Thomas Mcguire is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles in education within the Longwood Central and Bayport-Blue Point School Districts, as well as involvement in travel baseball through BBP Travel Baseball. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs.

Brendan Rorke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2023 and served as a Relationship Manager at Bank of America from 2018 to 2020. His experience spans retirement planning, income and wealth planning, and general financial guidance, focusing on developing actionable and sustainable financial plans tailored to clients and their families. Brendan aims to build long-lasting relationships to help clients stay on track toward their financial goals.

Kevin Podell is a Financial Consultant at Fidelity, where he provides financial planning and advisory services. He leverages the resources available to Fidelity clients to develop, execute, and refine financial plans tailored to client goals. He has experience as a Financial Consultant at Fidelity since 2023 and previously worked as a Financial Advisor at Morgan Stanley from 2014 to 2023. Kevin holds a California Insurance License and is a Certified Financial Planner™. Kevin focuses on building lasting relationships by understanding the priorities of his clients to help them make informed financial decisions and plan for their futures.

Lynne Whalen Calabro is a Branch Leader at Fidelity Investments, where she leads a team of financial associates. In her role, she is responsible for hiring, managing, leading, and coaching associates to assist clients with their financial needs. She has been with Fidelity Investments since 2013, holding various positions including Planning Consultant, Financial Consultant, Senior Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held senior roles such as Senior Vice President at Grace Financial Group and Axiom Global Trading, as well as Director and Supervisor of Agency Trading at Worldco, LLC.

Linda Zimmerer is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Her professional experience at Fidelity Investments has involved working closely with clients to develop financial plans that align with their goals and priorities. She focuses on building financial strategies that aim to provide peace of mind and security for individuals and their families. Linda is committed to positively impacting each person she partners with by guiding them through dynamic financial planning processes.

Lucia Ciraolo is the Vice President and Branch Leader at Fidelity Investments, where she has been serving since 2020. She leads the Plainview team, focusing on inspiring and supporting associates to deliver planning and guidance to clients. Lucia has held various roles at Fidelity Investments since 2011, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Paraplanner at Ameriprise Financial from 2008 to 2011. Throughout her career, Lucia has partnered with families and individuals to create financial plans aimed at achieving their financial goals, building loyal and trusted relationships. She has leveraged her knowledge and passion for planning to provide retirement and investment guidance. Outside of her professional work, Lucia enjoys spending time at the beach, cooking and baking, family activities, outdoor adventures, and traveling.

Raquel Pazmino Coff is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at JP Morgan Chase Bank, Morgan Stanley, and their affiliated entities prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Alex Olteanu is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Bridgeway Analytics and Tulane University. 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 to manage discretionary and non-discretionary portfolios.

William Barbaccia is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at F45 Fitness Studio, FedEx, New York State Parks, and Stony Brook University. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Lisa Reddo is Vice President Private Wealth Management Advisor at Fidelity Investments. She assists clients in leveraging Fidelity's resources to develop and execute retirement, income, and wealth planning strategies tailored to their needs. She has 36 years of experience working with high-net-worth clients. Her professional background includes positions as Vice President Financial Advisor at Fidelity Investments from 2012 to 2023, Financial Advisor at MBSC Securities Corp from 2010 to 2012, Investment Consultant at TD Ameritrade from 2008 to 2010, and Financial Advisor at Dreyfus Service Corp from 1990 to 2006. Outside of her professional work, Lisa enjoys boating, fitness, gardening, spending time at the lake, skiing, and practicing yoga.

Donald Canade is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2001, serving in various roles including Regional Planning Consultant and Senior Account Executive prior to his current role. Before joining Fidelity, he worked as a Financial Consultant with several firms including First Colonial Securities Group, Nichols Safina, Lerner & Co., and Sovereign Equity Management Corp. He began his career as a Financial Assistant at Hanover Sterling & Co. in 1995. Donald has extensive experience in investment and retirement planning. He is a Certified Financial Planner (CFP®) and utilizes the Fidelity platform to provide comprehensive, long-term financial planning for his clients and their families.

