Neel Koladiya

Chad Buchignani is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to joining Fidelity, he gained experience as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade from 2016 to 2018. In his role, Chad partners with clients to help them make appropriate financial decisions and manage their wealth effectively while monitoring their financial lives over time. Chad holds a California Insurance License. He chose to join Fidelity because of its trusted brand, ethical beliefs, and unique investment approach. His client relationships are built on trust, reliability, and transparency to provide a comprehensive client experience. Outside of his professional work, Chad enjoys baseball, family activities, fishing, exploring food, spending time with pets, and running.

David Haslam is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2011, he has worked with individuals, families, and businesses to create personalized financial strategies that align with their goals and risk tolerance. His expertise includes retirement planning, family wealth management, business financial strategies, tax minimization, and legacy planning. David employs a disciplined approach supported by Merrill's market research, technology, and specialized teams to help clients pursue their financial objectives. David holds a Bachelor's Degree in Business from St. Leo University and has 30 years of experience in business finance, management, and development. He is a Personal Investment Advisor (PIA) and focuses particularly on assisting those near or in retirement, as well as entrepreneurs and business owners seeking both short- and long-term financial strategies. David is committed to delivering service in a family office environment tailored to meet and exceed client expectations. Outside of his professional role, David participates in community activities, including volunteering with the United Way of Marion County. He enjoys boating, cooking, fishing, music, photography, traveling, and spending time with his wife Tammi and son Gavin, often engaging in sporting events and outdoor activities throughout Florida.

Dorothy Carpenter is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She partners with clients to understand their financial objectives and develop customized financial plans tailored to meet their individual needs. Dorothy emphasizes a collaborative approach, beginning with a thorough understanding of each client's situation, followed by discussing strategies that prioritize their interests, and providing ongoing assistance to keep their financial plans on track. Dorothy has accumulated extensive experience at Fidelity Investments, holding various positions since 2011. Her roles have included Investment Consultant, Relationship Manager, Retirement Relationship Manager, Retirement Solutions Representative, High Net Worth Associate 1, and Financial Service Representative. This progression reflects her broad expertise in financial consulting and client relationship management. Outside of her professional commitments, Dorothy enjoys family activities, exploring culinary experiences as a foodie, watching football, horseback riding, and traveling.

Amanda Rattleff is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized investment strategies tailored to their individual goals and priorities. Amanda provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen events. Additionally, she offers access to Bank of America services for banking and lending needs. Amanda holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Boothbay Region High School and has completed coursework at the University of Maine System, where she also obtained a bachelor's degree. Through her professional and educational background, Amanda is equipped to support clients in pursuing their financial objectives with ongoing advice and guidance.