Matthew Cavalier is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has accumulated a decade of experience in the financial planning industry, focusing on providing holistic guidance to clients and their families to help them build and maintain comprehensive financial plans aimed at pursuing their goals. Prior to his current position, Matthew served as a Client Relationship Manager at Symmetry Wealth Advisory Group from 2021 to 2023. He also gained extensive experience at The Ayco Company LP - Goldman Sachs Personal Wealth Management, where he worked as an Associate from 2018 to 2021, an Analyst from 2015 to 2018, and an Intern Level II from 2014 to 2015.

Sal Sereno is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual needs and goals. He focuses on understanding clients' current financial situations and aspirations to create clear strategies that align with their definitions of success. Sal has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before becoming a Financial Consultant in 2022. Prior to joining Fidelity, he worked as a Financial Representative at National Securities Corporation from 2017 to 2020. Outside of his professional role, Sal has interests that include fishing, fitness, golf, sailing, skiing, and traveling.

John Rosito is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses, and has one year of industry experience. Prior to joining Fidelity, he worked at Forrester Research and A+E Networks. Outside of his advisory role, he assists with wedding videography for a family business and operates a small bowtie-making enterprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios and advisory mandates.

Anthony Herman is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Precision Valley Communications, InstaCart, and Eastern Pharmacy, among others. 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 use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI-driven research tools.

Nikhil Kapoor is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a dozen years of experience in financial planning, having previously served as a Financial Planning Consultant at Barnum Financial Group from 2011 to 2021. As a Certified Financial Planner, Nikhil focuses on providing clients with the knowledge and guidance necessary to make informed decisions to support their aspirational goals. Throughout his career, Nikhil has developed expertise in financial planning, assisting clients in navigating their financial futures. His professional background equips him to address a range of financial needs and objectives. Outside of his professional work, Nikhil has personal interests that include the beach, cars, comedy, football, tennis, and traveling.

Hannah Kleinbeck is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles including a front desk and sales position at a cycling studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios to intermediary platforms.

Alanis McNier is a Financial Consultant at Fidelity Investments, where she partners with clients to empower their relationship with the firm and assist them in making educated decisions about their family's financial future. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has gained expertise in client relationship management and financial planning. Alanis's work focuses on helping clients navigate their financial options and develop strategies aligned with their goals. Outside of her professional role, Alanis enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, and embracing parenthood.

Matthew DeChello is a Financial Consultant at Fidelity Investments, where he works collaboratively with clients to develop and adjust financial strategies tailored to their goals. He guides clients through financial planning processes focused on maximizing their relationship with Fidelity. Matthew has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before advancing to his current role in 2024. His prior experience includes positions at Barnum Financial Group from 2015 to 2021, where he progressed from Paraplanner to Financial Consultant, as well as a role as Financial Representative at Northwestern Mutual in 2015. Outside of his professional responsibilities, Matthew enjoys activities such as camping, cooking and baking, fitness, golf, and hiking.

Julia Strickland is currently a Branch Leader, leveraging her experience to guide clients in achieving financial stability and success. In her role, she collaborates closely with local individuals, families, and small businesses to develop and implement personalized financial strategies that align with their unique goals. Julia focuses on simplifying complex financial concepts to empower clients to make informed decisions about their financial futures. She has held various positions in the financial sector, including Financial Consultant at Fidelity Investments since 2023, Financial Solutions Advisor and Assistant Vice President at Merrill from 2020 to 2023, and ADP Relationship Manager at Bank of America between 2019 and 2020. Outside of her professional career, Julia has interests in art, fitness, music, traveling, and volunteering.

Michael Trombetta is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to evaluate their current portfolios and assists them in avoiding common financial pitfalls through ongoing support and planning. His professional experience includes roles as a Financial Advisor at Investmark Advisory Group from 2020 to 2022, Regional Sales Consultant at Prudential Financial from 2015 to 2020, and Fund Specialist at Franklin Templeton from 2012 to 2015. Michael is a Certified Financial Planner (CFP4).

Jason Medoff is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Jason worked at Peoples Securities, Inc, where he served as Financial Consultant, AVP from 2013 to 2017 and as Investment Associate from 2011 to 2013. His financial services career also includes roles at Northstar Financial Planning and Putnam Investments. Jason is a Certified Financial Planner™ who collaborates with clients to develop personalized financial plans tailored to retirement and other life events. He and his team focus on understanding clients' goals and priorities to help them work toward financial security and comfort.

