Jonathan Salisbury

Rodica Richichi is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she focuses on creating a collaborative environment where clients can engage in meaningful conversations about their financial futures. Prior to this, she served as an Investment Solutions Representative II and a Financial Representative at Fidelity Investments, gaining experience from 2022 through 2024. Before joining Fidelity, Rodica worked as a Personal Banker at Fifth Third Bank from 2021 to 2022. Rodica's professional journey reflects her commitment to building relationships based on shared goals and mutual respect. She approaches financial planning as a process centered on understanding and empowering clients, emphasizing the importance of informed decision-making. Outside of her professional work, Rodica enjoys bowling, comedy, hiking, photography, swimming, and traveling.

Liam McCafferty is an Investment Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at achieving their personal goals. He has been with Fidelity since 2022, initially serving as a Workplace Planning Consultant before transitioning to his current role in 2024. In his role, Liam partners with clients to provide investment consulting services, aligning with Fidelity's standards as a trusted brand in the financial industry. His professional experience focuses on workplace planning and investment consulting. Outside of his professional work, Liam has interests in art, baseball, the beach, music, and traveling.

Shelli Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been practicing since 2001. She specializes in developing goals-based strategies tailored for retirees and their families, focusing on helping clients pursue both their short- and long-term financial objectives. Shelli and her team employ a Goals Based Wealth Management approach that considers clients' experiences with wealth alongside their personal situations and aspirations, aiming to craft financial strategies that support meaningful outcomes and help clients stay on track over time. Shelli holds the Chartered Retirement Planning Counselor (CRPC™) designation and serves as a Senior Portfolio Advisor, managing discretionary custom investment strategies drawn from a broad selection of Merrill model and third-party portfolios. She earned her bachelor's degree from the University of Florida with a concentration in finance and economics. Committed to her community, Shelli volunteers with organizations including the Peace River Botanical & Sculpture Gardens and the United Way chapters in Charlotte and Lee Counties.