ADVISOR BIO

Roger K Malhotra is a financial advisor who has been in the industry since June 23, 1974. Roger is currently registered with MML Investors Services, LLC in Stamford, Connecticut and Shelton, Connecticut. Roger has previously been registered with MSI Financial Services, Inc., Metropolitan Life Insurance Company, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Roger offers various services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Roger also has experience in insurance brokerage.

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ADVISOR BIO

Ronald Balzano is a financial advisor registered with Morgan Stanley. Ronald has been in the industry since 2008, and has held registrations with both Morgan Stanley and Morgan Stanley & Co. Incorporated. Ronald has a Series 7 and Series 31 license, as well as a Series 66 license. Ronald is registered in many states and has been active in various capacities, including advisor representative, Registered Representative, and Investment Advisor Representative.

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ADVISOR BIO

Rosanne Dolgins is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is a licensed professional with over 40 years of experience in the financial services industry. Rosanne has been with Merrill Lynch since June 2001. Previously, she was employed by Samuel A. Ramirez & Company, Inc.

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ADVISOR BIO

Ross Licero is a financial advisor with UBS Financial Services Inc. Ross has been in the financial services industry since 1994. Ross is licensed in 31 states. Ross has a Series 7, Series 31, Series 63, Series 65 and SIE license. Ross also holds FINRA and SRO registrations and is registered as an Investment Advisor Representative in Colorado and Texas. Ross provides financial and investment advisory services to individuals, businesses, trusts, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and high-net-worth individuals. Ross previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated.

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ADVISOR BIO

Ryan Cholnoky is a financial advisor registered with New Edge Wealth, LLC. Ryan has been in the financial services industry for over 6 years and specializes in providing financial advice to individuals, high net worth individuals, corporations, pension and profit sharing plans, insurance companies, and charitable organizations. Ryan is registered to provide investment advisory services in 36 states and holds Series 7, Series 66, and SIE licenses. Ryan has previously worked at UBS Financial Services Inc.

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ADVISOR BIO

Ryan McDonnell is a financial advisor with Stifel, Nicolaus & Company, Inc. Ryan has been in the industry for over 18 years. Ryan's specializations include investment management, financial planning, and wealth management. Ryan's previous experience includes roles at Berenberg Capital Markets LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Ryan Gildersleeve is a registered investment advisor with Morgan Stanley, where he has worked since 2009. Prior to that, Ryan Gildersleeve worked at CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ryan Gildersleeve has been in the industry since 1998. Ryan Gildersleeve is licensed to provide financial and investment advice in multiple states, including Connecticut, Texas and others. Ryan Gildersleeve has a strong track record of success in the financial services industry and is committed to providing his clients with personalized and comprehensive financial planning.

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ADVISOR BIO

Ryan Tufts is a financial advisor registered with Citigroup Global Markets Inc.. Ryan has been in the securities industry since July 24, 2007 and currently holds Series 63, Series 66, and Series 7 licenses. Ryan's specializations include asset allocation, portfolio management, and financial planning. Ryan is licensed to provide investment advice in 42 states.

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ADVISOR BIO

Sam Ghali is a financial advisor who has been in the industry since 2001. Sam is currently registered with Citigroup Global Markets Inc. and is also registered in Connecticut, New Jersey, New York, North Carolina and Texas. Prior to joining Citigroup Global Markets Inc., Sam worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sam has extensive experience in providing investment advice and financial planning services to a wide range of clients, including individuals, families, corporations, and institutions. Sam is a highly skilled and experienced advisor who is committed to providing his clients with personalized and comprehensive financial solutions.

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ADVISOR BIO

Samantha Christopher is a financial advisor at LPL Financial LLC and has been in the industry since July 25, 2016. Samantha holds Series 6, SIE, and Series 63 licenses. Prior to working at LPL Financial LLC, Samantha was a representative for People's Securities, Inc. Samantha has been registered with the state of Connecticut since August 17, 2022. Samantha is an active member of FINRA and has a strong track record of providing financial guidance to individuals, businesses, and institutions.

SPECIALIZATIONS