ADVISOR BIO

Nebeyou Esayas is a financial professional registered with Goldman Sachs & Co. LLC. Nebeyou is currently licensed in all states in the United States as a broker-dealer. Nebeyou is a financial professional with a broad range of experience, including experience in the following areas: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles. Nebeyou has been in the financial services industry since September 26, 2022.

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ADVISOR BIO

Neel Kamdar is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Neel has been in the securities industry since May 17, 2016. Neel holds the Series 66, Series 7, and SIE licenses. Neel provides financial advisory services to individuals, businesses, and pension plans. Neel specializes in the following areas: portfolio management, research and analysis, and selection of other advisers. Neel's primary office is located in New Haven, CT.

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ADVISOR BIO

Neerab Shrestha is a financial professional with experience in the securities industry. Neerab is registered with Nylife Securities LLC in Windsor, Connecticut. Neerab holds the Series 6 and Series 63 licenses as well as the SIE. Neerab has been in the industry since November 2015 and holds registrations in Connecticut, Florida, Massachusetts, Rhode Island and Texas.

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ADVISOR BIO

Neha Mehta is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Neha has been in the industry since July 13, 2016. Previously, Neha was registered with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Neha is licensed in California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, and Vermont. Neha has passed the Series 66, Series 7, and the SIE exams.

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ADVISOR BIO

Neil Kenagy is an Investment Advisor Representative at Colchester Investment Counsel LLC. Neil has been with Colchester Investment Counsel LLC since May 2000. Neil has a background in providing financial advice to a range of clients including high-net-worth individuals, charitable organizations and individuals other than high-net-worth clients. Neil is a Chartered Financial Analyst. Neil is registered with the state of Connecticut and New York as an Investment Advisor Representative.

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ADVISOR BIO

Neil Arthur Goldberg is a financial advisor with Adviceone Advisory Services, LLC. Neil has been in the financial services industry since 1987. Neil is registered to provide investment advisory services in Connecticut and Texas. Neil specializes in providing financial planning services to individuals and families, and has expertise in charitable organizations. Neil is also a named trustee of the William M. Goldberg and Diana W. Goldberg Irrevocable Family Trust.

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ADVISOR BIO

Neil Hackman is a registered investment advisor with over 30 years of experience in the financial services industry. Neil is currently with Oak Financial Group Inc., a firm based in Stamford, CT. Neil is also a registered investment advisor in California, Connecticut, Florida, Maryland, New Hampshire, New Jersey, New York, North Carolina, Texas, and Vermont. Neil specializes in financial planning, pension consulting, educational seminars, publication of periodicals, portfolio management for businesses, and portfolio management for individuals. Neil has been providing financial advice and services to individuals and businesses for over 30 years.

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Neil Ballotte is a financial advisor with Northwestern Mutual Investment Services, LLC. Neil has been in the industry since April 2002. Neil is licensed in Connecticut, Georgia, New York, Texas and Vermont. Neil is also registered with FINRA and has passed the Series 6 and Series 63 exams.

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ADVISOR BIO

Neil R. Shaltakoff is a financial advisor with J.P. Morgan Securities LLC, registered with the state of Connecticut. Neil holds Series 7, 6, 63 and SIE licenses. Neil has been in the industry for 13 years and has previous experience with Euro Pacific Capital, Inc. and Hartford Equity Sales Company Inc. Neil R. Shaltakoff is committed to providing financial guidance to clients, helping them achieve their goals with a variety of services, including financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Neil Holt is a financial advisor with Ameriprise Financial Services, LLC. Neil has been a financial advisor for over 20 years and is licensed to provide financial advice in 13 states. Neil has a strong understanding of the financial markets and is committed to providing personalized financial advice to help clients reach their financial goals. Neil has experience in a variety of financial services, including asset allocation, financial planning, and portfolio management.

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