Matthew Krall is a financial advisor with Fidelity Investments, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Fidelity, he has experience in the restaurant and hospitality sector, including roles at Red Horse Steakhouse by David Burke, Gianni's Pizzeria, Rooney's Oceanfront Restaurant, and Luigi's Famous Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs, with an emphasis on oversight and conflict-of-interest management.

Tori Rymer is a Planning Consultant at Fidelity Investments, a position she has held since 2020. She has been with Fidelity Investments since 2016, advancing through roles such as Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked as a Client Service Associate at Harbor Lights Financial Group from 2014 to 2016. Over the past decade, Tori has gained experience working with clients facing diverse financial situations. She is focused on helping clients achieve their financial goals through thoughtful planning and consultation. Her background includes a progression of roles that have built her expertise in financial advisory services. In her personal time, Tori enjoys the beach, movies, traveling, and spending time with her pets.

Tobias Bickford is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of his advisory role, he serves as a board member of The Bickford Foundation, a charitable family-run organization in New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Marina Tranchina is the Market Leader at Fidelity Investments, overseeing a team of financial planning professionals and leaders across six locations in New Jersey: Marlton, Princeton, Manalapan, Red Bank, Bridgewater, and Morristown. She and her teams assist clients in co-creating and executing financial plans aimed at helping clients achieve their financial goals with confidence. Tranchina has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2011. Her positions have included Market Leader since 2022, Vice President and Branch Leader from 2017 to 2022, Assistant Branch Leader in 2017, Financial Consultant from 2012 to 2016, Investment Consultant from 2011 to 2012, and Financial Representative in 2011. Prior to joining Fidelity, she worked as a Registered Client Associate at Merrill Lynch from 2007 to 2011.

Alex Coyle is a Planning Consultant at Fidelity Investments, where they focus on helping clients pursue their financial goals through personalized retirement planning. In this role, Alex collaborates with clients using various planning tools and resources to co-create and implement effective financial plans. Alex has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before their current position. This experience has provided Alex with a comprehensive understanding of client relationship management and financial planning services.

Marilyn Pozzuto is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans and personalized investment strategies. She focuses on building long-lasting relationships to help clients pursue their financial goals. Her professional experience includes roles as a Financial Advisor at Merrill Lynch from 2017 to 2022 and as a Wealth Strategy Associate at UBS Financial Services from 2011 to 2017. Throughout her career, she has drawn on both professional and personal experiences to provide thoughtful guidance to clients.

Vincent Mannino is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory roles, he was involved with The Incline Club Skatepark for over a decade. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both 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 delivered to intermediary platforms.

Joe Doles is a Financial Consultant at Fidelity Investments, where he works with clients and their families to develop personalized investment strategies. He leverages Fidelity's resources, technology, and specialists to support his clients in achieving their financial goals. With over 26 years of experience in financial services, Joe has held roles including Mutual Fund and ETF Wholesaler at BlackRock & iShares from 2015 to 2022, Mutual Fund Wholesaler at Lord, Abbett & Company from 2002 to 2015, and Customer Support Manager at Datek Online, now TD Ameritrade, from 1999 to 2002. Outside of his professional work, Joe enjoys boating, family activities, golf, skiing, and traveling.

Joseph Tardiff is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2022, initially serving as a Planning Consultant before assuming his current role in 2024. Prior to joining Fidelity, Joseph worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2022. His professional experience spans various aspects of financial consulting and planning. Joseph's career objective focuses on providing sound and helpful financial guidance to clients, aiming to make a meaningful difference in their lives. He is committed to pursuing further education and certifications to enhance his ability to deliver financial advice. Outside of his professional work, Joseph's personal interests include beach activities, concerts, golf, music, surfing, and swimming.

Richard Gunderud is a Financial Consultant currently working at Fidelity Investments since 2025. He partners with clients to pursue financial success through comprehensive financial planning and guidance, focusing on understanding clients' goals and needs to co-create customized financial plans tailored to their unique financial situations. His approach aims to provide financial peace of mind and assist clients in making effective financial decisions. Prior to his current role, Richard served as an Investment Consultant at Fidelity Investments from 2023 to 2025. He has held several positions in the financial services industry, including Financial Consultant at E*TRADE From Morgan Stanley (2020-2023), Managing Director at C&A Financial Group (2019-2020), Manager of Financial Services at Prudential Financial (2018-2019), and Vice President at MassMutual Financial (2015-2017). Outside of his professional work, Richard's personal interests include family activities, fitness, movies, parenthood, and pets.

