Nicholas Alvarado is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he works closely with clients to understand their individual situations and provide specific investment recommendations aimed at improving their financial plans. Nicholas has been with Fidelity Investments since 2018. Prior to this, he served as a Vice President Financial Solutions Advisor at Bank of America, Merrill Lynch from 2015 to 2018, and began his career as a Financial Advisor at Edward Jones Investments from 2014 to 2015.

Kristin McCracken is a Planning Consultant at Fidelity Investments, a role she began in 2024. Prior to this, she worked as a Financial Services Advisor at Merrill Lynch from 2019 to 2024. Kristin collaborates with clients to develop personalized financial plans that align with their individual priorities and needs. Her professional experience spans several years in the financial services industry, where she has focused on crafting comprehensive financial strategies with her clients. Kristin emphasizes understanding what matters most to each client to co-create tailored financial plans. Outside of her professional work, Kristin enjoys family activities, gardening, and traveling.

Zachary Marshall is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated over 35 years of experience in the financial industry, including more than 20 years with Fidelity. His career includes roles such as Senior Financial Advisor at Merrill Lynch from 2012 to 2020, Investment Advisor at UBS Financial Services from 2008 to 2012, and Vice President of the Private Client Group at Fidelity Investments from 1989 to 2008. Zachary focuses on taking a holistic approach to financial planning by working closely with clients to develop investment strategies that align with their objectives. He emphasizes matching client needs to Fidelity's diversified investment platform to build sound financial plans aimed at accomplishing individual goals. Outside of his professional work, Zachary has interests in football, gardening, hiking, pets, and table tennis.

Kevin Gelso is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through planning and guidance. He joined Fidelity in 2021 and utilizes the firm's resources to support his clients' financial aspirations. Prior to his role at Fidelity, Kevin worked as a Financial Advisor at Northwestern Mutual from 2019 to 2021. Throughout his career, he has focused on building trust-based relationships with clients to provide personalized financial advice. Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.

Edward Stanislawek is a financial advisor at Fidelity with a Series 66 license and no prior industry experience. His work history includes roles at Scott Harris and Scobie Martin, as well as several positions held during his education at the University of Illinois Urbana-Champaign and Oak Lawn High School. 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 a broad range of portfolios including funds-of-funds and model portfolios.

Jordan Pemble is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, Jordan partners with families to develop financial plans and provides education to support well-informed financial decisions. Jordan specializes in retirement planning, investment strategy, and income protection, and collaborates with a wealth management team that addresses tax-efficient investing and estate planning considerations. Prior to joining Fidelity Investments, Jordan held positions at Merrill, serving as Assistant Vice President and Relationship Manager from 2020 to 2021, and as an Investment Consultant from 2017 to 2020. Jordan holds an Arkansas Insurance License. Outside of professional responsibilities, Jordan has personal interests in baseball, family activities, and traveling.

Patrick Norwood is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He collaborates closely with clients, focusing on understanding their goals and ambitions through careful examination and thoughtful dialogue to achieve meaningful outcomes. Prior to his current role, Patrick served as a Financial Advisor at Merrill Lynch, Pierce, Fenner and Smith from 2019 to 2022. His earlier experience includes positions as Head Trader at Usonian Investments (2017-2019), Senior International Trader at Advisory Research (2014-2017), and International Equity Trader at William Blair and Company (2006-2014). Outside of his professional work, Patrick has interests in fitness, golf, parenthood, reading, running, and soccer.

Dylan Webb is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial strategies aligned with their priorities and Fidelity's investment philosophy. His role focuses on understanding client goals and providing support during important financial decisions. Dylan's experience at Fidelity Investments includes positions as Financial Consultant since 2026, Investment Consultant from 2025 to 2026, and Financial Representative from 2023 to 2025. Prior to that, he held roles at JPMorgan Chase Bank as a Relationship Banker and Associate Banker between 2020 and 2023. Outside of his professional work, Dylan has interests in bowling, cars, football, social events with friends, golf, and pets.

Anna Lisa Bonichi is a Wealth Management Senior Relationship Manager at Fidelity Investments Private Wealth Management. In her role, she partners with clients to address complex service needs and comprehensive planning, acting as a primary point of contact. She is supported by a team of Regional Planning Consultants aiming to facilitate efficient collaboration with Fidelity. Her professional experience spans various roles in the financial services industry. Prior to her current position, she worked as a Planning Consultant and Financial Consultant at Fidelity Investments. She has also held roles as an Internal Client Advisor at JPMorgan Asset Management, a Financial Advisor at Morgan Stanley, Vice President of Institutional Equity Sales at Bank of America Merrill Lynch, and Registered Client Associate at Merrill Lynch Wealth Management. Anna Lisa's personal interests include fitness, food, golf, parenthood, traveling, and volunteering.