Marco Franzella is a Financial Consultant at Fidelity Investments Plainview Investment Center. He works with individuals to strengthen and secure their financial well-being by developing strong relationships and guiding clients through various phases of their lifetime. Marco and his team design well thought out strategies tailored to clients' financial needs and goals. Marco has been a Financial Consultant at Fidelity Investments since 2023. Prior to this, he worked as a Financial Advisor at Equitable Advisors from 2018 to 2023, and at MassMutual from 2017 to 2018. He also served as a Financial Services Representative at MetLife from 2010 to 2017. He holds a California Insurance License. Outside of his professional work, Marco has interests in cooking and baking, golf, and traveling.

Sabrina Lin is a Planning Consultant at Fidelity Investments. In her current role, she partners with Financial Consultants to understand clients' personal needs and explore how Fidelity can assist them. She has been with Fidelity Investments since 2024, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2026. This progression reflects her experience within the company and her roles involving client relationship management and financial planning support.

Amar Jhaveri is currently a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to address complex financial problems for their families using an integrated team approach, aiming to provide security, confidence, and time to enjoy life. Amar has accumulated extensive experience in the financial sector, serving in various roles including Vice President of Capital Markets at Dune Real Estate Partners from 2020 to 2023, Vice President at Nuveen from 2015 to 2020, and Wealth Management Advisor at TIAA between 2009 and 2015. His earlier career includes positions as a Financial Advisor at the United Nations Federal Credit Union from 2005 to 2009 and at North Fork Bank from 2000 to 2005. Outside of his professional work, Amar has interests in comedy, fitness, football, and running.

Joseph Nosworthy is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Sales Associate at Dominick & Dominick LLC from 2007 to 2012. Joseph's professional focus is on providing clients with the tools, guidance, and support necessary to make educated financial decisions aligned with their goals. His approach emphasizes the importance of a well-executed plan to achieve client outcomes. Outside of his professional role, Joseph enjoys fishing, golf, hiking, skiing, traveling, and volunteering.

Joseph Barbusca is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. In this capacity, he partners with clients to understand their financial goals and develop customized wealth plans. Prior to this, he worked as an Investment Specialist at JP Morgan Private Bank from 2009 to 2020. Joseph is a Certified Financial Planner™ who focuses on helping clients work toward their financial objectives. He emphasizes professionalism, candor, and quality in building long-term client relationships. Outside of his professional career, Joseph enjoys cooking and baking, participating in family activities, outdoor adventures, reading, traveling, and parenthood.

Christopher Cierski is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He applies a needs-based approach to financial planning, emphasizing thorough understanding of his clients to guide the process through discovery, analysis, and implementation. He continues to support clients by monitoring their progress and helping them navigate challenges to stay on track. Prior to his current role, Christopher was Senior Vice President of Investments at Dreyfus BNY Mellon from 1998 to 2017. He has over 20 years of experience in financial planning and investment management. Outside of his professional work, Christopher has interests in cooking and baking, fishing, gardening, parenthood, singing, and volunteering.

Cameron Russ is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, progressing through roles including Relationship Manager and Financial Service Representative. Prior to joining Fidelity, Cameron worked as a Financial Services Representative at Suffolk Credit Union from 2020 to 2022. Cameron works closely with clients to develop financial plans tailored to their individual goals and priorities. He emphasizes the importance of understanding clients' needs to effectively build and implement these plans. His professional experience spans investment consulting, relationship management, and financial services. Outside of his professional role, Cameron has interests in baseball, cars, golf, snowboarding, soccer, and tennis.

Rachel Weissman is a Financial Consultant currently working at Fidelity Investments. In her role, she partners with clients to develop personalized financial plans that address their individual needs and goals. She aims to help clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Rachel's professional experience includes serving as a Financial Consultant at Fidelity Investments since 2022. Prior to this, she was an Investment Consultant at Fidelity Investments from 2020 to 2022 and a Registered Associate at Morgan Stanley from 2019 to 2020. Outside of her professional work, Rachel has interests in concerts, cooking and baking, fitness, food, music, and pets.