Ava Brown is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Ava is focused on working closely with clients to develop and implement financial strategies utilizing Fidelity Investment's resources to achieve their goals. Her professional experience spans several years within Fidelity Investments, where she has developed expertise in financial consulting and investment advisory services. Ava emphasizes attentive listening and collaboration in her approach to client financial well-being. Outside of her professional role, Ava's personal interests include cooking and baking, family activities, fitness, gardening, reading, and skiing.

Rob Sim is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He partners with clients to educate, develop, and manage plans aimed at assisting them in working toward their financial goals, emphasizing the importance of understanding each client's unique concerns and issues before creating a strategy. Rob has over a decade of professional experience in financial planning and advisory roles. Prior to his current role, he served as Financial Consultant and Investment Consultant at Fidelity Investments from 2012 to 2018. His earlier positions include Financial Adviser at Benjamin F. Edwards from 2011 to 2012 and Financial Planner at Diversified Financial Consultants from 2006 to 2010.

Julia Sternik is a Financial Consultant at Fidelity Investments, where she provides clients with planning and guidance to support their long-term and short-term financial goals. She has been with Fidelity since 2022, progressing through roles including Relationship Manager and Planning Consultant before assuming her current position in 2025. Prior to joining Fidelity, Julia worked as a Platform Consultant at Clark Capital Management Group from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, enabling her to assist clients in working towards financial success. Outside of her professional responsibilities, Julia enjoys activities such as spending time at the beach, cooking and baking, engaging in family activities, fitness, and traveling.

James Alario is a Planning Consultant currently working at Fidelity Investments since 2023. He has extensive experience in the financial services industry, having previously served as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2017 to 2023, and as a Registered Client Service Associate at Oppenheimer & Co., Inc. from 2011 to 2017. Throughout his career, James has focused on helping clients pursue their financial goals by building meaningful relationships and providing tailored guidance based on individual client needs. He is committed to continuing his professional development through further education and certifications to enhance his expertise and advance his career.

Robert Somers is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior roles include work with the American Diabetes Association and involvement with the Kappa Sigma Fraternity Endowment Fund. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jacob Forman is a Financial Consultant at Fidelity Investments, where he focuses on holistic financial planning for individuals and families. He works collaboratively with clients to create personalized strategies that address their unique financial goals and needs. Jacob has been with Fidelity Investments since 2018 and has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and now Financial Consultant since 2022. Prior to joining Fidelity, he served as a Financial Advisor at North Star Resource Group from 2015 to 2017. He holds the Certified Financial Planner (CFP®) designation and stays informed on industry trends to provide guidance tailored to his clients' requirements.

Arthur Foreman is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2012. He has over 25 years of experience in the financial services industry, including roles as Financial Consultant and Investment Representative at Fidelity Investments, as well as a Floor Trader at the New York Stock Exchange from 1997 to 2007. His expertise includes working with Fidelity's High Net Worth clients in areas such as retirement, income, and wealth planning. Arthur leverages his extensive experience to assist clients and their families in pursuing their financial goals.

Michael McCabe is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He applies a goal and needs-based holistic approach to assist individuals, families, and businesses in pursuing their financial objectives. His work involves thorough planning conversations with clients and utilizing Fidelity's information, technology, and tools to support their financial success. Michael's strategy focuses on planning areas including investment planning, tax-efficient investing, income planning, and legacy planning considerations. Prior to joining Fidelity, he gained experience as a wholesaler and financial services education consultant at Allstate Financial Services from 2017 to 2021, served as a field sales associate at State Farm from 2014 to 2017, and worked as a registered representative at MetLife from 2009 to 2014. Outside of his professional role, Michael's personal interests include spending time at the beach, attending concerts, caring for pets, skiing, traveling, and practicing yoga.

Stacie Ann Lites is a financial advisor at Fidelity with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2023. Her prior roles include positions at Allstate and Shipt Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and its role as a commodity pool operator and advisor to multiple registered investment companies.

John Glusko is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as the primary point of contact for clients, handling daily service needs such as opening new accounts, processing money movement requests, and establishing trusts. He aims to develop professional and personal relationships with his clients’ families to ensure they fully utilize the services offered by Fidelity Private Wealth Management. John has been with Fidelity Investments since 2005, holding various positions including Sr Relationship Manager, Branch Service Manager, Regional Operations Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Trading Desk Representative at Charles Schwab from 2000 to 2005.

