Cassie Arture is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans aimed at achieving their goals. She works closely with clients to create roadmaps tailored to their financial objectives and provides them with knowledge about the tools and resources available through Fidelity. Cassie has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience spans various aspects of client relationship management and financial planning within the company.

Justin Euller is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2005, progressing through roles including Investment Consultant, Retirement and Investment High Net Worth Associate, Retirement and Investment Services Associate, and 401k Service Associate. With 20 years of experience, Justin focuses on building client relationships based on dependability, integrity, and simplicity. He works with clients to create plans aimed at managing, protecting, and growing their wealth. Justin holds an Arkansas Insurance License.

Merwiey Farhat is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and small businesses to develop personalized wealth management strategies that align with their financial goals and life priorities. His approach includes coordinating with estate attorneys on wills and trusts, and leveraging the resources of Bank of America specialists for personal and commercial banking and lending solutions. Farhat’s areas of focus include family wealth management, legacy planning, retirement income, portfolio management, tax minimization, and small business strategies. He emphasizes building strong client relationships to create tailored financial plans designed around clients’ needs and aspirations. Holding the Professional Investment Advisor (PIA) designation, Farhat completed his high school education at Trinity Christian Academy and attended Florida State College of Jacksonville. Active in his community, Farhat is a member of the South Jacksonville Rotary Club and participates in the Business Network International. Outside of work, he enjoys spending time with his family, golfing, working out, traveling, and various recreational activities including basketball, billiards, boating, chess, fishing, football, and music.