Anthony Walia is a Financial Consultant currently working at Fidelity Investments since 2022. He has previous experience as a Financial Consultant at LPL Financial from 2021 to 2022 and served as a Wealth Management Advisor at TIAA from 2015 to 2021. In his role, he partners with clients to understand their financial goals and challenges, working together to identify and pursue both short-term and long-term objectives such as retirement savings and wealth growth. Anthony emphasizes collaboration in developing financial plans tailored to clients' evolving life circumstances, providing ongoing support to ensure alignment with their goals. Outside of his professional work, he has interests in baseball, beach activities, fitness, golf, theater, and volunteering.

Jake Billelo is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, advancing through roles including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at MassMutual from 2019 to 2020. Jake's experience spans various aspects of financial consulting, offering clients comprehensive financial strategies and guidance tailored to their specific needs. He collaborates with a team of professionals to help clients work towards their financial goals, whether through broad financial planning or focusing on particular areas. Outside of his professional work, Jake has interests in baseball, fitness, football, and golf.

Tyler Dauble is a Financial Consultant at Fidelity Investments, where he supports clients in utilizing Fidelity's diverse investment offerings and planning tools to develop tailored financial plans. Since 2023, he has worked as an Investment Consultant, providing investment guidance and client support. He holds a California Insurance License, enabling him to assist clients with insurance-related financial planning. Tyler's approach ensures that clients receive comprehensive support, whether they are self-directed investors or seeking professional advice. Outside of his professional role, Tyler has interests in cars, fitness, golf, reading, and traveling.

Nicole Sapienza is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this capacity, she focuses on understanding clients' financial situations, investment strategies, and personal priorities to ensure their portfolios align with their goals. She emphasizes providing guidance and maintaining open communication through consistent check-ins, aiming to coordinate investments, taxes, estate planning, and income strategies comprehensively. Nicole has garnered experience across several roles in the financial sector, including serving as a Merrill Financial Solution Advisor at Merrill Lynch-Bank of America from 2020 to 2022, working as an Investment Consultant at David Lerner from 2019 to 2020, and as Vice President Fixed Income at ISC Group from 2015 to 2019. Outside of her professional work, Nicole enjoys attending concerts, participating in social events with friends, gardening, reading, parenting, and volunteering.

Joseph Wetherell is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with clients to utilize Fidelity's resources, focusing on retirement, income, and wealth planning. Joseph works with clients to develop and implement customized financial plans aimed at helping them achieve their goals. Joseph has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Prior to joining Fidelity, he was a Financial Advisor at AXA Advisors from 2015 to 2016. Outside of his professional role, Joseph enjoys boating, fishing, golf, parenthood, and spending time with his pets.

Steven Buffardi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he utilizes Fidelity's suite of resources to assist clients in retirement, income, and wealth planning. With nearly 30 years of experience in the financial industry, Mr. Buffardi has held various positions including Senior Vice President of Investments at MBSC Securities Corp from 2002 to 2014, Vice President of Investments at Dreyfus from 1999 to 2002, and Financial Consultant at Pruco Securities from 1997 to 1999. His earlier roles include account executive positions at Royce Investment Group Inc and Kensington Wells Inc, and a senior account representative role at Quick & Reilly Inc. He holds a California Insurance License.

James Weinblatt is a Planning Consultant at Fidelity Investments, where he utilizes the company's extensive tools and resources to collaborate with clients in developing comprehensive financial plans. He focuses on understanding clients' priorities to help them achieve both short and long-term financial goals. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role as Planning Consultant in 2026. Prior to joining Fidelity, he worked as a Financial Services Associate at TD Bank from 2022 to 2023. Outside of his professional work, James has interests in fishing, fitness, football, golf, and soccer.

Matthew Tesoriero is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Flynn Zito Capital Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role in managing model portfolios and its advisory work with fund-of-funds and registered investment companies.

Gavin Fee currently serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with families to develop, implement, and maintain comprehensive wealth plans that align with their personal goals and priorities. He emphasizes the connection between larger life circumstances and overall financial well-being, utilizing Fidelity's resources to create customized strategies aimed at long-term objectives. Prior to his current position, Gavin held roles at Charles Schwab & Co., Inc. as Vice President - Financial Consultant from 2011 to 2018 and as Associate Financial Consultant from 2010 to 2011. He began his career as a Stock Broker at Scottrade Financial Services from 2009 to 2010. Outside of his professional responsibilities, Gavin's interests include fitness, museums, music, parenthood, reading, and running.

