Kenneth Pollard is a Planning Consultant at Fidelity Investments, where he assists clients and their families in navigating financial planning by developing customized strategies for personal and financial harmony. He has been with Fidelity Investments since 2021, progressing through roles including Relationship Manager, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, Kenneth gained experience as a Data Intelligence Intern at Natixis Investment Managers in 2020. His professional background reflects a focus on client service and financial planning within the investment management industry. Outside of his professional role, Kenneth has interests in cars, fitness, football, movies, music, and skiing.

Jack Foley is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2025. Jack's approach focuses on collaboration and education, aiming to empower clients to make informed financial decisions through a partnership based on trust, transparency, and a long-term commitment to success. Outside of his professional career, Jack has personal interests that include football, golf, movies, music, snowboarding, and traveling.

Maddie Hasson is a Financial Consultant at Fidelity Investments. She works with individuals and families to develop customized financial plans that align with their unique goals and preferences. Maddie has been with Fidelity Investments since 2021, holding roles as a Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant. Her experience spans client relationship management and investment consulting. Outside of her professional career, Maddie enjoys reading, running, and traveling.

Erich Cassidy is the Vice President, Wealth Planner, specializing in creating tailored financial strategies that address the complexities of wealth planning, insurance, investments, and estate planning. He focuses on understanding and fulfilling the unique needs of each client to ensure their wealth grows, is protected, and aligns with their life goals. Erich has extensive experience in financial planning, having served as a Senior High Net Worth Financial Advisor at Vanguard from 2022 to 2024, a Senior Financial Planner at EP Wealth Advisors from 2020 to 2022, and a Senior Financial Planning Case Consultant at Mass Mutual from 2010 to 2020. Outside of his professional career, Erich enjoys biking, hiking, outdoor adventures, and traveling.

Caleb Manuel is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to each client's unique planning needs. He has been with Fidelity since 2023, progressing through roles including Customer Relationship Associate, High Net-Worth Associate, and Central Relationship Manager before assuming his current position in 2026. Prior to joining Fidelity, Caleb served as a Financial Advisor and Senior Portfolio Advisor at Merrill Wealth Management from 2025 to 2026. Throughout his career, Caleb has gained experience in client relationship management and portfolio advisory, focusing on delivering personalized financial planning services. His professional background spans multiple roles within the financial services industry, equipping him with insights into client engagement and wealth management. Outside of his professional commitments, Caleb has interests in baseball, cars, skiing, and traveling.

Avery Krasnow is an Investment Consultant at Fidelity Investments, a role held since 2025. They work directly with clients to develop personalized financial strategies that align with their individual goals, using Fidelity's planning tools. Avery's professional background includes experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. This progression demonstrates a focus on client relationships and financial planning within the firm. Outside of work, Avery has personal interests in board games, cooking and baking, exploring food, caring for pets, pilates, and puzzles.

Dean Colvin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity since 2015, progressing through roles including Investment Consultant and Financial Consultant. Prior to joining Fidelity, Dean worked as a Financial Advisor at UBS Financial Services and Morgan Stanley Wealth Management. As a Certified Financial Planner, Dean supports clients across a broad range of planning topics, focusing on creating comprehensive financial plans and ongoing communication strategies tailored to individual preferences. He holds a California Insurance License. Outside of his professional work, Dean's personal interests include baseball, boating, cooking and baking, fitness, golf, and volunteering.

Kevin Pitkin is a Financial Consultant at Fidelity Investments, where he partners with clients to develop and maintain personalized financial plans that align with their goals. He provides ongoing guidance to help clients navigate financial decisions with clarity and confidence. Kevin has held various roles within Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Relationship Manager at TD Ameritrade Institutional and as a Financial Advisor at Merrill Lynch. Outside of his professional work, Kevin has interests in music, parenthood, running, skiing, surfing, and tennis.

Kierra Coke is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her prior roles include positions at Bank of America and Starbucks, as well as time spent in full-time education and at Lynn University. She is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jessica Runkel is a Vice President and Financial Consultant at Fidelity Investments. In her current role, she partners with clients to understand their unique goals, co-create financial plans, monitor those plans over time, and help clients navigate life changes. She emphasizes providing financial peace of mind and values working for a firm that prioritizes clients and aligns with her own professional principles. Jessica has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and now Vice President, Financial Consultant. She holds a California Insurance License, supporting her expertise in financial planning and insurance matters. Outside of her professional work, Jessica enjoys beach activities, cooking and baking, family events, fitness, socializing with friends, and traveling.

Natalie Ward is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She joined Fidelity Investments as a Financial Consultant in 2017 and served in that role until her current appointment. Prior to joining Fidelity, she worked as an Associate in Institutional Fixed Income, Mortgage-Backed Securities at Morgan Stanley & Co. from 1987 to 1990. In her role as a financial consultant, Natalie works with clients to understand their goals and preferences for investing. Her services include planning for retirement, generating income, tax-efficient investing, and addressing estate planning considerations. She takes a comprehensive approach by reviewing a client's entire financial situation and collaborating with them to develop customized strategies. Outside of her professional work, Natalie enjoys activities such as spending time at the beach, participating in family activities, fitness, visiting museums, reading, and attending theater events.

