Mary Catherine Macaluso is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity in 2018, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, she held roles such as VP of Executive Communications at OppenheimerFunds and Director of Economic Research & Analysis at Strategas Research Partners. With two decades of experience in the financial services industry, Mary Catherine offers expertise in creating customized financial plans tailored to individual needs, concerns, and preferences. Her background includes economic research, industry analysis, and investment consulting. Outside of her professional career, Mary Catherine's personal interests include cooking and baking, fitness, horseback riding, outdoor adventures, parenthood, and reading.

Louis Pasquale is a Financial Consultant currently working at Fidelity Investments since 2021. He focuses on building strong relationships with clients and partnering with them for ongoing, comprehensive financial planning. His approach includes utilizing a team-based method and connecting clients with specialists to support their financial goals. Prior to his current role, Louis held the position of Vice President, Financial Consultant at Charles Schwab & Co. Inc. from 2018 to 2021. Before that, he served as Vice President in the Private Client Group at Fidelity Investments from 2004 to 2018.

Michael Roehrig is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to ensure financial plans are aligned with clients' goals. He focuses on providing clarity and understanding of the financial planning process, as well as insights into Fidelity's planning, guidance, and investment capabilities. Michael has experience in financial services including roles as a Relationship Manager at Fidelity Investments from 2021 to 2022, and as a Financial Advisor at Prudential from 2018 to 2020. His expertise encompasses client relationship management and financial advisory. Outside of his professional responsibilities, Michael engages in activities such as baseball, family activities, fitness, golf, parenthood, and spending time with pets.

Matthew McWalters is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he partners with individuals and families with the goal of strengthening and securing their financial well-being. Prior to this position, he held various roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Investment Solutions Representative I from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Before joining Fidelity Investments, Matthew worked as a Financial Professional at Equitable Advisors in 2022. Throughout his career, Matthew has developed experience in financial planning, relationship management, and investment solutions. His work has focused on assisting clients in managing their financial needs effectively. Outside of his professional responsibilities, Matthew has interests in baseball, golf, and traveling.

William Bellow is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of Financial Advisors focused on delivering on the firm's Standards of Care and client commitments. He has held this position since 2021. Prior to this role, William served as a Regional Planning Consultant at Fidelity Investments from 2019 to 2021. William's extensive experience in the financial services industry spans several decades and includes roles such as Branch Manager at TD Ameritrade (2011-2019), Territory Sales Director at Nationwide Securities, LLC (2009-2011), Sales Manager at MML Investor Services, Inc (2009), Market Director at Bank of America Investment Services (2007-2009), Area Investment Manager at Citicorp Investment Services (1999-2007), and Branch Manager at Dreyfus Service Corporation (1987-1999). Outside of his professional responsibilities, William has interests in baseball, fitness, golf, music, skiing, and traveling.

Christopher Gatto is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he collaborates with clients to develop comprehensive wealth management strategies tailored to their individual objectives. His approach emphasizes understanding client needs and implementing aligned financial plans to support their goals. Prior to joining Fidelity Investments, Christopher worked as a Financial Advisor at PNC Investments from 2010 to 2012, and before that, he served as a Financial Advisor at Merrill Lynch from 2003 to 2010. This experience has contributed to his expertise in financial consulting and client relationship management. Outside of his professional work, Christopher enjoys baseball, beach activities, biking, family activities, and outdoor adventures.

Joseph Santillo is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He works collaboratively with a team of financial professionals to assist clients in assessing risk and developing comprehensive financial plans. Joseph focuses on aligning clients' personal goals with their investment strategies through a thorough understanding of their personal and financial situations. Prior to his current role, Joseph served as a Financial Representative at Fidelity Investments from 2022 to 2024. His experience at Fidelity has provided him with a foundation in financial planning and client service. Outside of his professional work, Joseph enjoys bowling, attending concerts, watching football, spending time with friends at social events, and caring for pets.

