Michael Sharkansky is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2026. In this role, he focuses on providing personalized service and relationship management to clients and their families, aiming to build relationships based on trust, reliability, and experience. His career in financial services began in 2007 and includes various positions that have contributed to his expertise. Before his current role, Michael was a Planning Consultant and Financial Consultant at Fidelity Investments, and he also held the position of Vice-President at Wexford Capital LP from 2010 to 2020. His prior experience includes roles such as Financial Planning Consultant at Fidelity Investments and Financial Advisor in the Private Client Group at Wachovia Securities. Details regarding his education, credentials, and personal interests were not provided.

Matthew Grieco is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his current role, he partners with clients to assist with customer service requests and provides education on the products and services offered by Fidelity Investments. Matthew has been with Fidelity Investments since 2015, progressing from Financial Representative to Relationship Manager, and currently serving as a Senior Relationship Manager since 2023. His experience spans various aspects of wealth management and client relationship services. Outside of his professional responsibilities, Matthew has personal interests in football and golf.

Bradford Brook is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In his role, he works with clients to develop comprehensive financial plans that address both short- and long-term goals through a holistic understanding of their personal and financial situations. This approach enables him to create investment strategies that align with clients' objectives and financial realities. Prior to his current role, Bradford served as an Investment Consultant at Fidelity Investments from 2021 to 2025. Before joining Fidelity, he was a Registered Representative at Equitable from 2019 to 2021. These roles have contributed to his experience in financial planning and investment consulting.

Christopher Shingler is Vice President and Wealth Planner at Fidelity Investments. In this role, he partners with clients and their families to create, implement, and monitor customized financial plans aimed at achieving multigenerational wealth goals. He has been with Fidelity Investments since 2010, initially serving as a Financial Consultant before advancing to his current position in 2018. Prior to joining Fidelity, Christopher held various roles in the financial services industry, including Vice President and Senior Premier Relationship Manager at HSBC from 2007 to 2010, Branch Manager at KeyBank from 2005 to 2007, Personal Banker at Chase from 2004 to 2005, Financial Advisor at American Express Financial Advisors from 2003 to 2004, and Managerial Trainee at Grange National Bank from 2002 to 2003.

David Passanisi is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2000. He is part of Fidelity's high net worth financial planning team in the New York area. Prior to joining Fidelity, David worked as a Financial Consultant at AXA Advisors, LLC from 1999 to 2000, and held positions at McGlaughlin International Venture Capital and Oppenheimer. With over 25 years of experience in financial consulting, David's career focus is on wealth planning and assisting clients in identifying and achieving their financial goals. He holds a California Insurance License. Outside of his professional work, David has interests in the beach, cooking and baking, fitness, food, parenthood, and reading.

Gary Henley is Vice President and Financial Consultant at Fidelity Investments. He has been in the financial industry for eight years, with experience spanning roles at Fidelity Investments, Edward Jones, and Chase Bank. Gary holds the Certified Financial Planner designation. His professional experience includes serving as a Financial Consultant at Fidelity Investments since 2021, a Financial Advisor at Edward Jones from 2019 to 2021, and a Relationship Banker at Chase Bank from 2017 to 2019. He works closely with clients to understand their personal financial goals and aims to connect their financial situations to positive impacts on those around them.

Salisha Abraham is a Planning Consultant who collaborates with clients to understand their financial situations and develop tailored financial plans. She focuses on delivering clear, jargon-free explanations and sets clear expectations to ensure an efficient use of clients' time. Prior to her current role, Salisha worked as an Investment Consultant at Fidelity Investments from 2022 to 2024.

Patrick Sullivan is a Wealth Management Planning Consultant at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles including Customer Relationship Advocate and High Net Worth Associate before his current position in 2024. Patrick focuses on providing customer service and planning to help clients achieve their financial goals. He takes a holistic approach to tailor each client's financial plan through comprehensive assessments of their financial situations and future aspirations. Outside of his professional responsibilities, Patrick has personal interests in fitness, golf, and snowboarding.

Alyssa Fuertes is a Financial Consultant at Fidelity Investments, where she partners with clients to design and implement personalized financial strategies aimed at helping them work towards their goals. She emphasizes providing a trustworthy environment and places her clients' needs first while maintaining high standards of integrity. Since joining Fidelity Investments in 2020, Alyssa has held positions as a Financial Representative, Investment Consultant, and currently as a Financial Consultant. Her experience spans various facets of financial advising, allowing her to support clients effectively in their financial planning. Outside of her professional role, Alyssa is involved in family activities, fitness, Pilates, and volunteering. She also has an interest in food.

Gavin Duffy is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He began his career at Fidelity in 2012 and has held several positions within the company, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Gavin partners with clients and their families to develop, implement, and monitor customized financial plans aimed at achieving their personal, professional, and financial objectives. His approach is centered on building strong relationships through trust, integrity, and experience. Outside of his professional work, Gavin enjoys activities such as fishing, fitness, food, hiking, skiing, and soccer.

Shawn Zilper is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he focuses on building relationships with clients by understanding their personal financial goals and engaging in honest and open discussions about their knowledge, risk tolerance, and expectations regarding financial planning. Shawn collaborates with clients to create comprehensive financial plans aimed at helping them stay on track to reach their objectives. Prior to his current position, Shawn gained experience as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022 and as a Relationship Banker at JP Morgan Chase from 2017 to 2018. These roles have contributed to his expertise in client relationship management and financial advisory services.

Michael Aldemeyer is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. 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 Financial Consultant at AXA Advisors in 2015. Michael brings over a decade of experience in financial consulting, focusing on creating personalized financial plans to help clients achieve their goals. He is a Certified Financial Planner™ and holds a California Insurance License. Outside of his professional work, Michael enjoys biking, running, and playing tennis.

Megan Grehan is a Vice President and Financial Consultant specializing in wealth management. She works with clients to address significant financial milestones, including retirement planning, legacy creation, and preparation for unexpected events. Her approach focuses on delivering financial plans that are personal, flexible, and aligned with client priorities. Megan has been a Financial Consultant at Fidelity Investments since 2019. Prior to this role, she was a Financial Wellness Workplace Specialist at UBS Financial Services from 2019 to 2020 and a Financial Advisor at UBS Financial Services from 2016 to 2019. Outside of her professional work, Megan has interests in food, golf, music, swimming, traveling, and volunteering.

Bert Iannone is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1999. In this role, he focuses on providing personalized service to clients by listening to their concerns and objectives and working with them to achieve their financial goals. Prior to joining Fidelity Investments, Bert gained experience as a Financial Advisor at Paine Webber in 1999, Prudential Securities from 1998 to 1999, and R.D. WHITE & CO., INC. from 1997 to 1998. He also worked as an Account Executive at PRIME CHARTER LTD from 1996 to 1997. Bert holds a California Insurance License. Outside of his professional work, Bert's personal interests include spending time at the beach, family activities, football, pets, soccer, and traveling.