Michael Andrito is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Wealth Management Trainee at Global Arena Capital in 2015. Michael is a CERTIFIED FINANCIAL PLANNER™ and holds a California Insurance License. He focuses on developing customized financial plans designed to grow and protect clients' wealth. Outside of his professional role, Michael enjoys football, hiking, music, outdoor adventures, running, and snowboarding.

Kate Trosset is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to enhance client relationships and manage day-to-day operations. Her role focuses on ensuring a seamless and high-quality experience for Fidelity clients. She has held various positions within Fidelity Investments since 2023, including Financial Representative and Relationship Manager, gaining experience in client service and relationship management. Through these roles, she has developed expertise in supporting financial professionals and contributing to client loyalty and satisfaction. Outside of work, Kate enjoys activities such as running, tennis, traveling, spending time at the beach, and participating in family and social events.

Sofia Brewington Williams is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Emma Ostrom is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. She has worked at Fidelity since 2023, with prior experience at Ameriprise Financial in 2022. Emma is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using a systematic approach across mutual funds, ETFs, and ETPs.

Stephen Finelli is Vice President and Financial Consultant at Fidelity Investments' Upper West Side office. He provides financial guidance to high net worth individuals and families, working collaboratively to build and implement comprehensive financial plans that align with clients' personal, professional, and financial goals. He has been with Fidelity Investments since 2013, initially serving as an Investment Consultant before assuming his current role in 2015. Stephen holds a California Insurance License. Outside of his professional work, Stephen has interests that include family activities, fitness, golf, parenthood, pets, and soccer.

George Milani is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2004. He has a total of 30 years of experience in the financial services industry, including positions as First Vice President Financial Consultant at Smith Barney from 2000 to 2004 and Financial Consultant at Prudential Securities from 1995 to 2000. He partners with clients to develop comprehensive financial plans aimed at achieving their goals. His work focuses on aligning investment strategies with client needs such as wealth accumulation, preservation, and income. George collaborates with his Wealth Management Team to provide a consistent level of service to clients. Outside of his professional role, George enjoys activities including spending time at the beach, gardening, watching movies, listening to music, running, and traveling.

John McMillen is a Planning Consultant at Fidelity Investments, where he collaborates within the Wealth Management team to provide financial planning and investment guidance. He has been serving in this role since 2025. Prior to becoming a Planning Consultant, John held several positions at Fidelity Investments, including Investment Solutions Representative from 2021 to 2025, Customer Relationship Advocate from 2020 to 2021, and Financial Services Associate from 2015 to 2020. John holds insurance licenses in Arkansas and California. Outside of his professional work, he is involved in activities such as fishing, fitness, reading, traveling, and volunteering.

Claire Alexander is a Planning Consultant at Fidelity Investments, a position she has held since 2024. In this role, she partners with aligned Financial Consultants to enhance client experiences and strengthen client relationships by providing ongoing support and gaining a deep understanding of clients' goals, priorities, needs, and concerns. She collaborates with both her team and clients to co-create financial plans tailored to unique goals and situations. Prior to her current role, Claire served as a Relationship Manager at Fidelity Investments from 2022 to 2024 and as a Financial Representative from 2021 to 2022. This progression reflects her continued experience in client relationship management and financial planning within the company.

Erica Owens is Vice President and Financial Consultant at Fidelity Investments. In her role, she partners with clients to provide holistic financial planning. She and her team work to create and implement customized financial plans aimed at achieving clients' goals. Erica has been with Fidelity Investments since 2015, progressing through roles from Financial Representative to Investment Consultant, then Financial Consultant, before becoming Vice President in 2020. Her experience encompasses various aspects of financial consulting and investment advising within the firm.

Dylan Isaacs is a Planning Consultant at Fidelity Investments, where he collaborates with clients as part of their Wealth Management team to help prepare and implement their financial plans. He has been with Fidelity Investments since 2021, holding roles including High Net Worth Service Associate and Relationship Manager prior to his current position. His professional experience encompasses client relationship management and service within the wealth management sector. Dylan holds an Arkansas Insurance License, supporting his work in financial planning and consulting. Outside of his professional responsibilities, Dylan has personal interests in fitness, hiking, outdoor adventures, tennis, and traveling.

