Alex Caputo is a financial advisor at Fidelity Investments with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held various roles outside the financial sector, including positions at Bj's Wholesale Club and Gentle Giant Moving Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary management and model portfolios built from mutual funds, ETFs, and ETPs.

Harrison Voloshin is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he helps individuals organize their finances, analyze investment options, and assist in building, implementing, and maintaining financial plans while serving as a dedicated contact for his clients at Fidelity. He has been with Fidelity Investments since 2018, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds a California Insurance License. Outside of his professional work, Harrison has personal interests that include football, golf, hiking, pets, skiing, and soccer.

Brian Kobelski is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. In this role, he directs, coaches, and supports associates to deliver Fidelity's best ideas and make meaningful impacts on clients' lives. Prior to this, he served as Vice President of Fund Administration at Fidelity Investments from 2016 to 2019 and as Vice President of Fidelity Fund TAX from 2008 to 2016. Before joining Fidelity Investments, Brian was the Chief Financial Officer at Andover Capital Advisor LP from 2003 to 2008 and worked as a Senior Tax Manager at PricewaterhouseCooper LP from 1996 to 2003. His professional experience encompasses leadership in financial management, fund administration, and tax management. Outside of his professional career, Brian's personal interests include beach activities, boating, family activities, football, golf, and music.

Allison Mogauro is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she partners with individuals and families to assist them in making informed financial decisions by building trust, understanding their goals, and developing personalized financial plans. Her experience at Fidelity Investments spans several roles, beginning as a Customer Relationship Advocate in 2023, followed by positions as Investment Solutions Representative I and II, Relationship Manager, and finally Planning Consultant. Through these roles, she has gained comprehensive knowledge in financial planning and client relationship management. Allison's approach involves engaging in meaningful conversations and understanding each client's unique financial circumstances to provide tailored guidance and strategies aimed at achieving their financial objectives.

Jana Abels is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to helping clients develop personalized financial plans and make informed financial decisions for themselves and their families. She has held her current role since 2024. Her experience in the financial services industry spans over two decades, beginning as an Investment Advisor at Hennion and Walsh, Inc. from 2004 to 2020. She then joined Fidelity Investments in 2020, progressing through roles including Investment Consultant, Planning Consultant, and Assistant Branch Leader before assuming her current leadership position in 2024.

Daniel Krzywda is Vice President Private Wealth Management Advisor at Fidelity Investments. He assists generations of families in creating personalized wealth strategies focused on growth, preservation, and transfer of their wealth. He coordinates a team of specialists including an Investment Manager, a Wealth Planner, and a Trust Officer to deliver comprehensive wealth management solutions. Daniel has been with Fidelity Investments since 2008, serving first as VP, Senior Account Executive until 2015, and then as a Wealth Management Adviser from 2015 to the present. He holds an Arkansas Insurance License.

Nick Hedge is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Financial Representative, Relationship Manager, and Planning Consultant. Nick focuses on empowering clients to feel confident in their financial decisions by developing personalized financial plans tailored to their unique situations. He views financial planning as a journey requiring time, discipline, and adaptability to life's changes, aiming to build trust as a partner throughout this process.

Jake Budd is a Wealth Management Planning Consultant currently working at Fidelity Investments. He collaborates with multi-generational families to develop and maintain financial plans aimed at preserving, growing, and transferring wealth according to their priorities. Since joining Fidelity Investments in 2021, Jake has held several roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Wealth Management Planning Consultant. Through these positions, he has gained experience in financial planning and client relationship management focused on private wealth. Jake values the relationships he builds with families and the positive impact his work has on their financial lives.

William Ribas is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. As a CERTIFIED FINANCIAL PLANNER™ professional, William works with individuals and families to develop and maintain financial plans that are clear, simple, and tailored to their priorities. He serves as a trusted contact and advocate for his clients within Fidelity. Outside of his professional responsibilities, William enjoys activities such as going to the beach, fitness, social events with friends, golf, and running.

Joseph Hughes is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to construct comprehensive financial plans. He aims to provide them with peace of mind and confidence, even during challenging market conditions. Joseph focuses on building long-standing relationships to understand the unique needs of his clients and their families. He has been with Fidelity Investments since 2019, holding various roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Prior to that, he worked as an Information Center Specialist at Digital Federal Credit Union from 2017 to 2019. No additional information regarding Joseph's education, credentials, personal interests, or community involvement was provided.

