Mark Rogozinski

You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals. We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals. Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.

Jayshree Mistry is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this position, she collaborates with Wealth Management Teams to assist clients and their families in achieving their personal and financial objectives by developing financial plans aimed at fostering comfort and confidence. With nearly two decades of experience in finance, Jayshree's professional background includes roles such as Client Relationship Specialist at Charles Schwab from 2021 to 2023, Private Client Banker at Chase in 2021, and Personal Banker II at Wells Fargo from 2014 to 2020. Earlier in her career, she held several positions at First Niagara, formerly known as NewAlliance Bank, from 2004 to 2014. Outside of her professional work, Jayshree enjoys spending time at the beach, engaging in family activities, watching movies, and reading.

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Matthew Carney is a Senior Financial Advisor with Merrill Lynch Wealth Management. As a CERTIFIED FINANCIAL PLANNER® professional, he specializes in financial and retirement planning, working closely with clients to develop personalized wealth management strategies that align with their financial and personal goals. Matthew focuses on areas including executive compensation, equity compensation services, family wealth management, socially responsible investing, and comprehensive investment management services. Matthew began his career in the financial industry in 2016 and joined Merrill Lynch Wealth Management in 2017. He earned a Bachelor of Arts degree in Economics and American Public Policy from St. Mary's College of Maryland, graduating with Magna Cum Laude honors. During college, he was a member of the men's varsity lacrosse team and contributed to community service efforts through the student-athlete advisor committee. He is involved in several professional and alumni organizations, including the College for Financial Planning, the St. Mary’s College of Maryland Alumni Association, and the Potomac School Alumni Association. Matthew also participates in community initiatives such as the St. Mary's College of Maryland men’s lacrosse fundraising game benefiting The Wounded Warrior Project.