Hosien Abdelrahman is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to create comprehensive, goals-based financial plans tailored to their long-term objectives. He focuses on integrating investment strategy, risk management, and retirement planning to develop personalized strategies that address clients' unique needs. Prior to his current role, Hosien gained experience as an Investment Solutions Representative and a High Net Worth Service Associate at Fidelity Investments. He also worked as a Broker at Aegis Capital Corp in 2022. Hosien holds an Arkansas Insurance License, supporting his ability to address various financial planning aspects. Through his work, Hosien aims to simplify complex financial concepts and guide clients in making informed decisions to build lasting wealth and financial stability.

Chris Gould is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized and comprehensive financial plans that align with their unique goals and values. He focuses on helping clients navigate every stage of their financial journey by leveraging his experience and the resources available at Fidelity Investments. Chris has been with Fidelity Investments since 2018, progressing through roles as an Investment Consultant and Financial Consultant before assuming his current position in 2025. He is a CERTIFIED FINANCIAL PLANNER™ and utilizes this credential to provide clarity, confidence, and peace of mind to clients as they work to grow, preserve, and distribute their wealth.

Rawlric Sumner is a Financial Consultant at Fidelity Investments. He provides clients with financial planning services aimed at meeting both their personal and family needs while supporting their short- and long-term goals. His approach includes holistic planning, asset organization, consolidation, and the implementation of investment strategies. Rawlric joined Fidelity Investments in 2021, initially serving as a Financial Representative. He then worked as an Investment Consultant from 2022 to 2023 before becoming a Financial Consultant in 2023. His experience at Fidelity has focused on assisting clients with various stages of financial planning and investment management.

Michael Kryger is a Vice President, Wealth Management Advisor at Fidelity Investments. In his current role, he focuses on helping families navigate multi-generational wealth through holistic planning and fostering trusted relationships. He works with a team to develop personalized financial plans tailored to clients' unique situations, goals, and aspirations. Michael has been with Fidelity Investments since 2014, holding various positions including Vice President Branch Leader, Assistant Branch Leader, Vice President Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His extensive tenure at Fidelity has provided him with a comprehensive understanding of wealth management and client service across multiple Long Island branches. He holds a California Insurance License. Outside of his professional responsibilities, Michael enjoys attending concerts, fitness activities, social events with friends, music, reading, and playing table tennis.

Nick Arora is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he collaborates with clients to develop retirement plans, investment strategies, and comprehensive financial reviews. His approach emphasizes working closely with clients and leveraging the resources and specialists available at Fidelity to provide comfort and peace of mind. Prior to joining Fidelity, Nick served as Director of Investments at the United Nations Federal Credit Union from 2018 to 2020. He also held positions as Senior Financial Consultant at TD Ameritrade from 2012 to 2018, and Account Executive at John Thomas Financial from 2010 to 2012. His 15 years of experience have focused on partnering with clients to pursue their financial goals through collaborative planning. Nick speaks Hindi, Punjabi, and Urdu. Outside of his professional work, his personal interests include beach activities, family activities, food, social events with friends, parenthood, and traveling.

Ronald Matonti is a Market Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of associates focused on helping clients achieve financial independence through comprehensive wealth planning. Mr. Matonti has extensive experience at Fidelity Investments, including serving as Vice President and Branch Office Manager from 2015 to 2025, Vice President and Regional Planning Consultant from 2013 to 2015, Vice President and Senior Account Executive from 2011 to 2013, and Account Executive from 2008 to 2011.

Salvatore Calio is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held several roles within Fidelity, including Investment Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Salvatore worked as an Associate Financial Planner at Woodhull Capital Advisors from 2020 to 2021. In his current role, Salvatore partners with clients to develop comprehensive financial plans that align with their long-term aspirations. He focuses on building meaningful relationships to enhance and support clients' financial well-being, utilizing Fidelity's resources to implement customized strategies tailored to each family's unique goals.

