Edward Fennessey is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant and Investment Consultant. Prior to Fidelity, he worked as a Paraplanner at Newman & Associates - Ameriprise Financial from 2013 to 2016. His earlier experience includes roles at TIAA-CREF and UBS Wealth Management. Edward partners with clients to define their personal and financial priorities and co-creates financial plans aimed at achieving their goals. His approach involves understanding his clients' family wants, needs, and concerns to maintain a long-term focus on their objectives. Outside of his professional work, Edward enjoys biking, family activities, golf, running, skiing, and tennis.

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.

Alanis McNier is a Financial Consultant at Fidelity Investments, where she partners with clients to empower their relationship with the firm and assist them in making educated decisions about their family's financial future. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has gained expertise in client relationship management and financial planning. Alanis's work focuses on helping clients navigate their financial options and develop strategies aligned with their goals. Outside of her professional role, Alanis enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, and embracing parenthood.

Nicholas Drew is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management guidance to help clients build, preserve, and transition their assets. He focuses on understanding each client's financial goals, risk tolerance, and priorities to deliver disciplined strategies based on long-term planning and sound investment principles. Nicholas leverages Merrill Lynch's research, resources, and technology to design customized portfolios, support retirement and tax-efficient planning, and assist clients in navigating complex financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Nicholas earned a Bachelor's Degree from Keene State College. His client focus areas include college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Nicholas is involved with St. Jude's and enjoys a variety of personal interests such as basketball, football, gardening, golfing, hiking, skiing, soccer, spending time with family, and woodworking.

Brian Dineen is a Wealth Management Planning Consultant with Fidelity Investments. In this role, he assists clients in developing and implementing financial plans by utilizing the resources offered by Fidelity. Brian has over 25 years of experience in financial services. His professional background includes positions such as Investment Consultant at Fidelity Investments from 2023 to 2024, Relationship Manager at Fidelity Investments from 2022 to 2023, High Net Worth Associate at Fidelity Investments from 2021 to 2022, Executive Director at UBS Investment Bank from 2004 to 2019, Director at Charles Schwab and Co. in 2004, and Vice President at Soundview Technology Group from 1997 to 2004.

Richard Fabian is a Financial Advisor at Merrill Lynch Wealth Management. With nearly 20 years of experience, he provides financial planning services aimed at helping clients achieve their financial goals and desired outcomes. Richard utilizes his industry knowledge alongside Merrill's research and resources to develop customized strategies tailored to the unique needs and aspirations of each individual and household. His client focus includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Richard holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Flags High School, attended Brooklyn College, and holds a bachelor's degree from Lehman College. He is fluent in English and Spanish. Outside of his professional work, Richard enjoys adventure sports, baseball, basketball, biking, dancing, music, traveling, watching movies, and spending time with his family.

Christopher Conto is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill in 1993 after moving back to his home state of Connecticut. In his role, he provides personalized financial advice and asset management to high net worth clients, focusing on helping them achieve their financial goals and aspirations. Christopher’s areas of expertise include college education planning, employee benefits planning, family wealth management strategies, legacy planning, retirement income, philanthropic planning, portfolio management services, tax minimization, and managing new wealth. He employs a goals-based planning approach and offers support with insurance and estate planning services. As a qualified Portfolio Manager, he builds and manages personalized or defined strategies to support his clients’ objectives. He holds a Bachelor of Science degree in Business Management from Springfield College and the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute™ at the Wharton School of Business. Christopher resides in Woodbury, Connecticut, with his wife Amy and their three children. Outside of work, he enjoys spending time with family, traveling, coaching youth sports, staying active, and volunteering at local charitable organizations.

Jason Medoff is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Jason worked at Peoples Securities, Inc, where he served as Financial Consultant, AVP from 2013 to 2017 and as Investment Associate from 2011 to 2013. His financial services career also includes roles at Northstar Financial Planning and Putnam Investments. Jason is a Certified Financial Planner™ who collaborates with clients to develop personalized financial plans tailored to retirement and other life events. He and his team focus on understanding clients' goals and priorities to help them work toward financial security and comfort.