Meghan Modafferi is a Financial Consultant at Fidelity Investments, where she collaborates with individuals, families, and businesses to develop personalized investment strategies and comprehensive financial plans. She has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. Throughout her tenure at Fidelity Investments, Meghan has gained experience in financial planning and client relationship management. She focuses on creating tailored financial solutions that align with her clients' goals. Outside of her professional work, Meghan enjoys biking, golf, skiing, snowboarding, and spending time with her pets.

Natalia Styburski is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2019, having served in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™, Natalia supports clients and their families by understanding their financial needs and aspirations to create sound financial plans and build relationships based on trust. Her professional focus is on comprehensive financial planning and client relationship management. Outside of her professional responsibilities, Natalia enjoys spending time at the beach, attending social events with friends, exploring culinary experiences, listening to music, caring for pets, and reading.

Joseph Hajjar is currently a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2024. He has been part of Fidelity Investments since 2021, holding several positions including Financial Consultant, Fixed Income Specialist, and High Net Worth Associate. Prior to joining Fidelity, Joseph worked in the fixed income and credit default swaps sector as a broker at GFI Securities LLC from 2001 to 2021 and at INTERCAPITAL Securities Inc. from 1995 to 2001. In his current role, Joseph focuses on helping clients and their families with wealth planning that is tailored to their unique preferences. He emphasizes forming strong relationships and maintaining trust, reliability, and competency as a dedicated point of contact for Fidelity's valued clients. Outside of his professional responsibilities, Joseph has interests in food, reading, skiing, swimming, tennis, and traveling.

Norman Ho is a Financial Consultant currently working at Fidelity Investments since 2022. He has a professional background as a Financial Advisor with experience at Merrill Lynch from 2014 to 2022 and at Morgan Stanley Smith Barney from 2013 to 2014. Norman focuses on understanding his clients' financial needs and aligning resources to work towards meeting them. He collaborates with his clients to develop personal, flexible, and comprehensive financial strategies aimed at providing confidence in their financial futures. Outside of his professional work, Norman's personal interests include art, baseball, cars, food, outdoor adventures, and traveling.

Kate Connolly is an Investment Consultant at Fidelity Investments, a role she has held since 2026. She has progressed through various positions within Fidelity, including Planning Consultant, Relationship Manager, and Financial Representative, gaining a comprehensive understanding of financial services and client relations. As a CERTIFIED FINANCIAL PLANNER4 professional, Kate works closely with clients to develop financial plans that align with their goals and provide guidance in an accessible manner. She leverages Fidelity's extensive tools and resources to tailor solutions that meet individual client needs. Outside of her professional work, Kate has interests in art, food, museums, and running.

Jessica Stephan serves as Vice President and Branch Leader, where she leads a team of advisors dedicated to collaborating with clients to build comprehensive financial plans tailored to their goals. Her approach emphasizes delivering an exceptional planning experience by focusing on clients' priorities and understanding their long-term needs. Her professional experience includes roles as a Financial Consultant at Fidelity Investments from 2020 to 2021, Branch Manager at TD Ameritrade from 2018 to 2020, and both Financial Consultant and Associate Financial Consultant positions at Charles Schwab & Co from 2011 to 2018.

Alex Luzaitis is a Planning Consultant at Fidelity Investments, where they work closely with clients to develop a comprehensive understanding of their priorities, values, and goals. In this role, Alex collaborates with clients and Financial Consultants to co-create financial plans that support clients' long-term aspirations. Alex has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, High Net Worth Associate, High Net Worth II Associate, and Client Support Specialist III before becoming a Planning Consultant in 2025.

Sasha Agosta is Vice President and Financial Consultant at Fidelity Investments. She has held this position since 2023, following several years of experience in various financial consulting roles within Fidelity Investments and previously at AXA Advisors. Sasha began her career as a Financial Consultant at AXA Advisors in 2010, later joining Fidelity Investments as an Investment Consultant in 2015 and advancing through roles to her current position. As a CERTIFIED FINANCIAL PLANNER™, Sasha focuses on understanding her clients' goals, needs, and concerns to help them make sound financial decisions. She is committed to delivering an exceptional client experience by leveraging the resources available at Fidelity Investments. Outside of her professional work, Sasha enjoys cooking and baking, participating in family activities, skiing, and traveling.

