Jeffrey Hanson is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1990, he has focused on providing clients with personalized wealth management strategies tailored to their individual financial goals. Jeff combines decades of experience as a portfolio manager with his commitment to building enduring client relationships through customized investment advisory solutions and outstanding guidance. With over 30 years in the financial industry, Jeff has been an advocate of individualized portfolio management. Early in his career, he participated in Merrill Consults and became one of the first portfolio managers for the firm's investment advisory program. His expertise spans personal retirement planning, portfolio management services, and retirement income strategies. Jeff holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from West Bend East High School. Beyond his professional role, Jeff is active in his community. He has served as Toastmaster’s Club President, participated in Kiwanis and Rotary, and contributed to the Catholic church. He has coached youth sports teams, volunteered with Boy Scouts and Girl Scouts, and supported the Blue Devils Drum and Bugle Corps. In his personal time, Jeff enjoys adventure sports, biking, running marathons, skiing, and swimming.

Andrew De La Vega is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2026. Prior to this role, he held several positions within Fidelity Investments, including Investment Consultant (2025-2026), Planning Consultant (2023-2025), and Relationship Manager (2022-2023). Before joining Fidelity, Andrew worked as a Registered Representative conducting financial education workshops from 2020 to 2022. Andrew's professional approach focuses on helping clients prepare for major life events by understanding their goals and developing future plans. He emphasizes providing clients with realistic next steps, conducting regular check-ins, and maintaining a genuine interest in their financial objectives. He holds a California Insurance License. Outside of his professional work, Andrew enjoys board games, exploring culinary experiences, and attending theater performances.