Robert Fitzgerald is a Planning Consultant dedicated to providing personalized financial planning services. He focuses on understanding each client's unique goals, challenges, and financial circumstances to develop tailored strategies that help clients make informed decisions and work toward their financial objectives. Robert has held multiple roles at Fidelity Investments since 2021, including Customer Relationship Advocate, Retirements Representative, Financial Representative, and Relationship Manager. His experience across these positions has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Robert's interests include family activities, football, golf, pets, and traveling.

Robert Leonhardt is a Planning Consultant at Fidelity Investments, where he supports local advisors in developing customized financial plans for clients. In his role, he focuses on helping families build lasting financial plans and fostering ongoing, trustworthy relationships. Robert has been with Fidelity Investments since 2019, progressing through several roles including Intern, Financial Representative, Relationship Manager, and currently Planning Consultant. His experience spans various aspects of client relationship management and financial planning. Outside of his professional work, Robert's personal interests include attending concerts, football, golf, movies, puzzles, and theater.

Bridget Skeffington is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at M&T Bank, Playa Bowls LLC, and the University of Connecticut. Outside of finance, she has experience in the food service industry with Marylou's Coffee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Claudia Rozas is a financial advisor at Fidelity with a Series 66 license and one year of industry experience. Her prior roles include positions at Cambridge Trust, Bank of America, and JVS Boston. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Jack DeSantis is a Financial Consultant at Fidelity Investments' Chestnut Hill Investor Center, where he collaborates with clients to develop customized financial plans. He utilizes a broad range of strategies and services to meet individual client needs. Jack's role involves educating clients on various investment strategies, aiming to empower them to make confident and informed financial decisions. Jack has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Consultant from 2021 to 2023, Investment Consultant from 2023 to 2025, and currently serving as a Financial Consultant. This experience has contributed to his comprehensive understanding of investment strategies and client financial planning. Outside of his professional responsibilities, Jack's personal interests include beach activities, family activities, football, and golf.

Thomas Walker is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and Frontier Security Strategies. Outside of his advisory work, he has been involved with yacht clubs in the New Bedford and Nantucket areas. 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 integrates proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains regulatory registrations and advisory roles uncommon among large institutional peers.

Alasdair Swett is a Series 66 licensed financial advisor with Fidelity in Chestnut Hill, MA, with one year of industry experience. His prior work history includes a position at Harbour Capital Corporation and various roles outside finance, such as involvement with the University of New Hampshire Cat's Cupboard Food Pantry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Drew Kaski is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, progressing through positions including Financial Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Registered Representative at New York Life from 2017 to 2018. Drew focuses on understanding clients' priorities and helping them develop plans to achieve their long-term goals. He values open and collaborative relationships and aims to build trust through professional service. Outside of his professional work, Drew enjoys spending time at the beach, fishing, playing golf, and engaging in activities related to lake environments. He is also involved in parenthood.

Sarah Ott is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2020 and has held various roles within the company, including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she worked as a Senior Analyst in Asset Servicing at BNY Mellon from 2019 to 2020. In her current role, Sarah collaborates with clients and their families to develop personalized financial plans that align investments with long-term goals. She emphasizes trust, integrity, and a client-first approach in her advisory services, aiming to support clients through significant financial decisions. No additional information about her education or personal interests has been provided.

Matthew Mckenna is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various capacities within Fidelity since 2001, including roles at Fidelity Charitable Services and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company entities. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and oversee diversified model portfolios.

Andrew Alvarez is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Fidelity divisions since 2008. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Peter Smail is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of advanced methodologies including AI, and formal governance procedures.

Matthew Wrobel is a Planning Consultant at Fidelity, where he supports Financial Consultants by assisting local clients with customized financial planning aimed at helping families pursue their goals, achieve peace of mind, and gain financial confidence. His role involves helping clients build long-term strategies tailored to their unique objectives, facilitating understanding of various options, and fostering trust and reliability in the support provided. Matthew's professional experience includes several roles within Fidelity Investments, such as Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate, all held between 2022 and 2024. Prior to joining Fidelity, he worked as a Financial Adviser at McAdam Financial from 2021 to 2022 and as an Inside Sales Representative at demandDrive from 2019 to 2021.

Alexander Tjie is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes various roles prior to joining Fidelity, as well as extensive periods of full-time education. Fidelity’s 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 employs a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Inas Alawam is a Financial Consultant currently working at Fidelity Investments since 2023. She has held several roles in the financial services industry, including Vice President-Financial Advisor at Private Client Citizens Bank from 2022 to 2023, Vice President-Financial Consultant at Charles Schwab from 2021 to 2022, Senior Relationship Banker at Santander Bank from 2020 to 2021, and Financial Advisor at Ameriprise Financial from 2019 to 2020. Her professional approach involves partnering with clients to optimize their financial processes by complementing their knowledge and skills. She and her team focus on educating clients to help them make informed decisions and growing impactful relationships. Outside of her professional work, Inas has interests in food, music, and yoga.

Alexander Kurkuvelos is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he focuses on providing a comprehensive financial planning experience for high-net-worth investors, addressing the growth, protection, efficient distribution, and transfer of their wealth. His approach involves personal conversations aimed at understanding the unique needs of individuals and families to guide them through important financial decisions. Before becoming Vice President, Wealth Planner, Alexander served in several roles at Fidelity Investments, including Wealth Management Planning Consultant from 2022 to 2024, Planning Consultant from 2021 to 2022, and Investment Consultant from 2016 to 2021. Prior to joining Fidelity, he worked as a Financial Advisor at Morgan Stanley from 2013 to 2016. His career demonstrates a continuous focus on financial planning and investment consulting. Outside of his professional responsibilities, Alexander has interests in cars, cooking and baking, family activities, and movies.

