John Soborski is a Branch Leader at Fidelity Investments, where he leads a team of financial advisors and professionals dedicated to assisting clients in making educated and confident financial decisions for themselves and their families. He has been serving in this leadership role since 2023. John has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2014. His previous roles include Wealth Management Planning Consultant from 2017 to 2022, Relationship Manager from 2015 to 2017, and Financial Representative from 2014 to 2015. This progression reflects his comprehensive understanding of wealth management and client relationship management. No information about John's educational background, credentials, personal interests, or community involvement has been provided.

Georgi Ellen Battocchio is a Vice President and Branch Leader at Fidelity Investments. In this role, she collaborates with her team to assist clients in working toward their financial goals by developing financial plans tailored to individual needs and life events. She has held the position of Vice President, Branch Leader at Fidelity Investments since 2023. Prior to this, she served as Vice President and Market Leader at BlackRock from 2015 to 2023, and as Vice President and Financial Consultant at Fidelity Investments from 2010 to 2015.

Kyle Ferreira is a Financial Consultant I with a professional background in investment consulting and sales. He has worked at Fidelity Investments in various roles including Senior Regional Investment Consultant in 2025, Regional Investment Consultant from 2023 to 2025, and Investment Sales Associate from 2022 to 2025. Prior to that, he was a Sales Intern at Natixis Investment Managers in 2021. Kyle is committed to creating meaningful impact by building strong connections with individuals and the community. He focuses on championing initiatives that drive progress and open doors for growth and collaboration. Guided by principles of integrity and inclusivity, he aims to inspire trust and deliver lasting value in both professional and personal settings. Outside of his professional work, Kyle enjoys boating, football, golf, and skiing.

Julia Gurzenda is a Planning Consultant at Fidelity Investments, where she partners with clients and their primary advisors to understand their financial goals and priorities. She develops personalized financial plans leveraging Fidelity's resources to support clients' unique financial journeys over time. Julia emphasizes clear and thoughtful communication to simplify financial decisions and build client confidence. Julia has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Relationship Manager, and currently Planning Consultant. Her experience within Fidelity has provided her with a comprehensive understanding of client relationship management and investment solutions. Outside of her professional responsibilities, Julia enjoys golf, hiking, horseback riding, reading, running, and skiing.

John Shea is a Vice President, Financial Consultant at Fidelity Investments. In this role, he helps individuals and families build and maintain financial plans to support life's most meaningful goals, focusing on retirement income planning, investment guidance, and tax-efficient investing. John has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Solutions Representative, Regional Investment Consultant, and Investment Consultant before becoming Vice President, Financial Consultant in 2024. His experience spans multiple facets of financial consulting and investment solutions within the firm. Outside of his professional career, John enjoys boating, camping, family activities, hiking, skiing, and volunteering.

Emily O'Neil is Vice President and Financial Consultant at Fidelity Investments, where she currently serves as the primary advisor for her clients and their families. In this role, she coordinates a team of professionals to help clients craft comprehensive wealth plans tailored to their unique goals. She emphasizes building long-lasting relationships and leveraging Fidelity's resources to support her clients' financial journeys. Emily has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. Her experience encompasses providing financial planning and consulting services within Fidelity's framework. Outside of her professional role, Emily's personal interests include gardening, golf, traveling, and volunteering.

Sean Egan is a Planning Consultant who collaborates with clients to design comprehensive financial plans aligned with their individual goals. He takes the time to understand client priorities and works together with them to create personalized strategies tailored to their needs. Sean has held various roles at Fidelity Investments, progressing from Investment Solutions Representative I in 2023-2024, to Investment Solutions Representative II in 2024-2025, and then Investment Solutions Representative III in 2025-2026. Prior to that, he served as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. He also gained experience as a Finance Intern at Catholic Medical Center in 2021. Sean holds insurance licenses in Arkansas and California.

Madison Morris is a financial advisor at Fidelity with a Series 66 credential. Although new to the industry, Madison has held multiple roles at Fidelity Investments since 2024. Prior to this, Madison gained experience at Burke Mountain Academy and engaged in various positions outside finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Alexandra Essman is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2011. In her role, she fosters relationships with high-net-worth individuals, institutions, and non-profit organizations. Alexandra and her team assist multiple generations of families with wealth planning, including strategies for growth, preservation, philanthropy, and transfer. Alexandra began her career at Fidelity as a Financial Representative before advancing to Investment Consultant and then to her current position. She holds a certification as a Certified Equity Professional and is a CERTIFIED FINANCIAL PLANNER4 practitioner. Alexandra earned her degree from Colby College. Her insurance licenses include a California Insurance License. Outside of her professional commitments, Alexandra enjoys camping, family activities, gardening, golf, skiing, and spending time with her pets.

