Brendan Bugler is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In his current role, he collaborates with Financial Consultants to understand the needs of clients and their families, assisting in the establishment of financial plans that align with their lifestyles and goals. Prior to this, Brendan served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Brendan's professional experience at Fidelity Investments encompasses various roles focused on client engagement and financial planning. He is committed to building long-lasting relationships within the local area to support clients in achieving their financial objectives. Outside of his professional work, Brendan has personal interests that include the beach, football, movies, and music.

Justin Knight is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He specializes in partnering with individuals and families to develop financial plans tailored to their unique goals and needs, focusing on building and maintaining retirement and investment strategies that provide confidence and clarity for both the present and long term. Justin has accumulated a range of experience within Fidelity Investments, having held positions including Planning Consultant from 2024 to 2026, Relationship Manager in 2024, Financial Representative from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. This progression reflects his extensive involvement in client-facing roles related to investment and financial planning services. Outside of his professional work, Justin enjoys a variety of outdoor activities including boating, football, golf, outdoor adventures, and skiing.

Patrick Kiritsy is currently a Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on partnering with families to develop sound and sustainable financial plans. His role includes supporting his team to create client experiences that meet a high standard of care and professionalism. Patrick has held several positions at Fidelity Investments, including Team Leader roles in Executive Services and Workplace Planning & Advice, as well as positions such as Help Desk representative in Workplace Planning & Advice and Workplace Planning Consultant. These roles have contributed to his expertise in financial planning and leadership within the company. Outside of work, Patrick has interests in fitness, golf, music, pets, running, and traveling.

James Katsikis is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. His career at Fidelity began in 2023, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before his current position. Throughout his tenure, James has developed a comprehensive understanding of financial planning and client relationship management. In his role as Planning Consultant, James emphasizes educating and empowering clients, fostering partnerships based on listening, understanding, and collaboration. He approaches client interactions with care, attention to detail, and a strong sense of personal responsibility, aiming to help clients make informed financial decisions. Outside of his professional work, James has interests in fitness, football, golf, and music.

John Fietze is a Planning Consultant at Fidelity Investments. In this role, he partners with individuals and families to develop and maintain comprehensive financial plans aimed at achieving their short and long-term goals. John has held several positions at Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2024 to 2025, gaining experience across various aspects of financial planning and client management. Outside of his professional work, John enjoys activities such as beach outings, golf, running, and traveling.

John Mulrenan is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Mai Capital Management and the Boston College Carroll School of Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple funds, and incorporation of AI-driven research in its investment process.

Luke Patti is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He partners with individuals and families to develop and maintain financial plans aimed at achieving real-life goals through a consistent and collaborative process. Luke has accumulated experience in various roles within Fidelity Investments since 2016, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and High Net Worth Service Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual and as a Service Associate at Eastern Bank. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Luke applies his expertise to help clients improve their financial plans. No additional information about his education, credentials beyond CFP®, personal interests, or community involvement has been provided.

Michael Roy is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He works directly with local clients to assist in the financial planning process, focusing on building, managing, and preserving wealth over time. Fidelity Investments provides a range of tools and services aimed at supporting investors of various types. Prior to joining Fidelity, Michael held several roles in the financial services industry, including Financial Consultant at Investment Professionals Inc, Vice President and Regional Wholesaler at Fundquest and BNP Paribas, Vice President at Pershing BNY Mellon, and Vice President and Senior National Account Manager at DWS Deutsche Bank. He also served as Assistant Vice President and National Account Manager at Columbia Management, Marketing Representative at Baybank Systems, and Financial Advisor at John Hancock. His career spans over three decades, reflecting extensive experience in financial consulting and account management. The information provided does not include details on Michael's education or personal interests.

Eric Bezanson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. In this capacity, he works with individuals and families to create, maintain, and implement comprehensive financial plans, with a focus on growth, protection, and estate planning considerations. He has been with Fidelity Investments since 1999, holding positions including Account Executive, Senior Investment Consultant, Client Service Manager, Team Leader, and Senior Premium Specialist. This extensive experience within the company has contributed to his expertise in financial consulting. Outside of his professional duties, Eric enjoys activities such as beach outings, camping, gardening, movies, outdoor adventures, and volunteering.

