Dan Levene is the Branch Leader at the Boca Raton Investor Center, where he oversees branch operations, engages with clients, and collaborates with advisors to assist clients in pursuing their financial goals through Fidelity's planning and investment services. He has been in this leadership role since 2023. Prior to his current position, Dan held several roles at Fidelity Investments, including Wealth Management Service Specialist II from 2021 to 2023, Vice President Financial Consultant from 2014 to 2021, and Financial Consultant from 2014 to 2015. His experience encompasses financial consulting and wealth management services within Fidelity. Additional details regarding Dan's education, credentials, personal interests, or community involvement have not been provided.

Mari Pagan is a Wealth Management Planning Consultant at Fidelity Investments, where she is part of the Private Wealth Management team. In this role, she focuses on building meaningful relationships and providing a high level of customer service for both simple and complex service requests. Mari has been with Fidelity Investments since 2010, holding various positions including Wealth Management Service Specialist II, Investor Center Relationship Manager, and Investor Center Financial Representative II. Her extensive experience at Fidelity reflects her expertise in wealth management and client service. Outside of her professional role, Mari's personal interests include art, the beach, cooking and baking, family activities, traveling, and yoga.

Ryan Zangeneh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Fox Rothschild LLP, Withers Worldwide LLP, Diserio Martin O'Connor & Castiglioni LLP, Ernst & Young LLP, University of Miami School of Law, and KPMG LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory and model portfolio delivery.

Claude Sturla is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Merrill, Thrivent Investment Management Inc, Pfs Investments Inc, and Primerica Financial Services. Fidelity's Strategic Advisers LLC offers 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 deliver model portfolios and fund advisory services.

Joshua De Sousa is a financial advisor at Fidelity with Series 63 and Series 66 licenses. He joined the firm in 2025 and has prior experience in real estate and solar energy-related roles. 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 a range of portfolios including funds of funds and model portfolios.