Jaden Mullen is a Planning Consultant at Fidelity Investments, based in the Westwood, MA location. In this role, he supports two Wealth Management Teams and collaborates as a planning partner to help clients achieve their financial goals through holistic planning and building trusting relationships. Jaden joined Fidelity Investments immediately after graduating college. He has held multiple roles within the company, including Financial Representative and Relationship Manager, gaining experience and knowledge from seasoned professionals in the financial planning industry. Outside of his professional responsibilities, Jaden's personal interests include baseball, comedy, football, social events with friends, golf, and movies.

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.

Casey Hull is a Financial Consultant at Fidelity Investments, a position held since 2017. Prior to this role, Casey worked as a Financial Planner at Grove in 2019, an Investment Consultant at Fidelity Investments from 2016 to 2017, and as a Financial Representative at Fidelity Investments from 2015 to 2016. Casey holds a California Insurance License. As a CERTIFIED FINANCIAL PLANNER™ professional, Casey focuses on creating customized financial plans tailored to meet the unique needs of families. Casey aims to empower clients to make informed financial decisions aligned with their life and family goals. Outside of work, Casey enjoys activities such as beach outings, boating, golf, snowboarding, surfing, and spending time with pets.

Megan Connelly is a Planning Consultant at Fidelity Investments, currently working at the Boston Congress Street branch. In her role, she partners with clients and their dedicated financial consultants to provide holistic financial planning. Megan assists clients in identifying their financial goals, implementing customized strategies, and maintaining their financial plans through various life phases. Megan has been with Fidelity Investments since 2023, progressing through positions including Financial Representative and Relationship Manager before her current role as Planning Consultant. Her experience spans client relationship management and comprehensive financial planning. Outside of her professional responsibilities, Megan enjoys activities such as spending time at the beach, fitness, hiking, traveling, yoga, and exploring different cuisines.

Michael Havey is a Planning Consultant who develops engagement strategies tailored to each client's unique planning needs. He has progressed through various roles at Fidelity Investments, including Investment Solutions Representative at levels I, II, and III from 2023 to 2026, as well as Customer Relationship Advocate from 2022 to 2023. Michael holds an Arkansas Insurance License. In his personal time, he engages in fitness, hiking, music, and reading.

Robert Rogers serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity since 2004, initially joining as a Financial Planning Consultant before advancing to his current role. Prior to his tenure at Fidelity, Robert worked as a Financial Consultant at Quick and Reilly in 2004 and at A.G. Edwards & Sons from 2001 to 2004. His earlier experience includes serving as Senior Vice President of Investments at Fairport Capital from 1998 to 2001 and as a Fund Associate at Putnam Investments from 1993 to 1997. Robert holds a California Insurance License, which supports his expertise in financial planning and wealth management. His approach focuses on developing personalized financial plans and wealth strategies tailored to the needs of his clients and their families. Outside of his professional work, Robert enjoys biking, family activities, fishing, golf, outdoor adventures, and traveling.

Mikayla Michals is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In her current role, she works with clients to develop and maintain their financial plans, ensuring all information is up to date and providing support for any necessary changes. She builds strong relationships with clients to understand their personal and family goals. Her professional experience at Fidelity Investments includes roles as a Relationship Manager in 2022 and as a Financial Representative from 2020 to 2022. Mikayla's focus is on helping clients feel comfortable and confident in their plans, aiming to support their journey toward financial peace of mind.

Kristen Shutt is Vice President and Branch Leader at Fidelity Investments, where she leads a team dedicated to assisting clients in achieving their financial goals. She works closely with clients to develop individualized financial plans that consider their family circumstances and significant life events. Kristen has been with Fidelity Investments since 2020, initially serving as a Private Wealth Relationship Manager before assuming her current leadership role in 2021. Prior to joining Fidelity, she was Head of Operations at Pinnacle Private Wealth from 2012 to 2020.

Allison Brown is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she works with sophisticated investors and their families to provide service within Private Wealth Management. She has held this role since 2025. Her experience at Fidelity Investments spans multiple roles beginning in 2009, including positions as Fidelity Family Office Services Client Service Manager from 2013 to 2025, Investments Representative, Private Client Specialist, and Financial Representative at the Upper East Side NYC Branch. Prior to joining Fidelity, Allison worked as an Operations Analyst at Lehman Brothers Inc. and Barclays Capital from 2007 to 2009.

