Frank Novelli is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with clients to understand their financial objectives and develops tailored financial plans to meet their individual needs. Prior to joining Fidelity, he worked as Vice President and Financial Consultant at Charles Schwab from 2022 to 2023 and as Senior Financial Consultant at TD Ameritrade from 2020 to 2023. Before that, he served as Vice President and Advisor Consultant at Nuveen Investments from 2014 to 2020. Throughout his career, Frank has focused on providing personalized financial advice and service to his clients. Outside of his professional activities, he has interests in concerts, fishing, parenthood, scuba diving, snowboarding, and traveling.

Deejay Ijaola is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant, Financial Consultant, Vice President Wealth Planner, and currently serving as Vice President Private Wealth Management Advisor since 2024. Prior to joining Fidelity, Deejay held various positions at Wells Fargo Bank and Wells Fargo Advantage Funds from 2008 to 2013. Since beginning his career in financial services in 2008, Deejay has developed extensive experience in creating financial plans with clients. He focuses on helping clients develop, implement, and maintain financial plans that provide confidence and composure even in challenging markets. Outside of his professional work, Deejay has interests in comedy, family activities, fitness, tennis, theater, and traveling.

John Becker is a Financial Consultant at Fidelity Investments, where he has been working since 2018 in various roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant, and Workplace Planning Associate. In his current role, he partners with clients to understand their financial goals and develops customized financial plans to meet their unique needs. John has experience in financial consulting, investment advising, and relationship management. He holds an Arkansas Insurance License. Outside of his professional work, John is interested in family activities, football, golf, and skiing.

John Abreu is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He brings 15 years of experience in financial advisory roles, working with individuals and families to manage complex financial decisions. His approach involves understanding clients' unique circumstances, aspirations, and family dynamics to identify and prioritize their financial goals. Prior to joining Fidelity Investments, John held positions as a Financial Consultant at ETrade Financial from 2017 to 2022, as well as Financial Advisor roles at Morgan Stanley from 2015 to 2017, and Merrill Lynch from 2011 to 2015. Throughout his career, he has focused on areas such as wealth transfer and helping clients achieve key financial milestones by utilizing the resources available to him.

Sarah Rodrigues Pereira is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as the primary contact for affluent investors and their families, providing personalized service tailored to their financial goals and preferences. She has been with Fidelity Investments since 2009, holding various positions including Financial Representative, Investment Consultant, Financial Consultant, and currently Senior Relationship Manager. Additionally, she worked as an Internal Client Advisor at J.P. Morgan Asset Management from 2016 to 2017.

Grace Flynn is a financial advisor with Fidelity and holds a Series 66 designation. She has three years of industry experience, including prior roles at Aviva Investors and Marquette University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI-driven research methods, and development of model portfolios for Fidelity Institutional Wealth Adviser.

Will Tulloch is a Financial Consultant currently working in the financial services sector. He has held various roles at Fidelity Investments, including Investment Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. His professional approach emphasizes honest, straightforward communication to help clients understand their financial situations and choices. Will employs a flexible and collaborative method tailored to each client's priorities, aiming to support informed decision making amid investment risks and uncertainties. He addresses multiple aspects of a client's financial life, recognizing that goals and comfort levels may change over time, to help build clarity and confidence in their decisions. Outside of his professional work, Will has personal interests that include fitness, golf, music, and reading.

Jon Urbach is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2007, progressing through roles including Financial Consultant, Investment Consultant, Financial Representative, and Retirement Services Specialist. His professional focus is on assisting clients in making informed financial decisions and helping them work towards their lifelong financial goals. Jon holds an Arkansas Insurance License. Further details about his education, credentials beyond his insurance license, personal interests, or community involvement have not been provided.

Michael Beecher is a Series 66-licensed financial advisor with Fidelity in Chicago, IL, and has three years of industry experience. His prior roles include positions at Morgan Stanley and Northwestern Mutual. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers both discretionary and non-discretionary advisory services.

Tanya Bucksbaum is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Fidelity Investments and its affiliates since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Daniela Chicu is a Financial Consultant currently working at Fidelity Investments since 2025. She specializes in providing clear and personalized financial guidance tailored to her clients' priorities and goals. Daniela aims to build long-term relationships by understanding what matters most to each client and helping simplify their financial decisions with transparency and consistency. Prior to her current role, Daniela served as a Private Client Advisor at JPMorgan Chase and Co from 2020 to 2025, gaining experience in managing client portfolios and advising on financial strategies. Outside of her professional work, she has personal interests that include art, fishing, fitness, pets, tennis, and traveling.

Joseph Schiraldi is a Financial Consultant who partners with clients to help them work towards their financial goals through risk management strategies and financial planning. He collaborates with clients to co-create financial plans tailored to their unique needs, focusing on wealth accumulation, distribution, and preservation for them and their loved ones. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2023, and as a Financial Advisor at Equitable Advisor from 2021 to 2022. Outside of his professional work, Joseph has personal interests in baseball, comedy, football, and music.