Kevin Paulsen is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President. His work focuses on wealth planning, utilizing Fidelity's technology and investing platforms to assist clients in achieving their financial goals. Throughout his tenure, Kevin has gained experience in understanding client needs and providing financial guidance. He emphasizes the use of cost-efficient investing strategies as part of his approach. Outside of his professional responsibilities, Kevin enjoys baseball, comedy, and golf.

Kyle Robbins is a Financial Consultant at Fidelity Investments, where he works with individuals and families to develop personalized financial plans tailored to their unique goals. He provides strategies focused on retirement planning, income management, asset organization, and investments. Kyle joined Fidelity Investments in 2022 and has held several roles within the firm, progressing from Financial Representative to Investment Consultant before his current position as Financial Consultant. His experience is centered on delivering holistic financial planning and fostering client trust and clarity regarding their financial futures.

Michael Norman is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including Brokerage Representative, Client Services Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2022. His experience encompasses multiple facets of financial services, with a focus on understanding each client's unique situation and collaborating to develop tailored financial plans. Michael emphasizes trust and communication to build and maintain strong client relationships. Outside of his professional work, Michael's personal interests include cooking and baking, golf, and yoga.

Matthew Bracken is a Planning Consultant at Fidelity Investments. He has been with Fidelity since 2021, holding various roles including Relationship Manager, Financial Representative, Stock Plan Services, and Client Relationship Advocate. His current focus is working closely with clients to help them achieve their financial planning goals. Throughout his career at Fidelity, Matthew has gained experience across different areas of financial services. He is committed to ensuring clients' financial needs are met and providing them with the tools to feel comfortable about their financial future. Outside of work, Matthew has personal interests that include baseball, hiking, movies, soccer, and traveling.

Jose Velasquez is a Planning Consultant at Fidelity Investments, where he works with clients to provide education and guidance tailored to their unique financial situations, ensuring that their investment strategies align with their financial goals. He has been with Fidelity Investments since 2021, holding roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Planning Consultant. His professional experience spans multiple roles within Fidelity Investments, reflecting a progressive career focused on client financial planning and investment strategy. Jose's approach centers on understanding individual client needs to support their financial objectives effectively. Outside of his professional work, Jose has interests in baseball, football, hiking, outdoor adventures, and running.

Timothy Callaghan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at SS&C Intralinks, PayCom, and Risk Strategies Company, along with positions in educational and parish settings. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Sal Mezrahi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he consults with high net worth families to review their current financial situations and helps them build comprehensive plans designed to grow, distribute, and eventually pass on their assets. Prior to joining Fidelity Investments, Sal Mezrahi served as Vice President and Senior Relationship Manager at HSBC from 2006 to 2012. He began his financial advisory career at Morgan Stanley, working there as a Financial Advisor from 2002 to 2006.

John Laronga is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with individuals, families, and businesses to develop comprehensive financial strategies that are adaptable to clients' changing needs. Prior to his current position, he held multiple roles at Fidelity Investments, including Financial Consultant from 2023 to 2025 and Investment Consultant from 2022 to 2023. His experience also includes serving as a Senior Retirement Consultant at Empower from 2021 to 2022, and working at JPMorgan Chase Bank as a Private Client Banker from 2018 to 2020 and as a Relationship Banker from 2017 to 2018. Throughout his career, John has focused on understanding clients' objectives and working collaboratively to create holistic financial plans with ongoing guidance and support. Outside of his professional work, he has interests in beach activities, family activities, fitness, golf, running, and traveling.

Edward Madruga is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 2005, progressing through roles including Financial Planning Consultant and Investment Consultant. Prior to joining Fidelity, Edward worked at Bank of America as a Financial Consultant and held financial executive positions at Quick and Reilly and Citicorp Investment Services. Edward focuses on understanding his clients' financial situations to provide them with information, services, and products aimed at helping them achieve their financial goals. His professional experience spans financial consulting, planning, and investment advisory roles. Outside of his professional work, Edward enjoys baseball, beach activities, concerts, football, reading, and traveling.

