Adam Slaughter

Shannon Lipp is a Financial Consultant currently working at Fidelity Investments. In this role, Shannon partners with clients and their families to understand their financial goals, develop comprehensive financial plans, and provide guidance in creating personalized investment strategies. Shannon has been with Fidelity Investments since 2021, initially serving as a Central Relationship Manager before transitioning to the role of Financial Consultant in 2022. Prior to joining Fidelity, Shannon worked as a Financial Consultant at HD Vest from 2015 to 2019.

Alex Storozhenko is a Senior Financial Advisor with extensive experience in wealth management, serving successful executives, professional athletes, and high-net-worth families. Leading The Storozhenko Group within Merrill Lynch Wealth Management, he offers clients access to Merrill's investment resources and the banking services of Bank of America. His expertise includes comprehensive wealth management, focused support for professional athletes to manage their unique career demands, and guidance through significant financial transitions such as retirement, inheritance, and business sales. Since entering the financial services industry in New York City in 1997, Alex has developed specialized capabilities as a Portfolio Manager, offering discretionary management of personalized and defined investment strategies. He collaborates closely with clients' attorneys, accountants, and other advisors to address estate planning and related financial matters. His professional certifications include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alex holds a bachelor's degree from Moscow Business University. Outside of his professional activities, he enjoys antiquing, chess, cooking, fishing, and watching movies. He lives with his wife, Christine, and their two sons, Nick and Evan.

Lauren Borkowski is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative and Planning Consultant. Prior to joining Fidelity, she worked as a Client Service Associate at Morgan Stanley and as a Client Associate at Merrill Lynch. Lauren's experience spans client service and financial planning, where she focuses on developing strong relationships with clients. She emphasizes understanding clients' unique situations and goals to co-create financial plans that address their priorities. Her approach is centered on ensuring clients feel comfortable and confident throughout the financial planning process. Lauren utilizes the strategies and resources available at Fidelity to assist clients in navigating financial obstacles. Further information on her education, credentials, personal interests, or community involvement has not been provided.

Nathan Morris is a Planning Consultant at Fidelity Investments, where he collaborates closely with financial consultants to identify opportunities within clients' financial situations. His role involves simplifying complex financial topics to ensure clients feel informed and supported throughout the planning process. He joined Fidelity Investments in 2024 and has held several positions, including Investment Solutions Representative and Customer Relationship Advocate, before becoming a Planning Consultant in 2025. Outside of his professional work, Nathan enjoys fitness, hiking, outdoor adventures, spending time with pets, and traveling.

Stevi Edmunds is a financial advisor at Merrill Lynch Wealth Management specializing in personal retirement planning, family wealth management strategies, legacy planning, education planning, and retirement income. She is dedicated to helping individuals, families, and businesses achieve their financial goals through a client-centric approach that focuses on creating personalized wealth management strategies. Her expertise includes investment planning, tax-efficient strategies, and risk management. Stevi holds a Bachelor's Degree from Franklin College and maintains professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER® (CFP), and Personal Investment Advisor (PIA). She emphasizes building long-term relationships based on trust and integrity, tailoring financial plans to each client's unique perspectives and priorities. As a Merrill advisor, she aims to connect all aspects of her clients’ financial lives to help prioritize and pursue their most important goals. Beyond her professional work, Stevi is involved with Rotary and enjoys boating, fishing, and spending time with her family.