Kristy Connor is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2018 and offers a holistic approach to wealth management, providing services such as retirement planning, personalized investment strategies, and additional financial solutions including banking and lending through the support of Bank of America. Her practice focuses on helping clients achieve their financial goals by equipping them with knowledge, power, and confidence. Kristy specializes in areas including college education planning, family wealth management strategies, liquidity management, retirement income, tax minimization, and portfolio management services. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kristy earned her Bachelor's Degree from the University of Delaware, graduating with honors in three years and was a member of the National Society of Collegiate Scholars. A South Jersey native currently residing in Medford, NJ, Kristy serves as an Ambassador to the National Association of Women Business Owners. Outside of work, she enjoys basketball, football, golfing, pickleball, reading, traveling, yoga, watching movies, and spending time with her family and friends.

Christian Faino is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he partners with clients to develop comprehensive financial plans tailored to their unique goals, ensuring that their money is aligned with their long-term objectives. Prior to his current position, Christian worked as an Investment Consultant at Fidelity Investments from 2020 to 2022. Christian's professional experience includes nearly a decade at Delaware Investments as an Advisor Consultant from 2012 to 2020, and earlier as a Practice Management Consultant at BlackRock Investment Management from 2007 to 2012. His career reflects a focus on providing financial guidance and support across various facets of investment management. Outside of his professional work, Christian enjoys activities such as baseball, beach outings, biking, family activities, golf, and skiing.

Zach Inglis is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans aimed at achieving both short-term and long-term financial goals. He maintains ongoing meetings with clients to ensure their plans remain aligned with their objectives throughout different life stages. Zach has been with Fidelity Investments since 2016, serving in various roles including Analyst, Planning Consultant, Investment Consultant, and currently as a Financial Consultant. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors from 2019 to 2021.

Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.

Angelo Pinti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over a decade of industry experience. He focuses on wealth planning and portfolio management, working closely with clients and their families. Angelo emphasizes building genuine, long-lasting relationships founded on mutual respect and trust, viewing his role as an advocate for his clients' financial well-being. Before his career as a financial advisor, Angelo spent several years as a small business owner, an experience that informs his approach to wealth management. He utilizes a disciplined financial process that prioritizes establishing tangible financial goals and implementing tailored investment strategies. His expertise includes college education planning, divorce transition planning, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Angelo holds a Bachelor's Degree from Rowan University and the Personal Investment Advisor (PIA) designation. He is a member of the Beta Gamma Sigma International Business Honor Society and has served on the Rohrer College of Business Alumni Advisory Council as well as the Rowan University Alumni Association Board of Directors. He is fluent in English, Italian, and Spanish. Outside of work, Angelo enjoys drawing and sketching, music, reading, spending time with his family, traveling, and woodworking.

Robert Lancaster is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2006, previously serving as Vice President, Financial Consultant from 2014 to 2018 and as a Financial Consultant from 2006 to 2013. Prior to joining Fidelity, he was Vice President, Branch Manager at TD Ameritrade from 2005 to 2006 and held the same position at Charles Schwab from 1991 to 2005. Throughout his career, Robert has focused on wealth planning and financial consulting, assisting clients in designing personalized financial plans. His commitment is to help clients create plans that work for them and their families both now and in the future. Outside of his professional responsibilities, Robert enjoys family activities, fitness, football, golf, movies, and traveling.

Kaitlyn Lefanto is a Planning Consultant at Fidelity Investments, a position she has held since 2020. In this role, she collaborates with VP Financial Consultants to provide clients with personalized financial planning services tailored to their goals and preferences. Kaitlyn has been with Fidelity Investments since 2016, gaining experience in various roles including Relationship Manager, Investment Consultant, and Financial Representative. This progression reflects her extensive knowledge and understanding of financial services and client relationship management. No information about Kaitlyn's education, credentials, personal interests, or community involvement has been provided.