Stephane Alcius is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Robinhood Financial, WSNE Inc, Wells Fargo Clearing LLC, and the University of Central Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple registered funds.

John Petrison is a Financial Consultant at Fidelity Investments. In his current role, he collaborates with clients to understand their financial objectives and shares Fidelity's perspective on strategies that may align with their goals. He facilitates the development and implementation of holistic financial plans. John has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and now Financial Consultant. His experience spans over several years within the firm, focusing on client financial planning and investment strategies.

Saralyn Scaldini is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2012. She began her career in financial services in 1983 and has experience working with clients and families to develop wealth planning strategies. Her professional background includes positions as a Financial Advisor at Morgan Stanley from 2009 to 2012 and Merrill Lynch from 2005 to 2009. Prior to her financial advisory roles, she held positions such as Development Officer at The Mary Baker Eddy Library for the Betterment of Humanity and Planned Giving Officer at The First Church of Christ, Scientist. Outside of her professional work, Saralyn's interests include family activities, fitness, social events with friends, painting, traveling, and yoga.

Jared Spector is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before assuming his current role in 2023. Prior to joining Fidelity, Jared worked as a Financial Professional at Equitable Advisors from 2020 to 2022 and gained early experience as a Research and Operations Intern at Noesis Capital Management in 2017. Jared focuses on collaborating with clients to develop personalized financial plans that align with their unique needs and future goals. He emphasizes establishing a connection with clients to fully understand their individual financial situations. His professional journey reflects experience in financial consulting and investment advisory services.

Patrick Rodriguez is Vice President and Branch Leader at the Boca Raton Investor Center. In this role, he leads and develops a team of financial professionals, supervises branch activities, and collaborates with advisors to support clients in achieving their financial goals through Fidelity's financial planning capabilities and process. He has been with Fidelity Investments since 2014, progressing through roles that include Financial Representative, Senior Relationship Manager, Planning Consultant, and currently Branch Leader. This experience has provided him with a comprehensive understanding of client engagement and financial planning. Outside of his professional responsibilities, Patrick enjoys activities such as beach outings, biking, camping, golf, and spending time with family and friends.

Alyssa Nanosky is a Planning Consultant at Fidelity Investments, where she partners with primary advisors to update financial plans and review strategies. In her role, she serves as a direct extension of the primary advisor, working closely with clients to understand their goals and leverage Fidelity's resources to support their financial journey. Alyssa has been with Fidelity Investments since 2021, beginning as a Customer Relationship Advocate, then serving as a Relationship Manager from 2022 to 2024 before assuming her current position. Her experience across these roles has provided her with a comprehensive understanding of client relationship management and financial planning. Outside of her professional work, Alyssa enjoys painting and traveling.

Sara Bergida is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. In this position, she helps clients plan, manage, and grow their wealth over time to work toward their retirement goals. Sara collaborates with clients to develop personalized financial plans aligned with Fidelity's strategies. Sara has been with Fidelity Investments since 2016, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she gained experience as a Branch Intern at Scottrade Advisor Services and as an Administrative Intern at Fidelity Investments. She holds a California Insurance License.

Harleigh Freiberg is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Freiberg worked at HF Ventures LLC and participated in political campaign work and constituent services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic methodologies to construct portfolios from mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies and fund-of-funds.

Samuel Cogan is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. His prior roles include positions at Q7 Capital LLC, First National Bank of Coastal Community, and several regional banks. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio management, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Andrew Bockstein is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over 30 years of experience in the financial services industry. Prior to his current role, Andrew held senior positions including Senior Vice President roles at DCM Advisors, LLC, Efficient Market Advisors at Cantor Fitzgerald, Franklin Templeton Investments, and VOYA Investment Management. He also worked as a Financial Consultant at 1717 Capital Management Company and as a Financial Representative at New England Securities. Throughout his career, Andrew has focused on holistic financial planning to help clients address their current needs and pursue long-term financial success. His extensive experience spans asset management, distribution, and client advisory services. Outside of his professional work, Andrew enjoys biking, family activities, golf, pets, skiing, and traveling.

Vincent Gioeni is a financial advisor with Fidelity Investments in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior work includes roles at Tor Brokerage LLC, Velocity Clearing LLC, Quantex Clearing, LLC, and Noble Financial Capital Markets. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

Emanuele Moschini is a financial advisor with Fidelity in Boca Raton, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Ameriprise Financial, Northwestern Mutual, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to institutional and retail clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Shay Petrison is a Wealth Management Planning Consultant at Fidelity Investments, a position held since 2024. Shay has been with Fidelity Investments since 2018, progressing through roles including Planning Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. In the current role, Shay focuses on delivering high-touch, detail-oriented support to facilitate a seamless onboarding experience and meaningful planning conversations. This involves anticipating client needs and providing service aimed at helping clients feel confident and cared for throughout their financial planning journey.

Gaelle Isrow is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2022. Prior to this, she served as a Financial Consultant at Fidelity Investments from 2021 to 2022. Her experience also includes positions as a Financial Advisor at PNC Investments from 2020 to 2021, a Wealth Management Advisor at TIAA from 2014 to 2019, a Regional Bank Private Banker at Wells Fargo Bank from 2013 to 2014, and a Financial Advisor at JP Morgan Securities from 2009 to 2013. Ms. Isrow works closely with executives to understand their priorities and financial goals. Through a collaborative process, she helps clients define and prioritize their objectives, develop tailored financial plans, and implement strategies designed to grow, protect, and distribute wealth.

Rania PAIDOKOUKI is a Planning Consultant at Fidelity Investments, where she collaborates with families and individuals to develop personalized financial and investment plans aimed at meeting their specific goals. She works closely with clients to monitor and adjust these plans as their needs evolve over time. Rania has experience at Fidelity Investments dating back to 2023, having served as a Financial Representative from 2023 to 2024 and then as a Relationship Manager from 2024 to 2025 before assuming her current role. Her expertise lies in financial planning and client relationship management. Outside of her professional work, Rania enjoys a range of personal interests including beach activities, family activities, fitness, social events with friends, music, and spending time with pets.