Bryce Campbell is an Investment Consultant at the Red Bank branch of Fidelity Investments. In this role, he focuses on understanding clients' personal and financial goals to co-create comprehensive financial plans tailored to their needs. He emphasizes a holistic approach that fosters long-lasting and trustworthy relationships with clients. Bryce has experience in the financial services industry, having held positions including Relationship Manager at Fidelity Investments from 2023 to 2024, Senior Investment Specialist at Merrill Edge from 2022 to 2023, and Client Associate at Sestito Financial Services from 2021 to 2022. Outside of his professional work, Bryce has interests in fitness, football, golf, movies, and pets.

Michael Didario is a financial advisor at Fidelity with a Series 66 designation and industry experience beginning in 2024. Prior to joining Fidelity, he was involved with Didario Financial L and has worked in roles outside of finance, including at the Hollywood Golf Club. Fidelity’s Strategic Advisers LLC, where he is employed, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Christopher DeLuca is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He previously worked as a Financial Representative at Fidelity Investments in 2025 and as a Financial Service Representative from 2024 to 2025. In his current position, Christopher focuses on helping clients align their financial objectives with their priorities by co-creating tailored plans. He provides clear and strategic guidance to support clients in making informed and confident financial decisions. Christopher emphasizes building meaningful, long-term relationships to ensure clients feel secure throughout their financial journey. Outside of his professional role, Christopher has interests that include fitness, golf, running, reading, enjoying social events with friends, and exploring food.

Erin Mckane is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on formal advisory roles to multiple registered investment companies and the use of advanced technologies such as AI and long-term asset allocation benchmarks.

Max Pirozzi is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes positions at Barnum Financial Group, Northwestern Mutual, and educational roles at Muhlenberg College and Freehold Township High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios.

Charles Buono is a Financial Consultant at Fidelity Brokerage Services, LLC, a position he has held since 2021. He brings over 20 years of experience in the financial services industry to his role. Prior to joining Fidelity, Charles worked as a Financial Advisor at AIG Retirement Services from 2018 to 2021, and as Vice President of Retirement Services at Principled Advisors from 2008 to 2018. His earlier roles include Relationship Manager at Oppenheimer Funds from 2007 to 2008 and Client Service Representative at ADP Retirement Services from 2003 to 2007. Throughout his career, Charles has focused on retirement services and financial advising, utilizing his extensive experience to help clients identify and achieve their short-term and long-term financial goals. He employs a personalized approach to cultivating, implementing, and maintaining financial plans that align with what matters most to his clients. Outside of his professional work, Charles has interests in comedy, golf, movies, and parenthood.

Ottavio Mannarino is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been with Fidelity Investments since 2015, including roles at Fidelity Personal and Workplace Advisors. 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. The firm manages various fund advisory services and model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Lisa Woods is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has worked in the financial services field for over 25 years, focusing on building strong client relationships and developing financial plans that support long-term retirement goals. Her professional experience includes roles as a Financial Consultant at Fidelity Investments from 2017 to 2022, Managing Director of Marketing and Investor Relations at Dunbar Capital from 2007 to 2016, and equity trading positions at BLM Investment Securities from 2004 to 2006 and Charles Schwab from 1996 to 2004. Throughout her career, she has emphasized the importance of financial planning as an essential component of sound retirement strategies.

Ken Walters is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Financial Solutions Advisor at Merrill Lynch from 2017 to 2025. In his professional capacity, Ken focuses on helping clients pursue their financial goals by taking the time to understand their unique priorities, concerns, and aspirations, which enables him to create tailored financial plans. Ken values building relationships and aims to make a positive impact on the lives of the individuals and families he serves. Outside of his professional work, he engages in activities such as enjoying the beach, football, golf, movies, scuba diving, and traveling.

Dominic Mamrega is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, progressing through positions including Financial Representative and High Net Worth Associate. Dominic specializes in providing personalized investment guidance, focusing on creating tailored strategies that adapt to market changes and align with clients' short-term and long-term financial objectives. His approach emphasizes clear communication and building strong, lasting relationships with clients. Outside of his professional work, Dominic has interests in biking, comedy, cooking and baking, golf, running, and swimming.

Jeffrey Jimenez is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he served as a Financial Representative at the same firm from 2023 to 2025. In his current position, Jeffrey focuses on empowering clients to make informed financial decisions that align with their individual goals. He emphasizes building strong client relationships and collaborates with clients to design personalized investment strategies. Jeffrey's professional experience centers on providing trusted guidance and tailored financial planning. Outside of his work, he engages in family activities, fitness, social events with friends, movies, and parenthood.

