Julia Strickland

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.

David Chapin is the Vice President, Wealth Planner at Fidelity, a role he has held since 2025. In this position, he partners with individuals and their families to co-create financial plans tailored to their unique needs. Prior to this, he worked as a Financial Consultant at Fidelity Investments in 2025. His experience also includes serving as a Senior Wealth Advisor at Citizens Securities from 2023 to 2024 and as a VP Financial Consultant at Charles Schwab from 2017 to 2023. David's professional background encompasses roles focused on wealth planning and financial consulting, reflecting his expertise in developing financial plans that simplify clients' financial lives. Outside of his work, he enjoys camping, family activities, fitness, hiking, and outdoor adventures.

Frank Santi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals and adapt to changing market conditions. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, he aims to provide comprehensive financial guidance. Frank holds a Bachelor's Degree from Western Connecticut State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He actively participates in community organizations such as the Washington Nationals Dream Foundation and Maryland Special Olympics. Outside of work, Frank enjoys biking, camping, golfing, skiing, and spending time with his family.

Alanis McNier is a Financial Consultant at Fidelity Investments, where she partners with clients to empower their relationship with the firm and assist them in making educated decisions about their family's financial future. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has gained expertise in client relationship management and financial planning. Alanis's work focuses on helping clients navigate their financial options and develop strategies aligned with their goals. Outside of her professional role, Alanis enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, and embracing parenthood.

Matthew DeChello is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial strategies tailored to their goals and to enhance their relationship with Fidelity. He continuously works with clients to adjust their financial strategies and recommendations as their goals and circumstances evolve. Matthew has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before assuming his current role in 2024. Prior to joining Fidelity, he held various positions at Barnum Financial Group from 2015 to 2021, including Financial Consultant, Financial Planning Analyst, and Paraplanner. He also worked briefly as a Financial Representative at Northwestern Mutual in 2015. Outside of his professional work, Matthew enjoys activities such as camping, cooking and baking, fitness, golf, and hiking.