Henry Flood is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles as Investment Consultant and Planning Consultant before assuming his current position in 2024. Prior to joining Fidelity, he worked as a Financial Advisor at Prudential Financial from 2019 to 2021. His work involves understanding clients' financial goals and current situations to develop plans aimed at achieving a successful future. This approach reflects his professional focus on personalized financial planning and consultation.

Alec Federico is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to help them understand investing complexities and develop financial road maps tailored to their changing life circumstances. His approach emphasizes comprehensive and collaborative goals-based planning. Prior to joining Fidelity Investments, Alec served as Vice President- Private Client Advisor at JP Morgan Chase from 2020 to 2023. Before that, he was a Private Wealth Advisor at LPL Financial from 2017 to 2020. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Julianna Halasz is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Her background includes roles at Fidelity Investments, Northeastern University, Wayfair, and involvement with the Young Men's Christian Association. Outside of finance, she operates Halasz Tutoring and Childcare, a business she has managed for over ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and AI-driven research, as well as its advisory roles to registered investment companies and delivery of model portfolios through Fidelity Institutional Wealth Adviser.

Charles McFarland is a Planning Consultant at Fidelity Investments, where he partners with clients to develop and implement personalized financial plans using Fidelity's tools and resources. He focuses on understanding each client's financial situation and goals to tailor plans that align with their aspirations. Prior to his current role, Charles worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. Before that, he was a Wealth Management Client Associate at Merrill Lynch from 2020 to 2022. Outside of his professional work, Charles has interests in beach activities, fitness, football, outdoor adventures, swimming, and traveling.

Nicole Turi is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position she has held since 2017. She has been with Fidelity Investments since 2010, progressing through roles including Vice President, Financial Consultant and Financial Consultant. Prior to joining Fidelity, Nicole worked as a Financial Advisor at The Simon Group and Ameriprise Financial. Nicole's professional focus is on assisting clients who face complex intersections between family and financial matters. She emphasizes gaining a true understanding of what is important to her clients in order to provide insights that support their goals. Outside of her professional work, Nicole has an interest in cooking and baking, as well as football.

Edward Monaco is a CFP®-certified financial advisor with 34 years of industry experience, currently serving at Fidelity. He has held various roles within Fidelity since 1990, including positions at Fidelity Portfolio Advisory Services and Fidelity Personal and Workplace Advisors. Monaco is also a Board of Trustee member at Midway University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of models and advisory solutions.

Elizabeth O'Leary is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she partners with clients and their families to support their financial needs. She collaborates with the team to service portfolios and connect clients with the resources offered by Private Wealth Management. Elizabeth has been with Fidelity Investments since 2008, progressing through roles including Financial Representative, Relationship Manager, and Wealth Management Planning Consultant before assuming her current position in 2024. Her experience spans various aspects of wealth management and client relationship services. Outside of her professional role, Elizabeth enjoys family activities, social events with friends, hiking, outdoor adventures, and traveling.

Valerie Freiberg-Adjemov is the Vice President Private Wealth Management Advisor at Fidelity, a position she has held since 2025. She has been with Fidelity Investments since 2012, advancing through roles including VP Wealth Planner from 2018 to 2025 and Financial Consultant from 2012 to 2018. Prior to her tenure at Fidelity, Valerie held positions such as Financial Consultant at LPL Financial, Regional Vice President at John Hancock and Allstate Financial, Director at John Hancock, and Investment Specialist at GreenPoint Financial Advisors. With over 24 years of experience, Valerie has worked closely with clients to create and implement financial plans tailored to their individual needs. Her process emphasizes a personalized approach to understand client goals and the impact of their financial decisions. This extensive professional background spans private wealth management, financial consulting, and regional leadership roles in the financial services industry.

Frank Margiotta is an Investment Consultant at Fidelity Investments, where he has been serving clients since 2023. In his role, he focuses on understanding each client's personal and financial goals to develop tailored investment strategies. Frank emphasizes building relationships based on trust and integrity to support clients through Fidelity's financial planning process. Since joining Fidelity Investments, Frank has worked closely with clients to co-create financial plans and investment strategies. His approach centers on collaboration and aligning investment choices with clients' objectives to help them feel confident in their financial decisions.

Kristen Tesoriero is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as the primary contact for affluent investors and their families, assisting them in navigating the complexities of their financial plans. She is committed to providing service tailored to individual needs and preferences. Kristen has been with Fidelity Investments since 2014, initially serving as a Relationship Manager and advancing to her current senior role in 2019. Prior to joining Fidelity, she worked as a Client Relationship Manager at Inverness Counsel, LLC from 2017 to 2019. Her experience reflects a focus on client relationship management within the wealth management sector.