Liam Hayes is a Financial Consultant currently working at Fidelity Investments since 2021. He has built a career focused on financial planning and investment consulting, aiming to educate and assist clients in mapping out a strong financial future. Liam's professional experience includes roles at TD Ameritrade from 2018 to 2021, where he served as a Client Service Specialist, Business Development Specialist, and Financial Consultant. This progression reflects his expertise in client service, business development, and financial consulting within the investment industry.

Karan Sayal is a Planning Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he focuses on understanding clients' life goals and developing financial plans that support their long-term objectives. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments from 2021 to 2022, and has held positions as a Financial Consultant at E* Trade from 2019 to 2020 and as a Financial Advisor at Merrill Lynch from 2017 to 2019. His professional experience spans several years in the financial advisory field, where he has worked with clients to create tailored financial strategies. Karan values developing long-term relationships and providing ongoing support to clients throughout different stages of their lives. Outside of his professional work, Karan has personal interests that include spending time at the beach, cars, fitness, hiking, movies, and reading.

Julius Combes is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to identify and understand their goals, develop holistic financial plans, and provide investment strategies to help meet their needs. Julius has been with Fidelity Investments since 2019, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative, Investment Consultant, and Planning Consultant before becoming a Financial Consultant. This experience has provided him with a broad understanding of financial services and client relationship management. Outside of his professional work, Julius has personal interests that include fitness, food, football, social events, and movies.

Adam Low is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He is a CERTIFIED FINANCIAL PLANNER™ who works with individuals and families to develop investment plans tailored to their financial goals. Adam focuses on creating strategies that allow clients the freedom to dedicate time to their personal interests. He emphasizes building long-term relationships that extend beyond the current generation to support the financial success of future generations. Outside of his professional work, Adam enjoys fitness, social events with friends, golf, skiing, and swimming.

Will Martin is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2024 to 2026. He began his financial services career as a Private Client Banker at JPMorgan Chase from 2022 to 2024. Will focuses on educating individuals, families, and businesses through holistic planning and guidance. His professional experience spans multiple aspects of financial planning and client service within leading financial institutions. Outside of his professional work, Will engages in family activities, fitness, football, running, volunteering, and yoga.

Christopher DiMarco serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2004. In this role, he works closely with clients to understand their financial goals and concerns, developing comprehensive financial plans that align with their needs and objectives throughout various stages and events in life. His professional experience is focused on collaborating with clients to build and implement strategies that support their financial well-being. He has been with Fidelity Investments for an extended period, contributing to the firm's client advisory services.

Sam Herte is a Planning Consultant at Fidelity Investments, where he works collaboratively with clients and their Financial Consultants to develop and customize financial plans that meet unique family needs. In his role, he focuses on building financial plans, identifying strategies to enhance these plans, and maintaining clear communication throughout the process. Sam has been with Fidelity Investments since 2021, progressing through several roles. He began as a Senior Representative in Brokerage Operations from 2021 to 2024, then served as a Financial Representative from 2024 to 2025, followed by a position as Relationship Manager from 2025 to 2026, before assuming his current role as Planning Consultant in 2026.

Valentina Ciraolo is a Planning Consultant at Fidelity Investments, where she works closely with clients to develop comprehensive financial plans and customized strategies tailored to individual needs. She has been in this role since 2025. Valentina's professional experience includes positions as a Registered Customer Services Representative at Morgan Stanley from 2024 to 2025, a Customer Services Representative at Etrade from 2023 to 2024, and a Financial Representative at Fidelity Investments from 2022 to 2023. This progression reflects her growing expertise in financial services and client support. Outside of her professional career, Valentina has interests in art, biking, fitness, music, reading, and scuba diving.

Jane Pless is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of her advisory role, she has been involved with F45 Training North Paramus since 2023. 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 analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Grant Gillan is a Financial Consultant at Fidelity Investments, with experience in various consulting roles within the company since 2022. He has served as an Investment Consultant, Planning Consultant, and Workplace Planning Consultant, gaining comprehensive experience in financial advisory services. As a CERTIFIED FINANCIAL PLANNER®, Grant focuses on understanding clients' unique goals and needs to develop personalized financial strategies. His approach involves leveraging Fidelity's resources to provide guidance designed to help clients navigate their financial futures confidently. Outside of his professional work, Grant has interests in art, fitness, gardening, reading, skiing, and traveling.