Mehmed Suta is a Financial Consultant at Fidelity Investments, where he has been working since 2016 in various roles including Investment Consultant and Relationship Manager. In his current position, he partners with clients and their families to develop comprehensive financial plans aimed at growing, managing, and preserving wealth. With a professional background spanning several years at Fidelity Investments, Mehmed focuses on building long-term relationships grounded in transparency, honesty, and trust. His approach involves collaborating with a dedicated team to help clients work toward their financial goals. Outside of his professional role, Mehmed has personal interests in biking, golf, and playing musical instruments.

Wendy Smith-Fleming is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop and implement personalized wealth strategies aimed at growth, preservation, and transfer of wealth. She provides ongoing monitoring and updates to these plans while emphasizing service grounded in experience, integrity, trust, and compassion. Her career at Fidelity Investments spans over three decades, beginning in 1991 as a Customer Service Representative. She advanced through multiple roles including Senior Customer Service Representative, Investments Representative, Relationship Manager, Senior Relationship Manager in the Private Client Group, and currently serves as a Wealth Management Planning Consultant since 2018. Prior to joining Fidelity, she held various positions at Mesirow Financial, Inc. from 1987 to 1990 and Midwest Securities Trust Company from 1985 to 1987.

Thomas Udzielak is Vice President and Wealth Planner at Fidelity Investments, where he has been employed since 2008. In his current role, he works closely with affluent families to help them pursue meaningful goals through relationship-based financial planning. He has over fifteen years of overall experience at Fidelity, having served in several positions including Financial Consultant, Investments Representative, and Financial Representative. Throughout his career at Fidelity, Thomas has developed expertise in wealth planning and financial consulting. He focuses on clear communication and simplifying complex concepts to provide personalized guidance to his clients. Outside of his professional work, Thomas enjoys family activities, spending time with pets, running, skiing, soccer, and traveling.

Gerardo Silva is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in providing tailored financial plans to clients and their families, focusing on wealth growth, preservation, and distribution. Prior to his current role, Gerardo worked as a Financial Advisor at Edward Jones from 2018 to 2021. He collaborates with a team of professionals to support clients throughout their financial planning process. Outside of his professional work, Gerardo has personal interests that include the beach, cars, pets, soccer, and traveling.

Aivilis Wibbeler is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, Aivilis partners with clients to understand their financial goals and collaborates with them to build customized plans tailored to their unique situations. Clients benefit from Fidelity's trusted reputation, advanced technology, and cost-efficient investment platform. Aivilis is committed to developing long-lasting relationships with clients, focusing on aligning financial strategies with individual needs. Outside of work, Aivilis enjoys cooking and baking, as well as participating in family activities.

Brittany Richmond is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She has been in the financial industry for over 18 years, with a career spanning roles at Fidelity Investments, Merrill Lynch, Bank of America, and National City Bank. Her experience includes serving as Financial Consultant at Fidelity Investments from 2017 to 2020, AVP Financial Solutions Advisor at Merrill Lynch from 2013 to 2017, Financial Center Manager and Assistant Financial Center Manager at Bank of America between 2010 and 2013, and various customer service and banking roles earlier in her career. She focuses on helping clients invest, manage, preserve, and transfer their wealth. Outside of her professional work, Brittany's personal interests include baseball, football, gardening, parenthood, photography, and traveling.

Nada Sinan is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. Her prior work includes roles at Bank of America, Merrill, Premerica, and a 34-year career at Shell E&P. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and adviser to multiple registered investment companies.

Eric Brezina is the Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with wealthy and affluent families to develop values-aligned investment strategies. Eric focuses on clarifying complex financial matters and educating clients to help them make informed decisions that reflect their multigenerational objectives. With 25 years of investing experience, Eric's career includes positions such as Vice President, Wealth Planner, and Relationship Manager at Fidelity Investments, as well as leadership roles in the financial sector with UBS, Barclays Capital, and Lehman Brothers. His expertise encompasses portfolio design and planning frameworks aimed at preserving optionality and advancing clients' key priorities. Outside of his professional work, Eric has interests in board games, cooking and baking, food, football, gardening, and traveling.

Shavonne Worthy currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she focuses on cultivating long-lasting connections with team members to ensure they provide effective guidance to clients, emphasizing trust as the foundation of a strong team and placing the client at the center of all activities. Her professional experience includes roles as Client Relationship Manager at Charles Schwab, Planning Consultant and Relationship Manager at Fidelity Investments, Financial Representative at Fidelity Investments, and Financial Relationship Advisor at Wells Fargo Advisors. These positions have contributed to her expertise in client relationship management and financial planning. Outside of her professional career, Shavonne enjoys activities such as attending concerts, spending time with family, fitness, social events with friends, music, and photography.

