Elana Gofman

Anthony Stramiello is a Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2021, progressing from Customer Relationship Advocate to Financial Representative, then Investment Consultant, and currently serving as a Financial Consultant since 2024. In his role, Anthony focuses on understanding his clients' priorities and collaborates with them to develop practical, long-term financial strategies tailored to their individual goals. He is committed to building relationships based on trust, transparency, and a shared dedication to clients' financial well-being. Outside of his professional work, Anthony has interests in cars, cooking and baking, family activities, golf, movies, and music.

Alex West is a Financial Consultant at Fidelity Investments, a role held since 2024. Alex has been part of the financial services industry for nine years, having previously worked as an Investments Consultant at Fidelity Investments from 2022 to 2024. Prior to that, Alex served as a Private Client Advisor at J.P. Morgan Securities, LLC from 2021 to 2022, and as a Private Client Banker at the same firm from 2016 to 2021. Alex works closely with individuals and families to understand their unique circumstances and financial goals, helping them navigate complex financial decisions through collaboration. Alex's approach integrates experience, education, and empathy to build meaningful client partnerships and develop plans that align with clients' values and aspirations. Outside of work, Alex's interests include comedy, fitness, football, social events with friends, pets, and traveling.

Kieran Kreider is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management solutions. He works closely with clients to understand their personal priorities and financial goals, creating customized financial roadmaps. His focus spans areas such as college education planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income strategies. Kieran holds a bachelor's degree in economics from Hofstra University and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is registered with FINRA through Series 7 and 66 licenses and holds a Life, Accident & Health insurance license in Pennsylvania. Kieran’s approach emphasizes a disciplined and personalized financial plan supported by resources from Merrill Lynch and Bank of America, including institutional research, trust and fiduciary services, and banking solutions. Outside of his professional role, Kieran lives in South Jersey with his wife Jennifer and their dog Bailee. He maintains an active lifestyle and enjoys boating, fishing, golfing, pickleball, and surfing, often spending time at the Jersey Shore. His balanced approach fosters strong relationships and reflects a commitment to personal development and genuine empathy in client interactions.

Scott Kendrick is the Senior Resident Director - Wealth Management Advisor at Merrill Lynch Wealth Management in Middletown, NY. He co-founded and serves as managing partner of The Kendrick-Collesano Wealth Management Group and has been with Merrill since 1999. In his role, Scott leads a team of professionals and acts as the national liaison between Resident Directors and Merrill’s senior management. Scott’s expertise encompasses comprehensive wealth management services, including retirement planning, asset and risk management, tax minimization strategies, wealth transfer, private banking, and complex lending strategies. He has earned the Chartered Retirement Planning Counselor™ (CRPC) designation from the College for Financial Planning and holds multiple FINRA licenses, including Series 7, 66, 31, 9, and 10, as well as Life, Accident, and Health insurance licenses. His work has been recognized by Forbes, naming him to their “Best in State Wealth Advisors” list from 2022 through 2024, and his team was featured on the 2024 "Best-in-State Wealth Management Teams" list. Before joining Merrill, Scott was selected in the 7th round of the 1993 MLB amateur draft by the Chicago Cubs. He holds a bachelor's degree in business and economics with a minor in marketing and finance from SUNY Oneonta. Scott serves as Vice Chairman of the Garnet Health Foundation and resides in Sugarloaf, NY with his wife, two daughters, and their Shih Tzu. In his free time, he enjoys family activities, golf, yard work, snowmobiling, and spending time with friends.

Patrick Doherty is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2016. In this role, he collaborates with clients to develop customized wealth plans aimed at achieving their financial goals. He provides ongoing communication and support to adjust financial strategies as clients' needs evolve. Patrick has been with Fidelity Investments since 2008, progressing through various positions including Financial Consultant, Account Executive, and Investor Center Financial Representative. His experience spans client service, investment representation, and financial consulting. Outside of his professional responsibilities, Patrick has interests in baseball and soccer.

Nikita West is an Investment Consultant at Fidelity, a role she has held since 2024. Prior to this, she worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2022 and served as a Relationship Banker at Wells Fargo Bank from 2013 to 2021. Her professional experience spans various facets of financial services, focusing on client relationships and investment solutions. She holds a California Insurance License, which supports her work in financial planning and investment consulting. Nikita emphasizes building long-term partnerships with her clients by understanding their individual financial goals and providing transparent guidance throughout their financial journeys. Outside of her professional life, Nikita enjoys cooking and baking, hiking, music, outdoor adventures, traveling, and writing.