Dan Dwyer is a Financial Consultant at Fidelity Investments, where he assists clients in identifying financial goals and collaborates to create tailored strategies. He emphasizes leveraging Fidelity's resources to maintain alignment with clients' financial plans. Dan has experience in various financial roles, including Investment Consultant and Financial Representative at Fidelity Investments since 2022, as well as Internal Annuity Wholesaler at Lincoln Financial Group from 2018 to 2022. Outside of his professional work, Dan has interests in baseball, fitness, golf, motorcycles, running, and traveling.

Kate Forester is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. She leads and coaches a team of financial professionals dedicated to working with clients and their families to develop personalized financial plans aimed at achieving their financial goals and providing peace of mind. Kate has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1998, including Senior Relationship Manager and Relationship Manager. Prior to joining Fidelity, she worked as a Financial Advisor and Associate at other firms starting in 1996. Outside of her professional responsibilities, Kate enjoys cooking and baking, fitness, reading, skiing, traveling, and volunteering.

Andrew Brown is a Financial Consultant currently working at Fidelity Investments since 2022. He specializes in developing personalized financial strategies by building relationships based on trust, empathy, and open communication. Prior to his current role, Andrew worked as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith from 2018 to 2022. Before that, he served as a Workplace Investment Advisor at T. Rowe Price from 2013 to 2018. Andrew's approach to financial planning involves understanding each client's unique goals, values, and aspirations to create tailored strategies that aim to bring clarity, confidence, and a greater sense of financial well-being.

Kevin Flatley is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he collaborates with clients to develop financial plans that align with their goals, utilizing a holistic planning approach. Kevin has been with Fidelity Investments since 2018, gaining experience across multiple positions including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current role as Vice President. His approach focuses on examining clients' financial situations and personal preferences to empower them in making informed financial decisions. Kevin holds a California Insurance License, supporting his work in financial consulting and planning.

Zack Costagliola is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he collaborates with clients to develop holistic financial plans tailored to their individual values and goals. Prior to his current position, Zack gained experience as a Senior Financial Advisor at Vanguard from 2021 to 2024, and held multiple roles at Vanguard starting from 2016, including Financial Advisor, Select Services Investment Professional, and Client Relationship Specialist. Throughout his career, Zack has focused on providing comprehensive financial advisory services, emphasizing active listening and customized strategies to support client financial objectives. His professional journey reflects a consistent commitment to client-centered financial planning. Outside of his professional work, Zack has interests in fishing, football, golf, reading, running, and traveling.

Ron Snyder is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2022. He brings 26 years of experience in the financial services industry, working in various roles including Branch Leader and Field Training Director at Fidelity Investments, Regional Vice President at Mercer Advisors, and Retirement Advisor at Vanguard. His expertise includes wealth planning and investment strategy development. Throughout his career, Ron has focused on creating personalized financial plans tailored to individual family needs and goals. He collaborates closely with clients to implement and monitor these plans over time, ensuring they adapt to changing circumstances. His professional journey reflects a commitment to leveraging extensive industry experience and resources to support clients' financial objectives. Outside of his professional life, Ron enjoys boating, family activities, golf, hiking, music, and running.

Dan Glazier is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with clients to understand their motivations and vision for the future, guiding them through the planning process using Fidelity's resources to develop personalized financial plans. Prior to his current role, Dan served as an Investment Consultant at Fidelity Investments from 2019 to 2020. He has extensive experience in the financial services industry, having worked at Capital One from 2007 to 2019 in various roles including Financial Advisor, Customer Service Manager, and Customer Service Associate.

Addison Lynch serves as Vice President and Branch Leader. In this role, Addison focuses on fostering a high-performance work culture by empowering associates to maximize their talents and support clients in planning for long-term financial well-being. Addison has held several positions in the financial services industry. Prior to the current role, Addison was a Branch Leader at Fidelity Investments starting in 2022. From 2018 to 2022, Addison worked as a Client Relationship Manager at Charles Schwab. Earlier roles include Supervisory Manager at JPMorgan from 2016 to 2018 and Client Service Associate at JPMorgan from 2012 to 2016.

