Michael Dattilo is a Financial Consultant at Fidelity Investments, where he leads a team that collaborates with clients to develop comprehensive financial plans tailored to their unique goals. His approach emphasizes a collaborative planning process to support clients in managing their wealth both currently and in the future. Michael and his team focus on building meaningful relationships to assist clients in navigating their financial journeys. Michael's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant in 2024. Prior to this, he held positions as a Licensed Relationship Manager at Key Investment Services, a Registered Client Service Associate and Corporate Stock Plan Analyst at UBS Financial Services, and various roles at Citizens Securities Inc and Citizens Bank from 2012 through 2017. Outside of his professional career, Michael has personal interests that include board games, comedy, concerts, cooking and baking, football, and movies.

Sharla Englerth is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She has been with Fidelity Investments since 2017, progressing through positions including Financial Consultant and Investment Consultant. Prior to her tenure at Fidelity, she gained experience as a ParaPlanner at Ameriprise Financial from 2014 to 2017, and held financial representative roles at American Portfolios and Centra Financial Group between 2009 and 2014. Throughout her career, Sharla has worked closely with clients and their families to understand their financial goals and develop strategies tailored to their needs. She is committed to creating and executing financial plans that provide peace of mind for her clients. Fidelity Investments is recognized as a trusted brand in the financial industry, offering options for a variety of investor styles. Outside of her professional career, Sharla has interests in art, hiking, horseback riding, pets, reading, and yoga.

Bill Dean is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their family's specific needs, emphasizing trust, communication, and a clear understanding of their goals. Bill has a comprehensive background at Fidelity Investments, having held various positions since 2010. His career progression includes roles as Financial Representative, Investments Solutions Representative, Investments Representative, Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President, Wealth Planner. This experience contributes to his expertise in wealth planning and financial consulting. Outside of his professional work, Bill enjoys cooking and baking, participating in family activities, fitness, football, outdoor adventures, and traveling.

Nicholas Cherchio is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He serves as a financial partner, assisting clients in navigating their financial journeys and working toward personally significant financial goals. Nicholas collaborates with clients to review their financial situations, discuss priorities and timelines, and co-create financial plans aimed at providing confidence for them and their families. Prior to his current role, Nicholas gained experience as a Financial Representative and Financial Services Representative at Fidelity Investments from 2024 to 2026. He also worked as an Associate Mortgage Banker at BNY Wealth from 2020 to 2024 and held the position of Associate Vice President at Citi Private Bank from 2015 to 2020.

Ashley Sullivan is the Vice President and Branch Leader at Fidelity Investments, where she oversees a team of wealth planning professionals. In her leadership role, she fosters a collaborative environment that emphasizes personalized client relationships and collective expertise to support clients in achieving their financial goals through tailored financial planning processes. Ashley has extensive experience in the financial services industry, having held various positions including Branch Leader at Fidelity Investments, Vice President and Senior Wealth Partner at 1865 Wealth Advisors, Private Wealth Advisor at LVW Advisors, and Financial Consultant at Charles Schwab and Co., Inc. She began her career as a Financial Advisor Associate at UBS Wealth Management and has held multiple roles at Fidelity Investments. She holds a California Insurance License. Outside of her professional responsibilities, Ashley's personal interests include family activities, fitness, social events with friends, parenthood, and traveling.

Emily Freund is a Financial Consultant at Fidelity Investments, where she has worked since 2019 in various roles including Financial Consultant, Financial Consultant I, Planning Consultant, and Relationship Manager. Prior to joining Fidelity Investments, she was a Client Services Associate at Manning & Napier from 2016 to 2019. In her current role, Emily partners with clients to develop personalized long-term financial plans that align with their goals and needs. She leverages her experience along with Fidelity's resources to create tailored financial strategies. Outside of her professional work, Emily enjoys cooking and baking, exploring culinary interests, hiking, outdoor adventures, skiing, and spending time with her family.

Eddaliz Colon Santiago is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Alesco Advisors LLC, Merrill Lynch, and Bank of America. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of AI and systematic methodologies.

