New Haven, CT Church St Office

Matthew Hadad is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Peoples United Bank, Putnam Investments, and a non-financial role at Good News Cafe. He also spent several years associated with Merrimack College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steve Tortora is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Fanelli is a financial advisor at Merrill in New Haven, CT, holding a Series 66 designation with 5 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Matthew Incitti is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jordan Iannone is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016, concurrently affiliated with Bank of America during much of that time, and had a brief role at InsurBanc in 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hannah Hutchison is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has worked at Merrill since 2024 and previously held positions at Ceterus and Merrill Lynch. Outside of her financial career, she has experience working at Parker Steaks and Scotch. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erik Scaranuzzo is the Senior Resident Director at Merrill, specializing in integrated planning-based wealth management services for high-net-worth individuals and investment consulting for institutional clients. With over 26 years of experience, he has provided comprehensive financial services tailored to the unique goals of his clients. Erik's areas of focus include college education planning, corporate executive services, retirement income, and managing portfolios for endowments, foundations, and non-profits. Erik holds a Bachelor of Science in Finance from Southern Connecticut State University and earned both a Master of Science in Management and a Master of Business Administration from Albertus Magnus College. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and holds several advanced professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA®), and Chartered Retirement Plans Specialist™ (CRPS™). He maintains multiple FINRA registrations and holds a Life and Health Insurance license. In addition to his professional work, Erik is actively involved in his community. He serves on the boards of the Boys & Girls Clubs of Greater New Haven, the Greater New Haven Chamber of Commerce, and the Shubert Theatre. Erik is also a member of the North Haven Rotary Club, Wallingford Country Club, and the Walter Camp Football Foundation. He enjoys golfing, traveling, and spending time with his family.

Rebecca Dalrymple is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Magnotta is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Her professional background includes roles at Norwalk Hospital and Pride Dental Group. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rossarin Gaetano is a Series 66-licensed financial advisor with Merrill in New Haven, CT, with 15 years at the firm and 1 year of industry experience. He is a general partner and managing member of AboveandBeyond LLC, a family restaurant business in Wallingford, Connecticut. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wu Yan is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Wu collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging the resources of Merrill and Bank of America, Wu provides clients with investment insights alongside banking and lending solutions. Wu holds a Doctorate from the Medical College of Ohio, a Master's Degree from Quinnipiac University, and a Bachelor's Degree from Wuhan University in China. Wu is also designated as a Personal Investment Advisor (PIA). Committed to community involvement, Wu volunteers with local organizations, reflecting the Merrill tradition of community participation.

Juan Carlos Riera is a Financial Advisor with the GTZ Group at Merrill Lynch Wealth Management. Since joining the team in 2019, he has worked with both international and domestic high to ultra-high net worth individuals, their families, and businesses. His role involves developing personalized financial strategies that align with clients’ goals and priorities, focusing on areas such as family wealth management, international wealth management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management. He is registered with FINRA, holding Series 7 and 66 licenses, and has earned the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, he aims to educate clients about investing and the financial planning process to help them understand the market challenges and opportunities that impact their overall financial lives. Outside of his professional work, Juan Carlos enjoys football, spending time with his family, and traveling.

Edward Lamanna is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2020. Prior to his current role, he held positions at United Parcel Service, Momentum Solar, and Manhattan Beer Distributors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stacy Skeete is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has held roles at Amazon and New England College of Business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Yogesh Kamdar is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. Since joining Merrill in 1993, Yogesh has worked with both individuals and businesses to develop customized financial plans focused on retirement planning, portfolio management, tax minimization, and executive compensation, among other areas. His approach emphasizes understanding each client’s full financial picture and maintaining focus on personal objectives regardless of market fluctuations. Originally from India, Yogesh earned Bachelor's degrees from Saurashtra University and Gujarat University before relocating to the United States in 1988. He began his career as a business manager for the City of Worcester, Massachusetts, and subsequently joined Prudential Insurance Company, where he gained experience in insurance, investment products, and wealth planning. Yogesh holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hindi, and Gujarati. In addition to his professional work, Yogesh participates in community volunteering consistent with Merrill’s traditions. His personal interests include badminton, bowling, chess, pickleball, reading, table tennis, traveling, and yoga.