Andrew Trammell

My name is Trishul Patel, CFP®, MBA. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life. Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University. I have been investing for over two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of Southeast Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets. Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others. These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.

Chris Kolasinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 25 years of experience in financial advising, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris emphasizes personalized wealth management strategies that align with clients' values and goals, facilitating ongoing collaboration to help clients pursue their financial objectives and plan their legacies. Born in Poland and raised in the United States, Chris developed an early passion for investing while studying Finance at the University of Florida, where he earned his bachelor's degree. Over his career, he obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation and serves as a Personal Investment Advisor (PIA). Committed to community involvement, Chris volunteers with local organizations, reflecting the Merrill tradition of service. His personal interests include basketball, soccer, swimming, and tennis.

Sergio Marquez is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity for over 25 years, beginning his career there in 2000 as a Financial Representative. Over the years, he progressed to Financial Consultant in 2002 before attaining his current position. Throughout his tenure, Sergio has worked closely with many clients and families, developing strong relationships and assisting them in planning and working toward their financial goals. He provides clients access to Fidelity's brand, technology, cost-efficient investments, and personalized service through his team. No additional information regarding his education, credentials, personal interests, or community involvement was provided.

Peter McCaughan is a Financial Consultant at Fidelity Investments, where he has been working since 2019. In his current role, he partners with individuals and families to create tailored financial plans aimed at helping them achieve their personal and financial goals by leveraging Fidelity's resources. Peter has been with Fidelity Investments since 2015, progressing through several roles including Workplace Planning and Guidance Associate, Relationship Manager, Investment Consultant, and now Financial Consultant. This experience has provided him with a broad understanding of financial planning and client relationship management within the firm.

Eric Diamond is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has worked since 2008. In his current role since 2015, he focuses on helping multigenerational families develop personalized wealth strategies that address growth, preservation, and transfer of assets. Eric collaborates with a team of specialists, including an Investment Manager, Advanced Planning members, and a Trust Officer, to deliver comprehensive wealth management services tailored to clients' needs. Prior to his current position, he served as a Senior Account Executive at Fidelity Investments from 2008 to 2015. Outside of his professional duties, Eric enjoys family activities, exploring culinary interests, and playing golf.