Victoria Justiniano is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and three years of industry experience. Her background includes roles at Fidelity Investments and prior experience at Providence College and Hodgies Too of Newburyport. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Melissa Gallery is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop tailored, holistic financial planning strategies. She focuses on building strong and lasting relationships with clients and their families to address their unique financial needs. Melissa has held several roles at Fidelity Investments since 2020, including Relationship Manager, Financial Representative, College Planning Specialist, and Customer Relationship Advocate. This range of positions has provided her with experience in client relationship management and financial planning. Outside of her professional work, Melissa enjoys activities such as barre, hiking, pilates, spending time with friends, watching movies, and caring for pets.

Paul O'Callaghan is a Planning Consultant at Fidelity Investments, where he focuses on creating collaborative relationships between the wealth management team and clients. He works by coordinating with financial planners and clients to understand their needs and build holistic plans that support their goals. Paul's experience at Fidelity Investments includes roles as a Relationship Manager, Financial Representative, and Client Relationship Advocate, reflecting his progression through various client-facing positions within the firm. This range of experience contributes to his comprehensive understanding of client relationship management and financial planning processes. Outside of his professional role, Paul has personal interests in golf, movies, and reading.

Brooke Deschamps is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Brooke worked at the University of Alabama for five years and has managed social media for Leeway Ace Hardware. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matt Zampitella is the Vice President and Branch Leader at Fidelity Investments. In his role as Branch Leader, he leads a team of financial professionals dedicated to building meaningful relationships with clients and developing personalized plans aligned with their goals. Matt has held various positions at Fidelity Investments since 2012, including Vice President roles in Regional Planning Consulting, Planning & Advice Associate Experience, and Investor Center Operations Lead. He also served as Director of Sales & Service Models, Branch Service Manager, and Relationship Manager prior to his current position. Outside of his professional responsibilities, Matt has personal interests that include concerts, family activities, fitness, parenthood, and running.

James O'Donnell III is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at the City of Revere Treasurer's and Mayor's offices, as well as experience with The Home Depot and Holy Cross Dining Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Andrea Mahoney is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients and their financial consultants to develop customized financial plans tailored to meet their unique needs. Prior to this, Andrea worked as a Relationship Manager at Fidelity Investments from 2016 to 2022. She builds strong relationships with clients and their families, fostering trust and reliability through her work.

Mitch Pomerance is Vice President and Financial Consultant at Fidelity Investments, where he serves high net worth clients through a detailed and collaborative financial planning approach. He specializes in retirement income planning and is committed to providing research-based strategies to help clients accumulate, spend, and protect their financial assets across multiple horizons. Mitch emphasizes great customer service and acts as an advocate for his clients within Fidelity. With a professional background spanning over two decades, Mitch has worked in various roles including Account Executive at Fidelity Investments from 2012 to 2015 and Financial Advisor at AXA Advisors from 2003 to 2012. Throughout his career, he incorporates quantitative and qualitative analysis to support client decision-making. Outside of his professional work, Mitch has personal interests in art, concerts, fitness, music, and volunteering.

Jessica Bredin is a financial advisor with Fidelity Investments in Danvers, MA, holding Series 63 and Series 66 licenses and two years of industry experience. Her background includes positions at Eyepoint Pharmaceuticals and Viamericas Corporation, as well as academic roles at Ithaca College. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its model portfolios.

Gordon Barnes III is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 certifications and has been associated with Fidelity Brokerage Services since 2003. Barnes has also worked with Fidelity Personal and Workplace Advisors and Fidelity Investments in various advisory roles. Fidelity’s Strategic Advisers LLC 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 proprietary process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Allison Young is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2020, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Central Relationship Manager, and Customer Relationship Advocate. Throughout her career at Fidelity Investments, Allison has worked closely with individuals and families to develop comprehensive financial plans tailored to their goals and evolving needs. She focuses on building thoughtful strategies designed to bring clarity, efficiency, and confidence to clients' financial lives, emphasizing strong relationships and ongoing communication to support clients as they move toward long-term success.

Olivia Webb is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, she held roles at Operin and the University of South Carolina Office of Undergraduate Admissions. Outside of finance, she has worked in the food and beverage sector, including positions at Newburyport Brewing Company and Nick's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and applies systematic methodologies in constructing model portfolios.

Jack Hollenbeck is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop holistic financial plans tailored to their specific goals, preferences, and needs. He focuses on building long-term relationships with families to help them navigate the complexities of financial planning and provide a trusted resource for various financial challenges and life events. Jack has held multiple roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This experience has contributed to his understanding of diverse aspects of financial services and client management.

