Jeffrey Pifer

Jason Fox is a Financial Consultant at Fidelity Investments, where he assists clients and their families in identifying, organizing, and prioritizing their financial goals. He has been in this role since 2024. He has held several positions in the financial services industry, including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley from 2016 to 2017 and Edward Jones from 2015 to 2016, as well as Investment Services Partner at PNC Investments from 2013 to 2015. Outside of his professional work, Jason is interested in family activities, football, golf, and parenthood.

Olivia Brinker is a Senior Financial Advisor at Merrill Lynch Wealth Management and became a partner in the Bohn, Brinker, Floberg, and Gleason Group in 2022. She provides wealth planning strategies primarily to local female business owners, families, and retirees. Olivia approaches her clients with a perspective of treating them as extended family members and works collaboratively with team members and specialists to deliver comprehensive wealth management support. Olivia joined Merrill in 2015 and has held various roles including Client Associate and Financial Advisor. Her focus is on listening to clients' goals and prioritizing their needs through a disciplined and timely process. She holds the designations of Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Slippery Rock University and a Master of Business Administration from Chatham University. Olivia is actively involved in professional and community organizations, including the Accounting & Financial Women's Alliance, Chatham Alumni Advisory Board, Magee Womens Research Institute and Foundation, Pittsburgh Young Professionals, Wesley Family Services, and the Women's Exchange of Western Pennsylvania. She also participates in community initiatives such as Autism Speaks, Sampson Family YMCA of Greater Pittsburgh, and Special Olympics.

Bret Wagner is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2005. In his role, he focuses on financial planning for high net worth clients, drawing on his extensive experience in the financial services industry. Prior to his current position, Bret worked as a Client Service Full Trader at Charles Schwab Corporation from 1999 to 2004. With 25 years of experience in the field, he brings a comprehensive understanding of financial markets and client service to his work. Outside of his professional career, Bret enjoys boating, fishing, golf, and outdoor adventures.