Rick Levin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He began his financial services career in 2013 and has since worked with clients from various age groups and backgrounds. Levin's approach centers on holistic financial planning to assist clients in achieving their financial goals. His professional experience includes roles as a Financial Advisor at Merrill Lynch from 2020 to 2022, Financial Professional at Capitol Planning Group from 2017 to 2019, Registered Representative at Principal Financial Group in 2017, and Financial Representative at Northwestern Mutual from 2013 to 2017. He holds a California Insurance License. Levin resides in Northern California with his wife, Kait, and their two sons. His personal interests include camping, fitness, hiking, playing instruments, running, and singing.

Kipling Ehlers is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on providing personalized wealth management strategies tailored to clients' individual financial goals. He combines Merrill's investment insights with banking and lending solutions from Bank of America to create flexible strategies adapted to evolving market conditions. Throughout his career, Kipling has dedicated himself to building trusting relationships with clients by understanding their objectives and collaboratively determining the best path forward. His expertise spans personal and business financial planning, allowing him to deliver comprehensive advice and guidance. Kipling holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Iowa. In addition to his professional work, Kipling participates in community service, volunteering with local organizations in line with Merrill's tradition of community involvement. His approach emphasizes one-on-one collaboration to develop tailored financial strategies that support clients' long-term goals.