Sean Adair is the Vice President and Branch Leader at the Naperville Fidelity Investor Center. In this role, he oversees the branch operations with a focus on delivering client experiences aligned with their family financial goals. He leads a team of client-focused advisors committed to professionalism and care. Prior to his current position, Sean served as Vice President and Academy Manager at Merrill Lynch from 2016 to 2023. His professional experience centers on managing teams and supporting advisors to meet client needs effectively. Outside of his professional responsibilities, Sean engages in family activities, enjoys movies, parenthood, and reading.

Ify Okafor is a Planning Consultant at Fidelity Investments, a role held since 2025. Prior to this, Ify worked as a Financial Representative at Fidelity Investments from 2024 to 2025 and as a Customer Relationship Advocate at the same company from 2023 to 2024. Before joining Fidelity Investments, Ify gained experience as a Mortgage Underwriter at N2Funding between 2020 and 2022. In the capacity of a Planning Consultant, Ify focuses on helping clients integrate all aspects of their financial picture to make complex decisions more manageable. Ify aims to be a trusted partner for clients throughout various life stages by listening, guiding, and assisting them in working toward their financial aspirations. Outside of work, Ify has interests in fitness, movies, parenthood, traveling, and volunteering.

Frank Brotto is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In his current role, he collaborates with clients to develop customized financial plans that align with their individual investment objectives. He emphasizes understanding each client's priorities to construct clear and actionable strategies aimed at pursuing their financial goals. Prior to his current position, Frank held roles at Fidelity Investments including Investment Consultant (2022-2023), Relationship Manager (2022), and Financial Representative (2021-2022). This progression reflects his experience in financial services and client relationship management. Outside of his professional work, Frank has personal interests in cooking and baking, football, gardening, golf, and snowboarding.

Anthony Raso is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Nu-Way Industries, Davis Center for Portfolio Management, and John B. Sanfilippo & Son Inc. He is based in Naperville, IL. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Kanita Ganic is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her work history includes positions at Triad Financial Services and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to registered investment companies and utilizes systematic methodologies alongside AI and long-term asset allocation benchmarks.

Monika Peroustiyski is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. Monika is based in Naperville, IL. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Raul Santiago is a Financial Consultant at Fidelity Investments, where he currently works with clients to pursue financial freedom and achieve their financial goals. He focuses on building relationships to understand clients' needs, co-creating financial plans, and ensuring comfort with Fidelity and investment choices. Raul has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Citibank as a Personal Banker and Bank Teller from 2015 to 2021. Raul's experience spans various aspects of financial services, including investment consulting, relationship management, and personal banking. His approach to financial planning is influenced by a personal commitment to provide the kind of guidance he wished his own parents had received early in their lives. Outside of his professional work, Raul enjoys baseball, golf, soccer, traveling, and spending time with family and friends.

Reed Carmichael is a financial advisor at Fidelity with 14 years of industry experience. He has worked at Fidelity Investments since 2019, following a three-year tenure at JP Morgan Securities LLC. He holds Series 63 and Series 66 licenses. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Matt Byrne is a Financial Consultant currently working at Fidelity since 2021. Prior to this, he served as a Financial Advisor at Edward Jones from 2018 to 2021. In his role, Matt focuses on assisting individuals and families with their financial needs and goals by developing personalized plans based on a thorough understanding of their objectives. Matt holds an Arkansas Insurance License, which supports his work in the financial services field. Outside of his professional career, he has personal interests that include fitness, playing instruments, movies, music, running, and yoga.

Sara Brown is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2015. 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 manages model portfolios using a range of mutual funds, ETFs, and ETPs and serves multiple registered investment companies and advisory platforms.

Valerie Sitarz is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab Bank and Charles Schwab. Outside of finance, she has experience with tutoring and autism therapy services. 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. The firm offers services including discretionary portfolio management and fund advisory, and it employs systematic methodologies and oversight controls while also serving as an advisor to multiple registered investment companies.

