Emanuel Bassill Chuckran is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Florida Financial Advisors DBA Tristate Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a varied client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Nicole Cosenza is a Planning Consultant at Fidelity Investments, based in the Philadelphia Investor Center. In her role, she collaborates with clients and their families to develop financial plans tailored to their individual situations. She has been with Fidelity Investments since 2016, progressing through roles as a Financial Representative, Relationship Manager, and now Planning Consultant. This experience has provided her with a comprehensive understanding of financial planning and client relationship management.

Grace Feudo is a financial advisor with Fidelity in Philadelphia, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at TIAA-CREF, RBC Capital Markets, and Johnson & Johnson. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with multiple registered investment companies and fund‑of‑funds.

Resaish Elliott is a Planning Consultant at Fidelity Investments, a position held since 2022. In this role, Resaish assists clients in building financial plans tailored to their individual identities and goals. Prior to this, Resaish worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2022. Earlier experience includes roles as a Financial Services Professional at New York Life from 2017 to 2019 and as a Financial Advisor at Stillwell Financial Advisors, a private wealth advisory of Ameriprise Financial, from 2016 to 2017. Resaish's professional focus centers on creating strong financial plans that enable clients to enjoy their financial journey. Outside of work, Resaish has interests in concerts, cooking and baking, football, museums, traveling, and yoga.

Mark White is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as Branch Leader at Fidelity Investments from 2022 to 2025. His professional experience includes roles such as Regional Sales Manager at Citizens Bank from 2018 to 2022, and Director, Division Sales Manager at Bank of America Merrill Lynch from 2002 to 2018. He began his career as an Order Desk Representative at Datek Online from 2001 to 2002. Mark specializes in working closely with clients to evaluate their individual situations and develop financial plans that align with their goals and objectives. His expertise spans sales management and leadership within the financial services industry, emphasizing client-centered planning and collaboration.

Cody Hutkin is a Financial Consultant currently working with Fidelity Investments since 2025. In this role, he focuses on understanding the priorities of clients and developing financial plans aligned with their goals and preferences to provide peace of mind and confidence in their financial future. Prior to his current position, Cody held multiple roles at Fidelity Investments, including Investment Consultant from 2024 to 2025 and Investment Solutions Representative II from 2022 to 2024. In addition to his work at Fidelity, Cody has served as a Captain and Financial Management Officer in the U.S. Army since 2018. He also gained experience as a Financial Advisor with Civic Financial - Northwestern Mutual from 2018 to 2021. Outside of his professional career, Cody has interests in fitness, food, music, outdoor adventures, and surfing.

Emily Quigley is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior roles include positions at the University of Pennsylvania and Drexel University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Crys Marigliano is a Financial Consultant currently working at Fidelity Investments since 2024. With over a decade of experience in the financial services industry, she has held positions including Wealth Planner at UBS from 2021 to 2023, Financial Advisor at TIAA from 2018 to 2020, and Client Advisor at PNC from 2016 to 2018. Throughout her career, Crys has collaborated closely with clients and their families to develop financial plans aimed at growing and protecting wealth. She emphasizes understanding clients' goals and preferences to build strong partnerships based on trust. Her approach involves co-creating and maintaining financial strategies that help clients navigate life transitions and achieve peace of mind. Crys holds a California Insurance License. Outside of her professional work, she enjoys activities such as spending time at the beach, family gatherings, social events with friends, skiing, traveling, and practicing yoga.

Nick Fasano is an Investment Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to understand their personal and financial goals and develop tailored strategies that support these objectives, providing clarity and ongoing support throughout the process. Prior to his current position, Nick worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. He began his career in the financial services industry as a Client Service Associate at Stifel Nicolaus from 2022 to 2024. Nick's professional experience encompasses client relationship management and investment consulting, with a focus on creating personalized financial plans aligned with client priorities. Outside of his professional pursuits, Nick has interests in beach activities, football, golf, surfing, and traveling.

Rachel Rivell is a Financial Consultant based in the Center City Philadelphia office. She collaborates with clients to create comprehensive financial plans, aiming to establish a strong foundation and develop a roadmap toward achieving their financial goals. Her approach involves gaining a deep understanding of clients' needs, current financial situation, and finding ways to improve the overall health of their financial plans. Rachel has held various roles in the financial services industry, including Financial Consultant, Planning Consultant, and Investment Solutions Representative at Fidelity Investments since 2021. Prior to that, she worked as an Asset Transfer Specialist at Vanguard and as a Financial Planning Associate at Cary Street Partners. She holds a California Insurance License. Outside of her professional work, Rachel engages in family activities, hiking, outdoor adventures, reading, running, and has an interest in food.

Joshua Kim is a Series 66-registered financial advisor with Fidelity in Philadelphia, PA. He has recently started his career in the industry, joining Fidelity Investments in 2024. Outside of advising, his background includes various roles in education and community activities, including tutoring and involvement with Pilgrim Mission Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolios, and maintains a notable role in regulatory compliance and the delivery of algorithm-driven investment solutions.

Connor Zuch is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to understand their goals and build tailored financial strategies. He provides proactive guidance, holistic planning, and disciplined execution to help clients navigate financial complexities with confidence. Connor has experience across multiple roles at Fidelity Investments, including Relationship Manager and Financial Representative. Prior to joining Fidelity, he worked as a Junior Financial Consultant at Tri-State Financial Advisors. His approach focuses on delivering clarity, accountability, and long-term value throughout clients' financial journeys.

