Brendon Timke is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to co-create and execute investment and financial plans tailored to their specific goals and needs. He utilizes a disciplined process alongside Fidelity's extensive services and resources to assist clients in working towards financial success and efficient wealth building. Brendon has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Brendon has personal interests in baseball, comedy, food, social events with friends, music, and singing.

Christopher Robles is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 65 credentials. Before joining Fidelity, he worked at Gallo Wine Company and attended the University of Oregon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Jacquelyn Calandriello is a Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2021. In this role, she works closely with individuals, families, and businesses to develop and implement customized financial plans aimed at achieving their specific goals and financial peace of mind. She holds the CERTIFIED FINANCIAL PLANNER™ Practitioner designation. Before joining Fidelity Investments, Jacquelyn gained experience as a Financial Advisor at Ameriprise Financial Services, LLC from 2016 to 2021, MetLife Premier Client Group of New York City from 2010 to 2016, and Ameriprise Financial, LLC from 2008 to 2010. She also holds a California Insurance License. Her approach involves a holistic financial planning process that includes developing strategies aligned with clients' needs, tracking progress, and making adjustments as necessary. Jacquelyn emphasizes a client-first commitment in her practice.

Angena Lee is a Financial Consultant currently working at Fidelity Investments since 2021. She also holds a position as a Financial Advisor Trainee at Merrill Lynch, a role she has maintained since 2021. Her prior experience includes serving as a Financial Professional at AXA Advisors from 2018 to 2020 and as a Lead Sales Representative at Liberty Mutual Insurance from 2014 to 2017. Angena focuses on providing personalized financial attention tailored to her clients' changing financial situations. She emphasizes staying current with clients' milestones to maintain or adjust their financial plans accordingly. Additionally, she participates in new groups and organizations to contribute her time and resources, expand her network, and grow her client base. Outside of her professional work, Angena enjoys concerts, family activities, fitness, photography, and yoga.

Amy Gaffney is a CFP® with 21 years of industry experience, currently serving at Fidelity Investments since 2023. She has been affiliated with FIDELITY Brokerage Services since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios including mutual funds, ETFs, and fund-of-funds.

Eric Holden is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Planning Consultant at Fidelity Investments from 2022 to 2024, and as a Financial Advisor at UBS from 2021 to 2022. Eric focuses on helping clients develop and maintain comprehensive financial plans through a detail-oriented and relationship-based approach to support long-term financial success. He aims to assist clients in gaining confidence, security, and organization in their financial lives. Outside of his professional work, Eric enjoys fishing, football, golf, skiing, and tennis.

Daniella Quintero is a Financial Consultant at Fidelity Investments, where she provides guidance to clients in managing their financial futures. She and her team work with clients to develop personalized financial strategies that address key life moments, from wealth building to transitions, aiming to create actionable plans for confidence at every stage. Her professional experience includes roles as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments since 2021. Prior to joining Fidelity, she worked as a Financial Advisor at Gordon Wealth and as a Financial Services Professional with MassMutual. Outside of her professional responsibilities, Daniella has interests in running, traveling, yoga, volunteering, and exploring culinary experiences.

Michael Paolucci is a Financial Consultant currently working at Fidelity Investments since 2019. He has a background in financial consulting with experience at several financial institutions. His professional experience includes roles as a Senior Financial Consultant and Financial Consultant at TD Ameritrade from 2017 to 2019, Assistant Vice President and Financial Solutions Advisor at Merrill Edge from 2015 to 2017, Financial Advisor at Merrill Lynch from 2014 to 2015, and Account Executive at Craig Scott Capital from 2013 to 2014. Throughout his career, he has collaborated with clients to build customized financial plans and provide investment decision support. Michael emphasizes partnership with clients to prioritize their personal and financial goals. He aims to simplify clients' financial lives and is committed to building lifelong relationships with them and their families.

Andrew Einstein is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to create, implement, and monitor customized financial plans aimed at helping them pursue their financial goals. He has been with Fidelity Investments since 2020, initially as a Financial Consultant before advancing to his current position in 2023. Prior to joining Fidelity, Andrew worked as a Financial Advisor at UBS Financial Services Inc. from 2016 to 2020 and at Merrill Lynch from 2015 to 2016.

Nick Cutler is a Planning Consultant who collaborates with individuals and families to develop financial plans tailored to their specific needs and goals. He focuses on creating strategies that support both short-term objectives and long-term aspirations. Prior to his current role, Nick worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2022. This experience has contributed to his understanding of investment products and financial planning. Outside of his professional career, Nick enjoys spending time with friends at social events, playing golf, and traveling.

Ben Weaver is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity since 2009, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as an Associate at Driehaus Capital Management and Fifth Third Securities. Ben's professional focus is on wealth planning and providing personalized financial guidance. He emphasizes building long-term relationships with clients and aligning financial plans with their individual goals. His approach reflects a commitment to integrity and client-centered service. No additional information on education, credentials, personal interests, or community involvement has been provided.

Nicholas Sullivan is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2017, progressing through roles including Financial Associate, Workplace Planning Associate, and Workplace Planning Consultant. His professional focus is on financial planning and guidance. Nicholas holds insurance licenses in Arkansas and California. He is committed to collaborating with clients to develop personalized financial plans.

Lisa Millstein is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans tailored to their individual goals and needs. She utilizes Fidelity's extensive resources, business partnerships, and tools to help clients achieve their financial objectives and gain peace of mind. Lisa has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2024. Prior to joining Fidelity, she worked as a Senior Admissions Counselor at Online Trading Academy from 2018 to 2020. Outside of her professional work, Lisa has interests in barre, cooking and baking, food, photography, theater, and traveling.

