Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this, she served as a Premier Advisor at Citizens Bank from 2019 to 2021 and held the position of Licensed Banker at Citizens Bank from 2017 to 2019. In her role, Sahar partners with clients and their families to develop comprehensive financial plans that align with both short-term and long-term goals. She focuses on providing financial education and guidance to help clients feel confident in their financial futures. Outside of her professional work, Sahar engages in personal interests such as cooking and baking, participating in family activities, fitness, outdoor adventures, scuba diving, and traveling.

Sarah Akel is a Planning Consultant at Fidelity Investments, where she has been working since 2025. She has held several roles within Fidelity Investments, including Relationship Manager (2024-2025), Investment Solutions Representative (2023-2024), High Net Worth Service Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Sarah is passionate about partnering with individuals, families, and business owners to develop and maintain financial plans that adapt to changing goals and circumstances. She aims to provide clients with confidence and peace of mind regarding their short- and long-term financial objectives. Sarah holds an Arkansas Insurance License. Outside of work, she enjoys cooking and baking, participating in family activities, fitness, snowboarding, traveling, and yoga.

Susan Stitham is a financial advisor at Fidelity with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Inc. since 1997. Outside of her advisory role, she teaches yoga, spin, and strength classes on an occasional basis at Hampshire Hills Athletic Club in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including model portfolios for intermediary platforms and serves as an adviser to registered investment companies and fund-of-funds.

Christopher Milanesi is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012. His current role is based in Nashua, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Larry Moreira is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2020. His career at Fidelity spans multiple roles beginning in 2000, including positions as an Investment Solutions Consultant, Financial Consultant, Retirement Consultant, Investment Consultant, and Trading Representative. This extensive experience reflects his comprehensive understanding of financial consulting and investment strategies. Larry is committed to assisting clients in investing with less fear, retiring with more confidence, and living life more freely. His approach focuses on educating clients to empower them to implement co-created financial plans, enhancing their financial independence and control, and helping them use their resources to achieve greater satisfaction and happiness. Outside of his professional role, Larry enjoys comedy, concerts, family activities, fitness, movies, and running.

Jason Carace is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He partners with individuals and families to develop holistic financial plans tailored to their goals and needs, providing ongoing support through changing life circumstances. Jason has been with Fidelity Investments since 2013, holding various roles including Managed Solutions Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning and Guidance Consultant II, Workplace Planning and Guidance Consultant, High Engagement Representative, and Financial Associate. His experience encompasses financial consulting and client management within the firm. Outside of his professional work, Jason enjoys biking, family activities, football, golf, hiking, and skiing.

Joshua Comalli is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their financial goals and co-creates plans aimed at strengthening their finances through a comprehensive and holistic approach to planning. Joshua's experience at Fidelity Investments includes roles as a Financial Representative from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, High Net Worth Associate in 2023, and Customer Relationship Advocate in 2022. This progression reflects his involvement in various facets of investment services and client relationship management.

Shania Perham is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has progressed through several roles at the firm, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship, demonstrating a consistent commitment to helping clients with their financial needs. Her professional focus is on working closely with individuals, families, and business owners to develop comprehensive financial plans tailored to their unique goals. She aims to empower her clients to make informed decisions and supports them through changing circumstances to achieve peace of mind in retirement. Outside of her professional endeavors, Shania enjoys activities such as exploring food, attending social events with friends, spending time at the lake, listening to music, skiing, and traveling.

Nikki Abbott is the Vice President, Wealth Planner at Fidelity Investments, where she has served in various capacities since 2004. She currently serves as a trusted primary advisor, working closely with clients to understand their unique goals and priorities and to develop comprehensive wealth plans. Her career at Fidelity Investments spans over 21 years, during which she has held roles including Vice President Financial Consultant, Financial Consultant, Investment Consultant, Financial Representative, and Risk Management Department Intern. This extensive experience reflects her dedication to helping clients make confident progress toward their financial futures.

Nick Boucher is a Planning Consultant at Fidelity Investments, where he partners with local clients to co-create and maintain financial plans while building long-term relationships. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before his current position starting in 2024. Prior to joining Fidelity, Nick worked as an Investor Solutions Representative at Putnam Investments in 2020. Nick's professional experience encompasses various aspects of financial planning and client support within the investment industry. His career path reflects a steady advancement in responsibilities and expertise. Outside of his professional work, Nick has interests in baseball, fishing, fitness, food, golf, and outdoor adventures.