Gerald Rienton is a Financial Consultant at Fidelity Investments, where he focuses on understanding clients' financial goals and creating tailored financial plans. He has been with Fidelity Investments since 2019, holding various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Gerald worked as a Personal Banker at JPMorgan Chase Bank and U.S. Bank. Throughout his career, Gerald has developed expertise in financial planning and client relationship management. He emphasizes building relationships based on trust, reliability, and curiosity, utilizing Fidelity's tools and resources to support clients and their families in achieving their financial objectives.

Alyssa O'Brien is an Investment Consultant with experience in financial planning and client services. She has worked as a Planning Consultant at Fidelity Investments from 2023 to 2025, and previously held roles as an Associate Advisor at Allworth Financial from 2021 to 2023, and as a Client Associate at Ceres Wealth from 2020 to 2021. In her approach to financial planning, Alyssa focuses on assisting clients in achieving success in their financial journeys by providing excellent client service and leveraging her resources and team to create tailored financial plans. She emphasizes educating clients on their plans to help them understand financial concepts and better prepare for retirement. Outside of her professional work, Alyssa enjoys board games, fitness activities, social events with friends, puzzles, and traveling.

Michael Mousheh is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and various healthcare and education organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios across a range of investment products.

Michael Rossi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at the University of Notre Dame and several educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Dominic Levato is a Financial Consultant at Fidelity Investments, where he provides financial planning services to help clients make effective financial decisions. He focuses on guiding clients through various aspects of financial planning, including risk, income, and tax planning considerations. Prior to his current role, Dominic worked as a Wealth Advisor at Citigroup Global Markets from 2017 to 2024. His experience spans multiple facets of wealth management and financial consulting. Outside of his professional career, Dominic has personal interests in baseball, cooking and baking, family activities, and football.

Adam Yingst is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Planners and Financial Consultants to provide consistent customer service to clients. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before his current role. Throughout his tenure at Fidelity, Adam has developed experience in client relationship management and financial planning support. His approach focuses on partnering with clients as they navigate their financial journeys. Outside of his professional responsibilities, Adam has personal interests that include football, golf, movies, music, table tennis, and tennis.

Anthony LaGioia is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates closely with clients to develop personalized financial plans and strategies that provide a clear perspective on their financial lives before and during retirement. Anthony has accumulated experience in various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023, all at Fidelity Investments. Before joining Fidelity, he worked as a Financial Services Representative at E*TRADE in 2022. Outside of his professional work, Anthony has interests that include comedy, concerts, food, football, pets, and traveling.

Taylor Brinkworth serves as Vice President, Financial Consultant at Fidelity Investments, a role held since 2025. In this capacity, Taylor focuses on understanding clients' personal and financial situations to develop and adjust tailored financial plans using Fidelity's tools and resources. Prior to this, Taylor held several positions within Fidelity, including Financial Consultant (2021-2025), Investment Management Consultant (2018-2021), and multiple roles from 2013 to 2018 that contributed to building expertise in financial services. Taylor holds an Arkansas Insurance License, supporting the ability to advise clients in areas involving insurance products. Outside of professional pursuits, Taylor engages in family activities and enjoys hobbies such as horseback riding, outdoor adventures, Pilates, and running.

Clarence Welton is a Financial Consultant currently serving at Fidelity since 2020. He has a background in financial services and management, having previously worked as Managing Partner at INOJ Strategic Acquisitions LLC from 2014 to 2020, and as Financial Center Manager and Assistant Vice President at Fifth Third Bank from 2009 to 2014. His professional focus includes helping clients achieve peace of mind, family security, and comprehensive financial planning to support retirement goals. Drawing from his experience as a family man and veteran, Clarence emphasizes building strong relationships to create financial plans that address current needs and future generational goals. Outside of his professional role, Clarence has interests in family activities, gardening, military service, music, parenthood, and reading.