Top financial advisors working with high-net-worth individuals and established professionals in Bridgeport, CT

Damian Prajer is a financial advisor affiliated with LPL Financial in Stratford, CT. He holds Series 63 and Series 65 licenses and has three years of industry experience, with prior roles at Webster Bank, MML Investors Services, and Mass Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolio programs, and institutional wealth management solutions.

Roger Goetz is a financial advisor at Fairport Asset Management Corp with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Fairport-affiliated firms since 1988. He is also president of Fairport Financial LLC, a role he has held since 2010. Fairport Asset Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tactical asset allocation strategies across a broad range of asset classes and offers both discretionary and recommendation-only account management.

Leeland Gray Jr. is a financial advisor at Green Pastures Wealth Management LLC in Bridgeport, CT, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Allied Securities, First Montauk Securities Corp., and Four Seasons Asset Management Inc. since 2000. He has been with Green Pastures Wealth Management LLC since 2003. Green Pastures Wealth Management LLC provides discretionary portfolio management and non-discretionary allocation assistance to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers two proprietary model portfolios that combine active market timing and strategic index-based investing.

Matthew Webber is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for Fairfield FITS and owns a business that provides office and administrative assistance, including expert witness payment services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Edward Swiderski is a financial advisor at Fidelity with 16 years of industry experience and holds Series 63 and Series 66 credentials. He has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and systematic portfolio construction methods.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.