ADVISOR BIO

Abel Andres Ramos is a registered representative with Raymond James Financial Services Advisors, Inc. based in Monroe, CT. Abel has been in the securities industry since 1988 and has experience with various financial services firms, including Robert Thomas Securities, Inc., PaineWebber Incorporated, BNE Capital Markets, Inc., and New England Discount Brokerage, Inc. Abel is registered with the Securities and Exchange Commission (SEC) and holds licenses from the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Achyuta Nidadavolu is a financial advisor with Edward Jones and has been in the industry since 2009. Achyuta Nidadavolu is a Certified Financial Planner™, Chartered Financial Consultant® and Personal Financial Specialist™. Achyuta Nidadavolu has a total of 13 state registrations and is registered with FINRA. Achyuta Nidadavolu provides financial planning, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Anthony Palomba is a financial advisor with over 20 years of experience in the industry. Anthony is currently registered with Commonwealth Financial Network and provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and other businesses. Anthony has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Ashish Verma is an investment advisor representative with over 18 years of experience in the financial industry. Ashish currently works at J.p. Morgan Securities LLC, where they have been registered since May 2022. Previously, Ashish worked at WELLS FARGO CLEARING SERVICES, LLC and PEOPLE'S SECURITIES, INC. They hold Series 6, Series 63, Series 65, and SIE licenses. Ashish specializes in providing financial advice and portfolio management services for individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.

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ADVISOR BIO

Brent Eugenides is a financial advisor currently registered with Avantax Advisory Services. Brent has been a financial professional since 1996 and has experience in various firms over the years, including Avantax Investment Services, Park Avenue Securities, MML Investors Services, and LPL Financial Corporation. Brent holds licenses including Series 7, Series 6, Series 63, and Series 65, as well as the SIE exam. Brent is also a Certified Financial Planner. Brent provides financial planning services, including retirement planning, college savings planning, and estate planning. Brent also offers portfolio management services for individuals and businesses. Brent is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Gary McDonagh has been a financial professional since 1997. Gary is registered with Commonwealth Financial Network and offers a variety of financial services including financial planning, portfolio management for businesses and individuals, and pension consulting. Gary is a registered representative of Commonwealth Financial Network and holds the Series 7, 63, 65, and 66 licenses. Gary is also a registered investment advisor in Connecticut.

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ADVISOR BIO

Gene Borchetta is a financial advisor who has been in the industry since 2002. Gene is currently registered with Ameriprise Financial Services, LLC in Connecticut and holds a Series 7 and Series 66 license. Gene has provided financial advice and investment services to clients for over 20 years. Gene's previous experience includes working with IDS Life Insurance Company in Minnesota. Gene is dedicated to providing personalized financial advice to help clients achieve their goals.

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George Kostas Stambouloglou is a financial advisor with LPL Financial LLC. George has been in the industry since September 5, 2005, and has a diverse background. He previously worked at Raymond James Financial Services, Inc., Infinex Investments, Inc., Santander Securities LLC, LifeMark Securities Corp., and CADARET, GRANT & CO., INC. George is registered to provide investment advice in Connecticut, California, Delaware, Florida, Georgia, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Texas, and Virginia. George is a Registered Representative with LPL Financial LLC and holds the Series 6, 7, 63, and 65 licenses as well as the SIE.

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ADVISOR BIO

Ira Taber is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Ira has been in the industry since May 12, 1992, and has a Series 63 license. Ira has held registrations in various states, including Connecticut, Delaware, Florida, Maine, Massachusetts, New York, Oregon and South Carolina. The advisor is also registered with FINRA and is an active Investment Advisor Representative. Ira's previous employment was with IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota. Ira has an impressive career history, holding various licenses, and registrations and has demonstrated a significant commitment to the financial services industry.

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ADVISOR BIO

James Agostisi is a financial advisor in Monroe, CT. James is a registered representative of Ameriprise Financial Services, LLC. James has been in the financial services industry since December 2004 and has been with Ameriprise since November 2006. James has also been registered with Ameriprise Financial Services, Inc since November 2006. James holds a Series 66, SIE, and Series 7 license. James is also registered as an Investment Advisor Representative (IAR) in Connecticut. James is also a licensed real estate agent.

SPECIALIZATIONS