Kieran Kreider

Elana Gofman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in creating tailored, risk-managed investment strategies that align with clients’ personal preferences and market conditions. Elana focuses on various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Elana began her career with roles at Morgan Stanley and Alliance Bernstein before joining Merrill Lynch in 2015. She holds a Bachelor’s degree in Finance from Indiana University’s Kelley School of Business and has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Elana emphasizes a collaborative approach with clients and their families, focusing on defining unique priorities and goals to develop comprehensive financial plans reviewed regularly. Outside of her professional work, Elana resides on Long Island with her husband and four children. Her personal interests include cooking, dancing, reading, skiing, tennis, traveling, and spending time with family. She is also active in volunteering and fundraising for various charities.

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.

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.

Grace Lutfy is a Financial Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Grace earned her Bachelor's Degree from the Pennsylvania State University System. Her role involves providing investment advice and wealth management services to clients.

Gregory Lutfy is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry for 29 years and joined Merrill Lynch Wealth Management in 2013. Greg focuses on managing new wealth, portfolio management services, sports and entertainment, and retirement income, providing personalized wealth management strategies tailored to client goals and timelines. His approach emphasizes risk analysis combined with customized financial planning to address the core needs of wealthy individuals and families. Greg holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from the Pennsylvania State System of Higher Education. He resides in Milford, PA with his wife and three children. In addition to his professional responsibilities, Greg participates in community volunteer activities. His personal interests include fishing, golfing, hiking, and scuba diving.