Melissa Naumann is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity's clients and their families in achieving their personal financial goals. Melissa has been with Fidelity Investments since 2014, progressing through several positions including Financial Representative (2014-2015), Private Client Relationship Manager (2015-2017), Wealth Management Relationship Manager (2017-2020), and her current role as Wealth Management Planning Consultant since 2020.

Cathy Yance is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked in various roles at Fidelity and E D & F Man Capital Markets Inc. Cathy is based in Fairfield, CT. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it serves as a registered commodity pool operator and advisor to multiple funds.

Graham Opdyke is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Before joining Fidelity in 2025, he worked at Enterprise Mobility and has a background that includes roles at the University of Maryland and Cross Street Flower Farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a diversified investable universe. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies, and formal governance procedures.

Paul Salmore is a Financial Consultant at Fidelity Investments, bringing over 27 years of experience in the financial services industry. He joined Fidelity in 2022 as an Investment Consultant and transitioned to his current role in 2023. Throughout his career, Paul has held leadership positions, including Managing Director roles at Raymond James, BB&T Capital Markets (now Truist), and KeyBanc Capital Markets. He also has experience as an Associate Director at UBS and as an Associate at Morgan Stanley. Paul's expertise lies in collaborating with clients to develop investment and income strategies tailored to their goals. His professional objective is to work closely with clients to ensure they have effective financial plans in place. Outside of his professional work, Paul engages in activities such as comedy, family activities, parenthood, caring for pets, playing tennis, and volunteering.

John Occhipinti is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018. In his role, he collaborates with clients to build, implement, and monitor individualized financial plans. He has over a decade of experience in the financial services industry, having previously worked as a Financial Advisor at Barnum Financial Group from 2015 to 2018 and at Merrill Lynch from 2011 to 2015. Prior to that, he was an Associate at Fortress Investment Group from 2006 to 2011. Outside of his professional work, John has interests in baseball, football, golf, traveling, and exploring culinary experiences.

Micaela Walsh is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she held various roles including positions at Bucknell University and Essex Financial Services. Fidelity’s Strategic Advisers LLC 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 and algorithmic methods, and serves multiple registered investment companies with formally established governance and oversight procedures.

Priya Kessler is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop disciplined financial plans tailored to their individual situations. She utilizes Fidelity's recommendations and resources to provide clients with the knowledge and guidance needed to make informed financial decisions. Priya has held several roles within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, and previously served as a High Net Worth Specialist, Advanced Broker, and Associate Financial Service Professional at Charles Schwab. She began her career as a Client Service & Support Intern at Charles Schwab. Outside of her professional work, Priya enjoys cooking and baking, exploring culinary experiences, socializing with friends, engaging in outdoor adventures, traveling, and spending time with pets.

Trey Hogsten is a Financial Consultant at Fidelity Investments, where he partners with families to develop tailored, comprehensive strategies focused on accumulation, preservation, and the seamless transfer of their wealth across generations. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2024. Throughout his career at Fidelity, Trey has gained experience in financial planning and client relationship management. His work centers on helping clients address their financial goals through personalized strategies. Outside of his professional role, Trey has interests in the beach, food, golf, museums, traveling, and volunteering.

Tyler Griffin is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior roles include positions at Trinity Point Wealth and Racebrook Country Club. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Jay Liddell is the Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity Investments since 2010, initially serving as Branch Office Manager from 2010 to 2017 before transitioning to his current role as Wealth Management Advisor in 2017. In his work, he focuses on understanding the priorities of clients and their families to assist them in working towards their financial goals.

Oscar Deleon is a Financial Consultant at Fidelity Investments, where he works with families to define their financial goals and develop strategies to achieve them. He utilizes Fidelity's extensive resources to assist clients in creating personalized approaches to retirement, income, and wealth planning. Prior to his current role, Oscar held several positions at Fidelity Investments, including Investment Consultant from 2018 to 2020, Workplace Planning & Guidance Consultant II from 2017 to 2018, and Investments Solutions Representative from 2016 to 2017. Outside of his professional work, Oscar enjoys family activities, culinary experiences, social events with friends, golf, soccer, and traveling.