Courtney McCauley is Vice President and Financial Consultant at Fidelity Investments. In this role, she works with clients to develop customized financial plans that align their wealth with their family, values, and long-term goals. She focuses on personalized strategies and clear guidance to support clients at every stage of their financial journey. Courtney has been with Fidelity Investments since 2015. She served as a Senior Regional Investment Consultant from 2015 to 2019 before assuming her current position in 2019. Her experience encompasses financial consulting and investment advising within the firm. Outside of her professional responsibilities, Courtney enjoys family activities, golf, running, skiing, and traveling.

Gianni Valentini is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop comprehensive financial plans that align with their specific goals, priorities, and preferences. He utilizes his knowledge and Fidelity's resources to support and educate clients over time. Gianni has been with Fidelity Investments since 2021, holding various positions including Investment Consultant, High Net Worth Service Associate, Financial Representative, and Customer Relationship Advocate. His experience encompasses client relationship management and financial consulting within the firm. He holds an Arkansas Insurance License.

Brandon Waltz is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this position, he works closely with clients to build and develop skills aimed at promoting financial security and advancing toward overall financial freedom. Utilizing Fidelity's holistic and comprehensive approach to relationship management and planning, he collaborates with clients to create actionable plans tailored to their financial goals. Prior to joining Fidelity Investments, Brandon served as a Wealth Advisor Associate at Northwestern Mutual from 2022 to 2023. This experience contributed to his expertise in financial planning and client relationship management. Outside of his professional responsibilities, Brandon has interests in art, cars, fitness, social events with friends, music, and reading.

Richard Mcgaughey is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Fidelity Investments, having joined in 2023, and previously worked at Charles Schwab and Hennessey News. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jillian Mercer is a Planning Consultant and a member of the Wealth Management Team. She works closely with advisors and clients to implement customized financial strategies and supports the maintenance of financial plans throughout different phases of life. Jillian takes a holistic approach to planning, focusing on identifying clients' unique needs. Her professional experience includes roles at Fidelity Investments, where she served as a Financial Representative from 2022 to 2023, and as a Relationship Manager from 2023 to 2024. Jillian holds a California Insurance License. Outside of her professional responsibilities, Jillian enjoys golf, skiing, and traveling.

John Honebrink is a Planning Consultant at Fidelity Investments, where he partners with clients and their advisors to develop and implement comprehensive financial plans tailored to their specific needs. He has been with Fidelity Investments since 2020, progressing through several roles including Financial Customer Associate, Workplace Planning Associate, Workplace Planning Consultant I and II, Relationship Manager, and currently Planning Consultant. Throughout his career at Fidelity, John has gained experience in financial planning and client relationship management. His roles have involved collaborating with clients to understand their financial goals and co-creating strategies to meet those objectives. Outside of his professional work, John has interests in football, golf, movies, and snowboarding.

Ben Ventura is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to build personalized financial plans aimed at managing their wealth. He emphasizes communication, trust, and experience to establish long-term relationships with his clients. Ben's expertise includes retirement planning, tax-efficient investing, equity compensation analysis, and other areas of financial consulting. He has held multiple positions at Fidelity Investments since 2020, beginning as a Financial Representative, then serving as a Planning Consultant and Financial Consultant before his current role. Ben's approach involves understanding clients' goals, values, and financial needs to provide tailored financial strategies.

Adam Grenier is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He specializes in working with multi-generational families and their trusted network of advisers on money, wealth, and estate planning considerations. Adam's approach integrates his core values of family-focused, compassionate care and a commitment to lifelong learning. With more than 20 years of experience at Fidelity Investments, Adam has held various positions including Financial Consultant, Field Training Director, General Management Apprentice, and Risk Management. This extensive background equips him to assist families in working toward their financial goals. Adam holds a California Insurance License. Outside of his professional work, he has personal interests in biking, concerts, food, music, and skiing.

Matthew Jacobs is a Financial Consultant with Fidelity Investments in Cambridge, Massachusetts. In this role, he partners with individuals and families to help them navigate financial decisions and pursue long-term goals. He employs a personalized planning approach to develop strategies tailored to his clients' unique goals and circumstances, aiming to provide guidance that supports informed and confident decisions throughout every stage of life. Matthew joined Fidelity Investments in 2023 and has held several roles within the company, including Customer Relationship Advocate, Investment Solutions Representative I, and Planning Consultant before becoming a Financial Consultant in 2026. This progression reflects his experience working closely with clients and developing comprehensive financial plans. Outside of his professional work, Matthew has interests in beach activities, cars, fishing, football, golf, and skiing.

James Wheeler is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he helps individuals and families to create, implement, and monitor comprehensive financial plans. Prior to his current position, he worked as a Financial Advisor at Merrill Lynch from 2012 to 2014.

Devon Breen is a financial advisor with Fidelity Investments in Cambridge, MA, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Fidelity and involvement with New England Youth Volleyball Inc. and Bentley University in various capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse mutual funds, ETFs, and ETPs.

