Ana Bertino is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, she held various roles including multiple positions at the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI and algorithmic methods in its research.

Selene Casoli is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with teams to provide support and guidance for clients' planning and service needs. Prior to this, she served as a Senior Relationship Manager at Fidelity Investments from 2016 to 2021. Her professional experience centers on wealth management and client relationship management. Outside of her professional responsibilities, Selene has interests in cooking, baking, and fitness.

Ryan Boland is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. In this role, he works with individuals and families to develop customized financial strategies that align with their goals, leveraging the resources and specialists available at Fidelity Investments. Prior to his current position, Ryan held various roles within Fidelity Charitable, including Vice President of National Corporate & Executive Giving, Charitable Planning Consultant, and Director and Vice President of the Complex Assets Group from 2011 to 2021. His professional experience reflects a sustained focus on wealth management and charitable planning. Throughout his career, Ryan has collaborated with clients to understand their objectives and design tailored approaches to help pursue their financial priorities. Beyond his professional engagements, Ryan has interests in art, golf, painting, and tennis.

Velma Almeida is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she assists clients and their families in navigating the complex world of financial planning through various life stages. Prior to this, she worked as a Financial Associate at Feingold Companies from 2007 to 2021. Her professional experience spans over a decade in the financial services industry, focusing on wealth management and client advisory. Outside of her professional responsibilities, Velma engages in family activities, social events with friends, and enjoys music and table tennis. She is also involved in volunteering and values her role in parenthood.

Frederick Voloshin is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2024. His prior experience includes various roles outside the financial industry, such as positions with hospitality and service companies as well as entrepreneurial ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolios. The firm combines proprietary fundamental research with quantitative and algorithmic methods, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Dominic Anton is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients and Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Dominic has been with Fidelity Investments since 2011, gaining experience in various roles including Wealth Management Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His extensive experience spans investment management, wealth management, and retirement solutions. Outside of his professional commitments, Dominic enjoys outdoor activities such as hiking and snowboarding.

Stephen O'Keefe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He joined Fidelity in 2000 and has held several roles, including Private Access Relationship Manager, Premium Financial Representative, and Trading Representative. His work focuses on comprehensive wealth planning, where he collaborates with clients to develop personalized financial strategies aligned with their goals. Stephen holds a California Insurance License, supporting his capacity to address various client needs. He emphasizes a tailored approach backed by Fidelity's resources and expertise to assist clients and their families in pursuing their financial objectives. Outside of his professional responsibilities, Stephen's interests include family activities, football, museums, sailing, skiing, and traveling.

Amanda Albert is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with clients as part of their wealth advisory team, focusing on managing their overall relationship with Fidelity and developing, maintaining, and servicing comprehensive wealth plans for clients and their families. Amanda has been with Fidelity Investments since 2015, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2019. Her professional experience centers on client relationship management and wealth planning. She holds an Arkansas Insurance License. Outside of her professional responsibilities, Amanda has personal interests in gardening, parenthood, and skiing.

Will Herlihy is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2012. In this role, he focuses on developing a deep understanding of the wealth and financial needs of his clients and their families, working closely with them to manage and cultivate their wealth and address their financial planning requirements. Will holds a California Insurance License, supporting his ability to provide comprehensive financial advice and services. His professional experience centers on client relationship management within the wealth management sector. Outside of his professional responsibilities, Will engages in various personal activities including family activities, fitness, golf, hiking, motorcycles, and skiing.

Meredith Lopez is Vice President and Financial Consultant at Fidelity Investments. She has held this position since 2005 and has been with Fidelity in various financial roles since 1998. With over 25 years of experience, Meredith has collaborated with families and businesses to develop financial strategies tailored to their long-term goals. She holds a California Insurance License, reflecting her qualifications in insurance-related financial services. Outside of her professional work, Meredith enjoys beach activities, family time, social events with friends, horseback riding, outdoor adventures, and volunteering.