Linoy Mathew is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2016. She has been with Fidelity Investments since 2011, having progressed through roles including Investment Consultant and Financial Consultant before her current role. Her experience spans various aspects of financial consulting, partnering with individuals, families, and organizations to provide clarity for their financial futures. She holds a California Insurance License, supporting her expertise in the financial services sector. Outside of her professional work, Linoy Mathew's interests include comedy, family activities, fitness, museums, and reading.

Jake Terhune is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2020. He is a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience in the financial services industry. Prior to his current role, Jake was a Vice President and Financial Solutions Advisor at Merrill from 2015 to 2020. Jake's expertise includes working with high-net-worth individuals and families, focusing on goal-based planning. He graduated magna cum laude, reflecting his commitment to academic excellence. Outside of his professional work, Jake enjoys boating, attending concerts, cooking and baking, spending time at the lake, and caring for his pets.

John Alatzas is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including IMC Financial Markets and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with a noted use of systematic methodologies and regulatory registrations uncommon among large institutional peers.

Joseph Hilzinger is a Financial Consultant at Fidelity Investments, where he has been employed since 2025. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2022 to 2025. His professional experience also includes participation in the Financial Consulting Academy at Charles Schwab from 2021 to 2022 and working as a Financial Advisor at One Team Financial Group LLC. from 2020 to 2021. As a CERTIFIED FINANCIAL PLANNER®, Joseph collaborates with his planning team to create personalized financial strategies that align with clients' individual goals. He focuses on understanding each client's unique circumstances to provide guidance on retirement planning and managing other significant financial milestones. With access to Fidelity's resources, he strives to deliver a tailored and comprehensive financial planning experience. Outside of his professional work, Joseph has interests in baseball, fitness, food, golf, hiking, and traveling.

Nadia Egas is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as a Planning Consultant at Fidelity Investments from 2021 to 2025. Nadia also has experience as a Private Client Banker at JP Morgan Chase, where she worked from 2016 to 2021. In her professional practice, Nadia partners with clients to understand their short- and long-term financial goals and develops customized financial plans to meet their individual needs. She emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency. Outside of her professional work, Nadia enjoys gardening, horseback riding, movies, photography, soccer, and swimming.

Nathan Cusack is a Financial Consultant at Fidelity Investments, where he has been working since 2024. In this role, he collaborates closely with clients and their Financial Consultants to develop comprehensive financial plans that align with clients' financial aspirations. Prior to his current position, Nathan gained experience as a Relationship Manager at Fidelity Investments from 2022 to 2024 and as a High Net Worth Service Associate at the same company from 2021 to 2022. Before joining Fidelity Investments, he worked as a Financial Advisor at Equitable Advisors from 2020 to 2021. Outside of his professional responsibilities, Nathan engages in fitness, movies, outdoor adventures, reading, and skiing.

Mark Dunkley is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works as part of a planning team to develop tailored financial solutions that align with clients' goals and aspirations. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2022 to 2024. Throughout his career at Fidelity Investments, Mark has focused on understanding clients' needs by listening attentively and asking pertinent questions. His approach emphasizes building meaningful relationships that extend beyond transactions to provide exceptional service. Outside of his professional role, Mark has interests in board games, comedy, concerts, fitness, and music.

Yvan Medard is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Equitable Advisors LLC, Skechers, Northwestern Mutual, and Sequel Youth Services. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that draw on mutual funds, ETFs, and ETPs.

Mark Anthony Quinn is a Financial Consultant who collaborates with clients to create personalized and comprehensive financial plans. He works closely with clients to understand their meaningful life goals and connects those insights to tailored financial strategies. Supported by Fidelity's resources and tools, he aims to provide thoughtful guidance to foster confidence and lasting peace of mind. Prior to his current role, Mark was a Licensed Relationship Banker at Citizens Bank from 2019 to 2020. His professional experience includes client relationship management and financial services. Outside of his professional work, Mark has interests in art, comedy, music, outdoor adventures, and volunteering.