Patrick Hughes is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he works closely with clients to support their financial journeys, aiming to provide peace of mind and empower informed decision-making tailored to each client's unique financial plan. Patrick's experience at Fidelity Investments spans several roles since 2021, including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects his comprehensive understanding of financial services and client relationship management. Outside of his professional responsibilities, Patrick has interests in baseball, comedy, football, golf, and movies.

Joshua Farnsworth is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 1999 in various roles. He currently partners with clients and their families to build comprehensive investment, retirement, and wealth planning strategies. Joshua has over 16 years of experience within the Private Client Group at Fidelity, demonstrating a foundation of trust and transparency in his practice. His career progression includes positions as a Financial Consultant, Investment Representative, Financial Representative, Trust Accountant, and other roles within Fidelity. Details regarding his education, credentials, personal interests, or community involvement were not provided.

John Coogan is a financial advisor at Fidelity with a Series 66 designation and has been in the industry since 2022. His prior experience includes roles at Cygnal (IFA Holdings) and various political organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Harrison Clark is a Planning Consultant at Fidelity Investments, where he collaborates with a team of financial professionals to assist clients in achieving their financial objectives through personalized planning. He focuses on understanding the unique circumstances of each client, including family dynamics, priorities, and significant life events that may affect their financial journey, to develop tailored strategies. Clark has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, High Net Worth Service Representative, Central Relationship Manager, Financial Representative, Relationship Manager, and currently Planning Consultant. This progression reflects his experience across different facets of financial services within the organization.

Caroline Brown is a Planning Consultant at Fidelity Investments, where she collaborates closely with clients to develop comprehensive financial plans aligned with their goals. In her current role, she assists clients in navigating various stages of their financial journeys, including retirement planning and other key milestones. Caroline joined Fidelity Investments in 2023 as a Financial Representative and advanced to the position of Relationship Manager in 2025 before becoming a Planning Consultant in 2026. She brings experience in client relationship management and financial planning to her current advisory role. Outside of her professional duties, Caroline's personal interests include reading, running, and yoga.

Jack Hicks is an Investment Consultant at Fidelity Investments, where he has worked since 2024. He has been with Fidelity since 2020, previously serving as an Investment Solutions Representative from 2020 to 2022 and as a Financial Representative from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Planning Assistant at Integrated Financial Partners from 2019 to 2020. Jack is a CERTIFIED FINANCIAL PLANNER™ who partners with clients to optimize their accounts and help them work toward their financial goals. His approach focuses on ensuring clients feel comfortable and confident in their financial decisions. Outside of his professional work, Jack enjoys golf, hiking, running, skiing, and traveling.

Christian Helleberg is a Wealth Management Planning Consultant at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles as a Financial Representative from 2014 to 2016, Relationship Manager from 2016 to 2017, and Planning Consultant from 2017 to the present. His work focuses on impacting clients' financial well-being and building trust in the client-advisor relationship. Christian values the efficiency, responsiveness, and execution capabilities associated with Private Wealth Management at Fidelity Investments.

Edward Madden is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Bitooda Holdings and the University of Vermont Athletic Department. Strategic Advisers LLC, a Fidelity Investments company, 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it operates with oversight controls and delegated sub-advisers.

Christina DiVirgilio is Vice President, Wealth Planner at Fidelity Investments, where she partners with individuals and families to develop financial plans aimed at growing, preserving, and transferring wealth. She focuses on simplifying financial concepts and empowering clients to implement strategies that align with their important goals. She has held multiple roles at Fidelity Investments since 2015, including Planning Consultant, Relationship Manager, Investor Center Financial Representative, and Financial Representative, gaining extensive experience in financial planning and client relationship management. Details about her education, credentials, personal interests, and community involvement are not provided.

Liam McCabe is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He previously worked as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2025 within the same organization. Liam focuses on providing financial planning tailored to each client's individual circumstances, priorities, and long-term objectives. His work involves helping clients build trust-based relationships while assisting them in planning for retirement, major life milestones, or enhancing financial confidence. Outside of his professional responsibilities, Liam has interests in comedy, fishing, golf, and spending time at the lake.