Harry Davila is a Planning Consultant who focuses on collaborating with clients to develop customized financial plans that align with their unique needs and objectives. He aims to provide a high standard of care and an exceptional client experience, prioritizing strong, lasting relationships that support clients through every stage of their financial journey. He has experience working as a Financial Representative and Investment Consultant at Fidelity Investments from 2023 to 2026. His background includes helping clients feel secure about their financial future through tailored planning and advice. Outside of his professional work, Harry's personal interests include fitness, social events with friends, reading, skiing, and traveling.

Matthew Ferrugiari is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to develop and maintain personalized financial plans that focus on individual needs and financial objectives. His approach centers on assisting clients and their families with wealth growth and protection, investment decision-making, and simplifying financial management. Matthew has accumulated experience in the financial services industry, beginning as a Financial Services Representative at Lighthouse Financial Network from 2019 to 2021. He then joined Fidelity Investments, where he has held various positions including Financial Representative (2021-2022), Relationship Manager (2023-2024), Planning Consultant (2024-2026), and currently serves as Financial Consultant. Outside of his professional work, Matthew has interests in beach activities, fishing, fitness, football, golf, and running.

Aram Dadourian is an Investment Consultant at Fidelity Investments. He assists clients with co-creating financial plans by leveraging the resources and capabilities of Fidelity. Prior to his current role, Aram worked as a Financial Representative at Fidelity Investments and as a Securities Operations Specialist at Prudential Financial. These positions have contributed to his experience in the financial services industry. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Antonio Dallaris is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2010. In this capacity, he assists clients and their families with financial planning and strategy development aligned with their goals and aspirations. He emphasizes building lasting relationships and providing personalized guidance, supported by Fidelity's trusted legacy since 1946. Antonio brings over 34 years of experience in the financial services industry. His previous roles include Financial Services Representative at Metlife (2008-2010), Vice President and Floor Trader at JP Morgan on the New York Stock Exchange (1999-2008), and Assistant Floor Trader at the New York Stock Exchange for both the Bank of New York and Richard A. Rosenblatt Company, Inc. He also held positions as Institutional Sales Assistant at Morgan Stanley and Thomas James Associates, and Financial Consultant at Shearson Lehman Brothers. Outside of his professional life, Antonio enjoys cooking and baking, family activities, fitness, music, skiing, and traveling.

Andrew Murphy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In his role, he focuses on providing clients with a comfortable and trustworthy environment centered around their financial goals and objectives. Andrew has over 20 years of experience in wealth planning, partnering with high net worth families to build and execute financial plans tailored to their needs. Prior to joining Fidelity, he worked as a Financial Consultant at RBC Wealth Management from 2010 to 2012 and as a Financial Advisor at UBS Financial Services Inc from 2006 to 2010. Outside of his professional career, Andrew engages in family activities, enjoys food, golf, parenthood, reading, and traveling.

Mario Depasquale is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity in 2025 and has prior experience at John Hancock and in property management and construction-related roles. Mario also worked with a community activities summer program in 2019. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds and model portfolios.

Sanchit Sharma is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Robinhood Markets, Masterworks, and M1 Finance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its advisory role to registered investment companies and its use of systematic methodologies and AI-driven research.

Victoria Suknundun is a Planning Consultant at Fidelity Investments, a position she has held since 2026. Prior to this role, she worked at Fidelity Investments as a Relationship Manager from 2024 to 2026 and as a Financial Representative from 2022 to 2024. In her current position, Victoria focuses on engaging clients through meaningful financial planning conversations and analyses to identify opportunities that strengthen their financial plans over time. Victoria's expertise spans various aspects of financial planning and client relationship management, establishing partnerships that aim to support clients' financial well-being not only in the present but for future generations. Her career trajectory at Fidelity Investments reflects her commitment to advancing in the field and providing comprehensive financial guidance. Outside of her professional role, Victoria has interests in art, family activities, fitness, food, and traveling.

