Victor Catalano

As the Founder of Brennan Capital Management, I bring over 17+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

Kelley Mcwilliams is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2021. With over 20 years of experience in the financial services industry, she provides a comprehensive approach to managing wealth by focusing on her clients’ priorities, goals, and aspirations. Kelley’s personal experience as a widow informs her understanding of how life events, whether planned or unexpected, impact financial situations. She is committed to educating and preparing individuals for all stages of their financial journey. Before transitioning to wealth management, Kelley held multiple roles in institutional fixed income, including positions on the municipal desk at Lehman Brothers and Barclays Capital, as well as in fixed income research at Rocaton Investment Advisors and Goldman Sachs Asset Management. She holds a Bachelor of Science degree in Economics, graduating cum laude from Duke University in 2002. Kelley also maintains the FINRA Series 7 and Series 66 registrations, and she has earned the Chartered Financial Analyst (CFA) designation. She resides in Darien, Connecticut, with her three children. Kelley’s client focus areas include Family Wealth Management Strategies, Employee Financial Health, Managing New Wealth, and Women and Wealth. In her personal time, she enjoys spending time with her family, playing tennis, and traveling.

Sal Sereno is a Financial Consultant at Fidelity Investments, where he works with clients to develop tailored financial plans that align with their individual needs and goals. He focuses on understanding each client's current financial situation and aspirations to help them pursue their definition of success. Sal has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before advancing to his current role in 2022. His experience within Fidelity has provided him with a foundation in investment consulting and financial planning. Outside of his professional duties, Sal enjoys activities such as fishing, fitness, golf, sailing, skiing, and traveling.

Dennis Brown is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 1994. Over his 30+ year career at Merrill Lynch, Dennis has advanced through various roles, including Senior Financial Consultant, Vice President, and First Vice President. He is a co-founder of The KBT&J Group, which provides financial guidance to individuals, multigenerational families, and business owners throughout different stages of their financial lives. Dennis specializes in retirement benefits consulting and corporate benefit plans, holding several professional designations such as Certified Plan Fiduciary Advisor® (CPFA®), Certified 401(k) Professional (C(k)P®), and Certified Exit Planning Advisor (CEPA). His expertise encompasses corporate benefits, family wealth management strategies, personal retirement planning, and institutional consulting. He earned a Bachelor's Degree from Loyola University Maryland and holds a High School Diploma from Fairfield College Preparatory School. In addition to his professional work, Dennis is actively involved in community organizations including Team Woofgang, The Cardinal Sheehan Center, The Center for Ignatian Spirituality at Fairfield University, and The Merton Center. He resides in Fairfield and engages in personal interests such as biking, boating, football, golfing, hiking, music, spending time with his family, traveling, and yoga.

Michael Pearson is a Wealth Management Advisor and co-leader of The Linke-Pearson Group, a boutique wealth management practice within Merrill Lynch Wealth Management based in Stamford, Connecticut. He serves high-earning executives, business leaders, and first-generation wealth creators, focusing on transforming financial complexity into clarity for clients with structurally complex financial lives. His approach integrates investment management, executive compensation strategies, wealth transfer, estate planning, and institutional consulting for retirement plans and nonprofits. With over 15 years of experience, Michael holds a Bachelor's Degree from the University of Connecticut and multiple professional designations including CFP®, CFA, ChFC®, CAIA®, CPWA®, and CPFA. He and his team manage over $1.7 billion in client assets (as of December 2025), delivering goal-based planning and data-driven investment processes tailored to the unique needs of their clients. Michael also contributes to the profession through speaking engagements and involvement with advisory networks. Michael is a member of the Estate Planning Council of Fairfield County and participates as a mentor at the University of Connecticut's School of Business. Outside of his professional work, he enjoys adventure sports, cooking, gardening, hiking, horseback riding, photography, reading, running, woodworking, and spending time with his family.