Brett Harris

Andrew Altieri is a Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop and implement personalized financial plans tailored to their specific needs. His approach is based on a clear process emphasizing integrity and candor. Andrew has been with Fidelity Investments since 2015, progressing through roles including Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President. Prior to joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2013 to 2015.

Shilin Yin, CFP®, is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career as a Financial Advisor Associate at Morgan Stanley before joining Merrill Lynch Wealth Management in 2013. Supported by a team of Merrill and Bank of America specialists, she focuses on helping clients grow and preserve their wealth through challenging economic and market cycles and major life events. Shilin holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC) credentials. She is a graduate of Converse College and holds master's degrees from Temple University and the California State University System. She is a native Mandarin Chinese speaker and a member of the Investment & Wealth Institute™. Her client focus areas include executive compensation, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, ESG investing, and retirement income. Outside of her professional work, Shilin enjoys cooking, hiking, and traveling.

Michael Lanides is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding senior advisor of The Lanides Jeffreys Group. He leads a planning-based wealth management team focused on retirement wealth strategies and serves a client base that includes active and retired business owners, surgeons, and other medical professionals along the East Coast. His approach emphasizes understanding clients’ family dynamics and financial goals through frequent and open communication, enabling tailored strategies for managing wealth and planning legacies. With deep experience in risk management and portfolio diversification, Michael integrates Merrill Lynch research with his own analysis to create goal-based portfolios consisting of equities, bonds, hedge funds, and other asset classes. His philosophy centers on “winning by not losing,” prioritizing thoughtful risk mitigation. He works collaboratively with clients’ CPAs and attorneys to align financial and trust strategies. Michael holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor™ (CRPC), among others. He earned a Bachelor's degree from Union College. Outside of his professional work, Michael’s personal interests include baseball, basketball, biking, cooking, football, golfing, music, skiing, spending time with family, and yoga. He values providing financial education to clients and leading with accountability and approachability in his advisory role.