Craig Delgiacco is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He partners with local families to develop and implement customized investment strategies supported by comprehensive documented financial plans. Craig holds the Certified Financial Planner (CFP®) designation. Craig has been with Fidelity Investments since 2005, progressing through various positions including Vice President, Financial Consultant; Account Executive; Investment Consultant; Client Service Specialist; and Customer Service roles. Prior to joining Fidelity, he served as Assistant Branch Manager at American International Group and worked as a Fund Accountant at Forum Financial Group. Outside of his professional work, Craig's personal interests include family activities, fitness, motorcycles, parenthood, and pets.

Ryan Ponte is a Financial Consultant who partners with individuals and families to create and maintain comprehensive financial plans aimed at achieving long-term peace of mind. He has experience working in investment consulting and relationship management. Prior to his current role, Ryan worked as an Investment Consultant at Fidelity Investments from 2020 to 2022 and as a Relationship Manager at Fidelity Investments from 2019 to 2020.

John Summerlin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2007. He serves as a board member of the Crown Ridge Owners Association. 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 discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Alex Griffiths is the Vice President and Financial Consultant at Fidelity Investments. In this role, Alex works with clients to assist them in making informed financial decisions by navigating the complexities of investing and providing personalized financial plans tailored to individual needs. Alex's career at Fidelity Investments includes a progression of roles since 2018, starting as a Workplace Planning Associate, moving through positions such as Investment Solutions Representative, Financial Representative, Investment Consultant, Financial Consultant, and currently serving as Vice President. This experience has provided Alex with comprehensive knowledge in financial consulting and investment strategies. Outside of professional responsibilities, Alex engages in personal interests including golf, pets, skiing, softball, and traveling.

Kate Richardson is Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2020. In her role, she partners with individuals and families to help grow, preserve, and transition wealth across generations, focusing on developing financial strategies aligned with her clients' goals. Her experience in the financial industry spans several years, including positions as Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Advisor and Client Service Manager at Morgan Stanley. This background has equipped her with expertise in financial planning and client relationship management. Kate emphasizes building long-lasting and personal relationships based on honesty, integrity, and trust. She leads with planning to help clients implement effective financial strategies.

Farah Khoulani is a Financial Consultant at the Danvers Investor Center. She works with local clients to build and maintain financial plans aimed at achieving their financial goals. Farah is originally from the Northeast area of Massachusetts and focuses on providing value through her partnership with Fidelity Investments. She has been with Fidelity Investments since 2020, progressing through several roles including Workplace Planning Associate, Workplace Planning Consultant I, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. Through these positions, she has developed knowledge and experience in financial planning and client relationship management. Farah's personal interests include cooking and baking, fitness, exploring food, outdoor adventures, traveling, and yoga.

Amanda Chittick is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2019. She holds the designation of CERTIFIED FINANCIAL PLANNER™ and focuses on partnering with clients to develop financial plans tailored to their individual needs and priorities, aiming to support both their long-term and short-term financial goals. Amanda's experience at Fidelity Investments spans multiple roles, including Investment Consultant from 2018 to 2019, Relationship Manager from 2016 to 2018, and Financial Representative from 2015 to 2016. Through these positions, she has gained a comprehensive understanding of financial consulting and investment management. Outside of her professional work, Amanda enjoys beach activities, family time, fitness, and skiing.

Anthony Tramontozzi is a Planning Consultant at Fidelity Investments, where he collaborates closely with financial advisors to develop comprehensive financial plans tailored to clients' needs. He focuses on fostering lasting relationships with clients to support their financial goals. Anthony's career at Fidelity Investments began in 2021 as a Customer Relationship Advocate. He progressed through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2024. His experience encompasses client relationship management and financial planning coordination. Outside of his professional work, Anthony enjoys activities such as running, soccer, tennis, spending time at the beach, and traveling.

Patrick Noonan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2009, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His experience spans various aspects of financial planning and investment consulting. Patrick works closely with clients to understand their unique investing goals and to develop financial plans that address both short-term and long-term investment needs. His approach emphasizes honesty, integrity, and a commitment to building strong client relationships. He holds a California Insurance License.