Ian Sullivan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He joined Fidelity Investments in 2024 after previous roles outside the financial industry, including work in landscape design and medical devices. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Chi Cheung is a Planning Consultant at Fidelity Investments, where he assists clients and their families in developing plans to grow and protect their wealth, make sound investment decisions, and simplify their financial lives. He has held this position since 2025. Prior to his current role, Chi accumulated extensive experience in the financial services industry. He was an Investment Consultant at Fidelity Investments from 2022 to 2025, a Financial Advisor at Prudential Advisors from 2019 to 2022, and a Financial Consultant at AXA Equitable (now Equitable Advisors) from 2017 to 2019. Earlier in his career, he served as Managing Director at State Street Bank from 2001 to 2017, Vice President at Goldman Sachs from 2000 to 2001, and Vice President at Citibank from 1998 to 2000.

Melanie Werthmuller is the Vice President and Branch Leader at Fidelity Investments. In her current role, she helps lead a branch of associates by inspiring and coaching them to deliver a world-class experience to clients. She has held multiple positions at Fidelity Investments, including Assistant Branch Leader since 2022, Financial Consultant from 2018 to 2022, Investment Consultant from 2016 to 2018, and Central Relationship Manager from 2015 to 2016. Prior to joining Fidelity, Melanie worked as a Financial Advisor Associate at Morgan Stanley from 2014 to 2015 and as a Financial Representative at AXA Advisors from 2011 to 2014. Outside of her professional career, Melanie is interested in family activities, outdoor adventures, parenthood, and running.

Antonia Locascio is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has held positions at Fidelity Investments since 2024. Her background includes roles in public safety, parks departments, and coaching. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies, use of systematic methodologies, and regulated oversight practices.

David Benedict is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2007. He works with High Net Worth clients and their families to develop comprehensive financial plans that address retirement income planning, estate planning considerations, and tax-efficient investing. He regularly revisits client goals to make necessary adjustments. David's experience at Fidelity Investments spans over two decades, beginning as a Financial Representative in 1998. He progressed through roles as Investment Consultant and Financial Consultant before becoming Vice President. Throughout his career, he has focused on helping clients work towards their financial objectives. Outside of his professional responsibilities, David enjoys concerts, family activities, fitness, social events, and music.

Balaji Nelluri is an Investment Consultant at Fidelity Investments, where he works to provide clients with clarity and guidance regarding their financial situations to help them pursue their financial goals. He has held this role since 2024. Prior to joining Fidelity, Balaji worked as an Investment Consultant at Charles Schwab from 2022 to 2024. Before that, he served as a Financial Consultant at TD Ameritrade from 2020 to 2022 and as a Business Development Specialist at TD Ameritrade from 2019 to 2020. Outside of his professional work, Balaji has interests in art, concerts, fitness, food, social events with friends, and traveling.

Leonard Leo is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his role, he focuses on providing a broad range of services tailored to clients' needs, concerns, and preferences. Leonard emphasizes a detailed holistic approach to financial planning, prioritizing clients' clear understanding of the purpose and function of each component of their plans. Prior to joining Fidelity, Leonard served as Vice President at Maxim Group LLC from 2018 to 2022. His professional experience reflects his commitment to supporting clients through various stages of financial planning. Outside of his professional work, Leonard has personal interests that include baseball, cars, fitness, social events with friends, golf, and parenthood.

Steve Malick is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. In this role, he partners with high net worth clients and their families to provide detailed wealth planning aimed at helping them achieve their financial goals. Prior to this, he held several positions at Fidelity Investments, including Investment Consultant from 2016 to 2018, Fixed Income Specialist from 2015 to 2016, High Net Worth Associate II from 2014 to 2015, and High Net Worth Associate I from 2013 to 2014. Steve's experience spans various aspects of wealth management and investment consulting, with a focus on serving high net worth clients. His professional journey at Fidelity Investments reflects a progression through roles that emphasize wealth planning and investment expertise. Outside of his professional responsibilities, Steve has interests in comedy, cooking and baking, fitness, golf, and music.

