Alan Popowski is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this position, he helps families understand and become comfortable with their relationship with money, serving as an advocate and resource to maximize the full range of Fidelity's offerings. Alan has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments including Vice President, Executive Planning Consultant (2021-2024), Vice President, Branch Office Leader (2017-2021), Assistant Branch Manager (2015-2017), Financial Consultant (2012-2015), and Investment Consultant (2010-2012). Prior to joining Fidelity, he worked as a Financial Consultant at Laidlaw & Company (UK), LTD. in 2010 and as an Investment Consultant at David Lerner Associates from 2009 to 2010.

Stephen Purdy is a Financial Consultant currently working with Fidelity Investments since 2022. He has previous experience as a Financial Advisor at Ameriprise from 2021 to 2022. Stephen partners with his clients to co-create, implement, and maintain financial plans that align with their goals and visions of success, security, and peace of mind. With a background as a former college professor, Stephen has a strong passion for financial education. He emphasizes comprehensive client understanding of the planning process, guiding them step by step. His objective is to establish lifelong and enduring relationships with clients, supporting their financial well-being over time. Outside of his professional work, Stephen has interests in art, comedy, golf, music as an instrumentalist, and parenthood.