Joey Powell is a Financial Consultant at Fidelity Investments, where he has been working since 2026. In his role, he collaborates with clients to develop long-term investment plans focused on retirement and wealth accumulation. His expertise encompasses growth potential, asset protection, tax-efficient investing, and income strategies, aiming to enhance clients' confidence and understanding of their financial plans. Joey joined Fidelity Investments in 2022 and has progressed through various roles including Financial Representative, Relationship Manager, and Investment Consultant before assuming his current position. His experience within the company spans client relationship management and investment consulting. Outside of his professional work, Joey has interests in comedy, concerts, fitness, football, golf, and traveling.

Jane Errebo is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Jane focuses on helping clients and their families become directors of their financial plans through an in-depth planning process, guidance on demand, and proactive support throughout the year. Her approach involves identifying clients' unique goals and aligning their financial plans and investment strategies to ensure progress. Jane aims for her clients to understand how various financial elements work together and how to leverage their assets efficiently. Outside of her professional work, Jane has interests in comedy, food, hiking, skiing, traveling, and yoga.

Austin Konzen is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he helps clients build, implement, and monitor personalized financial plans tailored to their unique needs. Prior to joining Fidelity Investments, Austin held various positions at Charles Schwab from 2016 to 2020, including Associate Financial Consultant, Client Relationship Specialist, High Net Worth Trading Specialist, and Financial Services Professional. This experience encompasses a broad range of client service and financial advisory functions. Austin emphasizes ongoing partnership with clients to identify ways to improve financial plans and communicate them transparently.

Brenda Greenan is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has previously worked in real estate and various other industries before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Paolo Rocca is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on assisting high net worth clients in developing, implementing, and managing comprehensive financial plans through a holistic, goal-based approach. He has been with Fidelity Investments since 2004, initially serving as Vice President and Senior Account Executive until 2015, before assuming his current position. Paolo's professional experience centers on wealth management and financial planning. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Dominic Roti is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing from Investment Consultant to Financial Consultant before his current role. Prior to joining Fidelity, Dominic worked as a Financial Advisor at US Bancorp from 2014 to 2016 and at JP Morgan Chase from 2007 to 2014. With 18 years of experience in financial planning, Dominic focuses on helping clients understand their financial positions and provides guidance to improve their overall financial outlook. He works closely with clients by exploring their personal goals and utilizing Fidelity's resources to develop tailored financial plans. No additional information on education, credentials, personal interests, or community involvement was provided.

Keith Worthington is a Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to understand their financial goals and develop customized financial plans. He works closely with clients to implement and monitor these plans, making adjustments as necessary over time. Keith has been with Fidelity Investments since 2012, starting as an Investment Consultant before becoming a Financial Consultant in 2013. He was promoted to Vice President, Financial Consultant in 2015. He holds a California Insurance License.

Junaid Mirza is a Financial Consultant currently working at Fidelity Investments since 2020. He has experience working as a Private Client Advisor at JP Morgan Securities in 2020 and as a Financial Advisor at Bank of America Merrill from 2015 to 2020. Prior to that, he served as an Integrated Client Specialist at Vanguard from 2014 to 2015. Junaid focuses on helping clients reduce uncertainty in shaping their financial future. He works with complex wealth structures and incorporates tax-efficient investment strategies to develop clear, numbers-driven roadmaps aligned with clients' goals. He supports informed and thoughtful decision-making to help clients move forward with clarity and confidence. Outside of his professional work, Junaid's personal interests include family activities, golf, parenthood, soccer, and tennis.

Jackson Goleash is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity, including Investment Consultant, Investment Solutions Representative I, and High Net Worth Service Representative, demonstrating a consistent focus on financial services since 2022. Prior to joining Fidelity, he worked as an Associate Financial Services Representative at E*TRADE in 2022. In his professional approach, Jackson emphasizes building meaningful relationships with clients by collaborating closely with them and their families to understand their financial objectives. He focuses on co-creating personalized financial plans that align with clients' goals and circumstances, particularly emphasizing wealth accumulation, distribution, and preservation. Outside of his professional role, Jackson has interests in baseball, fitness, and pets.

Abigail Coglianese is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2024. Prior to her advisory role, she gained experience in various positions including work at CPT Network Solutions and involvement with Pazzi di Pizza. 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 deliver model portfolios and advisory solutions.

Jared Lord is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals partnering with local clients to organize and prioritize their financial goals. His approach is centered on building strong relationships based on trust and understanding the key individuals in his clients' lives. Jared and his team focus on providing education and guidance through their planning process to offer clients peace of mind and support in achieving their financial objectives. Jared has amassed extensive experience at Fidelity Investments, holding various roles since 2010. His career path includes positions such as Regional Planning Consultant, Financial Consultant, Investments Consultant, and Retirement Solutions Representative, demonstrating a deep expertise in financial planning and investment solutions. Outside of his professional life, Jared engages in personal interests including football, horseback riding, outdoor adventures, and scuba diving.

