Michael Cappiello is an Investment Consultant who focuses on helping clients plan their financial futures based on their specific goals. He provides personalized guidance tailored to each client's unique financial background. Michael combines his professional role with his experience as a father, emphasizing the pursuit of financial peace of mind and the protection of clients' legacies. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2025. Michael's personal interests include art, golf, kayaking, parenthood, skiing, and swimming.

Steven Franco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity as a Financial Representative in 2022 and progressed through roles including Investment Consultant before his current appointment. Prior to Fidelity, Steven worked as a Senior Private Client Banker at Key Investment Services in 2022 and served as a Personal Banker at KeyBank from 2018 to 2022. His earlier experience includes roles as a Relationship Manager Officer and Personal Banker at Bank of America from 2012 to 2017. With over a dozen years in the financial services industry, Steven specializes in collaborating with clients to pursue financial goals tailored to their preferences. He emphasizes maintaining and improving financial plans through ongoing and open communication. Steven holds a California Insurance License. Outside of his professional career, he has interests in beach activities, food, football, golf, and traveling.

Drew Miller is Vice President, Wealth Planner at Fidelity Investments, where he currently develops personalized strategies tailored to clients' retirement objectives, financial situations, and long-term goals. He has held this role since 2022. Prior to this, he served in various capacities at Fidelity Investments including Financial Consultant and Planning Consultant roles between 2021 and 2022. Before joining Fidelity, Drew worked at Prudential Financial as a Retirement Counselor from 2016 to 2021 and as an Annuity Wholesaler from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Drew's personal interests include fishing, golf, hiking, skiing, and tennis.

Linda Schoff Coletti is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2023. She works closely with clients to develop and implement financial plans tailored to their goals and objectives, utilizing Fidelity's comprehensive resources. With over 25 years of experience in Wall Street and financial planning, Linda has held various roles including Financial Consultant at Fidelity Investments from 2018 to 2023, Vice President Investment Counselor at David Lerner Associates from 2016 to 2018, and Senior Vice-President Institutional Sales at Cantor Fitzgerald from 2001 to 2009. Her extensive background also includes positions such as Vice President Nasdaq Trading at Robertson Stephens & Company and Nasdaq Trader at Cantor Fitzgerald. Throughout her career, Linda has gained expertise in wealth growth, protection, and transfer, drawing upon her diverse experience across the financial services industry.

Luigi Cicconi is a Planning Consultant at Fidelity Investments, where he works as a co-advisor alongside clients and their wealth management teams. In this role, he focuses on ensuring that financial plans serve as clear roadmaps for clients' milestones and supports informed financial decision-making. Luigi began his role at Fidelity Investments in 2026. Further details regarding his education, credentials, areas of expertise, or personal interests have not been provided.

Brendan Russo is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Capital Group and Equitable. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Brianna Fedro is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads, coaches, and develops a team of financial professionals dedicated to helping clients work towards achieving their goals with confidence and peace of mind. Brianna has a progressive career at Fidelity Investments, beginning as a Financial Representative in 2021 and advancing through roles including Relationship Manager, Planning Consultant, Financial Consultant, before assuming her current leadership position. Her experience encompasses various aspects of financial consulting and client relationship management. Outside of her professional responsibilities, Brianna has interests in barre, cooking and baking, fitness, pets, reading, and traveling.

Heidi Scali is a Financial Consultant I at Fidelity Investments, a role she has held since 2025. She specializes in collaborative, planning-first financial advising, working closely with clients to understand their goals and priorities. Heidi focuses on translating client insights into clear and actionable strategies that provide structure and direction for their financial futures. Her professional experience includes positions as a Senior Wealth Strategy Associate at UBS Financial Services, Inc. from 2022 to 2025, a Wealth Strategy Associate at Steward Partners Global Advisory, LLC from 2020 to 2022, and a Wealth Strategy Associate at UBS Financial Services, Inc. from 2015 to 2020. Throughout her career, she has maintained consistent communication and guidance with clients to help them make informed decisions and stay on track with their financial plans. Outside of her professional work, Heidi has interests in fitness, reading, tennis, and traveling.

John Drowne is a Financial Consultant at Fidelity Investments, a position he has held since 2026. His professional experience includes roles as Planning Consultant (2023-2026), Relationship Manager (2022-2023), and Financial Representative (2021-2022) at Fidelity Investments. Prior to that, he worked in Institutional Sales at National Securities Corporation from 2019 to 2021. Born and raised in Stamford, Connecticut, John has developed a strong connection to the local community. He collaborates closely with clients to understand their values, family dynamics, and aspirations, aiming to create personalized financial strategies that support their goals. Outside of his professional work, John has interests in fitness, food, football, golf, and pets.

Amber Okin is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she collaborates with clients to develop and implement financial plans tailored to their individual goals and concerns. She emphasizes building relationships based on trust and respect by understanding what is important to her clients and their families. Amber's approach focuses on providing clients with peace of mind for various life moments through thoughtful financial planning. Her expertise lies in creating strategies that address clients' specific needs and objectives. Outside of her professional work, Amber has interests in bowling, comedy, military service, theater, traveling, and writing.

