Matthew Cavalier is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has accumulated a decade of experience in the financial planning industry, focusing on providing holistic guidance to clients and their families to help them build and maintain comprehensive financial plans aimed at pursuing their goals. Prior to his current position, Matthew served as a Client Relationship Manager at Symmetry Wealth Advisory Group from 2021 to 2023. He also gained extensive experience at The Ayco Company LP - Goldman Sachs Personal Wealth Management, where he worked as an Associate from 2018 to 2021, an Analyst from 2015 to 2018, and an Intern Level II from 2014 to 2015.

Robert Guiry is a Planning Consultant with a background in coaching and education, which he integrates into his work with clients. He focuses on educating clients about their options and partnering with them to efficiently work towards their financial goals. Robert aims to build long-lasting, professional relationships that help clients feel confident in their financial plans. His professional experience includes serving as Vice President of Investments at David Lerner Associates from 2021 to 2023, and as a Life Insurance Advisor at Charter Oak Financial from 2019 to 2021. These roles have contributed to his expertise in investment and insurance planning. Outside of his professional work, Robert has interests in the beach, comedy, food, football, movies, and theater.

Kelley Mcwilliams is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2021. With over 20 years of experience in the financial services industry, she provides a comprehensive approach to managing wealth by focusing on her clients’ priorities, goals, and aspirations. Kelley’s personal experience as a widow informs her understanding of how life events, whether planned or unexpected, impact financial situations. She is committed to educating and preparing individuals for all stages of their financial journey. Before transitioning to wealth management, Kelley held multiple roles in institutional fixed income, including positions on the municipal desk at Lehman Brothers and Barclays Capital, as well as in fixed income research at Rocaton Investment Advisors and Goldman Sachs Asset Management. She holds a Bachelor of Science degree in Economics, graduating cum laude from Duke University in 2002. Kelley also maintains the FINRA Series 7 and Series 66 registrations, and she has earned the Chartered Financial Analyst (CFA) designation. She resides in Darien, Connecticut, with her three children. Kelley’s client focus areas include Family Wealth Management Strategies, Employee Financial Health, Managing New Wealth, and Women and Wealth. In her personal time, she enjoys spending time with her family, playing tennis, and traveling.

Sal Sereno is a Financial Consultant at Fidelity Investments, where he works with clients to develop tailored financial plans that align with their individual needs and goals. He focuses on understanding each client's current financial situation and aspirations to help them pursue their definition of success. Sal has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before advancing to his current role in 2022. His experience within Fidelity has provided him with a foundation in investment consulting and financial planning. Outside of his professional duties, Sal enjoys activities such as fishing, fitness, golf, sailing, skiing, and traveling.

Dennis Brown is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 1994. Over his 30+ year career at Merrill Lynch, Dennis has advanced through various roles, including Senior Financial Consultant, Vice President, and First Vice President. He is a co-founder of The KBT&J Group, which provides financial guidance to individuals, multigenerational families, and business owners throughout different stages of their financial lives. Dennis specializes in retirement benefits consulting and corporate benefit plans, holding several professional designations such as Certified Plan Fiduciary Advisor® (CPFA®), Certified 401(k) Professional (C(k)P®), and Certified Exit Planning Advisor (CEPA). His expertise encompasses corporate benefits, family wealth management strategies, personal retirement planning, and institutional consulting. He earned a Bachelor's Degree from Loyola University Maryland and holds a High School Diploma from Fairfield College Preparatory School. In addition to his professional work, Dennis is actively involved in community organizations including Team Woofgang, The Cardinal Sheehan Center, The Center for Ignatian Spirituality at Fairfield University, and The Merton Center. He resides in Fairfield and engages in personal interests such as biking, boating, football, golfing, hiking, music, spending time with his family, traveling, and yoga.

Bruce Manasevit is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading The Manasevit Group. He began his career in financial advising in 1998 and joined Merrill Lynch in 2007. Prior to this, Bruce served as President and CEO of his family’s third-generation business. His team focuses on delivering personalized wealth management strategies by listening carefully to clients’ needs, addressing opportunities and challenges, and helping them achieve personal and financial goals. Bruce specializes in areas including retirement planning, family wealth management, legacy and tax minimization strategies, and financial planning for business owners. Bruce holds an MBA in Finance and Real Estate from Columbia University Business School and a bachelor’s degree from Washington University in St. Louis. He has earned the Chartered Retirement Planning Counselor™ (CRPC™), Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA) designations. His expertise extends to supporting high-net-worth individuals, families, and business owners in creating comprehensive, tailored plans that align with their unique priorities. In addition to his professional work, Bruce is involved in community initiatives related to bone marrow transplantation. He co-founded the Amy Strelzer Manasevit Research Program in 1998 to improve patient outcomes following bone marrow transplants and serves as an emeritus board member of the National Marrow Donor Program Foundation. He is also a member of the Columbia University Club of New York and YPO Greenwich. Bruce resides in Fairfield, Connecticut, where he enjoys tennis, spending time with his family, biking, cooking, gardening, and traveling.

Thomas Vacheron is a Private Wealth Advisor and the founding member of Vacheron DiSabato & Associates, a team of eleven professionals specializing in wealth management. He has been with Merrill Lynch Wealth Management since 1983 and has held the position of manager of the Fairfield, Connecticut office from 1989 to 1993. His team focuses on developing sophisticated strategies and advice for high net worth investors, addressing areas such as family wealth management, managing new wealth, portfolio management, executive stock options, philanthropic activities, and intergenerational wealth transfer. Mr. Vacheron holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from the College of the Holy Cross in 1983. Throughout his career, he has been recognized by industry publications, including Barron's and Forbes, for his contributions to financial advisory services. He serves on the board of First Tee of Connecticut and has previously served on the Advisory Board for the Fairfield County Community Foundation. His personal interests include biking, golfing, tennis, traveling, and yoga. He is also a board member of The Patterson Club in Fairfield, Connecticut.

Steven Franco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has over a dozen years of experience in the financial services industry, including roles as an Investment Consultant and Financial Representative at Fidelity Investments, as well as senior and personal banking positions at KeyBank and Bank of America. Throughout his career, Steven has focused on partnering with clients to help them identify and pursue their financial goals tailored to their preferences. He holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Steven has personal interests that include spending time at the beach, enjoying food, watching football, playing golf, and traveling.