Jake Floro is a Financial Consultant currently working at Fidelity Investments. In his role, he collaborates with clients to align their portfolios with their individual financial goals through a structured three-step process to develop tailored strategies. He has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before advancing to his current position as a Financial Consultant in 2021. Prior to joining Fidelity, he worked at Edward Jones as a Financial Advisor from 2018 to 2020 and began his career there as a Financial Advisor Trainee from 2017 to 2018.

Dean Gatsis is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he served as a Relationship Manager and Financial Representative at Fidelity Investments, spanning from 2022 to 2026. He also worked as a Financial Representative at Northwestern Mutual in 2021. Dean's approach to financial planning emphasizes open communication and thoughtful inquiry to build trust with clients. He focuses on understanding the complete financial picture of each client to offer meaningful guidance and support in achieving their financial goals. He is committed to being a reliable partner and values the trust clients place in him. Outside of his professional responsibilities, Dean enjoys biking, family activities, fitness, exploring food, and social events with friends.

George Melachrinidis is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2001. In this role, he assists clients and their families in developing, implementing, and maintaining financial plans to help them achieve their financial goals. He has over two decades of experience in the financial industry, having held various positions including Financial Planning Consultant and Financial Representative at Fidelity Investments. Prior to joining Fidelity, he was a Financial Representative at Charles Schwab and a Broker at Investors Assoc - Worthington Capital. George is committed to helping clients navigate financial markets and build confidence in their wealth planning strategies. Additional information about his education, credentials, personal interests, or community involvement is not provided.

Daniel Jenero is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011 in various financial advisory roles. He collaborates with a diverse client base to develop actionable financial plans tailored to their individual needs and family priorities. Daniel emphasizes transparency, flexibility, and sustained client relationships to adapt financial strategies as life circumstances evolve. His professional experience includes positions such as Regional Relationship Manager, Investments Representative, and Financial Consultant within Fidelity Investments. Prior to joining Fidelity, Daniel began his career in financial services as a Financial Representative and Intern at Northwestern Mutual. Outside of his professional role, Daniel enjoys family activities, exploring culinary interests, golfing, parenthood, and traveling.

Isaac Seletz is a financial advisor with Fidelity in Chicago, IL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. He has also worked at The Ohio State University and engaged in community activities such as Camp Tevya. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on model portfolio construction using proprietary research, quantitative analysis, and systematic methodologies.

Cameron Haevers is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors, among other firms. Fidelity’s Strategic Advisers LLC, where Haevers works, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Brian Miller is Vice President and Financial Consultant at Fidelity Investments. In his role, he works with clients on accumulating wealth, developing retirement income plans, and building and monitoring investment strategies to help achieve their financial goals. He has been with Fidelity Investments since 2012, progressing through roles including Administrative Intern, Financial Representative, Relationship Manager, Investment Consultant, and currently Vice President Financial Consultant since 2018. Brian has personal interests in food and traveling.

Ryan Thielen is a Financial Consultant at Fidelity Investments, where he assists clients in establishing comprehensive and personalized financial plans. He focuses on helping clients pursue their long-term financial goals by developing strong, trusting relationships and utilizing the resources available at Fidelity Investments. Prior to his current role, Ryan worked as a Financial Advisor at Morgan Stanley from 2015 to 2020. His professional experience includes guiding clients through various financial planning strategies to support their financial well-being.

Alexandra Freimark is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she worked at Miami University and University of Colorado Boulder and was involved with Freimark and Associates, a credit union insurance business, where she has minimal active involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Caleb Furnish is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Ball Homes, Honey Baked Ham, State Farm Insurance, and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, and its strategies include discretionary portfolio management and fund advisory, with a noted use of systematic methodologies and AI-driven research.

Grace Duecker is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her background includes positions in various service and hospitality roles, as well as employment at Northwestern Mutual and the University of Wisconsin - Madison. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI-driven research tools.

Donovan Davis is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with Wealth Management Advisors to develop engagement strategies tailored to the unique planning needs of each client. His work focuses on creating wealth plans aimed at pursuing clients' financial and intergenerational goals. Donovan has been with Fidelity Investments since 2015, holding various roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2024. Through these positions, he has gained experience in wealth management and client relationship management. Outside of his professional responsibilities, Donovan's personal interests include biking, fitness, photography, reading, traveling, and yoga.

Besim Durmishi is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He previously worked at Nationwide Investment Services Corporation for 10 years before joining Fidelity in 2022. Outside of his advisory role, he is president of B & A Rentals 1 & 2, Inc., a property management 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jessica Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has worked previously at Harborone Bank and held various roles in other businesses including as an employee at Cabra, a server in Chicago. 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 manages a variety of portfolios including discretionary and non-discretionary advisory services and serves as an advisor to multiple registered investment companies.

Scott Briggs is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2012, as well as at MSI Financial Services from 2010 to 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator with governance roles in multiple registered investment companies.

Emily Liu is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and Wealth Planners to create financial plans aimed at helping clients achieve their lifelong financial goals. She has been with Fidelity Investments since 2016, progressing from Financial Representative to Relationship Manager before assuming her current role in 2022. Prior to joining Fidelity, Emily worked as an Investment Consultant at Scottrade from 2009 to 2016. Throughout her career, Emily has gained extensive experience in financial planning and client relationship management. Her roles have provided her with a broad understanding of investment strategies and client financial needs, enabling her to contribute effectively to the development of comprehensive financial plans. Information regarding Emily's education, credentials, personal interests, or community involvement is not provided.

Sasha Heathman is a financial advisor at Fidelity with 13 years of industry experience and holds the Series 66 designation. She has been with Fidelity Investments since 2013, including roles at 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 fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and utilizes systematic methodologies including AI-driven research.

Nolan Geraghty is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Representative at the same company from 2021 to 2022. In his current position, Nolan partners with clients to understand their goals, values, and priorities, working to create personalized financial roadmaps. He emphasizes the importance of building strong and trusted relationships when developing financial plans. Nolan invites prospective clients to schedule time to discuss how they can collaborate to meet their unique financial needs.

Robert Schmidt is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary portfolio management, fund advisory, and model portfolios through systematic methodologies.

Matt Walton is the Vice President and Wealth Planner at Fidelity Investments. In his role, he partners with clients and their families to develop personalized financial strategies that align with their specific goals and priorities. He emphasizes ongoing communication and strategic planning to help clients make the most of Fidelity's comprehensive planning and investment capabilities. Matt has been with Fidelity since 2015, progressing through several roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. This progression reflects his extensive experience in financial planning and investment consultation. Outside of his professional responsibilities, Matt has interests in music, running, skiing, and traveling.