Tyler Herron is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he served as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2025. Tyler focuses on helping clients make confident financial decisions by combining personalized planning with thoughtful investment strategies. He aims to provide clients with clarity and direction in their investment decisions and to collaborate towards a positive financial future. Outside of his professional work, Tyler has interests that include baseball, cars, football, social events with friends, golf, and pets.

Anthony Frese is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Fidelity Investments, Capelli, and Veery Capital. Outside of finance, he has experience working at Cafe Gelato. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.

Peter Mayer is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2019. In this role, he collaborates with clients and their families to define financial goals and assist in creating sustainable financial plans. Prior to his current position, he served as a Planning Consultant at Fidelity Investments from 2019 to 2023. Before joining Fidelity, Peter worked as a Financial Analyst at Independence Square Advisors from 2016 to 2019. His professional experience spans financial analysis, planning, and consulting, enabling him to support clients in achieving their financial objectives. Outside of his professional work, Peter has interests in cooking and baking, fitness, golf, hiking, outdoor adventures, and reading.

Julia Williams is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at The Vanguard Group and Wells Fargo Clearing and Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and maintains oversight of sub-advisers while addressing conflicts of interest.

James Leitz is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Seapointe Village Realty and various educational and community organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its advisory roles with registered investment companies and its use of systematic methodologies and AI in portfolio management.

Mitch Fryling is the Vice President, Wealth Planner at Fidelity, a role he has held since 2025. He has a comprehensive background in financial advising and planning, having worked with several firms including Fidelity Investments, Mallard Advisors, Capital One Investing, Vanguard, and Scotiabank. His professional experience spans roles such as Financial Consultant, Financial Adviser, Senior Financial Adviser, Financial Analyst, and Retirement Specialist. Throughout his career, Mitch has focused on understanding clients' financial goals and creating actionable, personalized plans. His approach emphasizes education and comprehensiveness tailored to the unique needs and circumstances of each client. Mitch's expertise includes wealth planning and financial consulting. Outside of his professional work, Mitch enjoys activities such as beach outings, fitness, kayaking, reading, running, and soccer.

Jie Huang is a Financial Consultant currently working at Fidelity Investments since 2020. Jie has extensive experience in the financial sector, having previously served as a Financial Consultant at LPL Financial from 2017 to 2020, Vice President of Marketing Analysis at Barclays US from 2013 to 2016, Associate at BlackRock Financial from 2005 to 2013, and Financial Analyst in Investment Banking at Bank of China International from 2000 to 2003. Jie communicates fluently in Cantonese, Mandarin, and the Shanghai dialect. Jie emphasizes a personalized approach to financial guidance, recognizing the uniqueness of each client's economic and life situation. Dedicated to understanding personal goals, Jie collaborates with clients to develop financial security plans tailored to their specific needs. Outside of work, Jie enjoys badminton, family activities, movies, outdoor adventures, and traveling.

Melissa Ray is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans aimed at helping them achieve their goals with clarity and confidence. She focuses on translating complex financial decisions into actionable strategies that align with clients' priorities. Melissa has been with Fidelity Investments since 2019, progressing through roles including Client Experience Associate, Financial Representative, Relationship Manager, and Planning Consultant before her current position. This experience has provided her with a comprehensive understanding of financial services and client relationship management. Outside of her professional work, Melissa has interests in cooking and baking, music, outdoor adventures, parenthood, reading, and running.

Marcia Upton is a Planning Consultant who collaborates with clients to develop personalized financial plans that align with their individual goals and needs. She emphasizes the importance of financial success as encompassing peace of mind, not just numerical achievements. Prior to her current role, Marcia worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. She also served as a Financial Advisor at Thrivent from 2019 to 2023. Outside of her professional work, Marcia enjoys reading, playing tennis, and volunteering.

Blake Corrigan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2012, serving previously as an Investment Consultant from 2014 to 2016 and as a Private Client Specialist from 2012 to 2014. Prior to joining Fidelity, he worked as a Retirement Specialist at T. Rowe Price from 2008 to 2012. Blake's professional focus is on building long-term relationships with clients, emphasizing trust and understanding of their goals and needs. He partners with clients to create and maintain tailored financial plans that address their objectives for today, the future, and for generations to come, supported by consistent communication. Outside of his professional role, Blake is engaged in family activities and enjoys gardening, hiking, parenthood, and skiing.

