Jessica Prance

Michael Dattilo is a Financial Consultant at Fidelity Investments, where he leads a team that collaborates with clients to develop comprehensive financial plans tailored to their unique goals. His approach emphasizes a collaborative planning process to support clients in managing their wealth both currently and in the future. Michael and his team focus on building meaningful relationships to assist clients in navigating their financial journeys. Michael's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant in 2024. Prior to this, he held positions as a Licensed Relationship Manager at Key Investment Services, a Registered Client Service Associate and Corporate Stock Plan Analyst at UBS Financial Services, and various roles at Citizens Securities Inc and Citizens Bank from 2012 through 2017. Outside of his professional career, Michael has personal interests that include board games, comedy, concerts, cooking and baking, football, and movies.

Sharla Englerth is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She has been with Fidelity Investments since 2017, progressing through positions including Financial Consultant and Investment Consultant. Prior to her tenure at Fidelity, she gained experience as a ParaPlanner at Ameriprise Financial from 2014 to 2017, and held financial representative roles at American Portfolios and Centra Financial Group between 2009 and 2014. Throughout her career, Sharla has worked closely with clients and their families to understand their financial goals and develop strategies tailored to their needs. She is committed to creating and executing financial plans that provide peace of mind for her clients. Fidelity Investments is recognized as a trusted brand in the financial industry, offering options for a variety of investor styles. Outside of her professional career, Sharla has interests in art, hiking, horseback riding, pets, reading, and yoga.

David DeCourcey is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience as a financial advisor since 1990. He specializes in portfolio management services, individual and corporate investment strategy, and retirement income planning. David applies his knowledge to support clients in making important financial decisions. He holds a Bachelor of Science degree with a major in Investments/Finance from Babson College. David also holds the Personal Investment Advisor (PIA) designation. Beyond his professional work, he volunteers as a budget counselor and has served as a board member for the Cornell Cooperative Extension of Ontario County. David resides in Canandaigua with his wife, Judy. His personal interests include football, genealogy, photography, and spending time with his family.

Matthew Kilmer is the Sales Manager and Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving since 1998. He leads the Central New York Complex and is part of the Eidlin-Kilmer & Associates team, focusing on guiding high-net-worth individuals through complex wealth management challenges. Matthew has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2025. With over 25 years of experience, Matthew's expertise includes divorce transition planning, executive compensation, family wealth management strategies, retirement planning, and investment strategies for individuals and corporations. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the University of Rochester. Matthew is actively involved in his community, serving as a corporate board member of the YMCA of Greater Rochester since 2011, including roles as Annual Campaign Chair and Board Chair. He also volunteers with Volunteers of America. Outside of work, Matthew enjoys boating, golfing, skiing, and spending time with his family. He resides in Pittsford, New York, with his wife and three daughters.