Frederick Brodie is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 1999. Outside of his advisory role, he serves on the investment committee of The Savoy Company, a nonprofit theater organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Cole Crimlish is an Investment Consultant at Fidelity Investments, where he works closely with clients to understand their unique goals and financial aspirations. He is dedicated to providing personalized support that helps clients feel confident and in control of their financial future. Prior to his current role, Cole served as a Financial Representative at Fidelity Investments from 2023 to 2025 and was an Associate at Victory Capital Management in 2023. Cole's professional experience spans various roles within the investment and financial services industry, allowing him to develop expertise in client relationship management and investment consulting. Outside of his professional endeavors, Cole enjoys activities such as cars, fishing, golf, music, pets, and snowboarding.

Philip Brown is a Financial Consultant at Fidelity Investments, having joined the firm in 2023. He collaborates with families, individuals, and business owners to develop custom financial plans by understanding their goals and aspirations. Philip aims to ensure that each plan is comprehensible and tailored to the unique financial situation of his clients, delivering an exceptional client experience with support from his team at Fidelity. Philip's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Advisor at Farley Financial Group from 2021 to 2022 and at McAdam Financial from 2020 to 2021.

Edward Christiano is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 66 designation and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Prior to that, he worked at Morgan Stanley Dw Inc. for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role as a commodity pool operator, advisory services to multiple registered investment companies, and use of AI in research and portfolio management.

Andrew Wood is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he partners with clients to understand and outline their financial goals, working collaboratively to develop tailored plans that align with their specific situations. Before becoming a Financial Consultant, Andrew held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2024, Workplace Planning Consultant III from 2021 to 2023, and Workplace Planning Associate in 2021. He holds a California Insurance License, which supports his work in financial planning and consulting. Andrew's experience at Fidelity reflects a continuous focus on financial planning and client support, leveraging the company's resources to assist clients in pursuing their definitions of financial success.

Anthony Boxler is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has experience as a Wealth Advisor and Senior Financial Advisor at Vanguard, where he worked from 2019 to 2024. Anthony focuses on collaborating directly with clients to understand their motivations and goals, developing strategies that align financial plans with their priorities. Throughout his career, Anthony emphasizes ongoing partnerships with clients to ensure financial plans adjust to changes in their needs and circumstances. Outside of his professional work, he has interests that include hiking, music, outdoor adventures, parenthood, pets, and puzzles.

Isaiah Gibson is a Financial Consultant at Fidelity, a role he has held since 2025. He has been engaged in the financial services industry since 2018, with experience at both Fidelity and Vanguard. His previous positions include Investment Consultant at Fidelity Investments from 2023 to 2025, Financial Advisor at Vanguard from 2021 to 2023, Portfolio Implementation Associate at Vanguard from 2019 to 2021, and Brokerage Investment Professional at Vanguard from 2018 to 2019. Isaiah focuses on building client relationships based on trust, transparency, and shared purpose. He collaborates closely with clients to understand their unique goals and values, assisting in the development of financial plans aimed at growing, protecting, and preserving wealth across generations. His approach combines clear guidance with disciplined strategy, supporting clients through various stages of their financial journeys. Outside of his professional responsibilities, Isaiah has interests in concerts, fitness, football, traveling, and volunteering.

Vinessa Russoniello is a CFP®-designated financial advisor with 18 years of industry experience, currently with Fidelity. Her prior experience includes six years at Morgan Stanley before joining Fidelity in 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to diverse clients including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.

Jason Saks is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2021, previously serving as a Planning Consultant. Prior to joining Fidelity, Jason held various roles in the financial industry, including Financial Advisor at Prudential Advisors and multiple positions at Vanguard, ranging from Investment Consultant and Manager to Senior Block and Option Desk Trader. His career began with roles in equity trading and business development. Jason specializes in wealth planning and financial advising, utilizing Fidelity's resources, tools, and products to assist clients in managing their financial lives with clarity and confidence. His approach emphasizes long-term wealth building and helping clients navigate financial challenges over time. Outside of his professional work, Jason has interests in board games, cooking and baking, football, pets, reading, and traveling.

