Steven Boorstein

Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.

Angelo Pinti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over a decade of industry experience. He focuses on wealth planning and portfolio management, working closely with clients and their families. Angelo emphasizes building genuine, long-lasting relationships founded on mutual respect and trust, viewing his role as an advocate for his clients' financial well-being. Before his career as a financial advisor, Angelo spent several years as a small business owner, an experience that informs his approach to wealth management. He utilizes a disciplined financial process that prioritizes establishing tangible financial goals and implementing tailored investment strategies. His expertise includes college education planning, divorce transition planning, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Angelo holds a Bachelor's Degree from Rowan University and the Personal Investment Advisor (PIA) designation. He is a member of the Beta Gamma Sigma International Business Honor Society and has served on the Rohrer College of Business Alumni Advisory Council as well as the Rowan University Alumni Association Board of Directors. He is fluent in English, Italian, and Spanish. Outside of work, Angelo enjoys drawing and sketching, music, reading, spending time with his family, traveling, and woodworking.

Robert Lancaster is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2006, previously serving as Vice President, Financial Consultant from 2014 to 2018 and as a Financial Consultant from 2006 to 2013. Prior to joining Fidelity, he was Vice President, Branch Manager at TD Ameritrade from 2005 to 2006 and held the same position at Charles Schwab from 1991 to 2005. Throughout his career, Robert has focused on wealth planning and financial consulting, assisting clients in designing personalized financial plans. His commitment is to help clients create plans that work for them and their families both now and in the future. Outside of his professional responsibilities, Robert enjoys family activities, fitness, football, golf, movies, and traveling.

Billie Jo Davey Salter is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 27 years of combined experience in investments, managed portfolios, annuities, estate and trust planning, and retirement planning, she offers personalized financial strategies tailored to clients' long-term goals. Her professional background includes roles in high net worth trust departments, estate and trust administration, estate administration law offices, estate and trust taxation, and brokerage wirehouse sales. Ms. Salter holds a Bachelor's Degree from Rowan University and has completed the Florida Bankers Association Trust School. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). She has also served as Treasurer of the Clayton Educational Foundation. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management, special needs planning strategies, and women and wealth. Beyond her advisory role, Ms. Salter participates in community organizations such as the North Italy Club of Vineland, the Cumberland County Women's Republican Organization, and the Pittsgrove Township Republican Organization. Her personal interests include antiquing, camping, cooking, dancing, gardening, music, spending time with family, traveling, watching movies, and writing.