Landon Alpaugh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Aon and Colby College, as well as involvement with Camp Dudley. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and creates model portfolios using systematic methodologies.

Kevin Frisoli is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Customer Relationship Advocate, High Net Worth Associate I, Investment Solutions Representative, Planning Consultant, and Investment Consultant before assuming his current position in 2026. In his role as Financial Consultant, Kevin provides comprehensive financial planning services, focusing on uncovering opportunities to consolidate assets, generate referrals, and implement client-specific plans. He develops engagement strategies tailored to each client's unique planning needs and adheres to Fidelity's client commitment standards to foster long-term client relationships. Kevin's professional experience reflects a consistent advancement within Fidelity Investments, emphasizing client-focused financial consultation and investment solutions.

Aidan O'Shea is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works closely with clients to understand their financial situations and co-create financial plans that align with their unique goals. Aidan has experience in various roles within Fidelity Investments, including Investment Consultant (2022-2023), Planning Consultant (2020-2022), Relationship Manager (2019-2020), and Financial Representative (2018-2019). He holds a California Insurance License.

Ryan Karsen is a Financial Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with high net worth clients and their families to co-create comprehensive financial plans and personalized investment strategies aligned with their goals and preferences. Ryan's experience at Fidelity Investments spans several positions since 2022, including Investment Consultant, Planning Consultant, Investment Solutions Representative I, and Customer Relationship Advocate. This progression reflects his involvement in various aspects of financial services, focusing on investment and planning solutions for clients.

Robert Cappadora is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013. In his current role since 2020, he partners with individuals and families to build personalized financial plans that align with their goals. His experience at Fidelity Investments spans various roles, including Financial Consultant, Investments Consultant, and Financial Representative, reflecting a sustained commitment to financial advisory services. Robert is a Certified Financial Planner™ and applies his expertise to assist clients in achieving their financial objectives.

Yaroslava Zaitseva is a Financial Consultant currently working at Fidelity Investments since 2025. Prior to this role, she served as an Investment Consultant at Fidelity Investments from 2023 to 2025. From 2020 to 2023, she worked as a Financial Solutions Advisor at Bank of America Merrill Lynch. In her professional capacity, Yaroslava collaborates with clients to develop comprehensive action plans aimed at achieving their financial goals. She focuses on exploring various strategies to assist clients in making informed financial decisions. Outside of her professional work, Yaroslava enjoys hiking, outdoor adventures, and swimming.

Ailish Sullivan is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients to provide holistic financial planning, working with her team to create and implement customized financial plans aimed at achieving clients' goals. Prior to her current role, Ailish served as a Relationship Manager at Fidelity Investments from 2021 to 2022, and as a Financial Representative at the same firm from 2020 to 2021. Her experience within Fidelity Investments has provided her with a comprehensive understanding of financial planning and client relationship management.

Michael DuMont is a Branch Leader at Fidelity Investments, a role he has held since 2026. In this capacity, he focuses on fostering a high-performance work culture by empowering associates to maximize their potential and assist clients with long-term financial planning. He has extensive experience within Fidelity Investments, having held various positions since 2004, including Director, Onboarding Leader; Workplace Planning Consultant Leader; Director of Sales; Director, Financial Consultants; and several senior management roles across different divisions. Prior to his current role, he also served as a Senior Manager in Individual Advisory Services at TIAA from 2016 to 2020. Throughout his career, Michael has developed expertise in leadership, financial consulting, onboarding, sales, retirement investment solutions, and trade support. No information about his education, credentials, personal interests, or community involvement has been provided.

Trey Endris is a Financial Consultant at Fidelity Investments, where he focuses on understanding clients' goals to co-create efficient and effective financial plans. He utilizes Fidelity's resources to implement customized plans tailored to each client's individual needs and objectives. Prior to his current role, Trey served as an Investment Consultant at Fidelity Investments from 2024 to 2025. His earlier experience includes positions as a Financial Advisor at Equitable Advisors from 2023 to 2024 and at Renaissance Financial Corp from 2020 to 2022. Outside of his professional work, Trey has interests in baseball, fitness, museums, outdoor adventures, and reading.