Robert Long is Vice President and Private Wealth Management Advisor at Fidelity Investments. He is focused on providing a comprehensive approach to wealth planning that helps clients build, preserve, and transfer wealth across generations. He and his team use a systematic approach to defining client goals, developing strategies to achieve them, assisting with implementation, and managing change as objectives evolve. Mr. Long has over three decades of experience in wealth management and financial services. Prior to his current role at Fidelity Investments since 2012, he held positions including Vice President at J.P. Morgan Private Bank from 2011 to 2012, Senior Vice President of Strategy & Business Development at Calamos Investments from 2005 to 2011, Vice President roles at CIBC Private Wealth Management from 2000 to 2005, William Blair & Company from 1995 to 1998, and Prudential Asset Management Company from 1987 to 1995.

Bill Brockob is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this position, he collaborates with clients and their families to develop financial plans and investment strategies aimed at protecting, preserving, and growing their wealth. Prior to this, he served as a Relationship Manager at Fidelity from 2019 to 2021 and as a Financial Representative from 2018 to 2019. Before joining Fidelity, Bill worked as a Private Client Banker at JP Morgan Chase from 2010 to 2018. Bill's professional experience spans over a decade in financial services, focusing on comprehensive financial planning and client relationship management. He emphasizes listening to and understanding client needs, addressing their concerns, and clearly communicating the complexities involved in financial planning. Outside of his professional work, Bill enjoys cooking and baking, engaging in family activities, parenthood, reading, and traveling.

Marquette Smith is a financial advisor at Fidelity with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Fidelity, Smith worked at First Horizon Bank and held various positions in retail and service industries. Outside of advising, Smith works as an e-commerce shopper for Whole Foods. Fidelity’s 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 employs a combination of fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies.

Agnes Sokolowska is a Financial Consultant currently working at Fidelity Investments since 2023. She has a background in wealth management, having served as a Wealth Relationship Manager at Citi Global Markets from 2015 to 2023. Throughout her career, Agnes has collaborated with clients and their families to develop customized and flexible financial plans tailored to their unique situations. Her practice is based on the principles of trust, integrity, and prioritizing her clients' needs. Agnes aims to utilize her knowledge and experience to assist clients in working towards their financial goals.

Amanda Davila is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2019, progressing through roles from Financial Consultant I to Financial Consultant before her current appointment. With over a decade of experience in the financial industry, Amanda has held various positions including Branch Manager at Citibank from 2014 to 2019 and Financial Center Manager at Bank of America between 2011 and 2014. Her expertise includes client financial planning and building long-term client relationships based on trust and personalized service. Amanda is committed to assisting clients in planning for their futures and emphasizes integrity in her work. Further details about her education, credentials, personal interests, or community involvement were not provided.

Dawson Coon is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Outside of his advisory role, he has worked as a server at Red Robin. Fidelity’s 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jack Cooley is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Teams to improve client experiences. He has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position which he began in 2025. Prior to joining Fidelity, Jack worked as an Associate Wealth Management Advisor at Assurance Advisory Group from 2022 to 2023. His professional experience centers on financial planning and client relationship management within wealth management. Outside of his professional work, Jack enjoys board games, attending concerts, exploring food, socializing with friends, and reading.

Erica Alldredge is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. In this capacity, she leads professionals in advancing their planning skills to significantly impact clients' financial goals and support their career development. She holds a California Insurance License, which complements her leadership responsibilities. Additional details regarding her education, credentials, personal interests, or community involvement have not been provided.

Anthony Avino is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase, PNC Bank, and UPS Store, as well as owning a business called Avino Electric Inc. from 2018 to 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and consulting. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles with registered investment companies and use of advanced technologies such as AI in its research processes.

Desa Popi is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Desa collaborates with Wealth Management Advisors to deliver client-focused wealth planning services, working closely with clients and their families to develop personalized wealth strategies. Desa has been with Fidelity Investments since 2016, initially serving as a Relationship Manager before transitioning to the current consulting position in 2018. Prior to joining Fidelity, Desa worked as a Customer Service Associate at J.P. Morgan Private Bank from 2014 to 2016. Outside of the professional sphere, Desa has interests that include cooking and baking, family activities, exploring culinary experiences, parenthood, tennis, and traveling.

Luke Sebbens is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2023. In his current position, he assists clients in building customized financial plans to help them pursue their personal goals. He holds a California Insurance License, which supports his work in financial planning and investment consulting. Outside of his professional career, Luke has interests in baseball, comedy, cooking and baking, music, and traveling.