Cara Christous is a Wealth Management Planning Consultant at Fidelity Investments. In her role, she partners with wealth management teams to collaborate with families in creating customized financial plans aimed at achieving personal and family financial goals. She emphasizes the importance of co-creating plans that each family member understands and feels confident about, with a focus on unifying generational wealth. Cara has been with Fidelity Investments since 2015, progressing through various roles including Financial Associate, Retirement Solutions Representative, Workplace Planning and Advice Consultant, Relationship Manager, and Planning Consultant before assuming her current position. Her experience spans multiple facets of financial planning and client relationship management. Outside of her professional career, Cara enjoys cooking and baking, gardening, traveling, and volunteering.

Griffin Hanley is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2013. In his current role, he partners with high-net-worth individuals, families, and institutions to develop wealth strategies and maintain long-term client relationships. He has experience assisting clients with navigating financial markets, retirement planning, tax-efficient investing, and estate planning considerations. Griffin's career at Fidelity Investments includes positions as Financial Consultant, Senior Relationship Manager, Relationship Manager, Premium Services Representative, and Financial Representative. He holds a California Insurance License.

Adam Bomberger is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2013 in various roles including Investment Representative and Financial Consultant. In his current role, he assists clients in building and implementing financial plans focused on the growth, preservation, and transfer of wealth. He holds a California Insurance License and has developed expertise in financial consulting throughout his tenure at Fidelity Investments. Outside of his professional activities, Adam enjoys spending time at the beach, attending football games, socializing with friends, and traveling.

Quintin Neves is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at FMR LLC, Wegmans, Uber EATS, DoorDash Services, and several donut businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Beth Fratalia is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients on their daily financial planning and service needs. She aims to be a trusted point of contact to ensure positive experiences in every interaction with Fidelity's team. Beth has been with Fidelity Investments since 2020, initially serving as a Relationship Manager before taking on her current role as a Planning Consultant. Prior to joining Fidelity, she worked as a Marketing Analyst at F.L. Putnam Investment Management Company from 2019 to 2020 and was a Wealth Advisor Associate at Morgan Stanley from 2014 to 2019.

Gabriel Bassill Chuckran is a Financial Consultant at Fidelity Investments. He works with individuals and their families to develop and implement financial plans aimed at growing and protecting their assets to help them work toward their financial goals. Gabriel has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and currently Planning Consultant. His experience encompasses client relationship management and financial planning within the firm. Outside of his professional role, Gabriel has interests in beach activities, concerts, golf, museums, skiing, and traveling.

David Lesser is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. He has been with Fidelity for over 27 years, focusing on wealth planning and helping clients work towards achieving their financial goals. He collaborates with clients to develop straightforward financial plans tailored to meet their objectives. David's experience in the financial industry spans more than three decades, beginning as a Financial Advisor at Bear, Stearns & Co from 1990 to 1991, followed by roles at Lehman Brothers and Gruntal & Co before joining Fidelity. His expertise encompasses a broad range of investment strategies suitable for various investor profiles. Outside of his professional work, David enjoys cooking and baking, participating in family activities, socializing with friends, playing golf, and practicing yoga.

Matt D'Ambrosia is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. In this role, he focuses on building ongoing relationships rooted in trust and supports the growth and development of comprehensive financial plans through all stages of life. Prior to his current position, Matt held roles as an Investment Consultant and Financial Representative at Fidelity Investments from 2021 to 2025, and worked as an ESG Consultant at 3EDGE Asset Management in 2021. Throughout his career, Matt has gained experience in financial consulting, investment advising, and ESG (Environmental, Social, and Governance) consulting. His professional path reflects a commitment to supporting clients in achieving their financial goals through various market conditions and life circumstances.

John Spatola is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. John focuses on developing strong partnerships with clients and utilizes Fidelity's resources to help create plans aimed at achieving their personal goals. Throughout his career at Fidelity, John has gained experience in financial consulting and investment advisory services. His approach centers around client-focused planning and leveraging the firm's capabilities to meet individual client needs. Outside of his professional work, John has interests in baseball, comedy, family activities, football, golf, and skiing.

Kami Harris is a financial advisor with Fidelity in Boston, MA, holding a Series 66 designation and beginning her investment career in 2023. Prior to joining Fidelity, she gained experience through roles at Husch Blackwell, Tufts University, and various organizations in the nonprofit and hospitality sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm’s process combines proprietary research with quantitative and algorithmic methods to construct model portfolios from a broad investable universe, and it serves a variety of platforms with discretionary and non-discretionary advisory solutions.