Matthew Hart is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2005. He focuses on helping clients achieve sustainable financial independence by developing personalized strategies that align with their priorities and adapt to their changing life circumstances. Matthew works closely with private clients, families, entrepreneurs, founders, and key associates at both public and private companies, particularly addressing the complexities of equity ownership within their overall financial plans. Matthew collaborates with his clients’ professional advisors, including CPAs and estate attorneys, to create integrated strategies focused on mitigating tax liabilities and preserving legacies. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor™ (CPFA®) designation. Matthew earned a bachelor's degree in Management from Johnson & Wales University in Rhode Island. Residing in Boston, he has personal interests in cooking, hiking, photography, and traveling.

Denise Govoni is a Financial Consultant at Fidelity Investments, a role she has held since 2020. Prior to this, she worked as a Wealth Management Advisor at TIAA from 2014 to 2020. In her current position, Denise focuses on a collaborative planning process that educates and empowers clients, working closely with individuals and families to develop, implement, and maintain actionable financial plans. Denise prioritizes building trust and putting clients' interests first, aiming to provide an experience that offers greater peace of mind. Outside of her professional work, she enjoys biking, family activities, gardening, hiking, and spending time with her pets.