Adam Bille is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he assists clients in strengthening their financial plans to help them achieve their financial goals. Prior to his current position, Adam held several roles at Fidelity Investments, including Investment Consultant from 2015 to 2016, Financial Representative from 2014 to 2015, and Full Trader from 2013 to 2014. His professional experience is centered around financial consulting and investment services. Adam's personal values include compassion, integrity, and trust.

Scott Eccker is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career at Merrill in 1980, he has provided financial guidance to attorneys, physicians, business executives, and entrepreneurs. His expertise includes financial strategies, retirement income planning services, and liability management. Scott is also a specially qualified Portfolio Manager, managing personalized and defined investment strategies on a discretionary basis that may involve individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment solutions. Scott holds a Bachelor's degree with a concentration in Economics and Finance from the University of Michigan’s Stephen M. Ross School of Business. He carries the Personal Investment Advisor (PIA) designation. Over his career, he has developed long-term client relationships, some spanning more than three decades, and serves multiple generations of families. He was named to the 2023 Forbes “Best in State Wealth Management Teams” list as part of the Eccker Bujdos Andrews Group.

Matthew Saum is a Resident Director at Merrill, where he leads a team dedicated to assisting clients and their families in resolving complex financial challenges. His approach emphasizes a comprehensive understanding of clients' financial situations to develop personalized wealth management strategies. Matthew's expertise encompasses executive compensation, family wealth management, managing new wealth, individual and corporate investment strategies, tax minimization, and retirement income planning. Before joining Merrill Lynch Wealth Management, Matthew gained extensive experience on the institutional side of finance, working with firms such as Morgan Stanley and Telsey Advisory Group. At Merrill, he achieved the qualification of Senior Portfolio Advisor, allowing him to create customized managed investment strategies and discretionary portfolio management tailored to his clients' objectives. His practice primarily serves legal and financial professionals, helping them navigate financial markets with investment planning, lending access through Bank of America, and tax-efficient portfolio strategies. Originally from South Florida, Matthew earned a Bachelor of Business Administration in Accounting from Florida Atlantic University, where he was a member of the Trading and Investment Club. He currently resides in South Florida and pursues personal interests including adventure sports, camping, fishing, hunting, ice hockey, skiing, and traveling.

Adam Taylor is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads, coaches, and inspires a team of financial professionals to deliver an exceptional client experience. Adam has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Director of Field Training, Financial Consultant, Investment Consultant, and Financial Representative. His experience spans leadership, training, and client advisory functions within the firm.

Vincent Freudenberger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas such as college education planning, women and wealth, and retirement income. Vincent holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Framingham State College.

Peter Kelly is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to understand their goals and create personalized wealth management strategies that reflect what matters most to them. His approach includes providing investment guidance and access to Merrill's portfolio management resources, as well as leveraging the products and services offered by Bank of America to address clients' entire balance sheets. Peter has over 20 years of experience in the financial industry, having worked with firms such as Wachovia Securities, AIG Securities Lending, and Charles Schwab in various roles including Repo Trading Product Supervisor, Securities Lending Trader, Institutional Fixed Income Sales, Regional Bond Specialist, and Financial Consultant. His areas of expertise include employee benefits planning, family wealth management strategies, institutional investment consulting, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Originally from Huntington, New York, Peter grew up in Manhasset, New York and earned a Bachelor of Science degree in Business Administration from the University of Richmond. He holds the Personal Investment Advisor (PIA) designation and is associated with Merrill Lynch Wealth Management. Peter moved to Florida in 2010 and currently resides in Vero Beach. He has three children and enjoys golfing, snow skiing, and spending time at the beach.

Trevor Piazza is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity from 2024 to 2025 and as a Financial Representative from 2022 to 2024. He focuses on understanding his clients, their families, and their financial situations to co-create financial plans that address their unique short- and long-term goals. Trevor emphasizes the importance of establishing a plan to navigate retirement, utilizing Fidelity's extensive support and resources. He aims to earn his clients' trust through honesty and dependability.

Zachary Shave is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their short-, mid-, and long-term financial goals and develops personalized strategies to help them pursue objectives such as college education planning, retirement income management, legacy planning, and tax minimization. Zachary serves as a resource for a range of financial needs, including investing, retirement planning, and unexpected expenses, and collaborates with Bank of America specialists to provide clients with comprehensive financial solutions. Zachary holds a Bachelor's Degree from Flagler College and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes transparency and simplicity to make wealth planning accessible and engaging for his clients. He is committed to uncovering what matters most to each individual and family in order to create tailored financial strategies. Zachary is also involved in community activities, including supporting the United Way. Outside of his professional work, Zachary’s personal interests include adventure sports, boating, golfing, music, pickleball, running marathons, scuba diving, surfing, and tennis.

Kyle Ziegler is an Investment Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he worked as a Financial Representative at the same firm from 2023 to 2024. In his current position, Kyle helps clients make confident financial decisions by providing disciplined guidance through a structured planning process. He is committed to acting as a dedicated advocate for his clients, ensuring that every financial move aligns with their goals and long-term purpose. Kyle's approach emphasizes disciplined guidance and structured planning to support clients' financial objectives. Outside of his professional responsibilities, Kyle enjoys spending time at the beach, hiking, surfing, and caring for pets. He is also involved in volunteering activities.

Erica Snowberger is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2015 in various roles including Investment Consultant, Relationship Manager, and Financial Representative. She works with clients to align their investment and income strategies with their personal financial goals, aiming to be a dependable planning partner through life changes and market fluctuations. As a longtime employee of Fidelity and a resident of Vero Beach, Erica brings continuity and local insight to her client relationships. She is committed to helping individuals and families navigate their finances effectively over the long term. Outside of her professional role, Erica has personal interests that include fitness, golf, tennis, traveling, and exploring culinary experiences. She also enjoys spending time with her pets.