Brielle Scott is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2019, progressing through roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Services Representative at Merrill Edge from 2018 to 2019. Brielle focuses on financial planning and client engagement, aiming to provide tailored financial plans that align with clients' goals and needs. She emphasizes listening to clients and serving as a local resource to support their pursuit of a successful financial future. Outside of her professional work, Brielle enjoys cooking and baking, family activities, and reading.

Joe Piacentino is a Financial Consultant at Fidelity Investments, where he has been employed since 2002. In this role, he works with families to develop financial plans aimed at helping them achieve their financial goals. Prior to joining Fidelity Investments, Joe served as an Account Executive at Oppenheimer & Co. from 1999 to 2001. With over 20 years of experience in the financial services industry, Joe's approach involves gaining a comprehensive understanding of each family's vision and utilizing the resources available at Fidelity to address their individual needs. His career reflects a long-term commitment to assisting clients in financial planning. Outside of his professional work, Joe has interests in cooking and baking, caring for pets, reading, and traveling.

Nicholas DeFilippis is a Financial Consultant currently working at Fidelity Investments since 2018. In this role, he partners with clients to understand their unique goals and investment objectives, aiming to protect assets, generate income, and facilitate wealth growth and transfer for future generations. His approach involves creating disciplined financial plans to help clients feel confident about their financial futures. Prior to his current position, Nicholas accumulated experience as a Financial Advisor at UBS Financial Services from 2014 to 2018 and at Merrill Lynch from 2011 to 2014. He began his career as a Financial Representative at Guardian Life Insurance in 2009.

Amanda Toner is a Financial Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients to understand their individual financial needs and leverages her industry experience along with Fidelity's resources to develop comprehensive financial plans tailored to their unique goals and objectives. Prior to joining Fidelity, Amanda accumulated over a decade of experience at BlackRock, where she held several roles including Head of US Relationship Management for Multi-Asset Strategies in 2023, Senior Product Strategist for Model Portfolio Solutions from 2016 to 2022, Portfolio Specialist for Private Investors from 2012 to 2016, and Sales Associate in US Wealth Advisory from 2011 to 2012. Outside of her professional work, Amanda's personal interests include spending time at the beach, exploring food, parenthood, and traveling.

Michael Sobieski is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations. Sobieski has worked at Strategic Advisers, Inc. since 2003 and is also affiliated with Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including managing portfolios through a combination of fundamental research, quantitative analysis, and algorithmic construction. The firm serves a variety of clients, including registered investment companies and charitable funds, and employs systematic methodologies alongside oversight of sub-advisers and share class evaluations.

Hoda Ali is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2008. She has been with Fidelity Investments since 2004, starting as a Financial Representative, then serving as an Investment Consultant before her current role. As a Certified Financial Planner, she works closely with clients to address their unique financial goals and objectives. Hoda emphasizes comprehensive wealth and family planning as well as investing in her practice. She holds a California Insurance License, supporting her ability to provide a range of financial services. Her experience spans over a decade within Fidelity Investments, focusing on financial consulting and investment advice.

Louis Obsuth is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2010, progressing through roles including Financial Consultant, Investment Representative, and Financial Representative. Louis focuses on developing financial plans that aim to benefit his clients and their families both now and in the future. Throughout his career at Fidelity, Louis has built strong relationships with his clients and is committed to partnering with them to achieve their financial goals. His professional experience is centered on financial consulting and investment representation. Outside of his professional work, Louis has personal interests that include beach activities, family activities, parenthood, soccer, and volunteering.

Jason Thieme is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2026. Prior to this position, he served as a Branch Leader at Fidelity Investments from 2022 to 2026. In his leadership capacity, Jason is committed to helping associates maximize their potential by following a structured framework for success. Outside of his professional responsibilities, he has interests that include the beach, cars, fitness, pets, reading, and volunteering.

Jason DAmico is a Financial Consultant currently working at Fidelity Investments since 2023. He has over a decade of experience in the financial services industry, having held roles including Private Client Advisor and Private Client Banker at JPMorgan Chase from 2010 to 2023, as well as Financial Representative at Centra Financial Group from 2009 to 2010. Jason focuses on building personal relationships with clients to develop and follow personalized financial plans aimed at providing peace of mind throughout all phases of their financial journey.

Nicole Leonard is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Forest Hills Financial Group and held various roles including positions at Pace University and several small businesses. Outside of her financial career, she has experience in hospitality and education sectors. Nicole works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.