Osmar Hernandez is a Financial Consultant currently working at Fidelity Investments since 2024. He has built his career in financial advisory roles, previously serving as a Private Client Financial Advisor at Citizens Bank from 2023 to 2024 and as a Financial Consultant at E*Trade from 2019 to 2023. He focuses on empowering clients to achieve their financial goals through personalized planning and strategic guidance. In his role, Hernandez collaborates with clients and wealth management teams to develop tailored financial strategies, emphasizing transparency and education to help clients make confident decisions. His experience spans various aspects of financial consulting, aiming to meet the unique aspirations of each individual client. Outside of his professional work, Hernandez engages in activities such as attending concerts, spending time with family, fitness, parenthood, and volunteering.

Stacie Weber is a Financial Consultant currently working at Fidelity Investments since 2019. She has previously held positions as a Private Client Advisor at J.P. Morgan Securities from 2013 to 2015 and again from 2016 to 2019, as well as a Financial Consultant at E*TRADE Securities from 2015 to 2016. Throughout her career, Stacie has focused on partnering with clients and their families to understand their financial goals and develop customized financial plans tailored to their unique needs. She emphasizes building strong relationships based on trust, reliability, and competence. Outside of her professional work, Stacie enjoys golf, hiking, running, and traveling.

Alexandar Nikolic is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial sector, including Investment Associate at JP Morgan Securities in 2022, Investment Consultant at Fidelity Investments from 2020 to 2022, Private Client Banker at JP Morgan Chase, NA from 2019 to 2020, and Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Alexandar has developed experience in financial consulting, investment association, and private client banking. He focuses on partnering with clients to understand their long and short-term financial needs and goals. By building strong relationships and delivering customized planning, he aims to create strategies that support families in working toward their financial objectives.

James Dunn is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity for 25 years, during which time he has held various roles including Vice President-Senior Account Executive, Financial Representative III and II, Retirement Investment Specialist, Senior Retirement Service Specialist, and Retirement Services Specialist. James focuses on wealth planning and assisting clients in pursuing their financial goals. He holds a California Insurance License. His career at Fidelity has provided him with extensive experience in financial consulting and retirement services. Outside of his professional work, James enjoys fishing, gardening, golf, outdoor adventures, spending time with pets, and reading.

Dan Chevreux is a Financial Consultant at Fidelity Investments. He is focused on helping clients develop comprehensive financial plans aimed at simplifying their financial lives and supporting their lifestyle goals. Dan has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Investment Consultant before becoming a Financial Consultant. His experience within the firm has provided him with a strong foundation in financial planning and investment strategies. Outside of his professional work, Dan enjoys activities such as spending time at the beach, fishing, fitness, outdoor adventures, and socializing with friends. He also has an interest in pets.

Steph J'appiah is a Planning Consultant at Fidelity Investments, where they work to deliver a high-quality planning experience for clients. In this role, Steph focuses on helping clients clearly understand their financial situations and confidently pursue their goals. Steph assesses client needs and provides guidance in a clear and meaningful way. Their approach involves offering tailored support, encouraging proactive financial decisions, and collaborating with clients to develop strategies aligned with each client's unique priorities. Outside of their professional role, Steph has personal interests that include comedy, fishing, skiing, soccer, and table tennis.

Patrick Doherty is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2016. In this role, he collaborates with clients to develop customized wealth plans aimed at achieving their financial goals. He provides ongoing communication and support to adjust financial strategies as clients' needs evolve. Patrick has been with Fidelity Investments since 2008, progressing through various positions including Financial Consultant, Account Executive, and Investor Center Financial Representative. His experience spans client service, investment representation, and financial consulting. Outside of his professional responsibilities, Patrick has interests in baseball and soccer.

