Paul Schulman is the Branch Leader at Fidelity Investments, a role he has held since 2025. In this position, he focuses on developing high-performing teams, delivering exceptional client outcomes, and fostering a culture of integrity, collaboration, and growth. He is also passionate about coaching advisors, driving strategic execution, and building long-term value for clients and associates alike. Paul's professional experience includes serving as a Financial Consultant at Fidelity Investments since 2022. Prior to this, he held the positions of Vice President and Financial Consultant at Charles Schwab from 2018 to 2022, and Associate Financial Consultant at Charles Schwab from 2015 to 2018. He began his career as a Financial Advisor at Spartan Capital Securities from 2012 to 2015. Outside of his professional career, Paul enjoys baseball, spending time at the beach, bowling, exploring food, watching movies, and parenthood.

Hayley Rieman is an Investment Consultant at Fidelity Investments, a position she has held since 2024. Prior to this role, she served as a Financial Representative at Fidelity Investments from 2023 to 2024. In her current capacity, she focuses on taking a holistic approach to understand her clients' financial situations and acts as a planning partner to help them achieve their financial goals. Hayley works closely with clients and their families to navigate various life stages, ensuring that their investments remain aligned with their specific needs and objectives. She is dedicated to uncovering and identifying opportunities that contribute to clients' financial well-being. Outside of her professional role, Hayley has personal interests including boating, food, football, social events with friends, golf, and spending time with pets.

Stephen Conn is a financial advisor at Fidelity with Series 63 and Series 66 registrations and three years of industry experience. He previously worked at Providence College and held various roles including at T.K.O. Malley's Sports Cafe and Marshfield Public Schools. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Jacqueline Engel is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been associated with Fidelity Investments since 2020, previously working as a Planning Consultant from 2022 to 2024 and as a Financial Consultant from 2020 to 2022. Prior to this, she served as a Financial Advisor at Northwestern Mutual from 2016 to 2020. Jacqueline specializes in partnering with clients to co-create financial road maps that empower investment decision-making aligned with their goals. She holds a CA Insurance License and identifies as a CERTIFIED FINANCIAL PLANNER. Her approach emphasizes detailed-oriented service and dedicated client support. Outside of her professional work, Jacqueline enjoys comedy, family activities, pets, skiing, soccer, and tennis.

Abby Newell is a Financial Consultant at Fidelity Investments. In this role, she supports clients and their families by acting as an advocate to ensure their voices are heard. Abby focuses on listening to clients' experiences, understanding their concerns and goals, and working with them to develop comprehensive financial plans and investment strategies tailored to their individual needs. She emphasizes forming strong relationships with clients based on trust and integrity. Abby has held multiple roles at Fidelity Investments since 2021, including Regional Center Planning Consultant, Investment Solutions Representative at various levels, High Net Worth Associate, and Customer Relationship Advocate. She holds insurance licenses for Arkansas and California. Outside of her professional work, Abby enjoys hiking, movies, pets, reading, skiing, and traveling.

Dennis McGinley is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their unique short- and long-term goals. He emphasizes the importance of building strong relationships with clients and their families, fostering trust, reliability, and competency in his work. Dennis has been with Fidelity Investments since 2013, holding various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Central Relationship Manager. Prior to his tenure at Fidelity, he served as Vice President of Institutional Sales at Knight Capital Group from 1995 to 2012. Outside of his professional career, Dennis enjoys activities such as beach outings, boating, fishing, football, golf, and skiing.

Ethan Malinow is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes positions at Elon University and the Competition Auto Group. Outside of his financial career, he operated a business creating Snapchat filters from 2018 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves as an advisor to multiple registered investment companies.

Alex Horley is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their lifestyles and financial situations in order to develop strategies that align investments with their financial goals. He has been with Fidelity Investments since 2021, progressing through various roles that include Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. This experience has provided him with broad exposure to investment products and client relationship management within the financial services industry.