Richard Phillips is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he is responsible for creating an environment that supports the efforts of associates within the branch. Mr. Phillips has been with Fidelity Investments since 2006, progressing through various positions including Investment Representative, Proactive Representative, Investment Consultant, Financial Consultant, Vice President Financial Consultant, Regional Planning Consultant, Assistant Branch Manager, and finally Branch Leader. His experience spans over a decade in financial consulting and branch management. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Chase Sawyer is a Planning Consultant at Fidelity Investments, where he provides support throughout the planning process and assists clients with their service needs. He began his career at Fidelity Investments as a Financial Representative in 2023, then served as a Relationship Manager from 2024 to 2026 before assuming his current role. Prior to joining Fidelity, Chase was an Investment Specialist at Merrill Lynch from 2022 to 2023. His professional experience encompasses client relationship management and investment consulting within the financial services industry.

Adam Tarnow is Vice President and Wealth Planner, focusing on developing, implementing, and monitoring comprehensive financial plans tailored to his clients and their families. He emphasizes consistent communication to help clients confidently pursue their financial goals. He has held roles at Fidelity Investments, including Investment Consultant from 2022 to 2023 and Planning Consultant from 2020 to 2022. Prior to that, he worked at BMO Wealth Management as a Wealth Planning Analyst from 2018 to 2020 and as a Private Wealth Analyst from 2016 to 2018. He also served as a Client Consultant at BMO Private Bank from 2014 to 2016. Outside of his professional work, Adam's personal interests include spending time at the lake, movies, music, parenthood, running, and traveling.

Jaren Tucker is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with Wealth Management Advisors to support clients' financial plans by providing customer service and maintaining open communication. Jaren has been with Fidelity Investments since 2016, progressing through roles including Customer Relationship Advocate, Workplace Planning Associate I, Private Wealth Planning Consultant, and currently as Senior Relationship Manager since 2021. He focuses on building strong client relationships by understanding their short- and long-term financial goals. Outside of his professional responsibilities, Jaren has personal interests that include comedy, concerts, cooking and baking, fitness, hiking, and traveling.

Dimitra Spandonidis is a Planning Consultant at Fidelity Investments, where she collaborates with advisors on the wealth management team to assist clients throughout the planning process. She focuses on understanding each client's financial situation, goals, and preferences to support effective financial planning. Her professional experience includes serving as a Relationship Manager at Fidelity Investments from 2022 to 2024, and as a Financial Advisor at Edward Jones from 2018 to 2022. Dimitra holds an Arkansas Insurance License. Outside of her professional role, Dimitra has interests in beach activities, cooking and baking, exploring food, gardening, caring for pets, and reading.

Matthew Rasmussen is a Financial Consultant currently working at Fidelity Investments since 2024. He has experience in investment strategies, retirement planning, and risk management, aiming to help clients achieve their financial goals and work towards financial peace of mind and a secure financial future. Prior to his current role, Matthew served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before that, he worked as an Active Trader Consultant at E*TRADE from 2020 to 2023, and as a Premium Elite Relationship Manager at Merrill Edge from 2017 to 2020.

Shawn Klosterman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Western & Southern Financial Group and Fidant Wealth Partners of Ameriprise Financial. Outside of finance, he was involved with Klosterman Fire and Security and worked in educational roles at the University of Cincinnati’s Lindner College of Business and Elder High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Matthew Riggle is a financial advisor with Fidelity in Chicago, IL. He holds the Series 66 designation and has been with Fidelity since 2025. His prior experience includes roles outside the financial industry at organizations such as LA Fitness and the Portland Sea Dogs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is noted for its registration as a commodity pool operator and integration of algorithmic methods and AI in its research.

Olivia Solomon is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. In this role, she partners with clients and their families to develop comprehensive financial plans tailored to their evolving needs, utilizing Fidelity's resources and expertise to support their financial goals. Prior to her current position, Olivia held the role of Investment Consultant at Fidelity Investments from 2020 to 2022. She also gained experience at Merrill Lynch, working as a Registered Client Associate in 2020, a Client Associate in 2019 and 2017, and as a Wealth Management Intern in 2016. Through these roles, she has built a foundation in client service and investment consulting. Olivia's approach centers on fostering client confidence and providing peace of mind through careful financial planning.

Vincent Armand is a Financial Consultant currently working at Fidelity Investments since 2023. He has previously served as Vice President Financial Consultant at Charles Schwab & Co. from 2022 to 2023 and as Senior Financial Consultant at TDAmeritrade from 2017 to 2023. Vincent partners with clients with the goal of accumulating, distributing, and preserving wealth for their families and loved ones.

Leen Hajou is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with a Wealth Management Advisor team to deliver comprehensive service to clients. Her role involves building relationships through client meetings, understanding complex financial needs, and serving as a resource to clients. Leen's professional experience includes positions as a Planning Consultant at Fidelity Investments since 2022, a Financial Representative at Fidelity Investments from 2021 to 2022, and a Derivatives Specialist at TD Ameritrade from 2020 to 2021. Outside of her professional work, Leen enjoys activities such as Pilates, skiing, tennis, traveling, attending social events with friends, and exploring food.