ADVISOR BIO

Louis Caiola is an investment advisor registered in New York, and is currently employed with The Silverfern Group, Inc.. Louis has been in the industry since September 13, 2003, and holds the Series 3, 7, 63, 66, 79, and SIE licenses. In addition to The Silverfern Group, Inc., Louis has previously worked with Deutsche Bank Securities Inc., UBS Financial Services Inc., and Thomas Weisel Partners LLC. Louis is registered in New York as a Broker-Dealer.

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ADVISOR BIO

Louis Cameron Day is a registered Investment Advisor Representative with Invst, LLC. Louis is licensed in Connecticut and South Carolina and holds the Series 65 license. Louis is experienced with both individuals and businesses. The individual has extensive experience with financial planning, pension consulting and selection of other advisors. Louis has been working in the industry since 2009.

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ADVISOR BIO

Louis Pietig is a financial professional with over a decade of experience in the financial services industry. Louis is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2018. Prior to joining Northwestern Mutual Investment Services, Louis held positions at WELLS FARGO ADVISORS, LLC, COHEN & STEERS SECURITIES, LLC, and KBD SECURITIES, LLC. Louis holds the Series 6, 7, 26, 63, and 66 securities licenses and is registered to offer securities in 25 states and the District of Columbia.

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ADVISOR BIO

Louis Giangrande is an Investment Advisor Representative with MML Investors Services, LLC. Louis has been working in the financial industry for over 6 years, providing financial advice to individuals and businesses. Louis holds Series 7, 63, and 65 securities licenses. Louis has experience providing financial planning, asset allocation programs, and portfolio management services.

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ADVISOR BIO

Lourdes C. Manent is an investment professional with experience in the financial services industry. Lourdes has a Series 99TO and SIE license, and is registered with Stifel, Nicolaus & Company, Inc. Lourdes has experience with a variety of investment products and services. Previously, Lourdes worked at NOMURA SECURITIES INTERNATIONAL, INC.

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ADVISOR BIO

Lourdes Rhodes is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lourdes has been in the industry since September 30, 2012, and has licenses in several states. Lourdes has a Series 7 and SIE, as well as the Uniform Combined State Law Examination (Series 66). Lourdes provides investment advice to a variety of clients, including individuals, businesses, and institutions. Lourdes is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Love K. Malhotra is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Love K. Malhotra has been in the industry since 1997. Love K. Malhotra is registered with the state of Connecticut for both securities and investment advisory services. Prior to Wells Fargo Clearing Services, LLC, Love K. Malhotra was employed by First Union Brokerage Services, Inc. in Charlotte, North Carolina. Love K. Malhotra currently provides services to clients in Norwalk, Connecticut.

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ADVISOR BIO

Lucas Margenot is a financial advisor with LPL Financial LLC in Stamford, CT. Lucas has been in the financial services industry since 2024 and is registered in Connecticut as a registered representative. Lucas has also passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Lucas has previously worked at Equity Services Inc. and Richard J Margenot LLC. Lucas specializes in providing financial advice to individuals and businesses.

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ADVISOR BIO

Lucas Robustelli is a financial professional with over 12 years of experience in the industry. Lucas is currently registered with Metlife Investors Distribution Co. Lucas holds the Series 6 and Series 63 licenses. Lucas is registered to conduct business in 25 states. Lucas has previously been registered with Metlife Securities, Inc, Metropolitan Life Insurance Company, and Tower Square Securities, Inc.

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ADVISOR BIO

Lucas Alexander Van zandt is an investment advisor representative with LPL Financial LLC. Lucas has been in the securities industry since 1996. Lucas specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Lucas is registered with the following states: California, Colorado, Connecticut, Florida, Illinois, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, and Vermont. Lucas is also registered with FINRA and the state of Connecticut as an investment advisor representative. Lucas is a Series 7, Series 6, Series 63, and Series 65 licensed professional. Lucas is committed to providing clients with personalized financial advice and investment management services to help clients achieve their financial goals.

SPECIALIZATIONS