Trishul Patel

Have you ever woken up in the middle of the night, worried about your financial future? You’re not alone—and I’ve dedicated my career to helping people find peace of mind when it comes to money. I hold a Master’s Degree in Personal Financial Planning from Kansas State University (go Wildcats!) and am proud to be a CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Retirement Income Certified Professional® (RICP®). For the past seven years, I’ve worked behind the scenes crafting detailed financial plans for advisors across the country—helping clients invest wisely, retire confidently, and make smart decisions about Social Security, among other complex financial topics. Now, I’m bringing that experience directly to individuals and families. My mission is simple: to provide clear, actionable financial guidance that helps you sleep better at night and live better during the day. I live in the Village of Wellington, Florida—if you're into polo, you’ve probably heard of it! My amazing wife, Fabiola, is a Registered Nurse and was recently accepted into the Nurse Practitioner program at FAU. We have two incredible kids: Alexander (11), who’s all about tech and space, and Leah (9), who’s passionate about soccer and gymnastics. Whether you're planning for retirement, navigating a career change, or just trying to make sense of your financial future, I'm here to help.

Chris Kolasinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 25 years of experience in financial advising, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris emphasizes personalized wealth management strategies that align with clients' values and goals, facilitating ongoing collaboration to help clients pursue their financial objectives and plan their legacies. Born in Poland and raised in the United States, Chris developed an early passion for investing while studying Finance at the University of Florida, where he earned his bachelor's degree. Over his career, he obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation and serves as a Personal Investment Advisor (PIA). Committed to community involvement, Chris volunteers with local organizations, reflecting the Merrill tradition of service. His personal interests include basketball, soccer, swimming, and tennis.

Justin Burt is a Financial Consultant at Fidelity, a position he has held since 2021. In this role, he focuses on building relationships based on trust and integrity, serving individuals, couples, and families with their financial needs. Prior to joining Fidelity, Justin worked as a Financial Professional at Equitable Advisors from 2019 to 2021. His experience includes guiding clients through complex financial situations and providing holistic financial planning. Justin is committed to alleviating the stress associated with financial matters and aims to inspire confidence through his work at Fidelity.

Sergio Marquez is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity for over 25 years, beginning his career there in 2000 as a Financial Representative. Over the years, he progressed to Financial Consultant in 2002 before attaining his current position. Throughout his tenure, Sergio has worked closely with many clients and families, developing strong relationships and assisting them in planning and working toward their financial goals. He provides clients access to Fidelity's brand, technology, cost-efficient investments, and personalized service through his team. No additional information regarding his education, credentials, personal interests, or community involvement was provided.

Peter McCaughan is a Financial Consultant at Fidelity Investments, where he has been working since 2019. In his current role, he partners with individuals and families to create tailored financial plans aimed at helping them achieve their personal and financial goals by leveraging Fidelity's resources. Peter has been with Fidelity Investments since 2015, progressing through several roles including Workplace Planning and Guidance Associate, Relationship Manager, Investment Consultant, and now Financial Consultant. This experience has provided him with a broad understanding of financial planning and client relationship management within the firm.