Deneen Zehr is a Planning Consultant at Fidelity Investments, a position she has held since 2011. She collaborates with clients to develop financial plans aimed at supporting the achievement of their financial goals, utilizing advanced financial strategies available within the industry. Her career in financial services began in 2004 as a Financial Representative at PFS Investments Inc. She has since held several roles as a Planning Assistant at Lincoln Financial Advisors, LPL Financial Network, and Commonwealth Financial Network before joining Fidelity Investments. This experience has contributed to her knowledge and expertise in financial planning.

Jason Fox is a Financial Consultant at Fidelity Investments, where he assists clients and their families in identifying, organizing, and prioritizing their financial goals. He has been in this role since 2024. He has held several positions in the financial services industry, including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley from 2016 to 2017 and Edward Jones from 2015 to 2016, as well as Investment Services Partner at PNC Investments from 2013 to 2015. Outside of his professional work, Jason is interested in family activities, football, golf, and parenthood.

Francis O'Connor is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Branch Leader, Vice President and Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and Customer Experience Associate. Throughout his tenure, Francis has developed extensive experience in financial consulting and branch leadership. He focuses on providing clients with comprehensive financial planning, aiming to empower them with the knowledge and insights necessary to make informed financial decisions. Outside of his professional responsibilities, Francis enjoys baseball, beach activities, fitness, golf, outdoor adventures, and traveling.

Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various roles in the financial advisory field, including positions at E*TRADE and Charles Schwab, where he progressed from the Financial Consultant Academy to Associate Financial Consultant before moving into his current role. His experience encompasses financial planning and wealth management, with a focus on partnering with individuals and families to develop comprehensive financial plans. He emphasizes understanding clients on a personal level to help them navigate the challenges of investing. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Sumana Naik is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she collaborates with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on investing, retirement planning, and preparing for unexpected financial needs, while also offering access to Bank of America specialists for banking, credit, home financing, and small business services. Sumana holds a Bachelor's Degree from the University of Maryland and has earned the Personal Investment Advisor (PIA) designation. She communicates with clients in both English and Kannada. Outside of her professional work, Sumana is involved with community organizations including the American Heart Association Heart Ball Auction Committee, Greater Pittsburgh Community Food Bank, and North Hills Community Outreach.

Victoria Hays is a Planning Consultant with experience in financial services spanning several roles over more than a decade. She has held positions including Relationship Manager at Fidelity Investments from 2024 to 2025, Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, Client Solution Specialist and Manager at PNC Investments from 2016 to 2020, and Call Center Representative at Pacific Life Insurance Company from 2012 to 2016. Her expertise includes client relationship management and wealth management support, with a focus on developing financial plans aligned with clients' goals. Victoria holds a California Insurance License, supporting her work in insurance-related financial services. Outside of her professional career, Victoria enjoys cooking and baking, reading, and volunteering. She also values parenthood as a significant personal interest.

Danika Wukich is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is part of a team that provides personalized wealth management advice to help clients build, manage, and preserve their wealth. The team focuses on establishing clear objectives and developing prudent strategies tailored to each client’s unique financial situation, drawing on the resources available through Merrill. Danika holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from California State University San Bernardino after graduating from Notre Dame High School. Her areas of client focus include education planning, liquidity management, retirement income, personal retirement planning, portfolio management services, and small business strategies. Outside of her professional role, Danika enjoys biking, camping, golfing, music, tennis, and spending time with her family.

Dorothy Boyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on connecting clients to tailored people, plans, and processes that align with their individual ambitions. Her work includes assisting clients with funding education, planning for retirement and healthcare expenses, and developing personalized strategies to support long-term family goals. Dorothy holds a Bachelor's Degree from Goucher College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Her approach emphasizes addressing clients’ personal perspectives and priorities while aiming to simplify the complexities of investing.