Harry Kaplan is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before his current role. Prior to joining Fidelity, Harry worked as a Financial Advisor at Prudential from 2022 to 2023. His earlier experience includes roles focused on high net worth clients at Vanguard and shareholder services and trade processing at Manning & Napier from 2017 to 2022. Harry partners with clients to build financial plans centered around their priorities, engaging in a collaborative process to empower clients to take confident steps toward their financial future. Outside of his professional work, Harry's interests include cooking and baking, golf, music, and parenthood.

Michael Morgante is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their individual goals and priorities. He joined Fidelity Investments in 2024, initially serving as an Investment Consultant before advancing to his current role in 2025. Prior to joining Fidelity, Michael held several positions at Mutual of America Financial Group, including Retirement Plan Consultant from 2014 to 2020, Regional Vice President from 2020 to 2022, and again as Retirement Plan Consultant from 2022 to 2024. His experience spans retirement planning and investment consulting. Outside of his professional work, Michael has interests in baseball, family activities, golf, hiking, military service, and snowboarding.

John Bender is a Series 66-credentialed financial advisor with two years of industry experience, currently with Fidelity in Rochester, NY. His work history includes roles at CarMax, Federal Resources Corporation, Amazon, and several educational institutions prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory roles to registered investment companies and fund-of-funds.

Camille Wright is a financial advisor at Fidelity with a Series 66 designation. She has experience working in various roles since 2021, including positions at Northwestern Mutual and Cobblestone Capital Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and formal advisory roles to multiple registered investment companies and fund-of-funds.

Patrick Larkin is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Financial Advisor at Equitable Advisors from 2024 to 2025. In his current role, Patrick focuses on collaborating with clients to understand their individual financial goals and concerns, emphasizing a personalized approach to financial planning. Patrick believes that there is no one-size-fits-all method in financial guidance and prioritizes making clients feel heard and understood. He works together with clients to develop tailored financial plans aimed at achieving their future objectives while ensuring a positive experience throughout the process. Outside of his professional duties, Patrick has interests in cars, food, football, golf, snowboarding, and soccer.

Julianna Lauricella is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. She has also served as a Financial Advisor at Northwestern Mutual from 2019 to 2022 and as a Financial Representative there from 2017 to 2019. As a Certified Financial Planner™, Julianna collaborates with clients to develop holistic financial plans tailored to their specific needs, focusing on understanding their goals and preferences to empower informed financial decisions. Her professional experience spans various aspects of financial consulting and investment advising. Outside of her professional work, Julianna's personal interests include family activities, fishing, gardening, golf, spending time at the lake, and caring for pets.

Jessica Prance is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Her prior experience includes positions at Merrill Lynch, where she was a Private Wealth Investment Management Specialist from 2020 to 2022 and a Private Wealth Associate from 2017 to 2020. Throughout her career, Jessica has focused on creating personalized financial plans that align with clients' goals and address their concerns. She emphasizes transparency and communication to build trustworthy relationships, helping clients feel more confident and comfortable with their financial strategies. Outside of her professional work, Jessica has interests in fitness, golf, horseback riding, pets, and reading.

Brent Carmello is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their unique situations and planning needs, utilizing the resources available at Fidelity to support clients in striving toward their financial goals. Brent has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Relationship Manager, and currently as a Planning Consultant. His experience spans client relationship management and financial planning within the firm. Outside of his professional work, Brent has interests in baseball, football, golf, music, reading, and traveling.

Rachel Nolan is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She collaborates with clients to develop financial plans tailored to their unique family situations, aiming to help them achieve their financial goals and provide peace of mind through life's various events. Rachel has been with Fidelity Investments since 2014, holding roles including Financial Representative, Investment Consultant, and currently as a Financial Consultant. This experience has contributed to her expertise in financial planning and investment consulting. Outside of her professional work, Rachel enjoys activities such as barre, fitness, hiking, traveling, and exploring food. She also has an interest in pets.

Amanda Archer is a Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she leads a team of financial advisors who work with clients to deliver personalized financial planning experiences. Her approach focuses on helping clients feel confident in their financial plans while prioritizing their goals, enabling them to concentrate on what matters most to them. Amanda has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Planning Consultant. This extensive experience within the company has contributed to her expertise in financial advisory and client relationship management.

