Jacob Miller is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. Prior to this role, he was an Investment Consultant at Fidelity Investments from 2019 to 2021, and before that, he worked as a Financial Advisor at Northwestern Mutual from 2017 to 2019. Throughout his career, Jacob has focused on helping clients develop personalized financial plans by understanding their goals and values, analyzing their current financial situations, and identifying opportunities to create customized roadmaps. In his role, Jacob collaborates closely with clients to implement and adjust financial plans as their circumstances evolve, ensuring ongoing alignment with their objectives. His professional experience reflects a commitment to providing tailored financial consulting services. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Jamila Pugh is a financial advisor at Fidelity with Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Spire Wealth Management, Paragon Development Systems, Royal Bank of Canada, Robert W. Baird, and Lyft. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, including registered investment companies, and is noted for its use of systematic methodologies and AI-driven research in portfolio management.

Chester Wortham is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. He collaborates closely with clients to develop comprehensive wealth plans, leveraging over 25 years of experience working with high net worth individuals and their families. His career includes various roles within Fidelity Investments, such as Wealth Management Advisor since 2021, Financial Consultant from 2013 to 2021, and Investment Consultant in 2013. Prior to Fidelity, Chester held positions at several financial services firms, including MetLife, Liberty Mutual, AXA Advisors, Waddell & Reed, and T. Rowe Price, gaining extensive experience in financial consulting and advisory services. Outside of his professional work, Chester enjoys baseball, family activities, fitness, football, running, and table tennis.

David Precourt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at The Vanguard Group and held various roles in both the finance and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Morgan Romero is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Morgan has worked in various capacities within Fidelity Investments, including as a Planning Consultant from 2023 to 2025, a Relationship Manager from 2021 to 2023, and a Financial Representative from 2020 to 2021. Morgan focuses on collaborative financial planning and education to help clients work toward their financial goals. Emphasizing building trust and ensuring that every client feels heard and supported throughout their financial journey, Morgan applies experience gained through progressive roles within the company.

Riley Ellis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked at The Maryland Club and the University of Maryland, and has experience with Norbeck Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages fund advisory services and model portfolios delivered to intermediary platforms.

Connor Whitcomb is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Connor partners with clients to help them work toward both their short-term and long-term financial goals using Fidelity's technology and investment platform. He prioritizes developing quality, lasting relationships with clients and their families to ensure the effective use of Fidelity's resources tailored to individual needs. His experience spans comprehensive financial planning and client relationship management within Fidelity Investments.

Mariama Bah is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to develop tailored financial plans aligned with clients' unique goals and priorities. She focuses on delivering a high-quality, client-centric planning experience that emphasizes collaboration, trust, and understanding clients' values and long-term objectives. She has professional experience as a Financial Solutions Advisor at Merrill Lynch Bank of America from 2020 to 2021, and as a Relationship Banker at Capital One Financial Corporation from 2014 to 2020. Her background spans client relationship management and financial solutions, supporting her expertise in financial planning. Outside of her professional role, Mariama has interests in art, biking, music, tennis, traveling, and volunteering.

Tyghe Carstens is a Financial Consultant at Fidelity, a role he has held since 2025. In this position, he works with individuals and families to help them navigate their financial lives in a holistic manner, assisting them in planning for futures that align with their goals. He utilizes interactive software and Fidelity's robust offerings to help clients clarify their priorities and act with confidence. Prior to joining Fidelity, Carstens gained experience as a Financial Advisor at CW Advisors from 2024 to 2025, a Financial Planning Specialist at Citibank from 2022 to 2024, and as a Private Client Advisor at BMO from 2019 to 2022. His professional experience includes working domestically and abroad, exposing him to a wide array of clients and financial strategies. Outside of his professional work, Carstens has interests in family activities, outdoor adventures, scuba diving, tennis, traveling, and writing.

Carley Desillier is currently the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2007, progressing through several positions including Assistant Branch Leader, Private Wealth Management Planning Consultant, Relationship Manager, and Financial Representative. With 19 years of experience at Fidelity, Carley has developed expertise in leading teams and supporting clients' financial well-being. She focuses on fostering a culture that inspires and empowers team members to pursue their personal and professional goals while delivering a high standard of service to clients. Carley's career reflects a commitment to maximizing the talents of her associates to partner effectively with clients. No information about her education, credentials, personal interests, or community involvement has been provided.