Dylan Driscoll is a Planning Consultant at Fidelity Investments. He has held multiple roles within the company since 2021, including positions such as Workplace Planning Consultant I, II, and III, High Net Worth Service Associate, and Customer Relationship Advocate. Dylan focuses on creating customized financial plans by understanding clients and their families, assessing their financial situations, and providing tailored recommendations to help them progress toward their goals. He emphasizes collaboration with clients to co-create plans that align with their objectives. Outside of his professional work, Dylan's personal interests include board games, fishing, fitness, puzzles, and table tennis.

Michael Doherty is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop long-term financial plans and provide education to support informed financial decisions. He focuses on helping each client achieve their unique financial goals and objectives. Michael has been with Fidelity Investments since 2015, serving in various finance leadership roles including Senior Vice President of Finance from 2015 to 2018, Head of Finance and CFO from 2018 to 2020, before assuming his current position in 2020. He holds a Master of Business Administration (MBA) and is a Chartered Financial Analyst (CFA).

David Olsen is a CFP® and ChFC® with 33 years of industry experience. He is currently an advisor at Fidelity and has held various roles within the company since 1998. Outside of his advisory work, Olsen serves as an elder at Rockingham Christian Church, providing leadership and oversight. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios.

Michael Rosen is a Planning Consultant currently working at Fidelity Investments. He has held various roles within the company since 2022, progressing from Workplace Planning Associate to Workplace Planning Consultant ll, and most recently to Workplace Planning Consultant lll. His role involves partnering with local clients to co-create and maintain financial plans while building long-term relationships. Michael's experience at Fidelity Investments has provided him with a solid foundation in workplace planning and client consultation. He focuses on developing tailored financial strategies that meet the specific needs of his clients. Outside of his professional work, Michael enjoys engaging in family activities, football, golf, tennis, and social events with friends.

Joe Rogers is the Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to determine their financial goals and help build plans to move toward these objectives. He has been with Fidelity Investments since 1999, holding various positions including Financial Analyst, Trading Representative, Premium Services Financial Representative, Private Access Relationship Manager, Income Planning Consultant, Financial Planning Representative, and currently Vice President, Financial Consultant. This extensive experience reflects a deep engagement with financial services over more than two decades. Outside of his professional responsibilities, Joe enjoys boating, fitness, hiking, kayaking, running, and traveling.

Bradfield Page is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked with Fidelity in various capacities since 2005, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, he spent two years at Ameriprise. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that leverage a wide range of mutual funds, ETFs, and ETPs.

Michael Quinn is a Planning Consultant at Fidelity Investments. In his role, he assists clients by understanding their financial goals and collaborating with them to create comprehensive financial plans aimed at providing confidence and peace of mind. Michael has been with Fidelity Investments since 2023, progressing through positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects his experience across various client service and financial advisory capacities within the organization. Outside of his professional work, Michael has an interest in fitness, football, golf, hiking, soccer, and traveling.

Austin Stutz is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He has built his career in financial services with a focus on developing customized wealth plans in partnership with his clients to help them achieve their financial goals. His experience spans several roles within Fidelity Investments, including Financial Consultant from 2015 to 2018, PAS Investment Consultant from 2014 to 2015, and PAS Client Management Representative from 2013 to 2014. Prior to joining Fidelity, Austin worked as a Financial Planner at Vanguard Group from 2011 to 2013. Throughout his career, Austin has concentrated on building lasting relationships with clients and working collaboratively to define and pursue their financial success.

Christopher Lemay is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Northwestern Mutual, Uber, and NW Pest, as well as experience in sports and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable gift funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Andrew Dumais is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through roles including Workplace Planning Consultant I and II, Planning Consultant, and Financial Consultant before his current position. In his role, he works with individuals and families to develop financial plans aimed at achieving their financial goals. Andrew holds a California Insurance License, supporting his ability to offer comprehensive financial advice. His experience encompasses financial consulting and workplace planning within Fidelity Investments, focusing on helping clients navigate their financial futures. Outside of his professional responsibilities, Andrew has interests in food, music, reading, and traveling.