Christopher O'Dell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with families to define their financial goals and develop comprehensive plans tailored to their specific needs. His approach emphasizes financial planning as an ongoing process aimed at making sensible decisions through each stage of life to work toward financial freedom. Christopher has extensive experience in the financial services industry, having held various advisory roles since 2009. Prior to his current role, he served as a Financial Advisor at Ameriprise Financial Services Inc. from 2014 to 2019, a Financial Consultant at Allstate Financial Services Inc. from 2012 to 2014, a Financial Advisor at Merrill Lynch from 2010 to 2012, and a Planning Assistant at Ameriprise Financial from 2009 to 2010. Outside of his professional work, Christopher enjoys cooking and baking, participating in family activities, playing golf, riding motorcycles, and practicing yoga.

Noah McDonald is a Planning Consultant at Fidelity Investments, where he works collaboratively with clients to develop financial plans aligned with their personal goals. He engages with clients to review their progress and identify strategies that reflect their priorities and concerns. Noah has held various roles in the financial services industry, including Private Client Relationship Manager at Citizens Bank from 2024 to 2025, Associate Advisor at Northwestern Mutual from 2022 to 2024, and Financial Representative at Northwestern Mutual from 2021 to 2022. Outside of his professional work, Noah has interests in food, skiing, theater, traveling, and volunteering.

Wesley Evans is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he partners with clients to develop personalized financial strategies that align with their individual goals. He emphasizes building long-term relationships based on trust, transparency, and effective communication. Wesley has experience in investment strategies, retirement planning, and wealth planning, drawing on his background as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2020 to 2024. His expertise enables clients to navigate financial complexities with confidence. Outside of his professional work, Wesley's personal interests include fitness, football, parenthood, reading, running, and traveling.

Waylan Barber is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their wealth management teams to develop comprehensive financial plans. He joined Fidelity Investments in 2021 and has held positions including Workplace Planning Consultant and Help Desk, Workplace Planning and Advice before his current role. His experience encompasses workplace planning and providing advisory support within Fidelity Investments, contributing to his expertise in financial planning services. Outside of his professional work, Waylan Barber engages in activities such as family activities, hiking, playing musical instruments, music, reading, and writing.

Leah Coyle is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, she held positions at Kodak Alaris, Butler/Till, and other companies. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, serving a broad client base with systematic investment approaches.

Abigail Creary is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior roles include positions at Stifel and Constellation Brands, as well as work in education and food service. She also has experience working with Shadow Lake Golf & Restaurant. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Melisa Beauchesne-Ellis is a Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2026. She has progressed through various roles within Fidelity Investments since 2019, including Vice President, Financial Consultant, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, she held positions at Paychex, Mutual of America, and Bank of America Private Bank. In her role, Melisa focuses on delivering a client-centered experience by analyzing clients' financial situations and collaborating on strategies aligned with their goals. Her approach emphasizes creating a safe space for discussion, guided by her core values of kindness, curiosity, and reliability. Outside of her professional work, Melisa enjoys biking, board games, skiing, exploring food, parenthood, and volunteering.

Ryan Prine is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previous work experience at Roberts Wesleyan and the Ontario Golf Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Abigail Alvord is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their Financial Consultants to develop personalized financial plans tailored to individual situations and goals. She utilizes the comprehensive resources available through Fidelity to support clients in achieving their financial objectives. She has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. This experience has provided her with a broad understanding of financial services and client relationship management. Outside of her professional role, Abigail enjoys cooking and baking, spending time with family, engaging in fitness activities, socializing with friends, visiting lakes, and traveling.

John Rizzolo is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop customized financial plans tailored to their individual goals and preferences. His approach emphasizes focusing on what and who matters most to clients, aiming to co-create meaningful financial outcomes. John's professional experience includes positions as Vice President and Financial Consultant at Fidelity Investments since 2019, and prior to that, he served as Regional Associate at Guggenheim Investments from 2015 to 2019. Through his work with a diverse client base, he has developed a deep understanding of clients' needs and provides guidance through various life stages. Outside of his professional responsibilities, John has personal interests in baseball, cooking and baking, football, social events with friends, and golf.

