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.

Billie Jo Davey Salter is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 27 years of combined experience in investments, managed portfolios, annuities, estate and trust planning, and retirement planning, she offers personalized financial strategies tailored to clients' long-term goals. Her professional background includes roles in high net worth trust departments, estate and trust administration, estate administration law offices, estate and trust taxation, and brokerage wirehouse sales. Ms. Salter holds a Bachelor's Degree from Rowan University and has completed the Florida Bankers Association Trust School. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). She has also served as Treasurer of the Clayton Educational Foundation. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management, special needs planning strategies, and women and wealth. Beyond her advisory role, Ms. Salter participates in community organizations such as the North Italy Club of Vineland, the Cumberland County Women's Republican Organization, and the Pittsgrove Township Republican Organization. Her personal interests include antiquing, camping, cooking, dancing, gardening, music, spending time with family, traveling, watching movies, and writing.

Leonard Arabia is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving high net worth families, business owners, principals, and entrepreneurs. He is part of an established Boston-based Private Wealth team recognized for delivering integrated wealth strategies, balanced portfolio management, and complex balance sheet optimization. Leonard's approach centers around attentive listening and tailored solutions to address the long-term financial objectives and legacy planning needs of his clients. Leonard earned his bachelor's degree from Boston College. He holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. His expertise includes family wealth management strategies, legacy planning, liquidity management, portfolio management, small business strategies, and tax minimization. Leonard is affiliated with Merrill Private Wealth Management and participates in professional and community organizations, including Big Brothers Big Sisters of Eastern Massachusetts.

William Newsome is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2012. In this role, he leads a culture focused on supporting clients and helping them plan for their financial goals. Prior to this, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2010 to 2012, and as Vice President and Financial Consultant from 2006 to 2010. His career in financial advisory began in 1997, with experience at Morgan Stanley Dean Witter, Wells Fargo - First Union, and Merrill Lynch, Pierce, Fenner & Smith. Mr. Newsome's professional background encompasses a broad range of financial advisory roles, demonstrating extensive experience in client planning and financial consulting. He has consistently worked to exceed client expectations throughout his career. Outside of his professional responsibilities, Mr. Newsome enjoys family activities, fitness, kayaking, spending time at the lake, music, and has a background in military service.

Alison DiGiulio is a Financial Consultant at Fidelity Investments, where she works with clients to develop and update financial plans aligned with their investment goals. She leverages the resources and team at Fidelity to assist clients in growing and protecting their wealth while simplifying their financial lives. Alison has experience in the financial services industry, having served as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2021 before joining Fidelity Investments in 2021. Her professional background includes advising clients on financial planning and investment strategies. Outside of her professional role, Alison has personal interests that include comedy, exploring food, hiking, kayaking, music, and traveling.