Ahmon Smallwood is an Investment Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to develop comprehensive financial plans, focusing on investments, insurance, retirement, and wealth planning to support clients' short and long-term financial objectives. Prior to his current position, Ahmon held roles as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Relationship Banker at Bank of America from 2021 to 2022. Throughout his career, Ahmon has gained experience in financial services across various client-focused roles, enabling him to provide strategic guidance tailored to individual financial goals. Outside of his professional work, he has interests in comedy, family activities, fitness, football, reading, and running.

Katie Stephens is Vice President and Wealth Planner at Fidelity Investments, where she partners with high net worth clients to develop personalized wealth strategies focused on growth, preservation, and transfer of assets. She has held this role since 2022. Her professional experience includes serving as Senior Associate at First Republic Bank from 2020 to 2022, Investment Associate at J.P. Morgan from 2019 to 2020, Relationship Manager at Fidelity Investments from 2014 to 2019, and Financial Representative at Fidelity Investments from 2013 to 2014. Outside of her professional work, Katie's personal interests include parenthood, reading, running, traveling, and yoga.

Robert Arwood is a Planning Consultant at Fidelity, a position he has held since 2024. His career at Fidelity began as a Financial Representative in 2021, where he gained foundational experience in client service. He progressed to the role of Relationship Manager from 2022 to 2024, further developing his expertise in managing client relationships and supporting their financial goals. Throughout his career at Fidelity, Robert has consistently focused on providing a high standard of care to clients and supporting his team. He is committed to helping clients work towards their financial objectives through dedicated service. Outside of his professional role, Robert enjoys fitness, exploring culinary interests as a foodie, attending social events with friends, participating in theater, and volunteering in his community.

Philip Charlemagne is an Investment Consultant currently working with Fidelity Investments since 2024. He specializes in working with individuals and families to develop investment and planning strategies tailored to their goals. His approach involves understanding clients' objectives and emphasizing the importance of assigning roles to assets to pursue those goals effectively. Philip has experience as a Financial Advisor and Registered Representative, having worked at MML Investor Services, LLC and Park Avenue Securities during 2022. He also served as a Financial Solutions Advisor at Bank of America: Merrill Lynch Wealth Management from 2022 to 2024. Outside of his professional work, Philip has personal interests that include baseball, fitness, running, soccer, and traveling.

Christiana Carlini is a Financial Consultant at Fidelity Investments, a position she has held since 2021. Her approach involves understanding what matters most to her clients and their unique situations to develop tailored financial plans that align with their individual goals. Christiana has been with Fidelity Investments since 2015, holding various roles including High Net Worth Representative, Financial Representative, Relationship Manager, and Investment Consultant prior to her current position. This progression reflects her extensive experience within the firm and familiarity with diverse aspects of financial consulting. Outside of her professional work, Christiana's personal interests include attending concerts, exploring culinary experiences, practicing Pilates, solving puzzles, and traveling.

Christian Barrett is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2010. He brings 27 years of experience in the financial services industry, working with various organizations to support clients in their financial planning and investment needs. His career includes roles such as Relationship Officer at Fidelity Brokerage Services and positions with firms including Northwestern Mutual Investment Services, Citigroup Global Markets, and Robert W. Baird Co. Throughout his career, Christian has held multiple financial advisory and representative positions, gaining expertise in equity advising and client relationship management. He emphasizes a client-focused approach that aligns with his core beliefs and values, working with Fidelity's resources to assist families in achieving better financial outcomes. Outside of his professional life, Christian has interests in fitness, football, music, pets, and tennis.

Meg Yoder is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. In this role, she partners with clients to simplify financial complexity and develop personalized strategies to manage risk, create income, and plan for legacy goals. Prior to this, she served as a Financial Consultant at Fidelity Investments from 2020 to 2025 and began her career as an Associate Financial Consultant at Charles Schwab from 2017 to 2020. Throughout her career, Meg has focused on helping clients work toward their financial objectives through disciplined and tailored approaches. Outside of her professional work, she has personal interests that include cooking and baking, fitness, being a foodie, parenthood, pets, and swimming.

Joshua Remmele is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience across multiple sectors including film production and advertising. His background includes roles at firms such as Apogee Financial and various media and creative companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive activities such as commodity pool operation and advisory services to registered investment companies.

Alessandra Rosa Tassara is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 65 designations and has worked with several firms including National Life, MassMutual, and Suites Team. Outside of her advisory work, Tassara supervises Airbnb rental properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.

