Jason Pueschel

Basia Pietrzak is currently serving as a Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she is responsible for delivering customer service and supporting her team through coaching, feedback, and recognition. Prior to this, she held several roles at Fidelity Investments including Client Services Team Leader, OBTL, and CRM. Her professional experience also includes positions at Fairbanks Wealth Management as an Account Executive and at Janney Montgomery Scott as a Registered Client Associate and Assistant Branch Manager. Basia's work focuses on leadership, client services, and team development within the financial services sector. Outside of her professional responsibilities, Basia has personal interests that include cooking and baking, fitness, pets, and reading.

James Stewart is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, he focuses on serving business owners, entrepreneurs, and corporate executives by addressing their unique wealth management needs. His expertise includes executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, socially responsible investing, tax minimization, and retirement income planning. James began his career in 1983 and joined Merrill Lynch Wealth Management in 2015. He holds a Bachelor's Degree from William Paterson University and is a Personal Investment Advisor (PIA). James holds FINRA Series 7 and Series 66 registrations. His approach involves in-depth consultations to understand clients' financial situations and goals, followed by customized wealth plans that integrate accumulation, preservation, tax planning, and inter-generational wealth transfer. He collaborates with affiliated professionals to implement complex strategies as needed. Outside of his professional role, James enjoys adventure sports, hiking, yoga, and spending time with his family. He is involved with several community organizations, including the Appalachian Mountain Club, CAST Coalition Against Slavery and Trafficking, Disabled American Veterans, Middlesex Chamber of Commerce, Shriner's Children's Hospital, St Jude's Children's Hospital, and a nutrition coalition. His community involvement also extends to the Red Cross, USO, and Wounded Warrior programs.

Matthew Forman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their unique goals and changing market conditions. His client areas of expertise include divorce transition planning, education planning, executive compensation, legacy planning, retirement income, philanthropic planning, portfolio management, small business strategies, personal retirement planning, and tax minimization. Matthew holds a Bachelor's Degree from the University of Hartford and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows a philosophy of working one-on-one with clients to create strategies aimed at pursuing their long-term financial objectives. In addition to his professional work, Matthew participates in community volunteer activities. His personal interests include basketball, cooking, football, gardening, golfing, hiking, and spending time with his family.

Robert Reier is a Financial Advisor at Merrill Lynch Wealth Management, where he has been advising clients since 2022. In his role, he focuses on creating personalized client experiences that extend beyond investment management to include financial planning, lending, legacy considerations, and liquidity events. Robert works with individuals, families, executives, and business owners to develop strategies around goal planning, retirement, portfolio management, tax minimization, and wealth management. Robert holds a Bachelor's degree in Financial Economics from Emory University and earned the Personal Investment Advisor (PIA) designation. His client service areas include college education planning, corporate executive services, managing new wealth, and small business strategies. He combines Merrill Lynch’s comprehensive financial planning capabilities with the support and security of Bank of America. Originally from Rye, New York, Robert now resides in Canton, Connecticut. Outside of his professional work, he enjoys fishing, fly-fishing, and spending time outdoors on the Farmington River. His personal interests include bowling, cooking, hiking, music, pottery, traveling, watching movies, writing, and spending time with his family.

Evan Rodrigue is an Investment Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he worked at Northwestern Mutual, where he served as a Financial Advisor from 2019 to 2021 and as a Financial Representative from 2017 to 2019. Throughout his career, Evan has focused on financial planning and investment consulting. Evan emphasizes the importance of financial education within the community and aims to help individuals and families become more knowledgeable about their financial goals. He believes in developing a deep understanding of client values to collaboratively create effective financial plans. Details regarding his education, credentials, personal interests, and community involvement have not been provided.