Chuck Patton is Vice President and Branch Leader at Fidelity Investments. In this role, he works with Associates and their Wealth Management Teams to deliver planning, guidance, and service to clients. He has held leadership positions in the financial services industry since 1999, including Branch Leader at Fidelity Investments since 2022, Branch Manager at Charles Schwab & Co. Inc. from 2015 to 2022, Head of Field Leadership Development at UBS Financial Services from 2006 to 2015, Branch Manager at Morgan Stanley from 1999 to 2006, and Financial Advisor at Morgan Stanley from 1992 to 1999.

Brianna Doheny is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior work history includes roles at Freshford Capital and Rose Demolition and Carting, Inc., as well as academic involvement with Boston College. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a noted use of AI and systematic methodologies in its investment process.

Augustin Delgado is a Financial Consultant currently working at Fidelity since 2022. In this role, he collaborates with clients to apply long-term financial strategies and assist with major financial decisions using Fidelity's planning tools. He has over a decade of experience in the financial services industry, having previously worked as a Private Wealth Analyst at Rockefeller Capital Management from 2020 to 2022, and as a Senior Client Associate at JP Morgan Chase from 2010 to 2020. Outside of his professional work, Augustin engages in family activities and enjoys kayaking, movies, and music.

Giuseppe LoBello is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2023 to 2026. In his current position, Giuseppe focuses on helping clients work toward their financial goals through comprehensive planning and personalized guidance. His expertise includes retirement planning, investment strategies, wealth planning, and financial education. He collaborates with clients to develop strategies that align with their unique needs, priorities, and long-term objectives. Outside of his professional responsibilities, Giuseppe enjoys boating, cars, family activities, football, and traveling.

Tom Burns is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he partners with clients to develop tailored financial plans aimed at meeting their individual needs. He focuses on educating clients about their financial situations and assisting them through a process that leverages strategies and Fidelity's expertise to build, protect, or distribute wealth.

Hillary McLean is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2015. In this capacity, she partners with clients to help them understand the importance of financial planning and guides them through building customized plans tailored to their specific situations. Prior to her current position, Hillary served as Vice President and Ultra High Net Worth Banker at Merrill Lynch Private Banking & Investment Group from 2006 to 2015. Her professional experience spans wealth management and private banking, focusing on personalized financial planning and investment strategies. Hillary emphasizes open communication, trust, and honesty in her client relationships, ensuring thoughtful listening and candid discussions. No additional information about her education, credentials, personal interests, or community involvement was provided.

Alexander Jankowski is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previous work experience at Hudson Valley Credit Union and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios utilizing mutual funds, ETFs, and ETPs.

Daniel Jackson currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2006. In this role, he is responsible for all facets of the branch, with a primary focus on developing associates to deliver a collaborative financial planning experience to clients. He has been leading financial professionals for over 20 years, emphasizing the development of others to help them reach their full potential. Prior to his current role, Daniel was Branch Manager at E*TRADE from 2005 to 2006 and Assistant Vice President, Group Manager at T. Rowe Price from 1998 to 2005. His career reflects extensive experience in leadership positions within the financial services industry. Outside of his professional work, Daniel's personal interests include fitness, military service, movies, softball, and traveling.

Christopher Foster is currently serving as Vice President and Wealth Planner at Fidelity Investments. He holds the designation of CERTIFIED FINANCIAL PLANNER™ and has been with Fidelity since 2017, advancing from Financial Consultant to his current role in 2022. With over two decades of experience in financial services, Christopher has held positions including Premier Relationship Advisor at HSBC Securities, Wealth Manager at USAA Wealth Management, Private Banker at Wells Fargo Advisors LLC, and Financial Advisor at Chase Investment Services. His career reflects a broad range of expertise in wealth management and financial planning. Christopher emphasizes working closely with clients to understand their priorities and motivations, aiming to co-create customized financial plans that support clients and their families in pursuing financial fulfillment.