Matthew Garry is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2013. In his role, he assists high net worth clients in building and maintaining solid financial plans by utilizing the services and resources available at Fidelity. He focuses on understanding his clients' specific needs to help develop efficient long-term strategies. Matthew's experience in the financial services industry spans over a decade, beginning as a Financial Representative at Northwestern Mutual from 2011 to 2013. He then joined Fidelity Investments, progressing through roles including Financial Representative, Investments Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Outside of his professional work, Matthew has interests in baseball, the beach, cars, golf, and music.

Joshua Della Puca is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Workplace Planning Consultant, Financial Representative, and Investment Consultant. His career at Fidelity has been focused on partnering with clients to understand their personal and financial goals and developing strategies that align with these objectives. Joshua employs a holistic approach to financial consulting, aiming to build long-lasting relationships based on reliability and trustworthiness. His experience spans several facets of financial planning and investment consulting, supporting clients in achieving their financial goals through tailored strategies.

Alexander Caches is an advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. 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 uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, and it applies systematic methodologies alongside oversight controls to manage potential conflicts of interest.

Jackson Morgan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Northwestern Mutual and Gentle Giant Moving Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Jorge Villalobos is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he works with a select group of clients to help them maintain financial focus and pursue the financial goals important to them and their families. He collaborates closely with clients to explore opportunities their wealth can provide and advises on strategies to harness its potential throughout their lives. Prior to joining Fidelity, Jorge held positions including Senior Wealth Manager at USAA Wealth Management from 2011 to 2016, Senior Life Insurance Wholesaler at Prudential Financial from 2007 to 2011, and Financial Advisor at Ameriprise Financial from 2003 to 2006. His professional experience spans various aspects of wealth management and financial advising. Outside of his professional activities, Jorge enjoys activities such as spending time at the beach, attending concerts, family activities, golf, movies, and traveling.

Niko Rufo is a financial advisor with Fidelity in New York, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Prior to his career in finance, he was employed at Route 16 Auto Brokers from 2013 to 2017. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and engages in management and oversight of multi-manager and fund-of-funds structures.

Adam Chera is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citizens Securities Inc., Merrill, Bank of America, and J.P. Morgan. He also spent three years at Rutgers University early in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Neil Fins is the Vice President and Branch Leader at the Lincoln Center Investor Center. In his role, he leads, coaches, and develops financial professionals to help them reach their full potential while assisting clients with their financial needs. He has held various leadership positions throughout his career, including Vice President Branch Leader at Fidelity Investments since 2026, Branch Leader at Fidelity Investments from 2022 to 2026, Market Leader at Bank of America Merrill Lynch from 2018 to 2022, and Financial Advisor at Bank of America Merrill Lynch from 2011 to 2018. Outside of his professional responsibilities, Neil has interests in comedy, concerts, family activities, food, music, and traveling.

Eric Andress is a Planning Consultant at Fidelity Investments, where he works as part of the Wealth Management Team to engage and build relationships with clients to help identify and work toward their financial goals. He has been with Fidelity Investments since 2018, progressing through roles including Customer Service Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. Eric's professional experience covers client relationship management and financial planning. His progression within Fidelity Investments reflects his focus on supporting clients in their financial objectives. Outside of work, Eric's personal interests include baseball, fitness, football, music, and pets.

Ramsay Matthews is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Santander and various engagements at Syracuse University, including work with the Shaw Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alex Antonucci is a Financial Consultant currently working at Fidelity Investments. In this role, Alex collaborates with clients across various life stages to develop comprehensive, goal-based financial plans. Alex has accumulated experience in the financial services industry through positions at Fidelity Investments, including Investment Consultant and High Net Worth Service Associate, as well as prior roles at J.P. Morgan Chase as a Private Client Banker and at AXA Equitable as a Financial Professional. Outside of work, Alex's personal interests include fitness, golf, movies, pets, running, and traveling.

Thomas Breault is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. As a Certified Financial Planner, he partners with individuals and families to develop, implement, and monitor financial plans tailored to their unique financial goals. He has been with Fidelity for over 11 years, during which time he has held several positions including Financial Consultant, Investment Consultant, Central Relationship Manager, and Financial Representative. His professional experience includes a progression of roles within Fidelity Investments starting in 2014, providing him with a broad perspective on client needs and investment strategies. His approach centers on guiding clients with integrity throughout the financial planning process. Outside of his professional responsibilities, Thomas has personal interests in baseball, football, golf, music, photography, and traveling.

Evan Wicenski is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Equitable Advisors and various positions outside finance, including work at hardware stores and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also advises registered investment companies and develops model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Matthew Bernot is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients at various stages of life to develop personalized, comprehensive, and goal-based financial plans. His professional experience includes several roles at Fidelity Investments, advancing from Investment Solutions Representative to Investment Consultant before becoming a Financial Consultant in 2024. Prior to joining Fidelity, he was a Registered Representative at Equitable Advisors from 2020 to 2021. Outside of his professional work, Matthew has personal interests that include baseball, fitness, food, football, movies, and pets.

Kevin Gibson is a CFP®-certified financial advisor at Fidelity with 13 years of industry experience. He previously worked at Merrill Lynch for 12 years and at Voya Financial Advisors for one year. Gibson is based in New York, NY. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing diversified model portfolios.

Aidan Scattaregia is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at American Airlines and held various roles at East Carolina University and in small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.