Michael Fennell is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works with families and individuals to develop comprehensive financial plans tailored to their specific needs, focusing on creating retirement plans that clients feel comfortable with in both the short and long term. Michael's experience at Fidelity Investments includes positions as an Investment Consultant from 2024 to 2025, Financial Representative from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. He holds an Arkansas Insurance License.

Adam Kline is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, Financial Representative, High Opportunity Sales Representative, and Customer Development Representative. Adam partners with individuals and families to create and maintain comprehensive financial plans aimed at long-term success and peace of mind. His practice focuses on building relationships to gain a thorough understanding of each client's personal and financial circumstances, enabling him to provide tailored guidance specific to their situations. Adam holds the designation of Certified Financial Planner ™. Outside of his professional role, Adam's personal interests include football and golf.

Todd Elliott is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. In this role, he helps clients develop plans in pursuit of achieving their financial goals. His professional experience centers on providing financial consulting services to assist clients with their financial planning needs.

Jocelyn Hawkins is a Financial Consultant at Fidelity Investments, a role she has held since 2020. She partners with clients to develop financial plans that reflect their personal needs, preferences, and beliefs, focusing on holistic financial planning and building relationships based on trust and transparency. Her goal is to implement investment plans that provide clients with increased confidence in their financial futures. Her professional experience at Fidelity Investments includes roles as an Investment Consultant in 2019, a Relationship Manager from 2018 to 2019, and a Financial Representative from 2016 to 2018. This progression demonstrates her continued commitment to serving clients' financial needs within the firm.

Anthony Dawson is a Financial Consultant currently working with Fidelity Investments since 2020. He holds the designation of Certified Financial Planner and focuses on helping individuals and families with their financial planning needs. Anthony's professional experience includes roles as a Financial Consultant at Santander Investment Services, LLC from 2017 to 2020 and as a Financial Solutions Advisor at Merrill Lynch from 2012 to 2017. His approach involves following a disciplined process and leveraging the resources available at Fidelity to assist clients in achieving their financial goals. Outside of his professional work, Anthony has interests in comedy, music, outdoor adventures, parenthood, swimming, and traveling.

Connor Gilbert is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and comprehensive investment strategies. His work focuses on aligning clients' financial goals with both their long-term and short-term objectives. Connor has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, Financial Representative, and CRA. This progression reflects his experience in financial planning and client relationship management within the investment sector. Outside of his professional career, Connor engages in activities such as beach outings, family activities, golf, music, soccer, and traveling.

Richard Ventura is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in developing personalized financial plans tailored to their needs, goals, and dreams. He has held the position of Vice President and Branch Office Manager since 2015. Richard has extensive experience within Fidelity Investments, having served in various roles including Vice President of Portfolio Advisory Services from 2006 to 2014, Sales Director from 2003 to 2005, Director of Account Management from 2001 to 2002, Director of Business Development from 1999 to 2000, Team Manager of Premium Services from 1996 to 1998, and Financial Representative from 1994 to 1995. Prior to joining Fidelity, he worked as a Financial Consultant at Merrill Lynch from 1992 to 1994.

Robert Tashjian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kayem Foods, Inc., Strega Prime, and Richardsons Ice Cream. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Michael Iannuzzi is an advisor at Fidelity with a Series 66 credential and no prior industry experience. His background includes various roles in education and recreation sectors as well as limited engagements in remodeling and sports organizations. Fidelity's Strategic Advisers LLC, where he works, 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 it serves multiple registered investment companies and utilizes AI in its investment process.

Cole Favazza is a Financial Consultant based in the Danvers investor center. He works with individuals and families to create personalized financial plans aimed at achieving long-term financial goals. Cole emphasizes in-depth planning and analysis to help clients make informed financial decisions. He has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Consultant, Financial Representative, and Investment Consultant before becoming a Financial Consultant in 2026. His experience spans financial planning and client relationship management across these positions. Outside of his professional role, Cole's personal interests include boating, fishing, hiking, outdoor adventures, pets, and skiing.

Joseph Dias is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with individuals and families to create comprehensive financial plans aimed at helping clients achieve peace of mind and build lasting relationships with ongoing support. Joseph has been with Fidelity Investments since 2021, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Financial Representative, Investment Consultant, and Financial Consultant before his current position. This progression reflects his experience in financial consulting and investment advising. No information on Joseph's education, credentials, personal interests, or community involvement has been provided.