Barry Wayne is the Vice President and Branch Leader at Fidelity Investments, overseeing the Bryant Park NYC Investor Center. In this role, he focuses on creating a client experience that emphasizes understanding individual financial goals and delivering tailored financial plans aligned with Fidelity's service approach. Barry has extensive experience in the financial services industry, holding various positions since 1999. Prior to his current role, he served as Divisional Sales Manager, Manager of the Private Client Group, Branch Manager, and Financial Consultant at TD Ameritrade from 2010 to 2021. Before that, he worked as a Private Banker-Financial Advisor at Wells Fargo and began his career as a Mortgage Loan Originator. Outside of his professional responsibilities, Barry has interests in boating, concerts, golf, parenthood, singing, and traveling.

Giacomo Parente is a Financial Consultant currently working at Fidelity Investments since 2022. He has over two decades of experience in the financial services industry, having served in roles such as Senior CFP Financial Advisor at Vanguard, Private Client Advisor at JPMorgan Chase, and Financial Consultant at Alliant Credit Union. Giacomo's career also includes positions at Bank of America, Merrill Lynch, and Wells Fargo. As a Certified Financial Planner™, he focuses on helping families, professionals, and business owners navigate important financial decisions through personalized financial plans tailored to clients' goals and priorities. His expertise encompasses retirement planning, investing for the future, and wealth preservation. Giacomo holds a California Insurance License. Outside of work, he enjoys cooking and baking, exploring food cultures, outdoor adventures, sailing, tennis, and traveling.

Sammie Nweiran is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. Prior to this, Sammie was a Financial Consultant at Fidelity Investments from 2021 to 2025. Sammie has held several positions in the financial services industry, including Vice President, Private Client Advisor at JPMorgan from 2020 to 2021, and Private Client Banker at JPMorgan Chase Bank from 2018 to 2020. Earlier in the career, Sammie worked as a Financial Advisor at Merrill Lynch from 2018 to 2019 and at Reddington Advisory Group, an office of MassMutual, from 2017 to 2018. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Sammie focuses on building long-lasting relationships and helping clients work towards financial success. Sammie emphasizes the importance of leading with a financial plan to collaboratively address goals such as retirement, saving for a home purchase, or college funding. Sammie is dedicated to understanding each client's unique situation and providing guidance as a trusted advisor.

Keith Meyer is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2014. Outside of his advisory role, Meyer operates a side business selling personal memorabilia. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Evan Hayes is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. In his role, Evan partners with clients to simplify financial decisions supporting their short- and long-term goals. He approaches financial planning by understanding each client's unique circumstances, fostering long-term relationships based on trust, responsiveness, and thoughtful advice for clients and their families. He holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of his professional work, Evan is interested in family activities, fitness, hiking, outdoor adventures, traveling, and volunteering.

David Park is a Vice President and Financial Consultant at Fidelity Investments, where he is part of a wealth planning team focused on delivering client-centered financial experiences. He has been in the financial industry for over twenty years, working collaboratively to support clients in building their Fidelity experience according to their individual goals. David's professional background includes roles as Vice President Financial Consultant at Charles Schwab from 2019 to 2022, Branch Manager and Senior Financial Consultant at TD Ameritrade between 2009 and 2018, and Senior Comprehensive Financial Consultant at American Express from 2004 to 2009. He holds a California Insurance License. Outside of his professional work, David enjoys comedy, family activities, food, football, movies, and spending time with his pets.

Haley Truchan is a Financial Consultant at Fidelity Investments, where she partners closely with clients to develop, implement, and maintain comprehensive financial plans. She emphasizes a personalized, one-on-one relationship that extends beyond the initial consultation, regularly reviewing and refining strategies to align with clients' evolving goals. Haley has been with Fidelity Investments since 2020, progressing through roles including Sales and Deployment Intern, Workplace Planning Consultant, and Investment Consultant before assuming her current position in 2024. Her experience covers a range of financial planning and investment consulting services. Outside of her professional role, Haley's personal interests include fitness, Pilates, skiing, traveling, and yoga.

Anne Wright is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked for Songwon International Americas for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and delivering model portfolios using systematic methodologies.

