Andrew DiFiore is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served in several positions within Fidelity, including Planning Consultant, Relationship Manager, and Central Relationship Manager between 2023 and 2025. His career in financial services began with Charles Schwab as a Financial Services Representative in 2022, following an internship at Virtus Financial Partners in 2021. Andrew and his team focus on creating an environment of trust to help clients and their families feel confident in their financial plans, enabling them to concentrate on their personal passions. He aims to be the primary resource for clients when life events impact their finances. Outside of his professional work, Andrew enjoys spending time at the beach, engaging in fitness activities, playing football and golf, traveling, and caring for pets.

Isaiah Simpson is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2015. Outside of his advisory role, he serves as Vice President of the Red Hawk Village Homeowners Association in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of proprietary fundamental research, quantitative analysis, and algorithmic methods.

Meghan Modafferi is a Financial Consultant at Fidelity Investments, where she collaborates with individuals, families, and businesses to develop personalized investment strategies and comprehensive financial plans. She has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. Throughout her tenure at Fidelity Investments, Meghan has gained experience in financial planning and client relationship management. She focuses on creating tailored financial solutions that align with her clients' goals. Outside of her professional work, Meghan enjoys biking, golf, skiing, snowboarding, and spending time with her pets.

Frank Novelli is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with clients to understand their financial objectives and develops tailored financial plans to meet their individual needs. Prior to joining Fidelity, he worked as Vice President and Financial Consultant at Charles Schwab from 2022 to 2023 and as Senior Financial Consultant at TD Ameritrade from 2020 to 2023. Before that, he served as Vice President and Advisor Consultant at Nuveen Investments from 2014 to 2020. Throughout his career, Frank has focused on providing personalized financial advice and service to his clients. Outside of his professional activities, he has interests in concerts, fishing, parenthood, scuba diving, snowboarding, and traveling.

Catherine Schwartz is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is a consultant selling Rodan and Fields skin care products. Catherine is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base. The firm combines proprietary research with quantitative analysis and systematic portfolio construction to deliver model portfolios and advisory solutions across retail and institutional sectors.

Justin Burt is a Financial Consultant currently working at Fidelity. He specializes in serving individuals, couples, and families by addressing their complex financial needs and aims to build relationships based on trust and integrity. Justin's approach emphasizes holistic financial planning to help clients navigate financial challenges with confidence. He has professional experience as a Financial Consultant at Fidelity since 2021, and previously worked as a Financial Professional at Equitable Advisors from 2019 to 2021. Justin holds a California Insurance License.

Stephanie Ispas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked in retail and educational roles, including at Sephora and Mathnasium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of investment vehicles and fund structures.

Christopher Lombardi is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He works closely with clients to understand their short and long-term financial goals and develops customized financial plans to meet their unique needs. Building strong relationships with clients and their families is a central focus of his approach. Christopher has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, High Net Worth Service Associate, and Investment Solutions Representative at various levels. His experience spans client relationship management and investment solutions. He holds an Arkansas Insurance License. Outside of his professional work, Christopher enjoys camping, hiking, outdoor adventures, and snowboarding.

Michael Yaekle is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Comcast and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles in commodity pool operations, advisory services to registered investment companies, and the application of algorithmic methods and AI in portfolio management.

Maria Hurtado Florez is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Labcorp, State Farm, and The Woodlands Behavioral Health and Wellness Center. Outside of her advisory work, she has been employed as a food delivery driver for Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages fund advisory services with oversight and conflict-of-interest controls.

Carlos Massana is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Peter Millar and the Civitas Institute, as well as positions at university and election boards. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Cyrus Smith Jr. is a financial advisor at Fidelity with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments since 2021, with prior experience at CUSO Financial Services and Scottrade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios.

Richard Matthews is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2006 and has been with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Connor Dionisopoulos is an Investment Consultant at Fidelity Investments, where he provides financial planning and guidance tailored to clients' needs, including point-in-time transactions and ongoing advisory relationships. He leverages Fidelity's resources to address key financial topics important to his clients. Connor began his career at Fidelity Investments in 2022, progressing through roles such as Financial Representative, Relationship Manager, and Planning Consultant before his current position. Prior to joining Fidelity, he worked as a Retirement Planning Services Associate at Charles Schwab from 2020 to 2021. Outside of his professional role, Connor is a dedicated Cleveland Browns fan, enjoys fitness, football, golf, music, and reading, and is a pet owner as well as an uncle.

Eric Mattison is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity and its related entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research and quantitative, algorithm-driven portfolio construction, and holds distinctive roles including registration as a commodity pool operator and advisory responsibilities for multiple registered investment companies.

Martha Mastracci is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She works closely with clients to understand their unique circumstances, priorities, and long-term goals, aiming to build personalized plans that align with their vision for the future. She regularly reviews client progress and discusses strategies to improve outcomes or reduce risk, with the goal of helping clients feel confident and secure about their financial future. Martha has extensive experience in financial services, having previously served as a Relationship Manager at First Republic Bank from 2011 to 2023, Senior Vice President at Boston Private Bank from 2001 to 2011, and Assistant Vice President at The Boston Company from 1985 to 2001. She holds a California Insurance License. Outside of her professional work, Martha has an interest in art, football, golf, and traveling.

Philip Bingham is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Unlimited Welding Inc and World Polymers Consulting. He spent ten years in full-time education before beginning his advisory career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a broad investable universe of mutual funds, ETFs, and ETPs.

Timothy Bowers is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Prior to his career in finance, he spent eight years at AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base and is notable for its regulatory registrations and use of advanced technologies in investment processes.

Aubrey Hagens is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, he worked in aviation-related roles, including at Skymates Flight Academy and ATP Flight School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm provides services including discretionary portfolio management and fund advisory, and is noted for its use of algorithmic methods and AI in research.

Joshua Kane is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Traditions Wealth Advisors and Amazon. Outside of financial services, he has been involved with organizations such as Gamma Phi Beta and Cho-Yeh. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves in advisory roles for registered investment companies and offers model portfolios to intermediary platforms.