Natasha Botis is a financial advisor at Fidelity with Series 63 and Series 65 designations and three years of industry experience. She has worked at Fidelity Investments since 2022 and had prior experience at Rubin Pomerleau and various other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Peter Canestrari is a Vice President Financial Consultant at Fidelity Investments, a position he has held since 2013. In this role, he focuses on developing long-term client relationships built on trust and aims to deliver strategies designed to grow and protect wealth. Peter has been with Fidelity Investments since 2006, progressing through various roles including Investment Consultant, Private Client Relationship Manager, and Implementation Project Manager. This breadth of experience has provided him with comprehensive insight into financial consulting and client management. Details regarding Peter's education, credentials, personal interests, or community involvement have not been provided.

Patrick Monaghan is a Financial Consultant at Fidelity Investments, based in Cambridge. He specializes in helping clients develop personalized financial plans that align with their priorities and family goals. Patrick's experience in the financial industry includes roles such as Planning Consultant and Relationship Manager at Fidelity Investments, as well as Associate Advisor Consultant at Putnam Investments. His professional background spans from 2017 to the present, focusing on client-centered financial planning. Outside of his professional work, Patrick enjoys activities such as boating, running, skiing, theater, and yoga. He values strong relationships and community, influenced by his experience as the eldest of four siblings.

Jake Sanclemente is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to design, implement, and maintain personalized financial strategies. He focuses on helping clients navigate key financial decisions, including retirement planning, portfolio alignment, account structuring, and long-term wealth planning. Jake works as part of a collaborative planning team to provide clear and thoughtful guidance throughout the process. Jake has been with Fidelity Investments since 2022, progressing through roles such as Customer Relations Advocate, Investment Solutions Representative I, Financial Representative, and Relationship Manager before assuming his current position. This progression reflects his growing expertise in financial planning and client relationship management. Outside of his professional role, Jake has interests in fitness, football, golf, hiking, and traveling.

Jack Benenson is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and helps develop and implement comprehensive financial plans tailored to meet the unique needs of individuals and families. His objective is to assist clients in navigating their financial journeys by building strong relationships. Jack has been with Fidelity Investments since 2018, progressing through roles including Regional Investment Consultant from 2018 to 2021, Planning Consultant from 2021 to 2024, and currently serving as a Financial Consultant since 2024.

Cooper Warren is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients to develop goal-based financial plans and supports them throughout their financial journeys. He utilizes his knowledge and available tools to assist clients in selecting and implementing appropriate financial strategies. Prior to his current role, Cooper served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same firm from 2023 to 2024. This progression within Fidelity Investments reflects his growing experience in financial advising and client relationship management. Outside of his professional responsibilities, Cooper has interests in fitness, golf, outdoor adventures, reading, and snowboarding.

Nicole Abbott is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include work at Chapin's Bayside Restaurant, Pivot Marketing, and teaching positions at UMass Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Nick Anketell is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He focuses on building strong partnerships with clients and their primary advisors to develop tailored financial plans that address each client's unique goals and needs. Nick emphasizes clear communication to help clients feel comfortable with their financial decisions. Prior to his current position, Nick worked as an Investment Consultant at Fidelity Investments from 2022 to 2025 and as a Regional Investment Consultant from 2019 to 2021. This experience has contributed to his expertise in investment consultation and financial planning. Outside of his professional work, Nick enjoys boating, hiking, skiing, traveling, and exploring culinary experiences as a foodie.

Kyle Bokuniewicz is a Financial Consultant at Fidelity Investments. He collaborates with individuals and families to develop financial plans tailored to their priorities, aiming to ensure clients feel they have made progress after each interaction. He has worked in various roles within the financial services industry since 2018, including positions as an Investment Consultant and Financial Representative at Fidelity Investments, as well as a Financial Professional at Equitable Advisors. His experience spans multiple aspects of financial advising and client service.

Ryan Shorey is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he partners with local families to develop, implement, and monitor financial plans. He approaches financial planning with an emphasis on education, aiming to provide clients with a clear understanding of their financial strategies. Ryan's experience at Fidelity Investments spans back to 2006, including roles as Investment Consultant, Financial Representative, and Inside Wholesaler. This extensive tenure has provided him with a broad perspective on financial services and client needs. Outside of his professional work, Ryan enjoys spending time with his family and gardening.

Matthew Crimmings is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018. In this role, he partners with individuals, families, and institutions to develop personalized financial plans aimed at managing wealth and striving for financial security. Matthew has been with Fidelity Investments since 2009, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. He leverages Fidelity's resources to address a broad range of financial topics such as retirement and college planning, tax-efficient investing, equity compensation, charitable giving, and estate planning considerations.

Sarah Wheeler is an Investment Consultant at Fidelity Investments, where she has been working since 2022. Prior to this role, she served as a Relationship Manager at Fidelity Investments from 2021 to 2022 and as a Client Service Associate at Potomac Financial Consultants from 2018 to 2021. In her role, Sarah partners with clients to develop comprehensive financial plans tailored to their individual goals, values, wishes, and circumstances. She is dedicated to providing a personalized planning experience to each client. Outside of her professional work, Sarah's interests include fitness, reading, traveling, and yoga.