy is a registered representative with Raymond James & Associates, Inc. Wendy has previously worked with DEUTSCHE BANK SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., DB ALEX. BROWN LLC and ALEX. BROWN & SONS INCORPORATED. Wendy is registered in 21 states, including California, Colorado, Connecticut, Delaware, Florida, and Georgia. Wendy holds Series 63 and 66 licenses. Wendy specializes in portfolio management for both individuals and businesses, financial planning and pension consulting.

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Wendy Farina is a registered representative at Roth Capital Partners, LLC, a firm located in STAMFORD, CT. Wendy has been in the securities industry since December 2008 and has a Series 7, Series 63, Series 87, and Series 79TO license. Wendy's previous experience includes working at MKM PARTNERS LLC in STAMFORD, CT. Wendy is registered in Connecticut.

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Wendy Lisa Thomas is a financial advisor with Allstate Financial Services, LLC, registered with the state of Connecticut. Wendy has been in the industry since April 27, 2010 and holds the Series 6, Series 63, and SIE licenses. Wendy has been with Allstate Financial Services, LLC since April 28, 2010 and is located at 73 Main St S Ste 2D, Woodbury, CT.

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Wesley Johnson is a financial advisor currently registered with Cetera Investment Advisers LLC. Wesley is a licensed financial advisor with over 27 years of experience in the industry, holding Series 6, Series 63, and Series 65 licenses. Wesley has been with Cetera Investment Advisers LLC since June 2019. Previously, Wesley worked with Foresters Financial Services, Inc. and Foresters Advisory Services. Wesley is a member of the Connex Credit Union board of directors.

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Wesley Martin Preslar is a registered investment advisor representative with Ameritas Advisory Services, LLC. Wesley has been in the securities industry since 1992. Wesley is registered with FINRA and the state of Connecticut. Wesley is also registered as an Investment Advisor Representative in the state of Connecticut. Wesley is licensed as an independent insurance agent to sell fixed insurance products. Wesley has experience working with individuals, corporations, businesses, charitable organizations, and pension and profit sharing plans. Wesley provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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Wesley Wunderlich is a financial professional with over six years of experience in the financial services industry. Wesley is currently registered with Prudential Annuities Distributors, Inc., and is licensed in 17 states. Wesley holds the Series 6 and Series 63 securities licenses, as well as the SIE exam. Wesley has a strong background in investment company products and variable contracts, and is committed to providing his clients with personalized financial advice.

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Wesley Whalen Davis is a financial professional with over 10 years of experience in the industry. Wesley is currently registered with USI Securities, Inc. in Glastonbury, CT. Wesley specializes in a range of financial services, including investment company products and variable contracts. Previous roles include positions with VALMARK SECURITIES, INC. and STATE FARM VP MANAGEMENT CORP. Wesley is a licensed representative in Louisiana.

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ADVISOR BIO

Weston Gosling Hatfield is a financial advisor with Northwestern Mutual Investment Services, LLC. Weston Gosling Hatfield has been in the financial services industry since February 7, 2015. Weston Gosling Hatfield is licensed to provide investment advice in Connecticut, Florida, New Jersey, New York, Ohio, and Texas. Weston Gosling Hatfield has previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Weston Gosling Hatfield specializes in providing investment advice to individuals and families.

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Whitney Fairchild Burr is a financial advisor registered with LPL Financial LLC. Whitney has over 25 years of experience in the financial industry. Whitney is licensed to provide financial advice in 18 states and has passed several professional exams including the Series 66, Series 63, Series 24, SIE and Series 7 exams. Whitney has been registered with LPL Financial LLC since 2001 and prior to that was registered with Lockwood Financial Services, Inc. and Tower Square Securities, Inc. Whitney is also a licensed insurance agent. Whitney has a proven track record of providing quality financial advice to her clients. Whitney is dedicated to helping her clients achieve their financial goals.

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