Timothy Palmer is a Planning Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans tailored to their specific needs and goals. He emphasizes the importance of understanding each client's unique situation to provide a comprehensive financial planning experience. Timothy's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a position as an Insurance Agent with New York Life Insurance Company. His background reflects a progression within the financial services industry, focusing on client relationship management and financial planning. Outside of his professional work, Timothy enjoys family activities, fitness, exploring culinary interests, golf, kayaking, and skiing.

Sarah Battista is the Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals in Fairfield County. She is responsible for overseeing the branch's operations and ensuring the delivery of financial planning, guidance, and support services to clients. Sarah has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Relationship Manager, Financial Consultant, and Assistant Branch Leader before assuming her current position in 2024. Her experience encompasses comprehensive financial planning and client relationship management, focusing on understanding clients' goals and collaborating to prepare financial plans tailored to enrich various stages of their lives.

James Stephens is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and the University of Vermont Tutoring Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Christian Connolly is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles within the hospitality and service industries. Outside of finance, he has been involved with several businesses including The Little Bar and The Horseshoe Country Bar & More. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Frank Bauco is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2023. He has experience as a Financial Advisor at Northwestern Mutual from 2019 to 2022 and began his career as an Associate at Wexford Capital from 2012 to 2014. Frank focuses on building meaningful relationships by understanding what matters most to his clients and their families. He helps clients create comprehensive wealth strategies aimed at financial freedom and lasting peace of mind.

Maurice Studer is a Financial Consultant dedicated to working closely with clients to understand their financial goals and develop personalized plans tailored to their unique needs. He prioritizes building strong relationships with clients and their families, focusing on reliability, professionalism, and a commitment to their financial well-being. He has held various roles in the financial industry, including Investment Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at Merrill Lynch from 2019 to 2022, and Financial Consultant at Laidlaw & Company from 2017 to 2019. These positions have provided him with experience in investment consulting and financial advisory services. Outside of his professional work, Maurice enjoys hiking, outdoor adventures, skiing, and traveling.

Robert Pik is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. In this role, he partners with clients as their trusted financial advisor to assist them in working towards their wealth planning goals. Robert brings extensive experience to his role, with a career in financial services spanning several decades. Prior to joining Fidelity Investments, he worked as a Financial Advisor at Merrill Lynch from 2011 to 2016. His background also includes leadership roles such as Managing Director at Sound Securities and Vice President of Corporate Development at Auerbach Grayson & Co. Earlier in his career, Robert held positions including Senior Vice President at Putnam Lovell Securities, Principal at Robertson Stephens, and First Vice President at Paine Webber.

David Cefaloni is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Representative at Laidlaw & Company in 2010-2011 and a Financial Representative at Northwestern Mutual in 2009. David has over a decade of experience working with clients through various financial phases of life. He focuses on helping clients grow, protect, and transfer their wealth by developing and implementing strategies tailored to their unique attributes and needs. His approach involves a comprehensive planning process aimed at achieving both short and long-term financial goals. Outside of his professional work, David enjoys boating, cooking and baking, family activities, fishing, fitness, and traveling.

Daniel Oppizzi is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their short- and long-term objectives. He holds the CERTIFIED FINANCIAL PLANNER4 certification and focuses on comprehensive strategies across various aspects of financial life. Prior to his current role, Daniel worked as a Registered Associate - Financial Planning Specialist at Morgan Stanley Private Wealth Management from 2023 to 2026. He also served as a Financial Advisor at UBS Financial Services between 2022 and 2023. Outside of his professional commitments, Daniel's interests include family activities, fitness, food, football, golf, and traveling.

Daniel Widas is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has been involved in various roles within Fidelity since 2020, including positions as an Investment Consultant and Financial Representative. Prior to joining Fidelity, Daniel worked as a Financial Advisor at Edward Jones and as an Investment Advisor Representative at Aspire Advisors, LLC. His professional experience spans multiple facets of financial consulting and investment advising, providing him with a comprehensive understanding of wealth planning and financial management. Daniel and his team focus on delivering personalized and collaborative wealth planning experiences tailored to clients at different stages of life. Outside of his professional work, Daniel has interests in fitness, outdoor adventures, pets, reading, traveling, and volunteering.

William Cleary is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he helps clients develop and implement financial plans by utilizing the resources and tools available at Fidelity. He collaborates with clients to craft investment strategies based on their financial goals and maintains these strategies with regular updates. Mr. Cleary has over 20 years of experience in financial services. Prior to joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2018 to 2020. His previous roles include Managing Director at Seaport Global, Executive Director at MKM Partners, Associate Director at Macquarie Capital, Senior Vice President and Principal at CRT Capital, and Director of Institutional Sales at Sanford C. Bernstein. This extensive background informs his approach to financial consulting and client service.