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Bryan H
CFP®, Series 66
New York, NY
Fidelity
Bryan Hwang is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he serves as an advocate and trusted advisor to his clients and their families, partnering with them to develop financial plans aligned with their life goals. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, and Vice President, Financial Consultant before his current position in Private Wealth Management starting in 2019. This experience has provided him with a comprehensive understanding of financial consulting and wealth management. No additional information about his education, credentials, personal interests, or community involvement has been provided.
Hope H
Series 63, Series 66
New York, NY
Fidelity
Hope Hennessy is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Fidelity Brokerage Services LLC, The Vanguard Group, Inc., Locker Financial Services, LLC, and William Paterson University. Fidelity’s affiliate, 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, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.
Geoffrey B
Series 66
New York, NY
Fidelity
Geoff Burns is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2025. He has held various positions within the firm, including Wealth Management Planning Consultant from 2017 to 2025, Relationship Manager from 2010 to 2017, and Financial Representative from 2005 to 2010. Throughout his career, Geoff has focused on building mutual trust in professional financial relationships by emphasizing reliability, communication, and personal connection. His approach centers on delivering promised results and maintaining shared expectations with clients. Outside of his professional work, Geoff enjoys movies, music, singing, swimming, theater, and traveling.
Joseph C
Series 66
New York, NY
Fidelity
Joseph Cuti is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Amazon and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.
Alexander E
Series 63, Series 66
New York, NY
Fidelity
Alexander Emde is a Financial Consultant at Fidelity Investments, where he has been working since 2025. In this role, he focuses on helping clients develop sound financial plans that address both their short and long-term goals. He emphasizes open dialogue and partnership with clients to co-create effective plans and implement personalized strategies tailored to each client's objectives. Alexander's experience at Fidelity Investments includes progressively responsible positions such as Investment Consultant (2024-2025), Regional Investment Consultant (2023-2024), and Investment Sales Associate (2022-2023). Through these roles, he has gained expertise in investment consulting and sales, contributing to his current capacity as a financial consultant. Outside of his professional work, Alexander has interests in cooking and baking, fitness, football, golf, skiing, and tennis.
Andrew L
Series 66
New York, NY
Fidelity
Andrew Liles Jr is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank and Gamestop. Outside of his advisory role, he operates a mobile notary business as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including mutual funds and ETFs.
Nicholas D
Series 66, Series 63
New York, NY
Fidelity
Nick Di Palma is a Financial Consultant at Fidelity Investments. He works to build strong partnerships with clients, aiming to understand their personal and financial goals to develop comprehensive, tailored financial plans using Fidelity's resources. Nick has been with Fidelity Investments since 2019, progressing through roles including Investment Sales Associate, Regional Investment Consultant, Senior Regional Investment Consultant, Investment Consultant, and currently Financial Consultant. His experience encompasses various aspects of investment consulting and client relationship management within the firm.
Joseph D
Series 63, Series 66
New York, NY
Fidelity
Joe DAngiolillo is a Financial Consultant at Fidelity Investments, where he has been working since 2020. In this role, he focuses on understanding clients' short and long term financial goals and assists them in developing comprehensive plans to work towards financial freedom. Joe has been with Fidelity Investments since 2014 and has held several positions, including Investment Consultant from 2018 to 2020, Relationship Manager in 2018, Central Relationship Manager from 2017 to 2018, and Financial Representative from 2014 to 2017. Through these roles, he has gained experience in financial consulting and client relationship management.
Katelyn C
Series 63
New York, NY
Fidelity
Katelyn Corrado is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with clients and their Wealth Management Advisors to develop and maintain strong financial plans. She has been with Fidelity Investments since 2015 and has held several roles, including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Katelyn's professional experience spans various aspects of wealth management and client relationship management. She brings a comprehensive understanding of financial planning strategies gained through her progressive roles within Fidelity Investments. Outside of her professional work, Katelyn enjoys activities such as golfing, outdoor adventures, soccer, softball, and exploring culinary experiences as a foodie.
David M
Series 66
New York, NY
Fidelity
David Monaco is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions at Citi Bank, TD Bank, and Lord and Taylor. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it is notable for its role as a commodity pool operator and its use of advanced algorithmic methods and AI in research.
Clarence Kyle M
Series 63, Series 66
New York, NY
Fidelity
Clarence Moscaya is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Wealth Management Teams to develop and implement personalized financial strategies. He focuses on aligning these strategies with clients' holistic plans by understanding their personal and family needs. Clarence has been with Fidelity Investments since 2019, progressing through roles from Financial Representative to Relationship Manager before his current position. His experience encompasses client relationship management and financial planning within the firm.