Kevin Williams is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive wealth plans aimed at achieving their financial objectives. He focuses on understanding the priorities of his clients and their families to effectively advocate on their behalf throughout various stages of their financial lives. Kevin has extensive experience in the financial services industry, having held multiple roles including Senior Regional Investment Consultant at Fidelity Investments from 2010 to 2022. Prior to that, he served in positions such as AVP, Subadvisory Wholesaler and Sr. Regional Marketing Associate at Putnam Investments between 2000 and 2009, demonstrating a broad background in investment consulting and client relationship management.

Erik Doucette is a Financial Consultant currently working with Branches Fidelity Investments since 2016. He has held various roles within Fidelity Investments, including Investment Solutions Consultant, Investment Consultant for Managed Accounts, High Net Worth Bond Consultant, and Retirement Investment Specialist, demonstrating a broad range of experience in financial advisory and investment management. Erik began his career as a Financial Advisor at Edward Jones in 2011 before returning to Fidelity Investments where he has served in multiple capacities since 2001. His professional journey reflects a consistent focus on retirement services, investment consulting, and client management within the financial services industry. He believes in the importance of having a plan to grow and protect assets and is committed to understanding clients' goals to help them navigate their financial futures.

Matt Taylor is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity since 2015, initially serving as a Financial Consultant. Prior to joining Fidelity, Matt held various positions in institutional equity trading, including roles at Cantor Fitzgerald, BTIG, Bear Stearns, the State Teachers Retirement System of Ohio, and Fifth Third Bank, accumulating over three decades of experience in the financial industry. Matt's expertise spans equity and derivatives trading as well as sales trading, with leadership experience as Co-Head of Institutional Equity and Derivatives Sales Trading at Bear Stearns. His professional background provides a foundation for his approach to financial consulting, which focuses on listening to clients and helping prioritize their goals to meet lifestyle needs and aspirations. Outside of his professional career, Matt enjoys baseball, camping, family activities, kayaking, traveling, and volunteering.

Alissa Burwick is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Alissa held financial advisory positions at Charles Schwab & Co from 2013 to 2020 and BTS Asset Management from 2002 to 2013. She also worked as a Regional Marketing Associate at Putnam Investments from 2004 to 2006. Alissa is a CERTIFIED FINANCIAL PLANNER™ who focuses on helping clients work towards their financial goals by creating tailored plans aligned with their current and future objectives. Her experience spans multiple firms and roles within the financial services sector, providing her with a broad perspective on investment and financial planning strategies. Outside of her professional commitments, Alissa enjoys golf and traveling.

Samuel Clurman is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation. His work history includes roles at Fidelity Investments and a position at Lizzy's Homemade Ice Cream in 2023. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles including mutual funds, ETFs, and ETPs.

Alexandra LeClair is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2017, serving in various positions including Investment Consultant, Relationship Manager, and Regional Investment Consultant. As a CERTIFIED FINANCIAL PLANNER™, Alexandra focuses on building financial plans that reflect the personal and financial goals of her clients. She emphasizes client education to ensure understanding and confidence in the strategies implemented. Her professional experience spans several years within Fidelity Investments, where she has developed expertise in investment consulting and client relationship management. Alexandra values working closely with clients to co-create financial plans tailored to their needs. Outside of her professional role, Alexandra enjoys activities such as beach outings, family activities, golf, running, traveling, and exploring food.

Weston Hewins is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He previously held the position of Branch Leader at the same firm from 2024 to 2025. Prior to joining Fidelity Investments, Weston worked as Vice President and Relationship Manager at Merrill Lynch from 2015 to 2022. With over ten years of experience in the financial industry, Weston focuses on supporting clients in the development of personalized financial plans. His professional background encompasses roles that emphasize client relationship management and financial consulting. Additional details regarding Weston's education, credentials, personal interests, or community involvement have not been provided.

Aidan Carucci is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans aimed at achieving their financial objectives while building lasting relationships based on trust. He has held several positions at Fidelity Investments, including Relationship Manager, Financial Representative, and Customer Relationship Advocate, gaining experience in client relationship management and financial services since 2023. Outside of his professional career, Aidan enjoys family activities, fitness, football, social events with friends, movies, and traveling.

Abraham Shahrooz is an Investment Consultant at Fidelity Investments, where he has been serving since 2025. He assists clients in formulating and implementing customized financial plans aimed at achieving their financial goals. His professional experience at Fidelity Investments includes roles as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. This progression reflects his growing expertise in investment consulting and client relationship management. Abraham believes in the importance of providing tailored financial structures to clients, supporting them through personalized planning processes. No additional information on education, credentials, personal interests, or community involvement has been provided.

Alison Kahl is a Financial Consultant at Fidelity Investments. She partners with clients to develop comprehensive wealth plans that are tailored to their unique goals, needs, and risk preferences, utilizing Fidelity's extensive planning resources. Alison is a CERTIFIED FINANCIAL PLANNER™ professional committed to making complex financial matters more accessible to her clients and their families. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. This experience has provided her with a broad understanding of financial planning and client relationship management. Outside of her professional responsibilities, Alison enjoys fitness, reading, running, tennis, and traveling.

Brian Rogers-Botellio is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works closely with clients and their families to develop financial plans aimed at achieving their life goals, emphasizing care, guidance, and service. His professional experience includes roles at Charles Schwab & Co. from 2017 to 2023, progressing from Client Relationship Specialist to Vice President - Financial Consultant. Prior to that, he held positions at State Street Bank from 2015 to 2017, including Client Service Specialist and Functional Specialist. Brian's personal interests include fitness, football, social events, movies, and music.