Team Name: Merritt Point Wealth AdvisorsFirm: Wells Fargo AdvisorsSenior Members: Jason Andrews, Beth Cutler, Ross BauerLocation: Old Greenwich, CTTeam Custodied Assets: $1.7 billionBackground: A self-described “numbers guy,” Jason Andrews studied accounting and finance at Southern New Hampshire University before starting his career at PaineWebber (later acquired by UBS) in 1999. He says he built an early private-client business the old-fashioned way: Cold calling. In October 2000 he began partnering with other brokers. In 2008, Andrews and his partners moved their book to Wachovia—just as the financial crisis was reshaping the industry. “That weekend…Wachovia actually went bankrupt,” he recalls. After a…

Medicare beneficiaries should prepare for higher costs and fewer choices in 2026. Rising Medicare Part B premiums will affect all members. Meanwhile, some people will also face plan cancellations and shrinking options for prescription drug coverage.What you pay for Medicare will likely change next year, and so might your coverage. It’s crucial to plan ahead so you can make any necessary adjustments to your coverage during open enrollment, which runs until Dec. 7. Here’s what to expect from Medicare in 2026.Medicare Part B costs will go upMedicare Part B, which covers medical and preventive care like doctor’s appointments, specialist visits…