Kayla Watts is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. She has been with Fidelity Investments since 2013 and currently works in Plainview, NY. She is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, also employing oversight controls and formal governance procedures.

Matthew Brown is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2016. In his current role, he partners with clients to develop financial plans focused on retirement, income, and wealth planning aimed at achieving their financial goals. Mr. Brown has over 15 years of experience in the financial services industry. Before joining Fidelity Investments, he held various positions at Charles Schwab & Co. from 2008 to 2016, including Vice President and Financial Consultant. His earlier roles include positions at Oppenheimer & Co., Axa Equitable, and Novastar Financial. Throughout his career, he has accumulated expertise in financial consulting and client service.

Jesse Whitsit is a Financial Consultant with Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Financial Advisor at Morgan Stanley from 2019 to 2025. In his professional capacity, he serves as a CERTIFIED FINANCIAL PLANNER® (CFP®), focusing on developing customized financial plans that align with clients' unique needs and lifestyle goals. Jesse's approach involves building comprehensive financial plans, identifying strategies to enhance those plans, and maintaining open communication to adapt to evolving market conditions. He holds a California Insurance License, which supports his ability to provide tailored financial advice. Outside of his professional work, Jesse enjoys participating in family activities, fitness, golf, soccer, and traveling.

Harkaran Kumar is a Planning Consultant at Fidelity Investments, where he assists clients in working towards their financial goals by understanding their specific needs and connecting them with the firm's wealth management team. He aims to strengthen client relationships by making them aware of the resources available through Fidelity's one-on-one relationship model. Kumar's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, spanning from 2022 to the present. Prior to joining Fidelity, he worked as a Wealth Management Associate at Equitable Advisors in 2022. Outside of his professional work, Kumar has interests in cars, cooking and baking, golf, movies, and traveling.

Aidan Tarnowski is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Fidelity, he worked at the Center for Wealth Preservation and has experience in various roles including positions at Stony Brook Athletics and North Shore Veterinary Hospital. 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 portfolios and fund advisory services.

Robert Gilchrist is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Fidelity since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic methods, including AI, to construct portfolios from mutual funds, ETFs, and ETPs.

Julia Nicolosi is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she utilizes Fidelity's extensive resources to engage with clients and understand their priorities, fostering trust to collaboratively develop comprehensive financial plans aimed at achieving both short- and long-term financial goals. Prior to her current position, Julia gained experience at Fidelity Investments as a Relationship Manager from 2024 to 2026 and as a Financial Representative in 2024. These roles have contributed to her expertise in client relationship management and financial planning. Outside of her professional work, Julia's personal interests include attending concerts, engaging in family activities, fitness, social events with friends, reading, and traveling.

Hugh Daley is a Planning Consultant at Fidelity Investments, a position he has held since 2022. He partners with clients to develop financial plans aimed at achieving their financial goals, with a focus on retirement, income, and wealth planning. He has extensive experience as a financial advisor, having worked at several firms including Wells Fargo Advisors from 2018 to 2021, Cuna Brokerage Services from 2017 to 2018, LPL Financial from 2014 to 2017, Capital One Financial Advisors from 2012 to 2014, Royal Alliance from 2011 to 2012, and Signator Investors from 2010 to 2011.

Nicholas Scozzari is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he supports families in building, preserving, and transferring their wealth according to their wishes. He has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Wealth Management Planning Consultant. This experience has provided him with a solid foundation in wealth management and financial planning. Further educational background and personal interests were not provided.

Michael Schnitzer serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2015, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Relationship Banker at JPM Chase from 2014 to 2015. In his current role, Michael partners with clients to guide them on their financial journeys. He emphasizes treating clients with respect and patience, focusing on understanding what is most important to each individual and family to provide thorough and personalized financial recommendations. Outside of his professional responsibilities, Michael enjoys cooking and baking, participating in family activities, maintaining fitness, and engaging in sports such as football and golf. He also has an interest in traveling.

Stephen Mastino is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity since 1994. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.