Achyuta Nidadavolu

As the Founder of Brennan Capital Management, I bring over 17+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

Greg Giandalone is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He adopts a goals-based approach to financial planning, focusing on understanding clients' priorities to guide their financial strategies. Greg is a CERTIFIED FINANCIAL PLANNER® professional and a U.S. Army Veteran, which informs his disciplined and client-focused methodology. Greg's professional experience spans several prominent financial institutions. Prior to his current role, he worked as a Senior Financial Consultant at TD Ameritrade from 2016 to 2020. He also held positions as a Wealth Management Client Associate at Ameriprise Financial and Merrill Lynch, as well as a Financial Advisor at Merrill Lynch, and a Stockbroker at John Thomas Financial and E-1 Asset Management. Outside of his professional work, Greg engages in activities related to family, fitness, military service, pets, tennis, and volunteering.

James Mcintosh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over twenty years of experience in the financial services industry, focusing on helping clients pursue their long-term personal and investment goals through personalized financial strategies. His client services include education planning, legacy planning, personal retirement planning, portfolio management, tax minimization, retirement income, and services for endowments, foundations, and non-profits. James began his career in 2000 and has held positions at Prudential Financial, Citigroup Asset Management, and UBS Financial Services before joining Merrill in 2009. He holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. James is a Phi Beta Kappa graduate of the University of Connecticut Honors Program, where he earned his bachelor's degree. Residing in Greenwich, Connecticut, James is active in community and cultural organizations, including the Connecticut Ancestry Society, Fairfield County Gaelic America Club, and the University of Connecticut Alumni Association. He enjoys genealogical research, hiking, music, reading, singing, spending time with his family, traveling, and writing.

Matthew Cavalier is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has accumulated a decade of experience in the financial planning industry, focusing on providing holistic guidance to clients and their families to help them build and maintain comprehensive financial plans aimed at pursuing their goals. Prior to his current position, Matthew served as a Client Relationship Manager at Symmetry Wealth Advisory Group from 2021 to 2023. He also gained extensive experience at The Ayco Company LP - Goldman Sachs Personal Wealth Management, where he worked as an Associate from 2018 to 2021, an Analyst from 2015 to 2018, and an Intern Level II from 2014 to 2015.

Kelley Mcwilliams is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2021. With over 20 years of experience in the financial services industry, she provides a comprehensive approach to managing wealth by focusing on her clients’ priorities, goals, and aspirations. Kelley’s personal experience as a widow informs her understanding of how life events, whether planned or unexpected, impact financial situations. She is committed to educating and preparing individuals for all stages of their financial journey. Before transitioning to wealth management, Kelley held multiple roles in institutional fixed income, including positions on the municipal desk at Lehman Brothers and Barclays Capital, as well as in fixed income research at Rocaton Investment Advisors and Goldman Sachs Asset Management. She holds a Bachelor of Science degree in Economics, graduating cum laude from Duke University in 2002. Kelley also maintains the FINRA Series 7 and Series 66 registrations, and she has earned the Chartered Financial Analyst (CFA) designation. She resides in Darien, Connecticut, with her three children. Kelley’s client focus areas include Family Wealth Management Strategies, Employee Financial Health, Managing New Wealth, and Women and Wealth. In her personal time, she enjoys spending time with her family, playing tennis, and traveling.

Sal Sereno is a Financial Consultant at Fidelity Investments, where he works with clients to develop tailored financial plans that align with their individual needs and goals. He focuses on understanding each client's current financial situation and aspirations to help them pursue their definition of success. Sal has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before advancing to his current role in 2022. His experience within Fidelity has provided him with a foundation in investment consulting and financial planning. Outside of his professional duties, Sal enjoys activities such as fishing, fitness, golf, sailing, skiing, and traveling.