Jonathan McAllister is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2010, progressing from Investments Representative to Financial Consultant before his current role. Prior to joining Fidelity, Jonathan worked at T. Rowe Price from 2004 to 2010 in various roles including Assistant Branch Manager, Investor Center Adviser, and Participant Service Center Associate. With 21 years of professional experience, Jonathan focuses on planning and advocating for high-net-worth individuals, families, and businesses. His objective is to provide timely and thoughtful financial planning and guidance to support the growth, development, and protection of wealth. Jonathan holds a California Insurance License.

Ritesh Mathur is Vice President and Financial Consultant at Fidelity Investments. In this role, he works closely with clients and his team, leveraging Fidelity's technology and investment platform to support clients' financial goals. He has been with Fidelity Investments since 2016, progressing from Financial Consultant to Vice President, and prior to that, he gained experience at Foresters Financial Services as a Senior Associate and completed an internship at AXA Advisors in 2009. Outside of his professional responsibilities, Ritesh has interests in cars, food, football, pets, reading, and volunteering.

Cintia Pereira Lobo is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with clients and their Wealth Management Advisors to work toward their financial goals. She has held various positions at Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, Cintia was a Customer Service Manager at Banco do Brasil from 2009 to 2018. Her professional experience spans wealth management and customer service within the financial sector.

Adhanom Yohannes is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has extensive experience in the financial services industry, having previously worked as a Financial Advisor at Merrill Lynch in 2020, as a Senior Financial Consultant at TIAA from 2008 to 2020, as an Individual Consultant at TIAA from 2006 to 2008, and as a Financial Representative at First Investors from 2005 to 2006. He holds a California Insurance License, enabling him to provide comprehensive financial planning and insurance services to his clients. Adhanom focuses on creating personalized financial plans that align with his clients' priorities, utilizing resources at Fidelity to help grow and protect their assets while fostering long-term relationships based on trust and collaboration. Outside of his professional work, Adhanom enjoys family activities, fitness, outdoor adventures, parenthood, photography, and soccer.

Kevin Sims is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with high net worth clients to prioritize relationship-building and comprehensive planning, utilizing Fidelity's resources, technology, tools, and specialists to support clients' financial goals. Kevin's career at Fidelity Investments began in 2015, progressing through roles such as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. Prior to joining Fidelity, he worked as an Account Representative at State Farm Insurance & Financial Services. Outside of his professional work, Kevin has interests in fitness, golf, and outdoor adventures.

Matthew Parmelee is a Financial Consultant currently with Fidelity Investments since 2026. He works closely with individuals, families, and organizations to leverage the offerings Fidelity provides. His focus is on delivering a personalized and trusted client experience tailored to diverse wealth management needs. Prior to joining Fidelity Investments, Matthew held roles as a Financial Consultant Partner and Financial Consultant at Charles Schwab from 2019 to 2026. This experience has informed his approach to wealth management and client service. Outside of his professional work, Matthew's interests include gardening, running, scuba diving, skiing, soccer, and traveling.

Robert Devay is a Planning Consultant at Fidelity Investments. In this role, he focuses on helping clients design and implement financial plans tailored to their unique situations and goals. He works closely with clients and his team to put these plans into action, aiming to meet both their needs and those of their loved ones. Robert joined Fidelity Investments in 2014 and has held various positions, including Financial Associate, Workplace Planning and Guidance Consultant, Financial Representative, Investment Consultant, and Relationship Manager. His experience spans multiple facets of financial advising and client relationship management within the company. Outside of his professional responsibilities, Robert has interests in football, golf, and traveling.

Aaron Feldman is a Vice President and Financial Consultant at Fidelity Investments, where he has served since 2018, advancing from Financial Consultant to his current leadership role in 2022. He also worked as an Investment Consultant at Fidelity from 2017 to 2018. Prior to Fidelity, Feldman held positions such as Vice President at First Trust Portfolios from 2014 to 2017 and Regional Wealth Consultant at Invesco from 2011 to 2014. Feldman specializes in assisting clients through a value-driven process focused on creating and implementing financial plans that align disciplined investment strategies with both current and future spending needs. His approach centers on helping people work towards amassing wealth and optimizing its use once achieved. Outside of his professional work, Aaron Feldman is engaged in family activities, fitness, social events with friends, golf, parenthood, and volunteering.