Mike Fuina currently serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2014. In this capacity, he works closely with clients and his wealth management team to develop and implement formalized financial plans. His approach centers on understanding each client's unique financial situation to support their goals of building, growing, and preserving wealth. With over 20 years of experience, Mike has a comprehensive background in financial consulting and investment management. Prior to his current position, he held roles at Fidelity Investments including Financial Consultant from 2011 to 2014 and Investment Consultant from 2010 to 2011. Before joining Fidelity, he was Vice President of Investments at Laidlaw & Company (UK) Ltd. from 2005 to 2010. Mike is a Certified Financial Planner (CFP®), reflecting his commitment to professional standards and client service. Further details regarding his education or personal interests have not been provided.

Nicholas Kelapire is a Planning Consultant at Fidelity Investments, where he collaborates closely with Financial Consultants to assist local individuals and families in developing and maintaining comprehensive financial plans. His work focuses on building, preserving, and distributing wealth to help clients achieve peace of mind. Nicholas has been with Fidelity Investments since 2020, beginning his tenure as a Relationship Manager before transitioning to his current role as a Planning Consultant in 2023. His experience within the company has provided him with insight into client relationship management and financial planning processes. Outside of his professional responsibilities, Nicholas has interests that include comedy, football, golf, parenthood, and traveling.

Rose McMahon is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2017. She has been with Fidelity Investments since 2015, progressing from Financial Representative to Relationship Manager before her current position. In her work, McMahon partners with clients to design and implement personalized financial strategies aligned with their goals, emphasizing integrity and client needs. Her experience at Fidelity Investments spans various client-focused roles, enabling her to develop expertise in financial consulting and relationship management. This background supports her commitment to creating trustworthy environments for her clients. Outside of her professional work, McMahon has interests in music, traveling, and yoga.

Ryan Ledwith is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. He previously held positions at Invesco and Northwestern Mutual, and outside of finance, he worked with Hempstead Country Club and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in its investment process.

Desi Gonzalez is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role held since 2018. In this position, Desi partners with clients to develop and implement financial plans tailored to their individual and family needs, focusing on removing financial barriers to help clients work toward financial success. Desi brings over twenty years of experience in the financial industry, having supported a diverse client base including new investors, high net worth individuals, and senior business executives. Prior to joining Fidelity Investments, Desi held roles such as Senior Manager of Executive Services at E*TRADE Financial in 2018, Senior Branch Manager at Scottrade Inc. from 2002 to 2018, and Assistant Vice President at National Discount Brokers from 1998 to 2001. Desi holds a California Insurance License. Outside of work, Desi's personal interests include baseball, family activities, fitness, football, and traveling.

James Lareddola is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at OPES Private Wealth Management and Stifel Financial Corporation, as well as various positions outside the financial industry. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a variety of investment vehicles.

Suzanne Demeo is a financial advisor at Fidelity with 19 years of industry experience. She holds a Series 63 designation and has worked at Fidelity and affiliated firms since 2010. Outside of her advisory role, she owns and operates a makeup application business called Makeup by Suzanne. 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 develop model portfolios across various fund structures.

Courtney Foster is a Planning Consultant at Fidelity Investments, where she collaborates with Wealth Planners to support clients' financial planning processes. She focuses on understanding clients' financial situations, preparing them for planning, assisting with plan implementation, and managing follow-up steps. Before joining Fidelity Investments in 2021, Courtney worked as a Financial Advisor at TIAA from 2006 to 2020. Her professional experience spans over a decade in financial advisory and planning roles. Outside of her professional work, Courtney enjoys family activities and traveling.