Sandy-Ann Robs is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Planning Consultant at Fidelity Investments from 2021 to 2025 and worked as a Client Service Representative at Raymond James from 2018 to 2020. Her approach centers on understanding the unique needs and situations of her clients. She collaborates with clients to make the financial planning process straightforward and valuable, aiming to build relationships that endure across generations. Outside of her professional work, Sandy-Ann enjoys activities such as beach outings, boating, fishing, fitness, reading, and traveling.

Jackie Moyer is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She joined Fidelity Investments in 2020 as a Financial Consultant, bringing with her prior experience from M&T Securities and First Niagara Bank. Her career in financial services spans nearly two decades, beginning in 2005 as a Senior Personal Financial Associate at First Niagara Bank. Throughout her career, Jackie has focused on partnering with clients to understand their financial goals and collaborate on customized financial plans. She emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency in her work. Outside of her professional role, Jackie has interests in biking, fitness, football, pets, running, and traveling.

Andrew Ness is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various positions in the financial services industry, including Wealth Management Advisor at TIAA from 2017 to 2020, Vice President and Financial Solutions Advisor at Merrill Lynch from 2012 to 2017, and Financial Advisor at AXA Advisors from 2010 to 2012. Throughout his career, Andrew has focused on building customized financial plans tailored to meet the unique needs of his clients. He emphasizes a collaborative approach and prioritizes developing strong relationships based on trust, reliability, and competency. Outside of his professional work, Andrew enjoys engaging in family activities and participating in fitness-related pursuits such as golf, hiking, skiing, and tennis.

Joe Elia is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their goals and values. He has been with Fidelity Investments since 2025. Prior to his current role, Joe worked as a Financial Advisor at 457 Plan Service Group from 2024 to 2025, and as a Financial Service Representative at the same firm from 2022 to 2024. His professional experience spans various roles in financial advising and investment consulting. Outside of his professional career, Joe enjoys family activities, fitness, golf, hiking, soccer, and traveling.

Daniel Willoth serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. In this role, he guides clients through all life stages, working collaboratively to create plans aimed at achieving their financial goals. His Chartered Financial Analyst® designation provides him with a distinctive perspective on complex financial situations, goals, and the current market environment. With over 20 years of industry experience, Daniel's background includes roles as a Portfolio Analyst at PIMCO from 2013 to 2016, an Internal Wholesaler at AIG SunAmerica from 2007 to 2013, and a Financial Advisor at Oppenheimer & Co. from 2005 to 2007. He holds a California Insurance License.

Joseph Johansen is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he partners with clients and their Financial Consultants to develop comprehensive financial plans tailored to their current goals and aspirations, aiming to support their pursuit of future success. Prior to his current role, Joseph gained experience as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he worked as a Private Client Banker at JPMorgan Chase from 2021 to 2023.

Philip Hofmeister is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to develop wealth strategies aimed at achieving their financial goals. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2021 to 2022. Philip has extensive experience in the financial services industry, having worked in various capacities including Branch Manager at Charles Schwab from 2015 to 2021, Senior Account Executive at Fidelity Investments between 2012 and 2015, Account Executive from 2007 to 2012, and in Premium Services at Fidelity Investments from 1998 to 2007. Outside of his professional work, Philip engages in activities such as badminton, hiking, running, reading, volunteering, and spending time with his family.

Timothy Bay is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, previously serving as an Investment Consultant from 2022 to 2024, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2020 to 2021. Prior to joining Fidelity Investments, he worked as a Financial Professional at Equitable Advisors from 2019 to 2020. Timothy focuses on helping local clients develop financial plans tailored to their priorities. He emphasizes a dedicated and trustworthy approach to assist clients in growing, protecting, and maintaining their wealth, aiming to provide them with confidence in their financial strategies. Outside of his professional work, Timothy has interests in fitness and football.

Chris Collins is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010, progressing through several roles including Investment Representative, Account Executive, and Vice President. Prior to joining Fidelity, he was a Financial Advisor at Waddell & Reed from 2006 to 2008. In his current role, Chris helps investors create comprehensive financial plans tailored to their goals and circumstances. His approach involves thorough analysis, clear communication, and ongoing support to identify opportunities and provide customized recommendations. Outside of his professional work, Chris enjoys baseball, boating, cooking and baking, football, and traveling.