Jeffrey Norton is a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2023. In this capacity, he serves as the primary contact for clients, focusing on assisting families in working toward their financial goals and providing customer service. He also informs clients about available resources, updates on new products and innovations, and seeks ways to enhance their experience. Prior to his current position, Jeffrey worked as a Wealth Management Planning Consultant at Fidelity Investments from 2021 to 2023. He has held several roles in the financial industry, including Institutional Product Marketing Manager at Manulife John Hancock (2019-2021), Director of Internal Investment Communications at Liberty Mutual Investments (2018-2019), and AVP Senior Product Marketing Manager at Eaton Vance (2013-2018). Outside of his professional career, Jeffrey enjoys beach activities, boating, fishing, golf, skiing, and table tennis.

Joshua Casper is a CFP® professional with 26 years of experience in the financial industry. He is currently with Fidelity Investments, where he has held various roles since 2005, including positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Kelly Lannan is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with FIDELITY Brokerage Services LLC since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing a range of model portfolios that utilize mutual funds, ETFs, and ETPs.

CJ Cawley is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, CJ worked as a Planning Consultant at Fidelity Investments from 2024 to 2025 and served as a Relationship Manager there from 2022 to 2024. CJ's career began as a Practice Assistant at Baystate Financial from 2021 to 2022, followed by roles as Workplace Planning Consultant I & II at Fidelity Investments between 2020 and 2021. In his current role, CJ partners with clients and their families to develop personalized financial plans tailored to their individual goals and preferences, aiming to support greater confidence in their financial futures. Outside of his professional duties, CJ has interests in baseball, cooking and baking, fishing, football, and visiting museums.

Gregory Martin is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He works with individuals and families to guide them through the financial planning process, focusing on building tailored plans for their financial futures. Gregory has accumulated extensive experience at Fidelity Investments, holding various roles since 2015. His positions have included Investment Consultant, Private Client Group Relationship Manager, Branch Service Manager, and Relationship Manager. He emphasizes values such as candor, transparency, and a commitment to prioritizing client needs in his professional approach.

Michael Lovering is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network and Fidelity. Outside of his advisory role, he is a partner at M3 Hatrick Solutions LLC, where he manages investments for his family, and also works as an independent contractor for Door Dash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios utilizing proprietary methodologies and oversight controls.

Allison Popeo is the Vice President Private Wealth Management Advisor, currently working with multiple generations of families to create comprehensive and personalized strategies for the growth, preservation, and transfer of their wealth. She is supported by a team that assists in aligning wealth plans with clients' priorities. Allison's experience at Fidelity Investments and other firms provides her with a distinctive perspective in serving her clients. Her professional experience includes roles such as Wealth Management Advisor at Fidelity Investments since 2017, Senior Wealth Advisor and Director of Fiduciary Services at North American Management from 2011 to 2017, and positions at GMO, LLC and Fidelity Investments dating back to 1996. Prior to that, she was a Senior Auditor at Price Waterhouse Coopers, LLC from 1992 to 1996. Allison holds an Arkansas Insurance License. Outside of her professional career, Allison has interests in cooking and baking, fitness, pets, skiing, traveling, and yoga.

Carlie Powers is the Vice President, Wealth Planner at Fidelity Investments, where she has served since 2025. She has been part of Fidelity Investments since 2020, initially working as a Financial Consultant before advancing to her current role. Prior to joining Fidelity, Carlie worked as a Financial Advisor at Morgan Stanley from 2016 to 2020. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Carlie collaborates with high net worth individuals, families, and businesses to define and plan for their financial futures. She focuses on co-creating tailored strategies that meet the unique needs of her clients, aiming to support them in pursuing their goals with confidence. Carlie holds a California Insurance License. Outside of her professional work, she has interests in cooking and baking, exploring food, visiting museums, reading, traveling, and parenthood.

Jack Cavanaugh is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His work history includes multiple roles at Fidelity Investments since 2022, as well as prior experience with Manchester Water Works and academic positions at Manchester Community College and Plymouth State University. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Peter Askar is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that address both their short-term needs and long-term goals. His experience includes progressing through roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing to Investment Solutions Representative 1 in 2023, and then Investment Solutions Representative 2 in 2024. Prior to joining Fidelity, he gained experience as a Finance Intern at Bay Coast Bank in 2021. Outside of his professional work, Peter has interests in cars, golf, and movies.

Courtney Ashley is a Financial Consultant at Fidelity Investments, a position she has held since 2020. She partners with clients to create customized financial plans aimed at helping them achieve their long-term goals. Courtney focuses on understanding the priorities of her clients and their families to serve as their advocate in financial matters. Her experience at Fidelity Investments spans over a decade, including roles as an Investment Consultant, Financial Representative, Regional Investment Consultant, and Inside Sales Representative. This progression reflects her extensive background in financial services and investment consulting. Courtney's approach centers on assisting clients in growing, preserving, and distributing their wealth to attain peace of mind in their financial lives.