Martin Stocklan

Mary Sanchez is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with her family members, including her mother, father, and uncle, focusing on serving divorced individuals, business owners, and highly compensated executives. The team operates out of South Florida, including Miami and Marco Island, as well as Wellesley, Massachusetts. The McKee Group, with over 70 years of combined experience, specializes in wealth management services that encompass retirement income planning, college education planning, wealth preservation, tax minimization strategies, risk management, and liability management. Mary and her team employ sophisticated modeling tools to develop financial strategies tailored to the creation, preservation, and transfer of wealth, emphasizing enduring client relationships and comprehensive personal assistance. Mary holds a Bachelor's Degree from Connecticut College and maintains the Personal Investment Advisor (PIA) designation. She is an active member of the Junior League of Miami and serves as Co-Chair of the Women Who Make A Difference fundraiser for the organization. Outside of her professional commitments, Mary enjoys biking, boating, golfing, racquetball, scuba diving, skiing, swimming, tennis, yoga, and spending time with her family.

Beth Fratalia is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients on their daily financial planning and service needs. She aims to be a trusted point of contact to ensure positive experiences in every interaction with Fidelity's team. Beth has been with Fidelity Investments since 2020, initially serving as a Relationship Manager before taking on her current role as a Planning Consultant. Prior to joining Fidelity, she worked as a Marketing Analyst at F.L. Putnam Investment Management Company from 2019 to 2020 and was a Wealth Advisor Associate at Morgan Stanley from 2014 to 2019.

Robert Rice is a Senior Resident Director and Wealth Management Advisor at Merrill, serving the Cape Cod and Islands office. He joined Merrill in 2004 and brings over 35 years of experience in sales, marketing, and business management. Robert holds a Bachelor's degree from Springfield College and holds the Personal Investment Advisor (PIA) designation. Robert's professional focus includes employee benefits planning, family wealth management strategies, personal retirement planning, and retirement income. He leads Rice and Associates with support from his business partner of more than 18 years, Debbie Gwizd, along with team member Alec Mcleod. Their team emphasizes developing personalized financial strategies tailored to individual client goals, providing clear and understandable advice, and leveraging over 50 years of combined industry experience with the resources of a global financial services firm. In addition to his work, Robert participates in community initiatives, including Habitat for Humanity, and has served as a member of the Board of Directors for Cape Cod Child Development. He lives in West Falmouth on Cape Cod with his wife, Kate.

Drew Frazee is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He has been with Fidelity for nearly 30 years, during which he has built lifetime relationships with clients and their families to create personalized wealth plans aimed at financial success across generations. His extensive experience at Fidelity includes roles such as Vice President, Financial Consultant from 2006 to 2017, Financial Consultant from 2001 to 2006, Retirement Inside Wholesaler from 1998 to 2001, and Retirement Investments Specialist from 1996 to 1998. Throughout his career, Drew has focused on applying his process, core business beliefs, and personal values to prioritize clients' interests. No specific details regarding his education, credentials, personal interests, or community involvement were provided.

Gina Costa is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2019. In this capacity, she collaborates with clients to identify strategies across all aspects of their financial lives, providing continuous and accessible service alongside her team. Her experience with Fidelity Investments spans multiple roles, including Private Client Group Relationship Manager from 2011 to 2014, Investments Consultant from 2008 to 2011, and Financial Representative from 2006 to 2008. This progression reflects her extensive background in wealth management and client relationship development. Outside of her professional work, Gina enjoys activities such as barre, beach outings, board games, cooking and baking, family activities, and fitness.