ADVISOR BIO

Jonathan Alviar is a financial professional registered with Equitable Advisors, LLC in Stamford, CT. Jonathan has been in the financial industry for a short period of time, and holds Series 66, Series 7TO, and SIE licenses. Jonathan also provides financial planning services and portfolio management for businesses and individuals.

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Jonathan David Heines is a financial advisor with New Edge Wealth in Stamford, CT. Jonathan has been in the industry since 2016. Jonathan holds Series 7, 9, 10, 24 and 66 licenses. Jonathan specializes in providing financial services to high-net-worth individuals, corporations, and pension and profit-sharing plans. Jonathan also serves as an Investment Advisor Representative for New Edge Wealth in Darien, Connecticut. Jonathan is registered with the State of Connecticut.

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ADVISOR BIO

Jonathan Castle is a financial advisor with over 20 years of experience in the financial services industry. Jonathan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jonathan has held previous positions at BOFA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Columbia Management Distributors, Inc., BACAP Distributors, LLC, Wachovia Securities, LLC, First Albany Corporation, and Pioneer Funds Distributor, Inc. Jonathan holds the Series 6, 7, 63, and 65 securities licenses. Jonathan specializes in providing portfolio management services for individuals and businesses. Jonathan also provides financial planning and pension consulting services. Jonathan is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals.

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Jordan Sechan is a financial advisor registered with New Edge Wealth, based in Stamford, Connecticut. Jordan has been in the financial industry since June 2022. Jordan is licensed to conduct business in 23 states and the District of Columbia. Jordan holds Series 7, Series 66 and SIE licenses and is also a Registered Investment Advisor in Connecticut and Texas. Jordan provides financial planning and portfolio management services to individual clients, corporations and businesses, trusts, and pension and profit-sharing plans.

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Jorge A Rodriguez blanco is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jorge has been in the industry since 2023 and holds a Series 7TO and Series 66 license. Jorge is also registered with FINRA as well as in several states including California, Connecticut, Delaware, Florida, Georgia, Maine, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas, and Vermont. Jorge specializes in providing investment advice for individuals, businesses, pension plans, and charitable organizations.

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ADVISOR BIO

Joseph L. Palone is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since December 2014. Joseph's registrations include Series 7, Series 66, Series 79 and SIE. Joseph has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since November 2014, and the firm's office is located in Freehold, New Jersey. The firm manages between $10 billion and $50 billion in assets.

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Joseph Michael Masiello is a financial advisor currently working with LPL Financial LLC. Joseph Michael Masiello has been in the financial industry since 1984. Joseph Michael Masiello is registered with FINRA and the state of Connecticut, Texas and others. Joseph Michael Masiello is a Certified Financial Planner and Chartered Financial Consultant. Joseph Michael Masiello previously worked with UBS Financial Services Inc., Oppenheimer & Co. Inc., SG Cowen Securities Corporation, Donaldson, Lufkin & Jenrette Securities Corporation, Sanford C. Bernstein & Co., Inc., and Bache Halsey Stuart Shields Incorporated.

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Joseph Connolly is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the securities industry since November 3, 2003. Joseph is licensed in Florida. Joseph has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since February 14, 2011. Previous to this, Joseph was employed with Merrill Lynch, Pierce, Fenner & Smith Inc. in New York, New York, starting January 13, 1999 and ending on March 3, 2006. Joseph has passed the Uniform Securities Agent State Law Examination (Series 63), the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7), the Investment Banking Registered Representative Examination (Series 79), and the Securities Industry Essentials Examination (SIE).

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Joseph Harold Miller has over 35 years of experience in the financial industry. Joseph is registered to offer securities and investment advisory services in 20 states. Joseph is currently employed by Equitable Advisors, LLC and is located at 1266 EAST MAIN STREET, 6TH FLOOR, STAMFORD, CT 06902. Joseph has previously worked at The Equitable Life Assurance Society of the United States and MML Investors Services, Inc.

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ADVISOR BIO

Joseph Ijong Chu is a financial advisor with over 16 years of experience in the industry. Joseph has a Series 7, Series 31, and Series 66 licenses. Joseph is currently registered with RBC Capital Markets, LLC, which has its main office in New York, New York. Previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Joseph is also on the Board of Directors of the charitable organization, Kids In Crisis. Joseph is registered to provide investment advisory services in 27 states, including Connecticut, Texas, New York and California.

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