Mark F
Series 63, Series 66
New York, NY
Fidelity
Mark Fulgione is a Branch Leader at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2007, initially serving as a Branch Service Manager until 2019. In his role, Mark emphasizes the importance of the client experience, considering it the key factor that distinguishes Fidelity from other companies. Throughout his career in financial services, Mark has focused on managing branch operations and enhancing client interactions. His commitment to delivering a superior client experience guides his work and leadership approach. Outside of his professional responsibilities, Mark engages in various personal interests including board games, family activities, football, social events with friends, music, and parenthood.
Tyler G
Series 63, Series 66
New York, NY
Fidelity
Tyler Gleysteen is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he is responsible for growing impactful relationships with clients by partnering with individuals and families to build plans that support their short-term and long-term goals, as well as managing unexpected life events. Tyler has been with Fidelity Investments since 2009, holding various positions including Financial Representative, Investments Consultant, Financial Consultant, Vice President Financial Consultant, and currently Vice President Wealth Management Advisor. His extensive experience at Fidelity spans over a decade, focusing on wealth management and financial consulting.
Pavlo G
Series 66, Series 65, Series 63
New York, NY
Fidelity
Pavlo Grushko is currently serving as a Branch Leader at Fidelity Investments, a position he has held since 2024. He has held several leadership roles within Fidelity Investments, including Team Leader for Investment Solutions from 2023 to 2024 and Team Leader for Client Services from 2022 to 2023. In his role as Branch Manager, Pavlo focuses on fostering a high-performance work environment by empowering associates to reach their potential and assisting clients in planning for their long-term financial needs. Outside of his professional responsibilities, Pavlo enjoys hiking and playing tennis.
Liza C
Series 66
New York, NY
Fidelity
Liza Confino is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she partners with clients and their families to support their financial needs, servicing portfolios and connecting clients with the resources available through Private Wealth Management. Liza has been with Fidelity Investments since 2017, holding several positions including Planning Consultant, Relationship Manager, Financial Consultant, and Client Relationship Manager. Prior to joining Fidelity, she worked as a Financial Advisor at MSI Financial Services from 2001 to 2017. Outside of her professional career, Liza enjoys cooking and baking, hiking, theater, and traveling.
Dennis S
Series 66
New York, NY
Fidelity
Dennis Sheehan is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Fidelity Investments and Wells Fargo Advisors. Outside of finance, he was involved with Pandora's Pies from 2020 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management across a range of mutual funds, ETFs, and ETPs.
Noa B
Series 66
New York, NY
Fidelity
Noa Bendory is a Wealth Management Planning Consultant at Fidelity Investments, a role held since 2026. She works with the firm's highest net worth families, focusing on building long lasting and generational trust through financial planning, attentive service, and efficient wealth management. Her approach emphasizes helping clients gain a complete understanding of their finances. Noa has been with Fidelity Investments since 2018, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and Wealth Management Planning Consultant. Prior to joining Fidelity, she was a Financial Advisor Trainee at Merrill Lynch in 2018.
Briana C
Series 63, Series 66
New York, NY
Fidelity
Briana Cefaloni is a Financial Consultant I at Fidelity Investments, where she has been working since 2026. She has held various roles within Fidelity Investments starting as an Intern from 2016 to 2018, followed by positions as a Financial Representative, Relationship Manager, and Planning Consultant. Briana works closely with her clients to understand their financial drivers and establish objectives based on their life stage and needs. She focuses on getting to know her clients and their personal situations to help implement actionable plans designed to provide peace of mind surrounding their finances.
Leslie S
Series 63, Series 65
New York, NY
Fidelity
Leslie Solmonson is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position held since 2017. In this role, Leslie serves as the primary point of contact for clients, delivering service tailored to individual needs and preferences. Leslie's approach involves leveraging PWM infrastructure and processes to provide proactive and comprehensive support to clients and their families across all of Fidelity Investments. Leslie's career in financial services spans several decades, beginning in 1983. Prior to the current role, Leslie has held various positions, including Senior Relationship Manager and VP, Financial Consultant at Fidelity Investments, Financial Advisor at Morgan Stanley, VP of Private Asset Management at Neuberger Berman LLC, Associate Director and VP, Securities Counsel at Bear, Stearns & Co. Inc. This extensive experience encompasses wealth management, financial consulting, private asset management, and securities counsel. Additional details regarding Leslie's education, credentials, personal interests, or community involvement have not been provided.
Jessica B
Series 66
New York, NY
Fidelity
Jessica Berlly is a financial advisor with Fidelity in New York, NY, holding a Series 66 designation. She has less than one year of industry experience and has previously worked with firms including UBS. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.
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