Bret Wagner

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.

Olivia Brinker is a Senior Financial Advisor at Merrill Lynch Wealth Management and became a partner in the Bohn, Brinker, Floberg, and Gleason Group in 2022. She provides wealth planning strategies to female business owners, families, and retirees, emphasizing a client-centered approach that prioritizes quality, timeliness, and a disciplined process. Olivia collaborates with team members and specialists to deliver comprehensive wealth management support. Olivia joined Merrill in 2015 and has held various roles, including Client Associate and Financial Advisor. She holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Olivia earned her Bachelor's Degree from Slippery Rock University and a Master of Business Administration (MBA) from Chatham University. She serves as President of the Western PA Women's Exchange for Merrill Lynch Bank of America, a forum supporting women in wealth management. Olivia is involved with several professional and community organizations, including the Accounting & Financial Women's Alliance, Chatham Alumni Advisory Board, Magee Womens Research Institute and Foundation, Pittsburgh Young Professionals, Wesley Family Services, Autism Speaks, Sampson Family YMCA of Greater Pittsburgh, and Special Olympics.

Bryan Greenawalt is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Representative, and Private Client Specialist. Prior to joining Fidelity, Bryan worked as a Financial Advisor at Waddell & Reed from 2005 to 2007. With over a decade of experience in the financial services industry, Bryan focuses on creating client-centric strategies that emphasize exceptional client service and personalized guidance. His expertise lies in developing tailored financial plans to support the needs of families. Bryan's career reflects a steady progression through roles of increasing responsibility within the financial planning sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.