Stephen Strosser is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held multiple roles within the company, including Planning Consultant from 2019 to 2022, Relationship Manager from 2018 to 2019, and Financial Representative from 2017 to 2018. As a CERTIFIED FINANCIAL PLANNER™, Stephen focuses on creating honest, transparent, and thoughtful investment strategies tailored to help clients reach their financial goals. Stephen holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, he has interests in board games, fitness, golf, museums, reading, and running.

Erik Crepeau is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, initially serving as a Financial Consultant. Prior to his tenure at Fidelity, Erik worked as a Wealth Strategy Associate at UBS Financial Services Inc. from 2008 to 2015. With over 15 years of experience in the financial services industry, Erik focuses on creating customized financial plans tailored to meet the unique needs of families. His role involves acting as an advocate for clients to develop, improve, and maintain effective financial strategies. Outside of his professional work, Erik enjoys activities such as beach outings, golf, snowboarding, and spending time with his family.

Emily Wells is a Financial Consultant at Fidelity Investments, where she has been serving since 2025. Prior to her current role, she held various positions within the same company, including Planning Consultant, Relationship Manager, and Financial Representative, starting in 2021. As a CERTIFIED FINANCIAL PLANNER™, Emily partners with clients and their families to develop holistic financial plans tailored to their specific goals and changing circumstances. She emphasizes building long-standing, trust-based relationships with her clients. Outside of her professional responsibilities, Emily enjoys spending time at the beach, attending concerts, cooking and baking, socializing with friends, running, and traveling.

Patrick Viancourt is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their families to identify their key financial goals and collaborates with them to develop disciplined financial plans tailored to their individual circumstances. Patrick's experience at Fidelity includes positions as a Planning Consultant, Relationship Manager, and Account Service & Trading Associate, reflecting a progression in roles focused on client service and financial planning. Prior to joining Fidelity, he worked as a Business Development Representative at Equitable Advisors. Outside of his professional work, Patrick has interests in comedy, fitness, food, hiking, playing musical instruments, and movies.

Mackenzie Baker is a financial advisor at Fidelity with a Series 66 credential and serves in a role starting in 2024. Prior to joining the financial industry, Mackenzie has experience working in various roles including positions at several food service establishments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven tools in portfolio management.

Walker Connelly is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop and execute retirement, income, and wealth planning strategies. He brings his years of experience serving high net worth clients to his role, leveraging Fidelity's technology and investment platforms. Prior to joining Fidelity in 2023, Walker held the position of Financial Advisor - Associate Vice President at Alex. Brown - Raymond James from 2018 to 2023. Before that, he worked as a Client Relationship Manager at Bank of America Merrill Lynch within the Private Banking Investment Group from 2014 to 2018. Outside of his professional work, Walker has personal interests that include art, golf, museums, pets, and volunteering.

Matthew Klein is a Financial Consultant at Fidelity Investments, where he guides individuals and families through the company's financial planning process. He works with clients to create, implement, and monitor actionable financial plans focused on long-term goals. Matthew has held several roles in the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at AJF Financial from 2021 to 2022, and Wealth Management Analyst at Morgan Stanley from 2020 to 2021. His earlier experience includes positions as a Relationship Banker at JPMorgan Chase, Wealth Management Intern at Morgan Stanley and AXA, and an internship on the Executive Leadership Team at MassMutual. Outside of his professional work, Matthew has interests in cooking and baking, gardening, and soccer.

Charles Chan is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2012. He focuses on helping individuals, families, and business owners develop and implement financial plans tailored to their needs. Charles emphasizes a client-first personalized approach, leveraging Fidelity's resources and technology. Prior to joining Fidelity, Charles held positions at HSBC Securities as a Private Bank Relationship Officer and Premier Relationship Manager between 2006 and 2012. He started his career in financial services as a Branch Representative at Commerce Bank from 2003 to 2006. Charles holds a California Insurance License, supporting his work in wealth planning and financial consulting.

Kevin Foley is the Market Leader for Fidelity's New York City Market, overseeing seven branches in Manhattan. In his role, he is responsible for all aspects of the Investor Centers business and focuses on cultivating a culture that delivers a client experience aligned with Fidelity's Standards of care. Kevin has been with Fidelity Investments since 1999, progressing through various roles including Financial Consultant, Assistant Branch Manager, Vice President Branch Leader, and ultimately Market Leader starting in 2025. Prior to joining Fidelity, he worked as a Financial Representative at TD Waterhouse and as a Broker at Royce Investment. Outside of his professional responsibilities, Kevin enjoys boating, golf, and skiing.

Akobana Tcha is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, Tcha worked at CUNY Baruch College and Vitamin World. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.