Gregg Gruosso is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with clients to understand their individual financial situations and develop comprehensive plans aimed at achieving their financial goals. Prior to his current role, Gregg served as a Senior Relationship Manager at Fidelity Investments from 2014 to 2021, and as a Relationship Manager from 2005 to 2014. His extensive experience at Fidelity Investments spans nearly two decades, focusing on client relationship management and financial planning. Gregg's professional journey reflects a continuous commitment to supporting clients in navigating their financial paths.

Caden Dragelin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Bank of America and State Farm, and has five years of experience with Lily Flanagan's Restaurant Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Ron Bendavid is a Financial Consultant at Fidelity Investments, bringing over a decade of experience in the financial services industry. He has held roles across diverse organizations, including Vice President of the Private Client Group at Fisher Investments, Senior Financial Consultant at TD Ameritrade, Financial Advisor at Capital One Investing, Relationship Banker at JP Morgan Chase & Co., Financial Advisor Associate at Morgan Stanley, and an internship at Laidlaw & Company. Ron has studied both Finance and Statistics and holds the CFP® designation. His experience spans various sectors of the financial industry, including banking, full-service advisory, and Registered Investment Advisor (RIA) firms. He leverages this extensive background to assist clients in planning for their financial futures. Outside of his professional work, Ron has interests in board games, family activities, museums, parenthood, puzzles, and reading.

Andrew Wilensky is a Wealth Management Planning Consultant on the Private Wealth Management team at Fidelity Investments, based out of the Roslyn, NY Investor Center. In this role, he partners with a local advisory team and serves as a main point of contact for clients' service needs. He prioritizes building relationships with clients and their families on both professional and personal levels. Andrew has extensive experience in wealth management, having held various positions at Fidelity Investments since 2014, including Wealth Management Senior Relationship Manager and Wealth Management Planning Consultant. Prior to joining Fidelity, he worked at Vanguard from 2006 to 2014 in roles such as Equity and Option Trader, Brokerage Representative, and Mutual Fund Representative.

Kimberly Brezen is Vice President and Financial Consultant at Fidelity Investments, where she has been employed since 2001. In her current role, she works with high net worth clients and their families to help them pursue their financial goals through a comprehensive planning process. Her expertise includes estate planning considerations, tax-efficient investing, and retirement income planning. Kimberly emphasizes ongoing communication to revisit and adjust clients' goals as necessary. She has held progressive roles at Fidelity, including Financial Planning Consultant from 2002 to 2007 and Investment Representative from 2001 to 2002. Outside of her professional responsibilities, Kimberly enjoys beach activities, cooking and baking, family activities, fitness, and traveling.

Christian Jepson is a Planning Consultant at Fidelity Investments, where he is part of a wealth management team that engages with clients to identify opportunities for financial support through planning and guidance. He has held his current role since 2025, following his tenure as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. His professional experience centers on financial planning within the wealth management sector. Outside of work, Christian enjoys family activities, fitness, football, social events with friends, and golf.

Caleb Strope is a Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to understand their short and long-term financial goals and collaborates with them to develop tailored financial plans that address their specific needs and objectives. He emphasizes building trust, transparency, and reliability throughout the financial planning process. Caleb's experience at Fidelity Investments includes positions such as Planning Consultant, Relationship Manager, and Financial Representative, reflecting a progression of responsibility within the firm from 2023 to the present. Prior to his tenure at Fidelity, he worked at Corning Incorporated, where he served as a Digital Specialist and Senior Financial Coordinator as well as a Financial Coordinator. Outside of his professional work, Caleb has interests in boating, comedy, fitness, football, and outdoor adventures.