Gene Reichert is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2021, progressing through positions from Financial Representative to Investment Consultant before his current role. Prior to joining Fidelity, Gene worked at Northwestern Mutual, serving as a Financial Advisor from 2020 to 2021 and as a Financial Representative from 2018 to 2020. His professional experience spans several years in financial advisory and consulting, focusing on helping clients work towards financial independence. Gene emphasizes transparency and trust in his client relationships, viewing these as essential components of his work. He is committed to supporting the financial well-being of his clients through his role. No additional information about Gene's education, credentials, personal interests, or community involvement was provided.

Marian Makri is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, Marian served as an Investment Consultant at Fidelity Investments from 2022 to 2024, a Financial Solutions Advisor at Merrill Lynch from 2020 to 2022, and a Relationship Manager at Bank of America from 2018 to 2020. Marian's professional focus involves helping clients make well-informed investment decisions tailored to their specific needs. Employing a holistic approach, Marian listens to client concerns and provides comprehensive information on potential investments, including benefits and risks, to develop investment strategies suitable for different life stages, such as before and after retirement. Outside of work, Marian's interests include cooking and baking, family activities, fitness, parenthood, pets, and traveling.

Steve Schroeder is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative and Financial Consultant. Prior to his current role, he served as Senior Financial Consultant at TD Ameritrade from 2018 to 2020. As a Certified Financial Planner (CFP®), Steve partners with individuals and families to develop and implement financial plans and strategies. He focuses on providing support and resources to help clients navigate diverse markets and achieve their goals related to building, preserving, and distributing wealth. Steve lives in the suburbs with his wife and two young boys. He spends his free time coaching youth sports.

Joseph Zdybel is a financial advisor at Fidelity with Series 63 and 66 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Outside of finance, he has experience in hospitality and publishing-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises registered investment companies, and employs AI and systematic methods in its investment process.

Daniel Twomey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Northern Trust, Breakthru Beverage, and Nordstrom, as well as event coordinator responsibilities for the Town of Cicero. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various fund structures.

Tara Labuda is a Financial Consultant at Fidelity Investments, where she has been serving since 2008 in various roles. Her career at Fidelity includes positions such as Regional Planning Consultant, Vice President Regional Planning Consultant, and Vice President, Financial Consultant, reflecting her extensive experience within the firm. Throughout her tenure, Tara has developed expertise in retirement planning and financial consulting, focusing on helping individuals create clear and confident paths to retirement. She emphasizes the personal nature of retirement planning and builds relationships beyond the numbers. Outside of her professional work, Tara enjoys cooking and baking, participating in family activities, hiking, horseback riding, outdoor adventures, and reading.

Stanley Komperda is a Financial Consultant at Fidelity Investments, where he applies his expertise to help clients develop personalized financial strategies. He prioritizes understanding each client's unique motivations, concerns, and milestones to create tailored approaches rather than one-size-fits-all solutions. His professional experience includes roles as a Private Client Advisor and Branch Manager at J.P. Morgan Chase & Co., spanning from 2014 to 2022. This background has equipped him with a broad perspective on managing client relationships and financial planning. Outside of his professional work, Stanley engages in family activities and enjoys motorcycles and outdoor adventures.

Anthony Santucci is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients and their families to guide them through comprehensive financial planning processes aimed at achieving their unique life goals and investment objectives. He emphasizes a proactive and disciplined approach, providing clients with support, education, tools, and resources to protect, preserve, and grow their wealth. Prior to joining Fidelity, Anthony worked as a Wealth Management Advisor at LPL Financial from 2014 to 2018. Before that, he served as a Financial Advisor at Edward Jones from 2010 to 2014. This experience has contributed to his expertise in financial consulting and wealth management.

Grace Stoddard is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this capacity, she collaborates with clients and their Financial Consultants to support holistic financial planning aimed at meeting clients' financial goals. Grace emphasizes the importance of developing close, trusting relationships with clients. Her career at Fidelity Investments began in 2022 as a Launch Associate, followed by roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. This progression demonstrates her growing experience within the firm and her commitment to client-focused financial services.

Anthony Greco is a Financial Consultant at Fidelity Investments, where he partners with clients to help them work towards their financial goals. He emphasizes establishing trust and transparency, taking the time to understand each client's full situation before developing a comprehensive financial plan. Anthony utilizes his resources to provide clients with informed guidance. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This experience has provided him with a broad understanding of financial planning and client relationship management. Outside of his professional work, Anthony has personal interests in cooking and baking, fitness, and traveling.

Eddie Tolbert is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he assists clients in creating financial plans tailored to their unique situations and helps implement strategies to support their financial goals. Eddie follows a prescribed three-step process aimed at helping clients navigate diverse markets to build, preserve, and distribute their wealth. Prior to his current position, Eddie served as a Financial Advisor at Northwestern Mutual from 2018 to 2022. His professional experience includes working closely with clients to ensure they feel understood and have an advocate in their corner. Eddie holds an Arkansas Insurance License.