Andrew Flessel is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2008. He has been working in the financial services industry since 2002, beginning his career as a Financial Advisor at Merrill Lynch from 2002 to 2004. He then joined Fidelity Investments as a Financial Planning Consultant from 2004 until his current position. Throughout his career, Andrew has focused on helping clients develop financial plans tailored to their individual goals and circumstances. He emphasizes understanding each client's unique journey to create flexible strategies that support both success and comfort in their financial lives. His approach involves ongoing support and building personal connections to help clients navigate the fluctuations of life. No additional information about his education or personal interests has been provided.

Christine Chase is a Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2017, holding various positions including Financial Consultant, Relationship Manager, and Financial Operations Associate. Her work focuses on partnering with individuals, families, and businesses to develop financial plans tailored to each client's unique goals and values. Christine holds insurance licenses in Arkansas and California. Outside of her professional role, she has interests in comedy, concerts, fitness, social events, and traveling.

Sophia Alvarez is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2019, progressing through various positions including Financial Consultant 1, Fixed Income Specialist, and Customer Relationship Advocate. Her experience includes financial consulting and fixed income specialization, with a focus on building long-term relationships with individuals and families. Sophia emphasizes a personalized approach combined with education, aiming to develop strategies tailored to her clients' unique needs. Sophia's professional journey at Fidelity Investments reflects her commitment to financial services and long-term financial planning.

Tom Magee is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1993. In his current role, he works with clients and their families to develop and implement financial plans and investment strategies aimed at achieving their personal and financial goals. Mr. Magee has held multiple positions at Fidelity, including Financial Representative III, Team Leader, and Inside Wholesaler, reflecting extensive experience within the firm. He holds a California Insurance License. He focuses on wealth planning by engaging with clients to identify priorities in their personal and financial lives and partnering with them for ongoing financial planning and strategy monitoring.

Pedro Rolon is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. In his current role, he partners with clients to develop comprehensive financial plans tailored to their personal and financial goals. Prior to this, he held positions as a Relationship Manager from 2019 to 2020, Investment Solutions Representative from 2018 to 2019, and Premium Relationship Associate in 2018, all within Fidelity Investments. Pedro holds a California Insurance License. He focuses on understanding his clients' unique concerns, needs, and preferences to support them as they transition through various life stages and make confident financial decisions.

Jeff Leonard is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2012, progressing through a variety of positions including Investment Solutions Consultant at Fidelity Investments Life Insurance Company from 2021 to 2023, Financial Consultant from 2019 to 2021, Investment Consultant from 2018 to 2019, Senior Relationship Manager from 2017 to 2018, Relationship Manager from 2015 to 2017, High Net Worth Service Associate from 2013 to 2015, and Service Representative from 2012 to 2013. Jeff holds an Arkansas Insurance License and specializes in developing financial plans through thoughtful conversations aimed at achieving better outcomes for his clients. He emphasizes partnership and co-creation in his approach to financial planning. Outside of his professional work, Jeff enjoys comedy, family activities, social events with friends, golf, parenthood, and traveling.

Rhett Oppel is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. In this role, he works closely with high net worth individuals and their families to develop plans aimed at growing, protecting, and transferring their wealth. Rhett emphasizes the importance of trust in his relationships with clients and strives to earn their confidence. Rhett has been with Fidelity Investments since 2008, gaining experience through several roles including Financial Representative, Internal Wholesaler, Investment Representative, and Financial Consultant before becoming Vice President. This progression reflects a comprehensive background in financial services and wealth management.

Richard Froio is a Financial Consultant at Fidelity Investments, where he collaborates with clients and his team to develop strong financial plans aimed at achieving financial success. His approach involves connecting with clients to understand their priorities and working as a trusted advisor based on honesty and integrity. He has held several roles at Fidelity Investments since 2018, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Richard worked as a Universal Banker at US Bank from 2017 to 2018. Outside of his professional responsibilities, Richard engages in activities such as family activities, golfing, skiing, traveling, and exploring food.

Hayley Cullen is a Financial Consultant at Fidelity Investments, where she has been employed since 2017 in various roles. She began her career at Fidelity as a Customer Relationship Advocate in 2017, then progressed to Financial Representative in 2018, Investment Consultant in 2019, and assumed her current position as Financial Consultant in 2021. Throughout her tenure at Fidelity, Hayley has worked with clients to simplify their finances and develop plans to build, manage, and preserve wealth over time. She is committed to serving as a trusted advisor during important financial moments, aligning with Fidelity's emphasis on trust and integrity. Additional information regarding Hayley's education, credentials, personal interests, or community involvement has not been provided.