Vladislav Savenkov is an Investment Consultant at Fidelity Investments, where he supports clients in designing tailored financial strategies that align with their individual goals. He collaborates closely with individuals and families to provide clear guidance, simplifying complex financial decisions and empowering informed choices. Prior to his role at Fidelity Investments, Vladislav worked as a Financial Solutions Advisor at Merrill Lynch from 2021 to 2024. His professional experience centers on investment consulting and financial advisory services. Outside of his professional work, Vladislav has personal interests in fitness, museums, music, and skiing.

Terence Jones is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2022, where he has also worked as an Investment Consultant and Financial Representative. Prior to his current tenure at Fidelity, he was a Private Client Banker at JP Morgan Chase Bank from 2020 to 2022. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor®, Terence focuses on building long-lasting relationships with clients and creating individualized financial plans that align with their specific goals. His approach centers on collaborative planning and helping clients achieve financial success. Outside of his professional work, Terence has interests in baseball, cooking and baking, fitness, golf, reading, and traveling.

Andrew Samori is a Financial Consultant at Fidelity Investments, where he collaborates with clients to design and implement financial blueprints aimed at achieving their retirement goals. He focuses on developing, executing, and maintaining comprehensive plans that target long-term financial objectives. Andrew's professional experience includes roles as Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments from 2021 to the present. Prior to joining Fidelity, he worked as an Investment Advisor at Cetera Financial Group from 2020 to 2021. Outside of his professional career, Andrew has personal interests that include baseball, boating, fitness, food, and football.

Diana Conley is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2018, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked at Ameriprise Financial, serving as Client Service Manager and Administrative Assistant. Diana holds a California Insurance License. She focuses on building long-lasting relationships with clients and their families by understanding their unique goals and needs. Her approach involves working collaboratively to develop clear plans of action that empower clients to make informed financial decisions for themselves and their families.

Nicolas Bongiorno is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Strive Kitchen and Bar, GEN USA, and Metropolitan Capital Tax and Wealth Management. 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 that incorporates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Stephen Poling is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2013. He brings extensive experience to his role, having served previously as an Investment Consultant and Central Relationship Manager within the same firm. His professional expertise is informed by his background as a business owner and real estate investor, enabling him to provide comprehensive guidance on investment strategies and retirement planning tailored to high-net-worth families. Stephen holds a California Insurance License. Outside of his professional responsibilities, Stephen is engaged in family activities, fitness, outdoor adventures, and parenthood, reflecting his personal commitments and interests.

Thomas Jardim is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he leads a team focused on delivering comprehensive, client-centered financial strategies that evolve with clients' needs. He has been with Fidelity Investments since 2012, progressing through roles including Vice President, Regional Planning Consultant (2023-2026); Wealth Planner (2018-2023); Financial Consultant (2014-2018); and Investment Consultant (2012-2014). Prior to joining Fidelity, he worked as Investor Services Advisor at Merrill Lynch (2010-2012), Internal Wholesaler at Sunamerica Capital Services (2008-2009), and Financial Advisor at Chester Financial Group (2006-2008).

Jason Lobato is a Financial Consultant at Fidelity Investments, where he has worked since 2019. He has held various roles within Fidelity since 2014, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Registered Representative at Global Arena Capital Corp from 2013 to 2014. As a Certified Financial Planner™, Jason collaborates closely with individuals to develop personalized and comprehensive investment plans. He utilizes Fidelity's resources along with his professional experience to assist investors in making informed decisions about their financial futures. Jason is committed to becoming a trusted advisor by understanding his clients personally and helping them manage uncertainties and concerns. Jason holds a California Insurance License. Outside of his professional work, he enjoys family activities, hiking, movies, outdoor adventures, and parenthood.

Andrew Wampler is the Branch Leader at Fidelity Investments' Wall Street NYC Investor Center. In this role, he leads a team dedicated to partnering with clients to develop comprehensive financial plans and implement strategies aimed at helping clients achieve their financial goals. Andrew has been with Fidelity Investments since 2018, progressing through various roles including Investment Consultant, Financial Consultant, Vice President Financial Consultant, and currently Branch Leader. Prior to Fidelity, he held positions at Regions Bank, Landmark Bank, and Central Bank of Boone County, gaining experience in financial consulting, team leadership, branch management, and relationship banking. He holds a California insurance license.