Kyle Mclaughlin

Travis Bowersox is a Wealth Management Advisor and Assistance Vice President with Merrill Lynch Wealth Management, serving clients as part of the Palmer Group in The Villages, FL. In his role, he provides portfolio analysis, develops customized wealth management plans, and focuses on areas including corporate benefits, family wealth management strategies, legacy planning, retirement planning, tax minimization, and retirement income. He works with high net worth families, CEOs, business owners, executives, and retirees to help them achieve their financial goals through comprehensive wealth management and professional investment management. Travis joined Merrill Lynch in 2015 after graduating from the University of Central Florida School of Business with a degree in Finance. He holds the CERTIFIED FINANCIAL PLANNER® professional certification and is a Chartered Retirement Planning Counselor™ designee. He is also a Personal Investment Advisor (PIA). In addition to his professional qualifications, Travis serves as the founding member and current president of The Villages Estate Planning Council, an organization that includes local attorneys, CPAs, and trust officers. Originally from Central Florida, Travis lives in Mount Dora with his wife Sarah and their daughter Ella. Outside of work, he maintains an active lifestyle enjoying activities such as biking, chess, cooking, hiking, rock climbing, running, swimming, and spending time with his family.

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.

Britt Worrell is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads a team of financial advisors who collaborate with clients to develop plans aimed at achieving their financial goals. Prior to this, she served as Assistant Branch Leader from 2022 to 2024, and has held various leadership positions within Fidelity Investments since 2018. Her experience includes roles such as Team Leader for Central Relationship Managers and Client Services, Onboarding Coach, and Senior Investments Specialist. Through these positions, Britt has gained extensive experience in managing teams and supporting client financial needs. Outside of her professional responsibilities, Britt has interests in concerts, fishing, food, movies, reading, and volunteering.

Chad Seman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in goals-based wealth management services with a focus on retirees. He works with clients to develop tailored financial plans that align with their unique financial goals and life stages, emphasizing a comprehensive approach that addresses both investment objectives and personal priorities. Chad’s expertise encompasses retirement planning, portfolio management, tax-efficient investing, estate planning, tax minimization, family wealth management, legacy and LGBT wealth planning, and managing new wealth. He collaborates closely with individuals, families, and businesses to create strategies designed to grow and protect wealth over time. He holds the Personal Investment Advisor (PIA) designation and has earned an Accredited Certificate from the University of Central Florida, alongside a Bachelor’s Degree from Keiser University. Outside of his professional work, Chad enjoys chess, cooking, football, music, reading, spending time with his family, traveling, and watching movies. He emphasizes understanding clients’ priorities to build personalized plans centered on what matters most to them.

Dustin Shaw is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He began his career as a Financial Advisor at Raymond James & Associates from 2006 to 2008, followed by a role as Financial Advisor at Merrill Lynch from 2008 to 2010. In his professional practice, Dustin focuses on guiding clients through their financial decisions by understanding their personal and business stories and goals. He emphasizes honesty, experience, and communication as foundational elements in building client relationships and works alongside clients to achieve their definition of financial success. Outside of his professional responsibilities, Dustin enjoys boating, camping, golf, hiking, outdoor adventures, and traveling.