Jared Mullin is a Vice President and Wealth Planner with experience in financial consulting. He currently serves in this role, focusing on helping clients pursue their financial goals both in the present and throughout retirement. Jared has worked as a Financial Consultant at Fidelity Investments since 2020. Prior to that, he was a Financial Consultant at AXA Equitable LLC from 2014 to 2020. His professional background includes a broad mix of financial planning services. Outside of his professional work, Jared's personal interests include beach activities, fishing, golf, music, and traveling.

Matthew Subbiondo is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. He is responsible for leading his branch and aims to foster a high-performance work culture by empowering associates to maximize their potential and support clients in planning for their long-term financial well-being. Prior to his current position, Matthew served as Vice President and Senior Retail Branch Manager at E*TRADE Securities LLC from 2020 to 2023, and as a Branch Manager at the same company from 2014 to 2020. Throughout his career, he has gained extensive experience in branch leadership and client financial planning. Outside of his professional life, Matthew enjoys baseball, cooking and baking, family activities, gardening, golf, and traveling.

Kyle Monaco is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on collaborating with clients to develop comprehensive financial plans tailored to their unique goals. His approach involves creating strategies that address specific investment needs, including wealth accumulation, protection, and income. Prior to his current role, Kyle held several positions within Fidelity Investments, progressing from Financial Representative in 2021 to Investment Consultant in 2024. This experience has provided him with a broad understanding of financial planning and investment consulting. Kyle is a Certified Financial Planner (CFP®) and is committed to helping clients achieve peace of mind by accomplishing their financial objectives and alleviating concerns.

Anthony Salvi is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with clients to conduct thorough financial analyses and partners with them and a team of specialists to determine appropriate financial strategies based on their current situations. Prior to joining Fidelity Investments, Anthony worked as a Private Client Advisor at J.P. Morgan Chase from 2017 to 2021. He also gained experience as a Financial Advisor at Capital One Investing from 2016 to 2017. Outside of his professional work, Anthony has personal interests that include fitness, food, movies, and traveling.

Marycate Walker is a Planning Consultant at Fidelity Investments, where she collaborates with the Wealth Management team to assist clients in developing tailored financial plans. She began her career with Fidelity Investments in 2020 and has held several roles within the company, including Customer Relationship Advocate, Financial Representative, and Relationship Manager before assuming her current position in 2024. Her experience within Fidelity spans client relationship management and financial planning support.

Maxwell Goldfarb is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025, and as a Senior Portfolio Associate at Wells Fargo Advisors Financial Network from 2021 to 2024. In his professional capacity, Maxwell focuses on co-creating the foundation of financial plans and investment strategies with his clients, aiming to help them achieve better financial outcomes for themselves and their families. Outside of his professional work, Maxwell's interests include family activities, food, golf, music, tennis, and traveling.

Megan Knowles is a Financial Consultant at Fidelity Investments, a position she has held since 2016. She works closely with clients from diverse backgrounds to develop customized financial strategies tailored to their individual goals. Megan partners with her clients to create plans that they understand and feel comfortable with, aiming to help them accomplish their financial objectives. Megan has been with Fidelity Investments since 2013, holding several roles including Investment Consultant and Financial Representative. Over the years, she has gained experience in various aspects of financial consulting and investment advising. She holds a California Insurance License.

Nick Zarr is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works with clients to understand their financial situations and collaborates with them to develop plans aimed at achieving retirement and other investment-related goals. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2022 to 2024. Nick's experience in the financial sector includes roles such as Senior Investment Analyst at Deloitte from 2021 to 2022 and Marketing and Research Associate at Ladenburg Thalmann Asset Management from 2018 to 2021. His professional background spans investment consulting and financial analysis, contributing to his expertise in investment planning and client advisory.