Robert Dahl is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at United Parcel Service and the Town of Oyster Bay Comptroller's Office, among others. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Lauren Benanti is a CFP®-designated financial advisor with 11 years of industry experience. She is currently associated with Fidelity Investments, where she has worked for over a decade. Outside of her advisory role, she is a partner in LML Venture Properties LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Scott Ficalora is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Fidelity Investments since 2008 and currently works in Garden City, NY. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Austin Drescher is a Financial Consultant at Fidelity Investments. In this role, he collaborates with local individuals and families to develop and maintain comprehensive financial plans that focus on building, preserving, and distributing wealth to provide clients with peace of mind. He has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This experience has provided him with a broad understanding of financial planning and client relationship management.

Justin Rivera is an Investment Consultant at Fidelity Investments. In his role, he partners with clients and their families to develop holistic financial plans tailored to their unique goals and needs. He focuses on providing personalized strategies to help clients navigate retirement planning, income planning, and investing. Justin has experience as a Financial Representative at Fidelity Investments from 2023 to 2025, and prior to that, he worked as a Relationship Banker at Bank of America from 2022 to 2023. He holds an Arkansas Insurance License.

Stone Mitchell is a Planning Consultant at Fidelity Investments. In this role, he focuses on delivering service and building collaborative relationships with clients to understand their individual goals and needs. He works with clients to develop and refine comprehensive financial plans aimed at achieving long-term objectives such as retirement. His experience includes his current position at Fidelity Investments since 2021 and his prior role as a Financial Advisor Associate at Morgan Stanley from 2018 to 2021. Outside of his professional career, Stone has interests in football, pets, tennis, and traveling.

John Murphy is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. In this role, he partners with high net worth clients to develop financial plans and support their long-term goals. Prior to joining Fidelity, he worked as a Financial Consultant at Maxim Group from 2011 to 2012. With over a decade of experience in financial consulting, John provides guidance tailored to clients of varying levels of investment knowledge, from novices to sophisticated investors. He holds a California Insurance License, which supports his ability to offer comprehensive financial advice. John emphasizes creating a comfortable and trustworthy environment that prioritizes clients' interests. His approach ensures clients have confidence in the advice and support they receive throughout their financial planning journey.

Thomas Raleigh is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to identify their goals and objectives, focusing on understanding the financial implications of their life decisions. He emphasizes personalized and well-thought-out strategies to educate clients and support their decision-making processes, valuing the relationships and trust built with clients and their families. Thomas has extensive experience in financial consulting and wealth management, having held positions at several notable firms. His professional background includes roles as a Financial Consultant at Fidelity Investments, a Private Client Advisor at JP Morgan Securities Inc., a Financial Consultant at E*TRADE from Morgan Stanley, a VP Financial Consultant at Charles Schwab Inc., a Financial Advisor at Met Life Securities Inc., and a Wealth Management Advisor at TIAA-CREF Wealth Management. Outside of his professional career, Thomas enjoys activities such as spending time at the beach, family activities, golf, skiing, and theater.

Nicole Adam is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, progressing through several positions including Planning Consultant, Relationship Manager, and Financial Representative. Nicole's professional experience spans financial consulting, planning, client relationship management, and business development. Prior to joining Fidelity Investments, she worked in new business development and marketing at Angelo, Gordon & Co. and in client relations and marketing at Zephyr Management, LP. Nicole emphasizes engaging clients in financial planning through meaningful conversations and analysis to identify opportunities that strengthen financial plans for both current and future generations.

Rebecca Horowitz is a Planning Consultant at Fidelity Investments, where she has been serving clients since 2020. She works closely with clients to design and implement personalized financial strategies tailored to their unique situations and goals. Prior to her current role, she gained experience as a Relationship Manager and Financial Representative at Fidelity Investments from 2018 to 2020. Rebecca's approach centers on creating a trustworthy environment by prioritizing her clients' interests and maintaining high standards of integrity. She emphasizes listening and learning about each client's individual circumstances to collaboratively develop financial plans that address both short- and long-term objectives. Outside of her professional responsibilities, Rebecca enjoys golf and tennis and is involved in volunteering activities.