Philip Verhaeghe is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he leads The Verhaeghe Group. His team manages over $1 billion in client assets as of June 2025, working with affluent families to address the complexities of significant wealth. Philip’s approach emphasizes integrated planning, preservation of purchasing power across generations, and close coordination with estate and tax professionals. His client base primarily includes families with $5 million or more in net worth, as well as those on a trajectory toward that level, focusing on areas such as investments, legacy planning, liquidity events, business transitions, and philanthropy. Philip has been recognized by industry publications for his work, including Forbes’ “Best-in-State Wealth Advisors” from 2018 to 2020 and 2022 to 2025, and Barron’s “Top 1,200 Financial Advisors” in 2018. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Philip earned a bachelor’s degree from Kansas State University. Outside of his professional role, Philip enjoys mountain biking, fly fishing, and spending time with his family. He is available to assist clients navigating sales or liquidity events, structuring family wealth, coordinating with estate or tax professionals, and managing wealth in complex economic environments.

Chad Burt serves as Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been employed since 2000. He has held various roles within the company, including Wealth Management Advisor since 2016, Vice President Financial Planning Consultant from 2007 to 2016, and Financial Planning Consultant from 2000 to 2007. Prior to joining Fidelity Investments, he worked as an Investment Representative at American Century from 1997 to 2000. In his role as a Wealth Management Advisor, Chad Burt assists families in developing comprehensive and personalized wealth plans aimed at the growth, preservation, and transfer of their wealth across generations. He holds an insurance license in Arkansas. Outside of his professional responsibilities, Chad Burt coaches baseball and softball teams for his three children and spends time with his family both locally and on their farm. His personal interests include baseball, football, softball, outdoor adventures, family activities, and social events with friends.

Patrick Haase is a Financial Consultant at Fidelity Investments, where he is involved in developing, implementing, and refining financial plans and investment strategies. He focuses on aligning financial plans with the realities of clients' lives to support their financial goals. He has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative, gaining experience across various aspects of financial consulting and client relationship management from 2021 to the present. Outside of his professional responsibilities, Patrick engages in family activities, fishing, hiking, outdoor adventures, and values his experiences related to military service and parenthood.

Ryan Wiens is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Prior to this position, Ryan has held various roles at Fidelity Investments, including Financial Consultant and Investment Representative, demonstrating a progressive career within the firm. Ryan's professional experience in financial advisory spans over two decades, beginning as a Financial Representative at Thrivent Financial in 2002. He has also served as a Financial Advisor at Smith Barney and Waddell and Reed before joining Fidelity Investments. This extensive background reflects his expertise in wealth planning and financial consulting. Outside of his professional responsibilities, Ryan enjoys boating, family activities, golf, spending time at the lake, soccer, and traveling.