Alex McGeoch is a Financial Consultant at Fidelity Investments. In this role, Alex collaborates with clients to develop financial plans tailored to their individual situations and future goals. He serves as a client advocate, aiming to help clients maximize the benefits of their relationship with Fidelity. Alex has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Investment Consultant, and now Financial Consultant. This experience has provided him with a foundation in financial consulting and investment services.

Brendan Rogan is a Financial Consultant currently working at Fidelity Investments. He partners with individuals and families to build and implement financial plans tailored to their unique needs, preferences, and goals for the future. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before assuming his current role in 2025. Prior to joining Fidelity, Brendan worked at Merrill Lynch from 2017 to 2023, where he held positions as a Financial Solutions Advisor and Relationship Consultant.

Reghan Hesser is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, Hesser worked at Sterling Investment Advisors and has experience in content creation through a compensated role at the social media site Link To Know It. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nick Vaillancourt is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads branch operations and focuses on fostering a collaborative approach to financial planning in client interactions. He has held leadership positions at Fidelity Investments since 2021, serving as Assistant Branch Leader before his current role. Prior to joining Fidelity, Nick was a Regional Sales Manager at Citizens Securities Inc from 2015 to 2021. Nick emphasizes contributing to a culture that empowers associates to reach their full potential through teamwork and effective financial planning.

Jacob Heyser is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He joined Fidelity in 2020 as an Investment Consultant before advancing to his current position. Prior to Fidelity, Jacob worked as a Private Wealth Advisor at Lincoln Financial from 2017 to 2020. In his role, Jacob partners with clients to understand their immediate and long-term financial goals and helps build tailored financial plans. He focuses on identifying strategies that improve clients' overall financial situations through trust, reliability, and dedication. Outside of his professional responsibilities, Jacob has interests in baseball, beach activities, football, soccer, and yoga.

John Sullivan is the Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients at various stages of their lives to support their unique financial goals through a trusting working relationship. He brings over two decades of experience in the financial services industry. Prior to his current position, John served as a Financial Consultant at Fidelity Investments from 2019 to 2022 and as a Senior Financial Consultant at TD Ameritrade between 2017 and 2019. His career also includes roles as a Registered Representative and Registered Investment Advisor at several firms, including Kestra Financial Services, NFP Securities, Capital Management Consultants, McKenna & Sullivan, Wharton Equity, and Securian Financial dating back to 1997.

Daniel Kichline is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He has more than 25 years of experience in the financial services industry. Prior to his current role, Daniel served as a Private Wealth Manager at Citigroup Global Markets Inc. from 2000 to 2006 and as a Financial Consultant at A. G. Edwards & Sons, Inc. from 1997 to 2000. Throughout his career, Daniel has focused on assisting clients in building financial plans tailored to their individual goals and circumstances. He holds a California Insurance License, which supports his work in financial consulting. Daniel emphasizes the importance of implementing solid financial plans to enable clients to enjoy their financial journeys.

Eric Glassman is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 66 designation and has been affiliated with various divisions of Fidelity since 2015. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Louis Mastragostino is a Financial Consultant currently working at Fidelity Investments since 2022. He assists clients in defining their financial goals, co-creating customized plans, and implementing strategies to support their financial well-being at various life stages. Prior to his current role, Louis worked as a Financial Advisor at Merrill Lynch from 2009 to 2022, gaining extensive experience in financial planning and advisory services. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Matthew Mayberry is a Financial Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans tailored to their unique goals and priorities. His work includes areas such as retirement planning, preparing for major purchases, fixed income strategies, tax-efficient investing, and education savings. He maintains ongoing relationships with clients to review their progress and adjust plans as goals and circumstances evolve. He has experience as an Investment Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he served as a Platinum Relationship Manager and Financial Consultant at E*trade from Morgan Stanley between 2022 and 2024. He began his financial advisory career as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022. Outside of his professional role, Matthew enjoys spending time at the beach, watching football and movies, running, and traveling.

Ben Heiselmoyer is a Financial Consultant at Fidelity Investments, where he has been working since 2010. Currently serving as a Financial Consultant since 2020, he focuses on partnering with clients to provide unbiased consultative strategies aimed at managing risk, minimizing fees, and simplifying their finances. Ben's professional experience at Fidelity Investments includes roles as a Financial Consultant from 2019 to 2020, Senior Relationship Manager from 2015 to 2019, and Relationship Manager from 2010 to 2015. Throughout his career, he has developed expertise in client relationship management and financial consultation. No information about Ben's education, credentials, personal interests, or community involvement was provided.

Perry Eisen is a Vice President and Financial Consultant at Fidelity Investments. He works with individuals and families to help create and implement customized financial plans aimed at growing and protecting their wealth. Perry has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Central Relationship Manager, Investment Consultant, Financial Consultant, and currently serving as Vice President and Financial Consultant. Prior to joining Fidelity, he completed a wealth management internship at UBS Financial Services in 2013. He holds a California Insurance License.

Samuel Biscotto is a financial advisor at Fidelity with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Fidelity, he worked at Vanguard from 2013 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

David Fenster is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on understanding clients' financial situations and goals to help co-create plans that align with their objectives. His areas of discussion typically include investment planning, retirement planning, and other savings goals. Prior to his current role, David worked as an Investment Solutions Representative at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he served as a Relationship Manager at Stanley-Laman Group from 2020 to 2023. Outside of his professional career, David has interests in fitness, football, golf, movies, and music.