Larry Stevens III is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable Advisors and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies.

Brendon Timke is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to co-create and execute investment and financial plans tailored to their specific goals and needs. He utilizes a disciplined process alongside Fidelity's extensive services and resources to assist clients in working towards financial success and efficient wealth building. Brendon has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Brendon has personal interests in baseball, comedy, food, social events with friends, music, and singing.

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.

Christopher Robles is a financial advisor at Fidelity with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fidelity Investments, he worked at Gallo Wine Company and held positions unrelated to finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed using proprietary research, quantitative analysis, and algorithmic methods.

Jacquelyn Calandriello is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2021. She is a CERTIFIED FINANCIAL PLANNER™ Practitioner who focuses on helping individuals, families, and businesses achieve financial peace of mind through a holistic financial planning process. Jacquelyn collaborates with clients to develop customized plans, implement strategies aligned with their unique needs and goals, track progress, and make adjustments as required. Her professional experience includes serving as a Financial Advisor at Ameriprise Financial Services, LLC from 2016 to 2021, at MetLife Premier Client Group of New York City from 2010 to 2016, and at Ameriprise Financial, LLC from 2008 to 2010. Jacquelyn holds a California Insurance License.

Michael Andrito is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Wealth Management Trainee at Global Arena Capital in 2015. Michael is a CERTIFIED FINANCIAL PLANNER™ and holds a California Insurance License. He focuses on developing customized financial plans designed to grow and protect clients' wealth. Outside of his professional role, Michael enjoys football, hiking, music, outdoor adventures, running, and snowboarding.

Kenneth Pollard is a Planning Consultant at Fidelity Investments, where he assists clients and their families in navigating financial planning by developing customized strategies for personal and financial harmony. He has been with Fidelity Investments since 2021, progressing through roles including Relationship Manager, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, Kenneth gained experience as a Data Intelligence Intern at Natixis Investment Managers in 2020. His professional background reflects a focus on client service and financial planning within the investment management industry. Outside of his professional role, Kenneth has interests in cars, fitness, football, movies, music, and skiing.

Natalia Styburski is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2019, having served in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™, Natalia supports clients and their families by understanding their financial needs and aspirations to create sound financial plans and build relationships based on trust. Her professional focus is on comprehensive financial planning and client relationship management. Outside of her professional responsibilities, Natalia enjoys spending time at the beach, attending social events with friends, exploring culinary experiences, listening to music, caring for pets, and reading.

Thomas Quinson is a financial advisor at Fidelity with a Series 66 credential and one year of experience. His prior roles include various positions at Denison University and involvement with 2Way Lacrosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Christopher Chiu is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes prior roles at Target, Uber, and the NYPD. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Jack Foley is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2025. Jack's approach focuses on collaboration and education, aiming to empower clients to make informed financial decisions through a partnership based on trust, transparency, and a long-term commitment to success. Outside of his professional career, Jack has personal interests that include football, golf, movies, music, snowboarding, and traveling.

Angena Lee is a Financial Consultant currently working at Fidelity Investments since 2021. She also holds a position as a Financial Advisor Trainee at Merrill Lynch, a role she has maintained since 2021. Her prior experience includes serving as a Financial Professional at AXA Advisors from 2018 to 2020 and as a Lead Sales Representative at Liberty Mutual Insurance from 2014 to 2017. Angena focuses on providing personalized financial attention tailored to her clients' changing financial situations. She emphasizes staying current with clients' milestones to maintain or adjust their financial plans accordingly. Additionally, she participates in new groups and organizations to contribute her time and resources, expand her network, and grow her client base. Outside of her professional work, Angena enjoys concerts, family activities, fitness, photography, and yoga.

Maddie Hasson is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with individuals and families to develop customized financial plans tailored to their unique goals, motivations, and preferences. She is focused on assisting clients in pursuing peace of mind in their financial lives. Maddie has been with Fidelity Investments since 2021, progressing through roles including Financial Representative from 2021 to 2022, Relationship Manager from 2022 to 2024, and now serving as an Investment Consultant since 2024. Her experience at Fidelity encompasses various client-facing positions that emphasize investment consulting and relationship management. Outside of her professional work, Maddie enjoys reading, running, and traveling.

Kate Trosset is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to enhance client relationships and manage day-to-day operations. Her role focuses on ensuring a seamless and high-quality experience for Fidelity clients. She has held various positions within Fidelity Investments since 2023, including Financial Representative and Relationship Manager, gaining experience in client service and relationship management. Through these roles, she has developed expertise in supporting financial professionals and contributing to client loyalty and satisfaction. Outside of work, Kate enjoys activities such as running, tennis, traveling, spending time at the beach, and participating in family and social events.

Tanmeeka Ahuja is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work history includes positions outside the financial industry, and she is also engaged in babysitting on weekends through a platform called UrbanSitter. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Henry Flood is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles as Investment Consultant and Planning Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked as a Financial Advisor at Prudential Financial from 2019 to 2021. His work involves understanding clients' financial goals and current situations to develop plans aimed at achieving a successful future. This approach reflects his professional focus on personalized financial planning and consultation.

Joseph Hajjar is currently a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2024. He has been part of Fidelity Investments since 2021, holding several positions including Financial Consultant, Fixed Income Specialist, and High Net Worth Associate. Prior to joining Fidelity, Joseph worked in the fixed income and credit default swaps sector as a broker at GFI Securities LLC from 2001 to 2021 and at INTERCAPITAL Securities Inc. from 1995 to 2001. In his current role, Joseph focuses on helping clients and their families with wealth planning that is tailored to their unique preferences. He emphasizes forming strong relationships and maintaining trust, reliability, and competency as a dedicated point of contact for Fidelity's valued clients. Outside of his professional responsibilities, Joseph has interests in food, reading, skiing, swimming, tennis, and traveling.

Alec Federico is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to help them understand investing complexities and develop financial road maps tailored to their changing life circumstances. His approach emphasizes comprehensive and collaborative goals-based planning. Prior to joining Fidelity Investments, Alec served as Vice President- Private Client Advisor at JP Morgan Chase from 2020 to 2023. Before that, he was a Private Wealth Advisor at LPL Financial from 2017 to 2020. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Paul Schulman is the Branch Leader at Fidelity Investments, a role he has held since 2025. In this position, he focuses on developing high-performing teams, delivering exceptional client outcomes, and fostering a culture of integrity, collaboration, and growth. He is also passionate about coaching advisors, driving strategic execution, and building long-term value for clients and associates alike. Paul's professional experience includes serving as a Financial Consultant at Fidelity Investments since 2022. Prior to this, he held the positions of Vice President and Financial Consultant at Charles Schwab from 2018 to 2022, and Associate Financial Consultant at Charles Schwab from 2015 to 2018. He began his career as a Financial Advisor at Spartan Capital Securities from 2012 to 2015. Outside of his professional career, Paul enjoys baseball, spending time at the beach, bowling, exploring food, watching movies, and parenthood.

Jenna Barker is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and has been with Fidelity Brokerage Services since 2007. Outside of her advisory role, she serves as Finance Committee Chair for the Quechee Lakes Landowners Association, where she oversees the annual operating budget and reviews audited financial statements. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also engages in commodity pool operations and advises multiple registered investment companies, incorporating algorithmic methods and AI in its research processes.