Hunter Shull is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions at Vanguard, where he served as a Relationship Manager from 2018 to 2022, an Account Transition Specialist from 2016 to 2018, and an Operations Associate from 2015 to 2016. As a Certified Financial Planner®, Hunter partners with clients to identify and prepare for various financial goals and needs, supporting them in working towards a better financial future. His expertise centers on financial planning and client relationship management. Outside of his professional work, Hunter has personal interests in cooking and baking, fitness, football, golf, movies, and spending time with pets.

Thomas Beal is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2026, he held various positions primarily in healthcare organizations including Penn Medicine and Jefferson Health. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

Delores Nuamah is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to deliver service and support in a team-based environment. In her role, she assists clients in preparing for in-depth guidance discussions focused on their long-term objectives of growing, protecting, and transferring wealth. Her professional experience spans over two decades in the financial services industry. Prior to her current position, she served as a Planning Consultant at Fidelity Investments from 2020 to 2024. She has held various roles including Financial Planning Director at Mass Mutual - NJNYC from 2017 to 2020, Financial Planning Specialist at Mass Mutual TriState from 2012 to 2017, and Financial Planning Case Consultant at MetLife from 2007 to 2012. Earlier in her career, she worked as a Financial Advisor at Financial Resources Credit Union and UBS, as an Internal Annuity Wholesaler at Traveler's Life & Annuity - Citigroup, and as a Retirement and Wealth Management Specialist at Merrill Lynch. The information provided does not include details on her education, credentials, personal interests, or community involvement.

Kayla May is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she held roles in various service and retail positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Elena Candu is a Planning Consultant at Fidelity Investments, where she has been working since 2016. In her current role, she focuses on maintaining clear and proactive communication with clients, aiming to understand their goals, priorities, and circumstances to ensure their financial plans align with what matters most to them. Elena's experience at Fidelity Investments spans several roles, including Workplace Planning Consultant I and II, as well as High Net Worth Associate. This progression reflects her continued involvement in financial planning and client services within the company. No further information about Elena's education, credentials, personal interests, or community involvement has been provided.

Susan Spangenberg is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves in advisory roles to multiple registered investment companies.

Peter Wong is Vice President and Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2023. He collaborates with clients to develop wealth strategies aimed at managing, protecting, and distributing assets to beneficiaries and causes that matter to them. Peter has extensive experience in financial services, with a career spanning roles such as Vice President, Financial Consultant at Fidelity Investments from 2015 to 2023, Regional Brokerage Consultant from 2011 to 2015, and Active Trader Consultant from 2008 to 2011. Prior to joining Fidelity, he held positions including Vice President, Equity Trader at Canaccord Adams and various equity trading roles dating back to 1994. He holds a California insurance license. Outside of his professional work, Peter enjoys attending concerts, participating in family activities, exploring culinary interests, golf, skiing, and traveling.

Kendall Reardon is currently a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop custom strategies to achieve them. He focuses on building lasting relationships with his clients and their families. Prior to his current role, Kendall worked as a Planning Consultant at Fidelity from 2024 to 2025. Before joining Fidelity, he was a Fixed Income Trader at Morgan Stanley from 2018 to 2024, gaining experience in financial markets and trading. Outside of work, Kendall's interests include golf, hiking, reading, skiing, and traveling.

Matthew Gibson is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it maintains a distinctive role in the industry as a registered commodity pool operator and advisor to multiple investment funds.

Jenna Maida is a Wealth Management Senior Relationship Manager at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles including Financial Representative, Senior Relationship Manager, and Planning Consultant before assuming her current position in 2024. In her role, she focuses on understanding clients and their families to provide personalized service and support intergenerational wealth transfer. Her experience encompasses client relationship management and financial planning within private wealth management. Jenna is dedicated to advocating for clients throughout their financial journeys, emphasizing tailored service that aligns with individual needs and preferences. Outside of work, Jenna's interests include beach activities, family engagements, social events with friends, movies, music, and parenthood.

David Reciniello is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity in 2022 after serving as Vice President Financial Consultant and Associate Financial Consultant at Charles Schwab from 2018 to 2022. Prior to that, he was a Senior Financial Planner at Ernst and Young from 2015 to 2018. As a Certified Financial Planner, David focuses on working collaboratively with clients to develop tailored financial plans. His professional experience spans several years in financial consulting and planning, emphasizing client advocacy and the application of diverse strategies offered through Fidelity. Outside of his professional work, David has interests that include beach activities, comedy, cooking and baking, golf, movies, and spending time with pets.

