Nicholas Romano is a financial advisor at Eagle Wealth Advisors in Stamford, CT, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Deloitte and MRD Lighting. Eagle Wealth Advisors provides investment management and financial planning services to individual, high-net-worth, and institutional clients, managing approximately $164 million across 100 accounts. The firm customizes portfolios using proprietary tools and optimization software, offering a range of strategies from asset allocation to tax-managed approaches, and includes access to outside managers and ESG-aligned options upon request.

Lorne Claymore is a financial advisor at Eagle Wealth Advisors in Sarasota, FL, holding Series 65 and Series 66 credentials with four years of industry experience. Prior to his current role, he worked at Edward Jones for two years and has professional experience as a pilot with Allegiant Air and Silver Airways. Claymore is also the sole owner of Sarasota Waterways LLC, a tour operator based in Sarasota. Eagle Wealth Advisors serves individual, high-net-worth, and institutional clients by providing discretionary and non-discretionary investment management and financial planning. The firm customizes portfolios using proprietary tools and a range of strategies, managing approximately $164 million across about 100 clients.

Joseph Romano is a financial advisor at Eagle Wealth Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp for six years. Outside of his advisory role, he is involved in business development for a commercial lighting company and serves as CEO of a theatre and musical production company. Eagle Wealth Advisors is an SEC-registered firm serving individuals, trusts, estates, charitable institutions, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and business consulting, utilizing a comprehensive investor profiling process and a range of investment approaches tailored to client needs.