Ben Gebhardt is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to guide them through the company's financial planning process. His approach involves identifying client priorities and exploring strategies tailored to align with their unique goals and aspirations. Ben emphasizes integrity, transparency, and building long-term relationships based on trust and open communication. Ben has held several roles at Fidelity Investments since 2021, including Investment Consultant, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate. This progression reflects his developing expertise and experience within the financial services field. Outside of his professional work, Ben engages in activities such as biking, golf, hiking, music, running, and skiing.

Joseph Forrler is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their goals and values. He aims to build long-term professional relationships by creating clear strategies that align with clients' desired life paths. Joseph's professional experience includes roles at Fidelity Investments, where he served as a Planning Consultant from 2022 to 2023 before becoming a Financial Consultant in 2023. Prior to this, he worked as a Financial Advisor at Merrill Lynch from 2019 to 2022 and as a Funding Specialist at Premium Merchant Funding from 2017 to 2018. Outside of his professional work, Joseph has interests in baseball, fishing, football, and running.

Aoife Curran is a financial advisor with Fidelity in New York, NY, holding the Series 66 designation and having two years of industry experience. Her work history includes roles at Fidelity Investments as well as positions outside the financial sector. 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 manage diversified model portfolios.

Matthew Cooney is a Series 66–licensed financial advisor with Fidelity in New York, NY, and has three years of industry experience. Prior to joining Fidelity, he worked at Summer Superstars Camp and Hoop Dreams Basketball Camp. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Todd Zimmerman is a Financial Consultant currently working at Fidelity Investments since 2023. He has a career spanning over a decade in the financial services industry, including roles at E*TRADE from Morgan Stanley and Commerce One Financial. Todd's experience includes positions as a Financial Consultant, Platinum Relationship Manager, Elite Client Services, and Account Executive/Stock Broker. He focuses on helping clients understand and manage risk through prudent planning and investment strategies aimed at achieving their financial goals. Todd holds a California Insurance License. Outside of his professional work, Todd has personal interests in art, music, photography, reading, food, and traveling.

Annabella Cena is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Her prior work includes positions at J.P. Morgan Chase & Co. and the American Red Cross. Annabella works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its advisory roles with registered investment companies and use of systematic methodologies.

Matthew Lynch is a financial advisor with Fidelity Investments based in New York, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining Fidelity, he worked at Rosegold Entertainment and held roles at Fairfield University and the City of New York Department of Parks & Recreation. He also has experience related to New York Surf School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its role in managing model portfolios and its registration with the CFTC as a commodity pool operator.

Philippe Voegtlen is the Vice President and Branch Leader at Fidelity Investments. In his leadership role, he guides consultants through a structured, repeatable process aimed at building, protecting, and distributing wealth with intention. He emphasizes candor, clarity, and precision in establishing extended relationships grounded in accountability, trust, and measurable outcomes. Philippe has accumulated extensive experience at Fidelity Investments, including positions as Assistant Branch Leader (2022-2023), Vice President and Financial Consultant (2021-2022), Financial Consultant (2017-2020), Investment Consultant (2016-2017), and Central Relationship Manager (2015-2016). Prior to his tenure at Fidelity, he worked as an Independent Financial Consultant at McAdam from 2014 to 2015.

Benjamin Beiser is a Financial Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as an Investment Consultant at Fidelity Investments in 2022, and before that, he worked as a Private Wealth Associate at Alliance Bernstein from 2021 to 2022. He also gained experience as a Financial Advisor at Edward Jones from 2018 to 2021. Benjamin focuses on partnering with clients to build financial plans that reflect their goals by understanding their current situation and helping them maintain transparency with their financial well-being. His approach centers on supporting clients to stay on track with their financial objectives. Outside of his professional work, Benjamin has interests in fitness, food, football, movies, music, and pets.

Adrian Ennis is a Financial Consultant at Fidelity Investments, where he supports clients in creating bespoke financial plans tailored to their unique goals. He has held various roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2022 to 2024, and Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated as well as Bank of America, N.A in 2021 and 2022. His professional experience also includes positions as a Private Client Banker with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA between 2017 and 2021, and as a Customer Service Representative at TD Bank from 2015 to 2017. Through these roles, Adrian has engaged with clients at multiple stages of their financial journeys. Outside of his professional life, Adrian has interests in art, music, photography, reading, traveling, and volunteering.

Kelly Harkins is Vice President and Financial Consultant at Fidelity Investments, a position held since 2018. In this role, Kelly partners with clients to navigate the complexities of financial planning, working closely to understand their objectives and concerns in order to create customized financial plans. Kelly's experience at Fidelity Investments spans back to 2015, starting as a Financial Representative before advancing to Relationship Manager from 2017 to 2018, and subsequently to the current role. This progression reflects a broad experience in client service and financial consultation within the firm.

Francesca Loeffler is Vice President and Branch Leader at Fidelity Investments. In her role, she leads and inspires a team of advisers to deliver a client-centered experience, focusing on personalized and holistic financial planning to help clients achieve their goals. She has held multiple roles at Fidelity Investments since 2016, including Financial Representative, Relationship Manager, Senior Relationship Manager, and Branch Leader before assuming her current position in 2026. Her progression within the company reflects her experience in financial advisory and branch management. Outside of her professional responsibilities, Francesca has interests that include beach activities, football, pets, pilates, traveling, and yoga.