Michael Campbell is a Financial Consultant based in the Bryant Park branch. He focuses on understanding clients' individual needs and priorities to develop comprehensive financial plans tailored to their personal and financial goals. This approach supports building long-lasting and trustworthy relationships with clients. His professional experience includes roles such as Assistant Vice President Financial Solutions Advisor at Merrill Lynch from 2022 to 2023, High Net Worth Representative at Fidelity Investments from 2021 to 2022, and Senior Investment Consultant at Merrill Lynch from 2019 to 2021.

Jenny Eid is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. Prior to this role, she worked at TD Ameritrade where she gained experience as a Financial Consultant from 2018 to 2020 and as a Business Development Specialist in 2018. Jenny focuses on partnering with clients to understand their financial goals and developing customized financial plans tailored to their evolving needs. She emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Her professional experience spans various roles within the financial services industry, contributing to her expertise in financial consulting and business development. Outside of her professional work, Jenny has interests in cars, comedy, concerts, cooking and baking, tennis, and volunteering.

Celeste Bevilacqua is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2018. In this capacity, she works with clients to develop tailored financial plans and wealth strategies that focus on income, growth, protecting assets, and wealth transfer. Prior to this, she was a Financial Consultant at Fidelity Investments from 2016 to 2018 and a Financial Advisor at Edward Jones from 2013 to 2016. With over 20 years of financial experience, Ms. Bevilacqua has held various leadership roles, including Vice President positions at ING, Global Capital Acquisition, Protective Life, Jefferson National Life, Lincoln Financial, and Allmerica Financial. Her expertise spans business development, marketing, institutional distribution, and sales management within the financial services industry. She holds a California Insurance License. Outside of her professional life, Ms. Bevilacqua's personal interests include art, biking, cooking and baking, outdoor adventures, theater, and traveling.

Emma Thornton is a Financial Consultant at Fidelity Investments, where she supports clients in financial planning and works to empower them through education and technology to co-create plans that reflect their priorities and needs. She has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Before joining Fidelity, Emma worked as a Financial Advisor at UBS Financial from 2018 to 2020 and was a Syndicated Loan Trading Specialist at Wells Fargo between 2017 and 2018. She also gained early experience as a Financial Analyst Intern at Siemens from 2015 to 2017. Emma's interests outside of work include music, pets, pilates, soccer, traveling, and yoga.

Mark Arenas is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at firms including Keller Williams, TD Ameritrade, NewDay USA, and Capital One. Prior to his advisory roles, he was employed at the University of Delaware. Mark 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, offering services such as discretionary and non-discretionary advising, fund advisory, and model portfolio delivery.

Jack Becker is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to understand client needs and goals. He focuses on building long-term relationships based on trust and collaboration to develop strong financial plans for clients. Jack has been with Fidelity Investments since 2018, progressing from Financial Representative to Relationship Manager, and currently serving as a Planning Consultant since 2023. His experience spans client relationship management and financial planning. Outside of his professional role, Jack has personal interests in baseball, beach activities, football, golf, and movies.

Sam Carrasquillo is a Financial Consultant currently working at Fidelity Investments since 2022. He applies his experience and knowledge to collaborate with individuals and their families in creating and executing comprehensive financial plans tailored to their specific goals. Prior to his current role, Sam held the position of Managing Director at UNFCU Advisors LLC from 2018 to 2022 and at Raymond James from 2015 to 2018. These roles contributed to his extensive experience in financial consulting and management. Outside of his professional activities, Sam is engaged in family activities and enjoys fitness, football, hiking, and music.

Tyler Petersen is a financial advisor with Fidelity in New York, NY, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior roles include positions at Greenbrier Golf and Country Club and teaching at John Cabot University and the University of Kentucky. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction while overseeing affiliated sub-advisers and applying systematic investment approaches.

Daniella Weldon is an Investment Consultant at Fidelity Investments, where she works closely with clients to develop financial plans aligned with their goals, priorities, and values. Her approach emphasizes thoughtful planning to help clients feel confident and prepared for their financial future. Her professional experience at Fidelity includes serving as a Financial Representative from 2025 to 2026 and as a Financial Services Representative from 2024 to 2025. Throughout these roles, she has focused on guiding clients through various financial decisions. Outside of her professional duties, Daniella enjoys family activities, hiking, visiting museums, scuba diving, and traveling.