William Ward

Sharla Englerth is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She has been with Fidelity Investments since 2017, progressing through positions including Financial Consultant and Investment Consultant. Prior to her tenure at Fidelity, she gained experience as a ParaPlanner at Ameriprise Financial from 2014 to 2017, and held financial representative roles at American Portfolios and Centra Financial Group between 2009 and 2014. Throughout her career, Sharla has worked closely with clients and their families to understand their financial goals and develop strategies tailored to their needs. She is committed to creating and executing financial plans that provide peace of mind for her clients. Fidelity Investments is recognized as a trusted brand in the financial industry, offering options for a variety of investor styles. Outside of her professional career, Sharla has interests in art, hiking, horseback riding, pets, reading, and yoga.

Matthew Kilmer is the Sales Manager and Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving since 1998. He leads the Central New York Complex and is part of the Eidlin-Kilmer & Associates team, focusing on guiding high-net-worth individuals through complex wealth management challenges. Matthew has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2025. With over 25 years of experience, Matthew's expertise includes divorce transition planning, executive compensation, family wealth management strategies, retirement planning, and investment strategies for individuals and corporations. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the University of Rochester. Matthew is actively involved in his community, serving as a corporate board member of the YMCA of Greater Rochester since 2011, including roles as Annual Campaign Chair and Board Chair. He also volunteers with Volunteers of America. Outside of work, Matthew enjoys boating, golfing, skiing, and spending time with his family. He resides in Pittsford, New York, with his wife and three daughters.

Ashley Sullivan is a Branch Leader who leads a team of wealth management professionals dedicated to providing clients with both personalized attention and the collective strength of the team. Her approach focuses on helping clients gain clarity, make confident financial decisions, and work toward meaningful outcomes through a personalized financial planning process. Ashley has held various roles in the financial industry, including Vice President and Senior Wealth Partner at 1865 Wealth Advisors from 2023 to 2025, Private Wealth Advisor at LVW Advisors from 2022 to 2023, and Financial Consultant at Charles Schwab and Co., Inc. from 2013 to 2022. Earlier in her career, she worked as an Investment Representative and Financial Representative at Fidelity Investments and as a Financial Advisor Associate at UBS Wealth Management. She holds a California Insurance License. Outside of her professional work, Ashley engages in family activities, fitness, social events with friends, parenthood, and traveling.

Jessica Prance is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Her prior experience includes positions at Merrill Lynch, where she was a Private Wealth Investment Management Specialist from 2020 to 2022 and a Private Wealth Associate from 2017 to 2020. Throughout her career, Jessica has focused on creating personalized financial plans that align with clients' goals and address their concerns. She emphasizes transparency and communication to build trustworthy relationships, helping clients feel more confident and comfortable with their financial strategies. Outside of her professional work, Jessica has interests in fitness, golf, horseback riding, pets, and reading.

Christopher O'Dell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with families to define their financial goals and develop comprehensive plans tailored to their specific needs. His approach emphasizes financial planning as an ongoing process aimed at making sensible decisions through each stage of life to work toward financial freedom. Christopher has extensive experience in the financial services industry, having held various advisory roles since 2009. Prior to his current role, he served as a Financial Advisor at Ameriprise Financial Services Inc. from 2014 to 2019, a Financial Consultant at Allstate Financial Services Inc. from 2012 to 2014, a Financial Advisor at Merrill Lynch from 2010 to 2012, and a Planning Assistant at Ameriprise Financial from 2009 to 2010. Outside of his professional work, Christopher enjoys cooking and baking, participating in family activities, playing golf, riding motorcycles, and practicing yoga.