Kelly Primus is a Planning Consultant at Fidelity Investments, where she works as part of a planning team to help clients pursue their financial goals and build and preserve wealth through comprehensive planning. She focuses on developing investment strategies tailored to each client's specific financial needs. Kelly joined Fidelity Investments in 2019 as a Relationship Manager and transitioned to her current role as Planning Consultant in 2022. Her experience at Fidelity has provided her with insight into client relationship management and financial planning. Outside of her professional role, Kelly has personal interests in food, football, and military service.

Teresa Bechard serves as a Resident Director at Merrill, bringing over 30 years of experience in financial services, including 11 years with Merrill. She specializes in helping clients and their families develop personalized wealth management strategies that align with their priorities. Teresa’s expertise encompasses personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. She emphasizes understanding each client's full financial picture to create flexible strategies responsive to changing market conditions. Teresa holds a Bachelor's Degree from Faulkner University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She integrates these credentials into her approach of guiding clients through significant financial decisions and adjusting plans as needed. In addition to her professional work, Teresa participates in community service activities, reflecting the Merrill tradition of community involvement. Her personal interests include boating, cooking, fishing, football, and traveling.