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Matthew Y

Series 66

Allentown, PA

Fidelity

Matthew Young is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. His work history includes roles at Fidelity Brokerage Services, MML Investors Services, Mass Mutual, and Axa Advisors, among others. Outside the financial sector, he has experience working in education and the food service industry. Matthew is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary research with quantitative and algorithmic methods and serves multiple registered investment companies and intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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Timothy D

CFP®, ChFC®, Series 63, Series 66

Allentown, PA

Fidelity

Tim Dorner is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to build customized financial plans and investment strategies aimed at achieving their individual financial goals. He maintains ongoing relationships with clients to monitor and adjust these plans as needed. Prior to his current position, Tim held roles at Fidelity Investments including Investment Consultant from 2024 to 2025 and Investment Solutions Representative I from 2022 to 2024. He began his financial advisory career at Northwestern Mutual, working as a Financial Advisor from 2021 to 2022. Outside of his professional work, Tim's personal interests include comedy, fitness, football, social events with friends, and spending time with pets.

Wealth management General retirement planning Income planning
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