Press Release
Wooster Square Advisors’ Carlos Salmon Rings Nasdaq Opening Bell Honoring the Association of African American Financial Advisors’ 25th Anniversary
Milestone ceremony during Black History Month underscores leadership, representation, and commitment to expanding access within the financial planning profession
NEW HAVEN, CT – February 23, 2026 – New Haven, Connecticut-based investment management firm Wooster Square Advisors celebrates financial advisor Carlos Salmon’s participation in ringing the Nasdaq Opening Bell in recognition of Black History Month and the Association of African American Financial Advisors’ (Quad-A) 25th anniversary.
Salmon shared the stage with other Quad-A leaders, including Sheena Gray and Alex David, honoring the vision first established by LeCount R. Davis, Sr., the first Black CFP professional and founder of Quad-A. The moment represented both a celebration of progress and a reminder of the work that remains to broaden access and representation in wealth management.
“For me, the bell ringing was symbolic,” said Salmon. “As one of the few Black advisors in wealth management, I understand that representation in our profession is still rare. Moments like this remind us of the responsibility we carry, to expand access, to build trust, to elevate standards, and to open doors wider than we found them.”
Salmon participated in the ceremony as a member of Quad-A and through his service on the board of the Financial Planning Association (FPA), where he works to strengthen and advance the financial planning profession.
“Carlos’ participation in this historic moment reflects both his leadership and his deep commitment to advancing opportunity within our industry,” said Brett Amendola, Founding Partner and Wealth Manager at Wooster Square Advisors. “We are proud to support professionals who are helping shape a more inclusive and forward-looking future for the wealth management industry.”
Quad-A serves financial advisors, planners, home office staff, and other industry professionals and was established to advance the professional development and advocacy priorities of licensed Black and African American professionals in wealth management.
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Wooster Square Advisors’ assets have nearly doubled since the firm joined Cetera in 2023; growth which the team aims to accelerate and attributes to Cetera’s industry-leading growth resources. Chief among these resources is GrowthLine, which provides powerful data-driven technology combined with full-service sales and marketing strategy, planning and execution to clearly articulate a financial professional’s business and value. The firm also successfully utilized Growth 360, a proven methodology for quickly assessing a financial professional’s business and identifying the best growth opportunities.
For media inquiries, contact Brett Amendola at brett@woostersquareadvisors.com
About Wooster Square Advisors
Wooster Square Advisors is the culmination of over 150 years of financial guidance and experience. Our namesake pays homage to the picturesque downtown neighborhood that lies just a stone’s throw from our downtown New Haven offices. The rich heritage of hard work, which built this community, lives on in the work that we do for our clients. We provide professional advice, sophisticated execution, and high-end service for clients who work hard and are focused on enjoying their successes. Our advisors have extensive experience in the financial sector and financial services industry. We’re not surprised by much, and we apply our time-tested strategies to highly personalized plans, helping you effectively navigate the market with poise and confidence. Connect with us at www.woostersquareadvisors.com.
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