Christopher Quigley is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on assisting clients in achieving their financial goals through comprehensive planning and personalized guidance. Christopher applies his expertise in retirement planning, investment strategies, wealth planning, and financial education to establish trusted client relationships. Before his current role, Christopher held several positions at Fidelity Investments, including Relationship Manager from 2024 to 2026, Transition Services Specialist from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023. This progression reflects his growing experience within the financial services industry.

Anthony Cefaloni is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Northwestern Mutual and various positions outside the financial industry, including time spent at Harrison Recreation and Gus's Franklin Park Restaurant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Vincent Cento is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with Sim Coe Beer Bar and Obercreek Brewing Company from 2022 to 2024 and worked at Mercedes-Benz of White Plains from 2014 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies, and formal governance procedures.

Ryan Brennan is a Financial Consultant currently working at Fidelity Investments since 2025. Prior to this role, he served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2023 to 2025. Before joining Fidelity, Ryan worked as a Financial Advisor and Financial Analyst at UNFCU Advisors from 2019 to 2022. In his professional practice, Ryan collaborates with clients to develop customized financial plans aimed at meeting their unique needs and obligations. He emphasizes building strong relationships through trust, understanding, and transparency, offering education and guidance to help clients navigate their financial journeys. Outside of his professional role, Ryan enjoys engaging in activities such as baseball, golf, snowboarding, softball, traveling, and participating in social events with friends.

Paul Kalra is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has a progressive career at Fidelity, having held roles including Planning Consultant from 2021 to 2023, Investment Consultant from 2019 to 2021, and Financial Representative from 2018 to 2019. Throughout his tenure, Paul focuses on developing tailored financial plans that reflect each client's unique goals and circumstances. He emphasizes listening and understanding clients' perspectives to support and empower them in achieving financial confidence. Outside of his professional role, Paul has personal interests that include family activities, exploring culinary experiences, parenthood, and traveling.

Nicole Menzie is a Planning Consultant at Fidelity Investments, where she collaborates with individuals, business owners, corporate executives, and their families to build, manage, protect, and transition wealth. Her approach involves listening carefully to her clients and co-creating financial plans tailored to their goals, utilizing the resources of Fidelity's wealth management team and comprehensive planning tools. Before joining Fidelity in 2022, Nicole gained experience as a Private Client Advisor at J.P. Morgan Chase, N.A. from 2017 to 2022, and as an Investment Associate at UBS Financial Services between 2008 and 2017. Her professional background includes developing expertise in financial planning and wealth management across diverse client segments. Nicole's personal interests include biking, comedy, family activities, movies, museums, and theater.

Emily Wiesen is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of advising, she works as a lifeguard at a health club and assists with teaching activities at a synagogue. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction applied across mutual funds, ETFs, and ETPs.

Ellen Mellyn is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She focuses on listening to clients and working collaboratively to customize approaches that encompass all of their financial goals. Ellen has been residing in the area since 2003 with her husband and two children. Her professional experience centers around providing financial consultation tailored to individual client needs. Ellen's approach emphasizes partnership and comprehensive planning to support clients on their wealth journey. Outside of her professional work, Ellen's personal interests include comedy, golf, kayaking, sailing, skiing, and tennis.

Seth Bryant is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2021 to 2024. His career in financial services began at Wells Fargo, where he worked as a Relationship Banker from 2019 to 2021 and as a Personal Banker from 2018 to 2019. In his current position, Seth partners with clients to understand their short- and long-term financial goals, aligning investment strategies and financial plans accordingly. He focuses on building trust and maintaining transparency throughout client relationships, working closely with clients to provide confidence and peace of mind regarding their financial plans. Outside of his professional work, Seth has interests in beach activities, fitness, football, music, and traveling.

Jake Hasenbalg is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2022, previously serving as an Investment Consultant and Financial Representative. Prior to joining Fidelity, Jake worked as a Medicare Advisor at Advise Insurance from 2021 to 2022. Jake approaches financial planning as a personalized and collaborative process rooted in trust, transparency, and long-term strategy. He aims to help clients feel calm and confident about their accounts, enabling them to focus on their personal interests. His goal is to provide clients with peace of mind regarding their finances and assist them in achieving financial fulfillment. Outside of his professional work, Jake has interests in music, reading, and traveling.