Aristotle Tinios is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients by utilizing Fidelity's extensive resources and services to understand and support their financial, personal, and professional goals. He focuses on creating tailored financial plans in partnership with clients, working diligently throughout the process. Prior to his current position, Aristotle served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience also includes roles at Vanguard, where he worked as an Internal Sales Consultant from 2022 to 2023 and a Retail Sales Consultant from 2021 to 2022. Additionally, he was an Inbound Sales Consultant at Prudential Annuities from 2019 to 2021. Aristotle's personal interests include beach activities, football, hiking, soccer, tennis, and yoga.

Joseph Vargin is a Financial Consultant and Certified Financial Planner™ with Fidelity Investments, where he currently collaborates with clients to develop and implement customized financial plans aimed at achieving their goals. He employs a holistic planning approach to assist investors through various life stages, focusing on balancing present needs with future financial objectives. Joseph's professional experience includes roles at several financial institutions. He has been a Financial Consultant at Fidelity Investments since 2022. Prior to this, he served as Lead Advisor at Stordahl Capital Management in 2021 and held multiple positions at Charles Schwab from 2017 to 2021, progressing from Financial Services Professional to Vice President - Financial Consultant. He also worked as a Financial Services Professional at New York Life Insurance Company from 2015 to 2016.

Suzanne Heron is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been part of Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to joining Fidelity, Suzanne worked as a Financial Advisor at Lovett Advisors from 2017 to 2020. Her earlier experience includes positions at Marcus & Millichap as an Associate from 2015 to 2017, and providing advisory services for the Thiry Team at NAI Global from 2012 to 2015. With over a decade of experience, Suzanne has worked closely with clients and their families to grow and protect their wealth. She emphasizes developing a deep understanding of clients' goals and preferences to build strong partnerships based on trust and mutual understanding. Her objective is to collaborate with clients in creating and maintaining financial plans that help them navigate life's transitions with ease and peace of mind. Outside of her professional work, Suzanne has interests in outdoor adventures, reading, running, traveling, and volunteering.

Dylan Brindley is an Investment Consultant at Fidelity Investments. In this role, Dylan provides personalized guidance and investment strategies to help clients with retirement planning, wealth accumulation, risk management, and overall financial well-being. Dylan's approach involves understanding each client's unique goals and leveraging Fidelity's resources to support informed financial decisions. Prior to becoming an Investment Consultant, Dylan held positions at Fidelity Investments as a Planning Consultant from 2025 to 2026, a Relationship Manager from 2023 to 2025, and a Financial Representative from 2022 to 2023. This progression reflects a focus on client service and financial planning within the firm.

Joshua Goldfarb is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He brings over 20 years of experience in the financial services industry, having worked in various advisory roles at notable firms including TIAA-CREF, CitiGroup, and Morgan Stanley. Throughout his career, Joshua has built expertise in financial consulting and advising, leveraging his extensive experience to support his clients. He holds a California Insurance License, which complements his advisory capabilities. Joshua emphasizes collaboration with clients to utilize both his professional experience and the resources available through Fidelity Investments.

Jeffrey Miller is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity in 2026, he worked at Pacer Financial, Inc. for four years and has held various roles outside of finance, including positions in painting and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Samuel Summer is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity in 2026, he worked at Florida Financial Advisors under the DBA Tristate Financial Advisors and has experience in both investment consulting and fixed insurance sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Andrew Nimmo is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Andrew held positions at Merrill Edge, including Vice President and Internal Product Specialist from 2022 to 2023, and Assistant Vice President and Financial Solutions Advisor from 2021 to 2022. His career has focused on providing financial guidance aimed at helping clients achieve their financial goals through trust, transparency, and collaboration. His professional journey reflects a commitment to supporting clients with sound financial advice across various roles in the financial services sector.

Ivan McGovern is currently a Branch Leader at Fidelity Investments, where he supports a local team of associates in providing guidance and relationship building within the Wilmington, DE area and its surroundings. He has been in this role since 2025. Prior to becoming a Branch Leader, Ivan held positions at Fidelity Investments including Team Leader from 2022 to 2025, Help Desk in Client Services from 2021 to 2022, and High Net Worth Associate from 2020 to 2021. Details about Ivan's education, credentials, personal interests, or community involvement have not been provided.

