Joseph Ferry

Clark Giles is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management. He works with individuals seeking professional investment management and financial planning tailored to various stages of life. Clark holds a bachelor's degree in Economics and Computer Science from Providence College. He maintains Series 7, 63, and 65 FINRA registrations and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of his professional work, Clark enjoys fishing, football, hiking, and skiing.

Steven Franco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over a dozen years of experience in the financial services industry, including roles as an Investment Consultant and Financial Representative at Fidelity Investments, as well as senior and personal banking positions at KeyBank and Bank of America. Throughout his career, Steven has focused on partnering with clients to help them identify and pursue their financial goals tailored to their preferences. He holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Steven has personal interests that include spending time at the beach, enjoying food, watching football, playing golf, and traveling.

Alanis McNier is a Financial Consultant at Fidelity Investments, where she partners with clients to empower their relationship with the firm and assist them in making educated decisions about their family's financial future. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has gained expertise in client relationship management and financial planning. Alanis's work focuses on helping clients navigate their financial options and develop strategies aligned with their goals. Outside of her professional role, Alanis enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, and embracing parenthood.

Matthew DeChello is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial strategies tailored to their goals and to enhance their relationship with Fidelity. He continuously works with clients to adjust their financial strategies and recommendations as their goals and circumstances evolve. Matthew has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before assuming his current role in 2024. Prior to joining Fidelity, he held various positions at Barnum Financial Group from 2015 to 2021, including Financial Consultant, Financial Planning Analyst, and Paraplanner. He also worked briefly as a Financial Representative at Northwestern Mutual in 2015. Outside of his professional work, Matthew enjoys activities such as camping, cooking and baking, fitness, golf, and hiking.