Timothy Fox is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2026. In this role, he provides personalized service tailored to clients' needs and preferences, partnering with them to navigate Fidelity's offerings and explore solutions that support their financial priorities. Prior to his current role, Timothy served as a Client Service Manager for Fidelity Family Office Services from 2021 to 2026 and as a Financial Representative at Fidelity from 2018 to 2021. His earlier experience includes roles as a Trader at Cobb Hill Capital Management from 2013 to 2018, a Trading Assistant at Cobb Capital from 2007 to 2012, and a self-employed Trader at the New York Mercantile Exchange from 2006 to 2007.

Brandon Brooks is a CFP® and Series 66-licensed financial advisor at Fidelity with eight years of industry experience. He has been with Fidelity Investments since 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Kassandra Petrocelli is a Financial Consultant at Fidelity Investments, where she has been employed since 2017. In her current role, she works closely with a Wealth Management Team to assist clients in pursuing their financial goals through personalized financial planning. Her experience at Fidelity includes various positions such as Planning Consultant, Relationship Manager, Financial Representative, Investment Sales Associate, and Brokerage Operations Representative, reflecting a comprehensive understanding of financial services and client relationship management. This progression within the firm highlights her commitment to developing tailored strategies that align with each client's unique needs and priorities. Outside of her professional responsibilities, Kassandra engages in activities such as cooking and baking, photography, tennis, traveling, and attending social events with friends.

John Ahern is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in financial advisory roles, including positions as an Investment Consultant at Fidelity Investments, and Financial Advisor roles at MML Investor Services, LLC, MSI Financial Services, Inc., and New England Securities. He began his career as a Junior Associate at Financial Advisory Network, LLC. John is a Certified Financial Planner™ professional who focuses on helping clients work towards their long-term financial goals by developing a thorough understanding of their current situation and future objectives. He collaborates with clients to establish a clear financial picture and identify strategies to improve their likelihood of long-term success. Outside of his professional work, John enjoys activities such as beach outings, biking, family activities, golf, running, and skiing.

Saul Mag is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he supports Fidelity's most valued clients and their families by helping them navigate the firm's resources and providing a personalized approach to assistance that strengthens client relationships. Saul has been with Fidelity Investments since 2013, progressing through several roles including Investment Representative, Relationship Manager, Planning Consultant, and currently Senior Relationship Manager. His experience spans wealth management and client relationship services, focusing on delivering tailored financial solutions. Outside of his professional work, Saul's personal interests include comedy, golf, parenthood, pets, and tennis.

Ryan Cassidy is the Vice President and Branch Leader responsible for leading Fidelity's New Haven Investor Center. In this role, he offers guidance to customers on a range of financial planning services including one-on-one retirement and investment planning, income strategies, college planning services, and integrated employee benefits strategies. He has been with Fidelity Investments since 2016, initially serving as Director of Investor Center Operations from 2016 to 2021 before assuming his current leadership position in 2021.

Lisa Cullen is a Planning Consultant at Fidelity Investments, where she has been serving clients since 2023. She provides personalized and customized financial planning services, aiming to co-create plans that offer clients peace of mind and a high-quality experience. Prior to her current role, Lisa worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2019 to 2023. She also has experience as an Investment Strategist at Merrill Lynch & Co., Inc. from 1994 to 2001. Throughout her career, Lisa has developed expertise in financial planning and client relationship management. Her professional background includes working with a diverse set of clients to tailor financial strategies that meet their individual needs. Outside of her professional work, Lisa enjoys hiking, kayaking, visiting museums, listening to music, reading, and skiing.

Albert Buatti III is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 1999 and at Fidelity Investments since 2025. He is also a partner in Rose Buatti Studio, LLC, a skincare business based in Fairfield, Connecticut, operated by his wife. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Michelle Teixeira is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2018. In this role, she serves as a primary point of contact for clients, focusing on delivering customer service tailored to individual needs and preferences. She facilitates conversations about wealth and investment planning, and when deeper wealth planning support is required, she arranges discussions with a Wealth Management Adviser. Michelle has been with Fidelity Investments since 2012, starting as a Relationship Manager before advancing to her current senior role. Her experience centers on client relationship management within the wealth management sector. Outside of her professional responsibilities, Michelle enjoys cooking and baking, participating in family activities, and engaging in fitness-related pursuits such as skiing, soccer, and yoga.