Daniel Ozel is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Daniel's experience at Fidelity Investments spans several roles, including Relationship Manager from 2025 to 2026, Financial Representative from 2023 to 2025, and Intern in 2022. This progression highlights his growing expertise in financial planning and client relationship management. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Scott Spottiswoode is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments as a Financial Consultant since 2020. With over 30 years of experience in the financial markets, Scott has developed expertise in institutional equities and sales and trading, having held positions at several firms including Boenning & Scattergood, Jesup & Lamont, Piper Jaffray & Co., Susquehanna Capital Group, Deutsche Bank, Janney Montgomery Scott Inc., and Prudential Securities Inc. Scott holds a California Insurance License. He emphasizes building long-lasting relationships with clients based on mutual respect and honesty, focusing on helping clients plan for uncertainties and work toward achieving their envisioned lifestyles. As a father of five young children, he understands the importance of a solid financial plan. Outside of his professional work, Scott is interested in family activities, fishing, fitness, football, parenthood, and traveling.

Brian Zucker is a Vice President and Financial Consultant at Fidelity Investments. He holds the designation of Certified Financial Planner and focuses on assisting clients in developing personalized financial plans that reflect their individual goals and circumstances. Brian's professional experience includes roles as Vice President, Financial Consultant at Fidelity Investments since 2025, Financial Consultant at Fidelity Investments from 2020 to 2025, Financial Advisor at Merrill Lynch Wealth Management from 2018 to 2020, Central Relationship Manager at Fidelity Investments from 2016 to 2018, and Brokerage Service Associate at Vanguard from 2014 to 2016.

Joseph Nescio is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include employment with Conroy Catering and involvement with Widener University Athletics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment strategies.

Jason Scott is an Investment Consultant at Fidelity Investments, where he has been working since 2021. He specializes in providing insight and guidance to clients concerning investment planning and retirement accounts, helping them work towards their financial goals. Prior to his current role, Jason gained experience as a Relationship Banker at Wells Fargo from 2015 to 2021. He also worked as a part-time Field Representative at Primerica between 2014 and 2015, and held producer positions at American Income Life in 2008 and 2010-2011. These roles have contributed to his understanding of financial services and client relationship management. Outside of his professional career, Jason has personal interests that include art, fitness, parenthood, tennis, and writing.

Chad Stein is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He brings over a decade of experience in the financial industry, having held various roles including Planning Consultant at Fidelity Investments from 2021 to 2024, Portfolio Analyst at BNY Mellon Wealth Management from 2019 to 2021, and Account Analyst at BNY Mellon Institutional Accounting from 2017 to 2019. Earlier in his career, he gained experience as an Investment Strategist Intern at Brinker Capital from 2013 to 2016. Chad graduated from the University of Pittsburgh with a focus in Finance and Economics and has completed the Certified Financial Planner designation. He applies his knowledge and experience to collaborate with clients in pursuing their financial goals and providing peace of mind. His work is driven by a passion for serving people and acting as a trusted advisor. Outside of his professional life, Chad has interests that include fitness, football, social events with friends, golf, music, and reading.

Joseph Cesario is a Planning Consultant at Fidelity Investments, where he collaborates with clients and financial advisors to develop comprehensive financial plans. His approach focuses on understanding clients' financial goals as well as their family and charitable priorities to create tailored long-term strategies. Joseph's experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, where he gained expertise in client relationship management and financial services. This progression highlights his commitment to supporting clients in achieving their financial objectives. Outside of his professional work, Joseph has personal interests in beach activities, cooking and baking, fitness, gardening, golf, and spending time with pets.

Niki Falco is an Investment Consultant at Fidelity Investments, where she focuses on helping clients achieve their financial goals through personalized planning and ongoing support. She emphasizes building meaningful relationships with clients to better understand their unique circumstances and provide tailored financial guidance. Her professional experience includes roles as a Financial Representative at Fidelity Investments in 2024, a Corporate Actions Analyst at BlackRock from 2022 to 2024, and positions at Vanguard from 2020 to 2022, including Corporate Actions Administrator and Corporate Actions Communications Specialist. This background has given her a broad understanding of investment services and corporate actions. Outside of her professional work, Niki enjoys fitness, social events with friends, hiking, movies, music, and spending time with pets.

