Scott Kendrick

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.

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.

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.

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.

Jann Trefny is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Throughout his career, he has held positions with Morgan Stanley, UBS Financial Services, Swiss Re Asset Management, and Credit Suisse. His areas of expertise include divorce transition planning, family wealth management strategies, retirement income, legacy planning, socially responsible and ESG investing, as well as individual and corporate investment strategy. Jann earned a Master's degree in economics from the University of Zurich in Switzerland. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jann is fluent in English and German. Outside of his professional pursuits, Jann is an avid athlete and was the Swiss decathlon champion in 1989. He represented Switzerland at the World Championships in Tokyo in 1991. In his spare time, he enjoys outdoor activities such as running, biking, skiing, and spending time with his family.