Zoria Ospina is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, she partners with clients to co-create personalized financial plans tailored to their short- and long-term goals, providing a strategic roadmap that adapts to changing life circumstances. Her professional experience spans several firms and roles, including Wealth Advisor at Citibank from 2021 to 2024, Financial Advisor at LPL Financial from 2020 to 2021, Private Client Advisor at J.P. Morgan from 2015 to 2020, Investment Consultant at TD Ameritrade from 2012 to 2015, Financial Advisor at MetLife Securities from 2011 to 2012, and Financial Advisor at AXA Advisors from 2009 to 2011. This extensive background has provided her with a broad perspective on wealth management and investment consulting. Outside of her professional work, Zoria enjoys biking, hiking, and snowboarding.

Makenna Prete is a Planning Consultant at Fidelity Investments, where she works collaboratively with a team of professionals to provide personalized financial services to clients. In her role, she partners with clients to develop and maintain strong financial plans, offering one-on-one support aimed at helping clients pursue and execute their financial goals. Makenna has held multiple roles within Fidelity Investments since 2023, including Relationship Manager, Financial Representative, and Financial Services Representative. Prior to joining Fidelity, she completed a Wealth Management internship at TrinityPoint Wealth from 2021 to 2023. Outside of her professional endeavors, Makenna enjoys activities such as spending time at the beach, engaging in family activities, caring for pets, skiing, playing softball, and practicing yoga.

Abimelek Rodriguez is a Financial Consultant currently working with Fidelity Investments since 2022. He has held various roles in the financial services industry, including Financial Planning Director at Morgan Stanley from 2019 to 2022, Vice President of Investments at Revere Securities from 2018 to 2019, Financial Consultant at Maxim Group in 2018, and Private Wealth Consultant at Laidlaw Asset Management from 2017 to 2018. As a CERTIFIED FINANCIAL PLANNER™, Rodriguez partners with families at all stages of life to establish holistic financial plans that guide their financial decisions. His expertise encompasses retirement, college planning, estate and trusts planning considerations, insurance, tax-efficient investing, and portfolio analysis. Outside of his professional work, Rodriguez has interests in baseball, football, and golf.

Jesse Wooten is an Investment Consultant currently working at Fidelity, a position he has held since 2025. Prior to this role, he was a Financial Consultant at Fidelity Investments from 2024 to 2025. Jesse has accumulated extensive experience in the financial services industry, including roles as a Financial Advisor at Wells Fargo Advisors from 2019 to 2024, a Registered Client Associate at Morgan Stanley from 2018 to 2019, and at RBC Wealth Management from 2015 to 2018. He began his career as a Financial Services Representative at Barnum Financial Group in 2013. Jesse employs a planning-based approach to client service, focusing on clarity, education, and collaboration to guide individuals and families in understanding how their financial decisions support their long-term goals. His work emphasizes helping clients take meaningful action to improve their financial wellbeing and achieve greater peace of mind. Outside of his professional life, Jesse engages in personal interests such as baseball, concerts, football, golf, and volunteering.

Ronaldo Medalla is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked with Fidelity Investments since 2025 and has been associated with Strategic Advisers and Fidelity Brokerage Services since 2002. Outside of his advisory work, he has published a book that he wrote and designed. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and is noted for its use of systematic methodologies and formal advisory roles with multiple registered investment companies.

Benjamin Lodewick is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Workplace Financial Consultant at the same company from 2022 to 2023. He is a Certified Financial Planner™ professional committed to providing a high standard of care to individuals and families as they work towards their lifetime financial goals. In his practice, Benjamin collaborates with clients to explore and navigate Fidelity's range of services and offerings, aiming to build trust and co-create lifelong relationships. His approach emphasizes confidence and comfort as clients progress towards their financial objectives. Outside of his professional work, Benjamin has personal interests that include baseball, cooking and baking, fitness, food, and hiking.

Michael Gefen is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with clients to develop individualized financial plans focused on retirement and other significant life events. His approach emphasizes understanding clients' unique needs and priorities to help them work toward financial security and comfort. He has held various roles in the financial sector since 1993, including positions as Vice President-Investments at Prudential Securities and vFinance, Senior Financial Consultant at Comerica Bank, and Equity Trader at several firms such as Millennium Management LP, Nexus Asset Management, and Diamondback Capital. This extensive experience spans investment management and trading. Further details regarding his education, credentials, personal interests, or community involvement were not provided.