Noah Schwartz is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he is part of a team that helps clients and their families build, preserve, and transfer wealth. He has been with Fidelity Investments since 2010, progressing through positions including Account Executive, VP Financial Consultant, and currently serving as VP Wealth Management Advisor since 2015. Prior to joining Fidelity, Noah held roles as VP Account Executive at Chicago Investment Group from 2005 to 2009, Senior Account Executive at Sky Capital from 2004 to 2005, and Account Executive at SW Bach from 2000 to 2004. He holds a California Insurance License. Outside of his professional work, Noah's personal interests include beach activities, comedy, concerts, family activities, music, and tennis.

Michael Schneider is a Financial Consultant at Fidelity Investments, where he focuses on establishing long-term, trusted financial advisory relationships with clients. He aims to provide financial peace of mind by offering customized financial options that support clients in pursuing their personal passions and goals. He has been with Fidelity Investments since 2022 and previously worked as a Private Client Banker at JPMorgan Chase Bank from 2013 to 2022. His professional experience spans financial consulting and private banking, providing him with a broad perspective on client financial needs. Outside of his professional work, Michael has interests in boating, fitness, food, golf, and tennis.

Sean Kennedy is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. His prior roles include positions at DSJ Advisory Group, FedEx, Danfords, and Long Island University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic methods to manage portfolios and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Jake Marti is a Financial Consultant currently working at Fidelity Investments since 2023. He specializes in comprehensive financial planning for families, focusing on retirement planning, tax-efficient investing, and legacy planning to help clients pursue a secure future and peace of mind. He has extensive experience in the financial services industry, having held positions as a Private Client Advisor and Private Client Banker at JPMorgan Chase from 2015 to 2023. Prior to that, he worked as an Account Executive at Craig Scott Capital LLC and Brookstone Securities, Inc between 2011 and 2015. Outside of his professional work, Jake engages in family activities, golf, and traveling.

Bobby Liga Jr is a Financial Consultant at Fidelity Investments, where he assists clients with holistic financial planning tailored to their personal situations. He began his career at Fidelity Investments as a Financial Representative in 2024, later serving as an Investment Consultant from 2025 to 2026 before assuming his current role. Throughout his tenure at Fidelity, Bobby has developed experience in financial consulting and investment advising. His work focuses on creating comprehensive financial plans that meet the specific needs of his clients. Outside of his professional responsibilities, Bobby's personal interests include baseball, comedy, hiking, movies, singing, and theater.

Anthony Muschitiello is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. In his role, he focuses on understanding what is uniquely important to each client and assists in building personalized financial plans aimed at meeting their individual goals and objectives. He also helps clients understand the various options available to them. Prior to his current role, Anthony gained experience at several firms including Chase Investment Services Corp. in 2007, TD Ameritrade, Inc. from 2002 to 2006 as an Investment Specialist, and Salomon Smith Barney, Inc. from 1997 to 2001 as a Financial Consultant. Outside of his professional work, Anthony is interested in family activities, fitness, and reading.

Jeff SEITZ is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has experience as a financial planner and advisor, having worked at Facet from 2023 to 2024, The Vanguard Group from 2021 to 2023, and Louis Ciliberti & Associates from 2018 to 2021. Jeff focuses on understanding clients' goals, concerns, and dreams to develop financial plans that prioritize what is most important to them. He aims to guide clients through the financial planning journey and make adjustments as their lives evolve. Outside of his professional role, Jeff's personal interests include family activities, food, social events with friends, gardening, and soccer.

Sean Little is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He joined Fidelity in 2019 as a Financial Consultant and has built a career focused on personalized financial planning. Prior to Fidelity, Sean worked in various roles at JP Morgan Chase Bank and JP Morgan Securities from 2013 to 2019, including Private Client Advisor, Financial Advisor, and Relationship Banker. He began his financial services career as an Account Executive at Craig Scott Capital in 2012. Sean's professional experience spans client advising, investment management, and relationship banking, enabling him to support clients in creating financial plans aligned with their individual goals. He emphasizes listening and transparency in his approach to build trust and confidence with clients. Outside of his professional work, Sean has interests in fitness, food, football, golf, motorcycles, and skiing.