Nompilo Nyathi is a Financial Consultant at Fidelity Investments, a position held since 2023. Prior to this role, Nyathi worked as a Financial Advisor at Merrill from 2017 to 2023. Nyathi's approach to financial consulting centers on understanding the deeper aspirations and desires that drive clients, recognizing that wealth encompasses more than just numerical values but also its potential impact on clients' lives and future generations. By tailoring strategies to each client's unique situation, Nyathi aims to deliver personalized financial planning and investment guidance. In addition to professional work, Nyathi speaks Ndebele, Shona, and Zulu. Personal interests include cooking and baking, fitness, hiking, Pilates, and traveling.

Christopher Vogel is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Congressional Country Club. He has also worked in diverse fields such as education and university administration. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is noted for its use of systematic methodologies and formal advisory roles to multiple investment companies.

Roma Mulay is Vice President and Branch Leader at Fidelity Investments, where she coaches and develops a team of financial professionals focused on delivering a world-class experience to clients. She oversees a team that customizes financial conversations to address the unique goals and planning needs of each client. Roma has extensive experience in the financial services industry, with a career spanning roles such as Vice President and Branch Leader at Fidelity Investments since 2022, Branch Market Manager at Charles Schwab and TD Ameritrade from 2020 to 2022, and various positions including Branch Manager, Senior Financial Consultant, and Investment Consultant at TD Ameritrade from 2010 to 2020. She began her career as a Financial Advisor at Ameriprise Financial from 2006 to 2010. Outside of her professional responsibilities, Roma enjoys family activities, fitness, hiking, painting, and traveling.

Mirko Pefaure is a Financial Consultant at Fidelity Investments, where he has been serving since 2016. He brings nearly 20 years of experience working with High Net Worth clients, specializing in retirement, income, and wealth planning. Prior to joining Fidelity, Mirko held various roles in the financial industry, including Financial Advisor positions at Capital One Investing, PNC Investments, and Met Life. He also worked as a Wells Fargo Regional Bank Private Banker, Citibank Citigold Relationship Manager, Registered Client Associate at Merrill Lynch, and Private Client Associate at Bernstein. This diverse background has contributed to his expertise in financial consulting. Mirko leverages his extensive professional experience to assist clients in creating personalized financial plans tailored to their needs and families. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Joshua Daugherty is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2023, progressing through positions including Financial Representative and Relationship Manager. Prior to this, he worked as a Financial Advisor at Equitable Advisors from 2022 to 2023. Joshua follows a disciplined and thorough process in his work, focusing on understanding each client's unique financial situation and priorities to deliver tailored service. His experience spans various facets of financial advising and client relationship management. Outside of his professional career, Joshua enjoys outdoor activities such as camping, fishing, football, and lake adventures, and he is involved in volunteering.

Jiali Chen is a Financial Consultant currently serving at Fidelity Investments since 2023. In this role, Jiali focuses on understanding clients' unique financial situations to provide tailored guidance in areas such as investments, retirement, and wealth planning. Prior to joining Fidelity Investments, Jiali held positions at prominent financial institutions, including Vice President and Private Client Advisor at J.P. Morgan Securities LLC from 2021 to 2023, and Assistant Vice President and Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2018 to 2021. These roles have contributed to a comprehensive background in financial advisory services. Outside of work, Jiali enjoys activities such as barre, board games, family activities, singing, traveling, and exploring food.

Brant Watson is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Morgan Stanley, and various Fidelity entities since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a range of funds and ETFs.

Miguel Ghimire is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2009. He has been with Fidelity since 2004, initially serving as an Income Planning Consultant and later as a Financial Consultant. Miguel brings over 20 years of experience in the financial services industry, with the past 16 years focused on retirement, income, and wealth planning. As a CERTIFIED FINANCIAL PLANNER professional, Miguel primarily works with high net worth clients, providing comprehensive wealth planning and guidance. He assists clients with financial planning and emphasizes developing and maintaining strong client relationships. Outside of his professional work, Miguel enjoys biking, attending concerts, hiking, listening to music, and traveling.

Justin Kelly is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients to understand their financial goals and develops plans that support their desired lifestyles. His approach emphasizes flexible planning, particularly for clients nearing retirement, and he is dedicated to helping clients make informed decisions with clarity and confidence. Justin's professional experience includes roles as an Investment Consultant and Planning Consultant at Fidelity Investments, a Financial Solutions Advisor at Merrill Lynch, a Retirement Specialist at Brookstone Capital Management, and a Financial Advisor Associate at Morgan Stanley. This background provides him with a broad perspective on financial planning and investment management. Outside of his professional career, Justin has interests in biking, cooking and baking, fitness, military service, outdoor adventures, and volunteering.