Olivia Brinker

WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits. Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!

Deneen Zehr is a Planning Consultant at Fidelity Investments, a position she has held since 2011. She collaborates with clients to develop financial plans aimed at supporting the achievement of their financial goals, utilizing advanced financial strategies available within the industry. Her career in financial services began in 2004 as a Financial Representative at PFS Investments Inc. She has since held several roles as a Planning Assistant at Lincoln Financial Advisors, LPL Financial Network, and Commonwealth Financial Network before joining Fidelity Investments. This experience has contributed to her knowledge and expertise in financial planning.

Jason Fox is a Financial Consultant at Fidelity Investments, where he assists clients and their families in identifying, organizing, and prioritizing their financial goals. He has been in this role since 2024. He has held several positions in the financial services industry, including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley from 2016 to 2017 and Edward Jones from 2015 to 2016, as well as Investment Services Partner at PNC Investments from 2013 to 2015. Outside of his professional work, Jason is interested in family activities, football, golf, and parenthood.

Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various roles in the financial advisory field, including positions at E*TRADE and Charles Schwab, where he progressed from the Financial Consultant Academy to Associate Financial Consultant before moving into his current role. His experience encompasses financial planning and wealth management, with a focus on partnering with individuals and families to develop comprehensive financial plans. He emphasizes understanding clients on a personal level to help them navigate the challenges of investing. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Sumana Naik is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she collaborates with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on investing, retirement planning, and preparing for unexpected financial needs, while also offering access to Bank of America specialists for banking, credit, home financing, and small business services. Sumana holds a Bachelor's Degree from the University of Maryland and has earned the Personal Investment Advisor (PIA) designation. She communicates with clients in both English and Kannada. Outside of her professional work, Sumana is involved with community organizations including the American Heart Association Heart Ball Auction Committee, Greater Pittsburgh Community Food Bank, and North Hills Community Outreach.