Todd Strunk is the Vice President and Branch Leader at Fidelity Investments, where he leads and coaches a team of associates to deliver a world-class experience to customers. He has held this position since 2024. Todd has extensive experience with Fidelity Investments, having served in several roles since 2006. His previous positions include Regional Planning Consultant from 2016 to 2024, Workplace Financial Consultant from 2012 to 2016, and Financial Consultant from 2006 to 2012. Outside of his professional responsibilities, Todd's personal interests include football, gardening, and traveling.

Meagan Buus is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2022. She has held multiple leadership and consulting positions within Fidelity Investments since 2010, including Regional Leader, Regional Coaching Consultant, Regional Planning Consultant, and Financial Consultant. Prior to her current tenure, she worked as Vice President and Regional Vice President at Fisher Investments and as a Financial Consultant at E-Trade. Her professional experience spans various aspects of financial consulting and leadership, focusing on supporting advisors to provide value to clients with clarity, care, and purpose. This mission guides her work in delivering comprehensive financial services and leadership within the investment industry. Outside of her professional career, Meagan engages in family activities and outdoor pursuits such as hiking, scuba diving, and other adventures. She also dedicates time to volunteering and enjoys spending time with her pets.

Jason Wood is a Financial Consultant at Fidelity Investments, where he works with clients to identify and prioritize their unique goals. He helps build comprehensive financial plans aimed at allowing clients and their families to strive to achieve their most important objectives. Jason has held roles as a Financial Consultant at Fidelity Investments since 2025, and previously served as an Investment Consultant at the same firm from 2024 to 2025. Prior to that, he worked as a Financial Solutions Advisor at Merrill Edge from 2022 to 2024. Outside of his professional work, Jason has interests in baseball, beach activities, fitness, football, running, and traveling.

John Giuffrida is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held various roles across multiple sectors prior to joining Fidelity, including positions at Chariot Valet and Moe's Original Barbecue. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kathleen Mclellan is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and Hartford Funds Distributors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with formal advisory and governance roles.

Kerry Oldfield is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, Kerry helps clients create thoughtful financial plans and works toward their goals by focusing on individual and family needs, providing clear explanations, and developing customized strategies. Kerry has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 2005, including Vice President Wealth Management Advisor, Vice President Financial Consultant, Vice President Branch Office Manager, Regional Planning Consultant, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, Kerry was a Financial Advisor at Morgan Stanley Dean Witter from 2003 to 2004. Outside of work, Kerry enjoys outdoor activities such as skiing, hiking, biking, and paddle sports, as well as interests in music, theater, and traveling.

Rex Iozzo is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, serving in various roles including Investment Consultant and Financial Consultant prior to his current role. Before joining Fidelity, he worked as a Financial Advisor at McAdam Financial from 2008 to 2015. With over a decade of experience in financial planning, Rex has worked with clients in diverse financial situations. He focuses on helping clients grow, preserve, and distribute their wealth by creating personalized financial plans that align with their goals. His approach involves collaborating with clients to develop strategies that support their financial aspirations. [No education, credentials, personal interests, or community involvement information was provided.]

Terri Hilley serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2016. She brings over 30 years of industry experience to her role, assisting clients in creating and executing financial plans tailored to their goals. She emphasizes partnership and the power of Fidelity's brand, ethics, and access in her approach to financial consulting. Her professional background includes roles as Senior Wealth Manager at USAA Wealth Management (2011-2016), Senior Investment Consultant at New England Securities (2010-2011), Senior Portfolio Officer at Bank of New York Mellon Wealth Management (2006-2009), Senior Investment Consultant at PNC Investments (1995-2005), Trust Officer at Crestar Bank, N.A. (1994-1995), and Investment Consultant at Chevy Chase Securities, Inc. (1988-1994). This extensive experience spans wealth management, investment consulting, and trust services. No specific educational background or personal interests were provided.

Erik Snyder is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity since 2005, progressing through several roles including Financial Planning Consultant, Investment Representative, and Private Access Client Service Specialist. Prior to joining Fidelity, Erik was a Voyager Plus Team Member at Vanguard from 2003 to 2005. Throughout his career, Erik has focused on building trust and understanding with his clients to develop long-term financial plans. His approach emphasizes a collaborative process aimed at aligning financial goals with personalized strategies. Outside of his professional responsibilities, Erik has personal interests that include the beach, concerts, parenthood, reading, and soccer.