Caroline Wetzel

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.

Matthew Cavalier is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has accumulated a decade of experience in the financial planning industry, focusing on providing holistic guidance to clients and their families to help them build and maintain comprehensive financial plans aimed at pursuing their goals. Prior to his current position, Matthew served as a Client Relationship Manager at Symmetry Wealth Advisory Group from 2021 to 2023. He also gained extensive experience at The Ayco Company LP - Goldman Sachs Personal Wealth Management, where he worked as an Associate from 2018 to 2021, an Analyst from 2015 to 2018, and an Intern Level II from 2014 to 2015.

Robert Guiry is a Planning Consultant with a background in coaching and education, which he integrates into his work with clients. He focuses on educating clients about their options and partnering with them to efficiently work towards their financial goals. Robert aims to build long-lasting, professional relationships that help clients feel confident in their financial plans. His professional experience includes serving as Vice President of Investments at David Lerner Associates from 2021 to 2023, and as a Life Insurance Advisor at Charter Oak Financial from 2019 to 2021. These roles have contributed to his expertise in investment and insurance planning. Outside of his professional work, Robert has interests in the beach, comedy, food, football, movies, and theater.

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.