Miro Fain is a Financial Consultant at Fidelity Investments, where he has worked since 2018. Prior to this role, he served as an Investment Consultant from 2015 to 2018 and as a Financial Representative from 2013 to 2015 within the same organization. His approach focuses on building long-term relationships grounded in trust and understanding of his clients' financial goals. Miro provides support and guidance through proactive planning and transparent communication to help clients navigate financial decisions and market uncertainties. Outside of his professional work, Miro has personal interests in food, golf, hiking, and traveling.

Darnel Shillingford is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase and Ace and the Writing Services. Outside of advising, he is the author of a book titled *Financial Student Athletes* and engages in book distribution and presentations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Neville Kapoor is a Financial Consultant who partners with clients to understand their short- and long-term financial goals and to develop customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency throughout their financial planning journey. Neville works collaboratively with clients to build financial plans, identify strategies for improvement, and maintain open communication. Neville has held various roles in the financial services industry since 2009. His professional experience includes positions such as Vice President - Financial Consultant at Charles Schwab in 2024, Senior Manager in Platinum Relationship Management at Morgan Stanley - ETRADE from 2023 to 2024, Financial Consultant at Morgan Stanley - ETRADE from 2018 to 2023, Financial Solutions Advisor at Merrill Lynch - Merrill Edge from 2014 to 2018, and Licensed Personal Banker in the Private Client division at JP Morgan Chase from 2009 to 2013. Outside of his professional work, Neville has personal interests that include the beach, cars, comedy, social events with friends, music, and traveling.

Natasha Madera is a Planning Consultant at Fidelity Investments, where she collaborates with clients and a dedicated team to perform comprehensive assessments of clients' financial situations. In her role, she focuses on developing tailored financial plans that address clients' specific goals and needs, emphasizing the importance of building enduring relationships based on trust and transparency. Prior to her current position, Natasha gained experience as a Relationship Manager at Fidelity Investments from 2023 to 2024. She also worked as a Financial Services Representative at Fortis Lux Financial from 2022 to 2023, a Relationship Banker at Wells Fargo Advisors from 2020 to 2023, and a Private Client Banker at JP Morgan Chase from 2018 to 2019. Outside of her professional career, Natasha has personal interests that include fitness, food, social events with friends, movies, museums, and outdoor adventures.

Franklin Coronado is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2020. He has over twenty years of experience in the financial services industry, having held various roles including Private Client Advisor at JPMorgan Chase from 2019 to 2020, Branch Manager at TDAmeritrade from 2017 to 2019, and Branch Manager and Stockbroker positions at Scottrade between 2005 and 2017. Earlier in his career, he worked as a Stockbroker at TDWaterhouse from 1999 to 2005. Throughout his career, Franklin has focused on understanding his clients' financial needs and collaborating with them to develop plans aimed at addressing their concerns. His goal is to provide clients with peace of mind and confidence that they are progressing toward their financial objectives. Outside of his professional work, Franklin enjoys activities such as baseball, spending time at the beach, family activities, social events with friends, hiking, and traveling.

Meg Gadeleva is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has over two decades of experience in the financial industry, focusing on helping clients navigate financial planning and achieve their financial goals. Prior to her current role, she served as Relationship Manager at Fidelity Investments from 2017 to 2019. Her prior experience includes roles such as Regional Manager at Utre - 401k and Pension in Bulgaria from 2014 to 2016, Branch Manager at JP Morgan Chase from 2010 to 2014, Private Client Banker at JP Morgan Chase from 2006 to 2010, and Banker at Citizens Bank from 2004 to 2006. Meg holds a California Insurance License. Outside of her professional life, Meg's interests include art, family activities, hiking, outdoor adventures, reading, and volunteering.