Stuart Shipley

Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.

Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners. While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes. No information regarding personal interests or community involvement is available for inclusion.

Christopher White is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill Lynch in 2008, where he is a partner in RGRWT & Associates. His work focuses on helping high-net-worth individuals and their families build, preserve, and maintain wealth across generations through personalized and integrated financial strategies. Christopher holds a Bachelor's Degree from SUNY College at Brockport and has earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning. His expertise includes areas such as divorce transition planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services. In addition to his professional work, Christopher has served in leadership roles on boards for several local nonprofit organizations, including the YMCA, United Memorial Medical Center, Leadership Genesee, and United Way. He lives in Batavia, New York, with his wife and has two grown daughters.