Honesty, accountability, persistence and patience are a few of the traits Larry taps into to provide his clients with the highest caliber of personalized and attentive service. He specializes in portfolio management with a special focus on financial, college, retirement and estate planning strategies.

Prior to joining Steward Partners in 2026, Larry served as a Senior Vice President, Investments with Raymond James for ten years and UBS Financial Services for eleven years. Before that, he was employed as a Senior Vice President with Advest, Inc., for seven years, as a First Vice President with John G. Kinnard and Company for eight years, and as a Financial Advisor with IRI Securities for five years.

Larry earned his Bachelor’s Degree in Psychology from State University of New York at Albany. He holds his Series 3, 4, 7, 31, 63 and 65, as well as life, health and annuity licenses.

Originally from Pomona, New York, Larry makes his home in Redding, Connecticut, with his wife, Fran. The pair have two children, Jessica and Drew, and three grandchildren they adore. Larry is a dog lover who enjoys spending his free time playing guitar, participating in various sports – particularly Ultimate Frisbee – shooting sporting clays and volunteering with Habitat for Humanity.

Max provides comprehensive wealth planning and investment advice to business owners, corporate executives and individual investors, taking a tailored approach with each client to develop unique financial plans according to their specific needs.

While Max offers services from risk management planning to long-term estate, trust and philanthropic planning strategies, he has a passion for working with college graduates as they begin their journey to financial independence.

Having joined Steward Partners in 2026, the detail-oriented advisor enjoys continuously learning about new industries, companies and trends while staying abreast of developments in the world and global financial markets. Prior to joining Steward Partners, Max was a financial advisor with the team at both Raymond James for 9 years, and UBS for 4 years respectively.

“My job challenges me in ways that many other professions would not,” Max said. “The dynamic nature of the markets and interacting with clients ensure that no two days are ever alike, which I find truly enjoyable. Being able to meld all these interests together into a comprehensive client portfolio and financial plan and then execute upon that plan has been a dream job for me. Nothing is more rewarding than seeing the positive impact it has on our team’s clients.”

Max earned his bachelor’s degree from the Southern Methodist University Cox School of Business. He holds his Series 7 and 66 licenses in addition to life, disability and long-term care insurance licenses.

Originally from Westport, Connecticut, Max lives in Norwalk, Connecticut, and in his time away from the office he enjoys aviation, tennis, basketball and golf.

Prior to joining Steward Partners in 2026, Tyler worked for Raymond James for three years as a Financial Advisor. He has a keen interest in, and curiosity about, financial markets and industry trends, and adds a new perspective to our already rigorous market analysis. He is able to share his insights in a comprehensive yet understandable way with clients, and that helps clients maximize the value of the services that we provide.

Tyler began his journey in the financial sector at UBS, where he cultivated expertise as a part of the Institutional Advisory Team. This experience gave him a deep understanding of Equity Compensation Awards plans. Currently holding Series 7, 63, and 65 licenses, Tyler works with both the portfolio management team as well as with individual clients, helping to ensure that you receive well-informed and comprehensive financial advice.

After attending Choate Rosemary Hall, Tyler went on to receive his Bachelor’s Degree in business and Psychology at St Lawrence University. He was a dual athlete that earned him captainship on both the football and lacrosse team. Tyler continued his education at Fairfield University, earning a master’s degree at the Dolan School of Business.

In his free time Tyler enjoys playing golf, relaxing at the beach, and helping coach lacrosse year-round.

Born and raised in Fairfield, Connecticut, Mary Jo Nichols began her financial services career shortly after graduating from Fairfield High School. She has been in the financial services industry for over 35 years and holds her Series 7, 9, and 10 licenses.

Mary Jo currently lives in Milford, Connecticut with her husband Matthew and their two children, Krista and Brian.

Jamie Tobins has been in the Financial Services industry for over 35 years. She holds her Series 7 and 66 licenses. Jamie earned her bachelor’s degree in Consumer Economics at the University of Massachusetts. She is originally from Randolph, Massachusetts and currently resides in South Florida.