Joe Urban is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Consultant, Investment Consultant, Regional Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Adviser at Edward Jones and a Senior Loan Officer at Federated Lending. Joe's professional background encompasses a broad range of financial services, reflecting his experience in financial consulting, investment advising, and client relationship management. His approach to financial planning emphasizes personalized, transparent, and proactive communication, aiming to understand each client's unique financial needs and goals. Outside of his professional work, Joe enjoys activities such as baseball, hiking, running, traveling, and spending time with his family.

Nathan Mazer is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2014. With Fidelity for 19 years, Nathan has extensive experience working with families to develop, implement, and maintain financial plans. He and his team utilize Fidelity's relationship model to assist clients in pursuing their financial goals. Nathan began his career with Merrill Lynch in 2006 as a Financial Advisor before joining Fidelity Investments, where he held positions including Private Client Specialist, Investments Representative, and Account Executive. His work focuses on helping clients navigate challenging markets and crafting plans to ensure their families are financially secure for decades. Outside of his professional role, Nathan enjoys comedy, fitness, hiking, outdoor adventures, and traveling.

Brian Carbajal is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Point to Point Wealth Planning, Wilmington Savings Fund Society, and State Farm. Outside of finance, he has worked in various customer service and retail roles, including at Starbucks and Brew Haha. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Winfred Nemlin is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop personalized financial strategies that address both their short-term goals and long-term objectives. Prior to his current position, Winfred served as a Relationship Manager at Fidelity Investments from 2023 to 2025, and as a Financial Representative at the same firm from 2022 to 2023. He also has experience as a Retirement Specialist at Vanguard Brokerage Services from 2021 to 2022. Throughout his career, Winfred has focused on building strong, meaningful connections with clients and their families, emphasizing tailored financial planning and client collaboration. Outside of his professional work, he has interests in biking, cars, fitness, soccer, traveling, and volunteering.

Paul DiCostanzo is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Representative at Vanguard from 2000 to 2006. With over 25 years of experience in wealth planning, Paul specializes in working closely with high net worth families. He provides personalized assistance to help navigate complex financial decisions tailored to their specific situations.

Jack Snavely is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Vista Wealth Solutions and Diamond State Financial Group. 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 combines fundamental research with quantitative analysis and systematic portfolio construction, and it serves as an advisor to multiple registered investment companies while employing algorithmic methods and formal governance procedures.

Luisa Rodriguez is a Planning Consultant at Fidelity, a role she has held since 2024. In this capacity, she collaborates with clients to develop personalized financial plans tailored to their unique goals and financial situations, guiding them through implementation to promote financial clarity and confidence. Prior to joining Fidelity, Luisa held several positions at The Vanguard Group, including PE Advice Services Manager from 2021 to 2024, Business Project Manager from 2020 to 2021, and Team Leader from 2017 to 2020. These roles reflect her extensive experience in financial planning and project management within the investment services industry. Outside of her professional work, Luisa enjoys outdoor activities such as beach visits, hiking, kayaking, and other adventures, as well as cooking, baking, and traveling.

Eric Van Houten is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held multiple roles within Fidelity, including Planning Consultant from 2021 to 2023, Relationship Manager from 2020 to 2021, and Financial Representative from 2019 to 2020. His career progression within the company reflects his ongoing commitment to providing financial services and support to clients. Eric focuses on building partnerships with clients based on trust and communication, offering personalized financial guidance tailored to individual goals and needs. He leverages Fidelity's resources and services to help clients develop plans aimed at achieving their lifetime and legacy objectives. Outside of his professional role, Eric engages in family activities and pursues interests such as fitness, golf, photography, reading, and traveling.

Jeffrey Paytas is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2010, progressing through roles including Financial Representative, Investment Representative, and Financial Consultant. His primary focus is assisting clients in developing solid financial plans tailored to their specific financial goals. He aims to help families achieve peace of mind through his financial consulting services. Outside of his professional work, Jeffrey has interests in baseball, hiking, spending time at lakes, visiting museums, and traveling.