Christina Marquette

Zachary Perigo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with individuals and families to develop customized financial plans that assess both present and future needs. His approach involves analyzing and addressing multiple goals based on clients' preferences and unique priorities to help them grow, preserve, and distribute their wealth efficiently. Zachary began his financial services career as a Financial Representative at Northwestern Mutual from 2015 to 2016. He joined Fidelity Investments in 2017, where he has held various positions including Premium Relationship Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant before advancing to his current role. He holds an insurance license in Arkansas. Outside of his professional work, Zachary enjoys activities such as fitness, football, hiking, lake outings, snowboarding, and traveling.

Carlo Zanoni is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and a qualified Portfolio Manager, bringing over 20 years of experience in financial services. Carlo focuses on clients' life priorities through a goals-based wealth management process, leveraging global resources and advanced web technology to help clients pursue their most meaningful financial lifestyles. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Carlo earned his Bachelor of Science degree in Economics from the University of Southern Maine. In addition to providing traditional advice and guidance, he builds and manages personalized investment strategies that may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies, including discretionary management through the firm’s Investment Advisory Program. Residing in Lewiston, Maine, Carlo and his wife are recent empty nesters with two adult daughters. He is committed to community involvement, volunteering with organizations such as the Appalachian Mountain Club and Preble Street Resource Center, and participates in the Lewiston/Auburn Chamber of Commerce. Outside of work, Carlo enjoys baseball, basketball, camping, football, hiking, music, and spending time with his family.

Kate Kerrigan is a Financial Consultant at Fidelity Investments, where she partners with clients and their families to build personalized financial plans tailored to their goals and preferences. Her approach aims to provide clients with peace of mind regarding their financial future. Since joining Fidelity Investments in 2021, Kate has held multiple roles, including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant, gaining a broad range of experience within the firm. She holds a California Insurance License, supporting her work in financial planning and consulting. Further details about her education and personal interests have not been provided.

Vance Johnson is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement income planning and portfolio management services. He has over 24 years of experience as a financial advisor and has been with Merrill Lynch Wealth Management since 2006. Vance holds the Accredited Asset Management Specialist (AAMS) certification and is designated as a Portfolio Manager, enabling him to manage personalized investment strategies on a discretionary basis tailored to individual client goals. Vance focuses on assisting individuals, families, and small businesses with a range of financial planning areas including retirement income, college education planning, tax minimization, and family wealth management. He emphasizes understanding each client's unique financial situation to develop personalized strategies without financial incentives that might bias his recommendations. His approach includes educating clients to make informed decisions and working closely with them to pursue long-term objectives. He earned an Associate's Degree from New Hampshire Technical Institute. Outside of his professional role, Vance enjoys boating, camping, and music. He plays guitar and has performed in a band with friends for the past decade. He also values community involvement and dedicates time to volunteering with local organizations.