Andrew Gounaris is a Financial Consultant at Fidelity Investments, where he is part of a wealth management team focused on building relationships based on trust, empathy, and execution. He aims to create meaningful connections with clients, understand their priorities, and guide them through a consistent values-based planning process. Andrew's professional experience at Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2025, Relationship Manager from 2021 to 2023, Financial Representative in 2021, and Investment Solutions Representative from 2019 to 2021. This progression reflects his deepening expertise in financial planning and client relationship management. Outside of his professional responsibilities, Andrew has interests in comedy, fitness, food, golf, movies, and traveling.

Joseph Mesrobian is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, and Premium Relationship Associate. Prior to joining Fidelity, Joseph worked as a Financial Adviser Trainee at Edward Jones from 2016 to 2017. Joseph partners with clients to co-create financial plans that reflect their goals, values, and preferences for themselves, their families, and businesses. He focuses on educating clients about growing, protecting, and efficiently transferring wealth to individuals and charitable causes. His professional relationships are based on trust, authenticity, and dedication.

Matthew McGillivray is a Planning Consultant at Fidelity Investments, where he creates personalized financial plans for individuals and families that align with their goals and priorities. He works to develop thoughtful strategies that evolve over time and aims to be a trusted partner offering clarity, guidance, and confidence in financial decision-making. Matthew has held multiple roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2023, then serving as a Financial Representative from 2024 to 2025, followed by a position as Relationship Manager from 2025 to 2026, and currently as a Planning Consultant since 2026.

Kristen Meahl is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2023. She joined Fidelity in 2019 as a Financial Consultant and has since advanced to her current role. Prior to joining Fidelity, Kristen worked as a Financial Planner at Commonwealth Planning Group from 2013 to 2019. She began her career as a CPA and Audit Senior at Deloitte from 2010 to 2013. Kristen holds a California Insurance License. She approaches financial planning with an educational focus, aiming to simplify complex financial concepts and empower her clients to make informed decisions with confidence. Her professional background spans financial consulting, planning, and auditing. Outside of her professional work, Kristen enjoys spending time at the beach, cooking and baking, playing golf, tennis, and music, as well as traveling.

Dennis LaCourt is a Planning Consultant at Fidelity Investments' Back Bay office. In this role, he supports advisor teams by learning and understanding clients' financial situations to prepare them for the planning process, aiming to co-create strong financial plans aligned with clients' goals, needs, and concerns. Dennis has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before becoming a Planning Consultant in 2025. This experience has provided him with a comprehensive understanding of client relationship management and financial planning. Outside of his professional responsibilities, Dennis enjoys spending time with friends, participating in social events, hiking, running, skiing, and traveling.

Peter Lucien is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads and manages a team of financial associates focused on delivering retirement planning services to clients. He has been with Fidelity Investments since 1996, holding various positions including Financial Representative, Premium Service Manager, Branch Operations Manager, Assistant Branch Office Leader, and Branch Leader. This extensive experience reflects his long-term commitment to the firm and expertise in financial services management.

Charles Coyne is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, his background includes work as a lobsterman and in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment approach.

Mark Baldassini is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has a total of eight years of experience in financial services, during which he has provided comprehensive goal-based financial planning and investment guidance. Mark emphasizes building long-lasting relationships with clients and serving as a reliable partner for financial decisions. His career at Fidelity Investments includes positions as an Investment Consultant from 2023 to 2026, Regional Investment Consultant from 2021 to 2023, Investment Sales Associate from 2020 to 2021, and Advisor Service Representative from 2018 to 2020. This progression illustrates his extensive experience within the firm and the financial industry. Outside of his professional work, Mark enjoys fitness, social events with friends, golf, outdoor adventures, skiing, and traveling.

Connor Sullivan is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He focuses on retirement planning, income planning, and overall investment strategies, aiming to develop financial plans that clients can rely on and feel confident in. Connor has worked with Fidelity Investments since 2013, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant. His experience across these positions has contributed to his expertise in guiding individuals and families through complex financial decisions.