Matthew Cohen is a Financial Consultant at Fidelity Investments. He collaborates with clients to implement comprehensive financial plans aligned with their individual goals, focusing on understanding clients, their families, and their priorities. Matthew has held several roles at Fidelity Investments, including Financial Consultant (2023-2024), Investment Consultant (2022-2023), Relationship Manager (2020-2022), and Financial Representative (2019-2020). This progression reflects his experience in financial consulting and client relationship management. Outside of his professional work, Matthew has interests in the beach, football, pets, surfing, and traveling.

Erik Scaranuzzo serves as a Senior Resident Director at Merrill, specializing in integrated planning-based wealth management services for high net worth individuals and investment consulting for institutions. With 26 years of experience, he provides comprehensive financial solutions across a range of areas including college education planning, corporate executive services, retirement income, and portfolio management. Since joining Merrill in 1999, Erik has focused on helping clients pursue their long-term goals through personalized strategies and disciplined investment management. Erik is a CERTIFIED FINANCIAL PLANNER® professional and holds advanced credentials including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA®), and Chartered Retirement Plans Specialist™ (CRPS™). He maintains multiple FINRA registrations as well as a Life and Health Insurance license. His academic background includes a Bachelor of Science in Finance from Southern Connecticut State University and both a Master of Science in Management and a Master of Business Administration from Albertus Magnus College. Beyond his professional career, Erik is active in community organizations such as the North Haven Rotary Club, the Ulbrich Boys & Girls Club, the Shubert Theatre, and the Greater New Haven Chamber of Commerce. He also participates in several local boards and clubs. His personal interests include golfing, spending time with his family, and traveling.

Maria Garcia Nuesi is an International Wealth Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2001 after earning a bachelor's degree in Economics from Boston University. In 2010, Maria obtained her Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™. She also holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. With over two decades of experience, Maria specializes in guiding a select group of wealthy families through goals-based wealth management. She builds personal relationships with clients to understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Maria works closely with her clients through various market cycles, helping them focus on long-term objectives while capitalizing on current market opportunities aligned with their aspirations and risk profiles. She leverages Merrill’s investment resources and the banking strength of Bank of America to deliver customized strategies. Outside of her professional role, Maria enjoys cooking, dancing, music, reading, watching movies, and spending time with her family. She values community involvement and participates in local charitable activities. Maria’s approach centers on integrity, respect, and understanding, supporting clients with personalized financial strategies designed to pursue their long-term goals.

Christopher Wiegert serves as a Resident Director at Merrill, where he provides comprehensive wealth management strategies tailored to clients’ individual financial situations and goals. He works closely with clients and their families to develop flexible, personalized approaches that adapt to changing needs and market conditions. His services include investment consulting for defined contribution plans, personal retirement planning, and retirement income strategies. Christopher leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address the various aspects of clients’ financial lives. Christopher holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Central Connecticut State University and a Master's Degree from Post University. Committed to client service and community involvement, Christopher dedicates time to volunteering with local organizations. Outside of work, he enjoys biking, boating, fishing, golfing, and spending time with his family.

Christopher Mishler is a Planning Consultant at Fidelity Investments, where he partners with clients to create personalized financial plans tailored to their individual and family situations. He focuses on identifying clients' specific strengths and weaknesses to help them pursue plans based on their goals. Since joining Fidelity Investments in 2023, Christopher has worked diligently with each client to ensure they have the confidence and comfort needed to manage their financial future. Outside of his professional role, Christopher enjoys outdoor activities such as beach outings, boating, hiking, kayaking, and snowboarding.