Kaitlyn Sanchirico is a financial advisor with Fidelity in Virginia Beach, VA, holding the Series 66 designation and bringing four years of industry experience. Her prior roles include positions at Egidio Assante Lennon Wealth Management LLC and multiple appointments at the University of New Haven. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm serves a broad client base, including charitable funds and registered investment companies, and integrates technologies such as AI in its investment process.

Gavin Mease is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TIAA-CREF Individual & Institutional Services, The White House Historical Association, and MLB Network Inc. Fidelity’s Strategic Advisers LLC, where Gavin is based, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Colin McDowell is a Planning Consultant at Fidelity Investments, a position he has held since 2023. He brings over eight years of experience in the financial industry, including roles as a Trader at Finero LLC since 2018 and as a Portfolio Analyst at Blue Digital Capital, LLC from 2020 to 2022. Colin applies his global upbringing and professional background to assist clients in Hampton Roads in developing and maintaining financial plans tailored to their individual life circumstances. His expertise encompasses collaborating with a diverse range of investors to navigate their financial futures. Outside of his professional commitments, Colin has interests in comedy, fitness, football, hiking, traveling, and volunteering.

Cherena Wiggins is a Financial Consultant currently working at Fidelity Investments since 2019. She provides personalized and customized financial guidance in a face-to-face setting to help clients make and implement decisions that support their financial needs. Her professional experience includes roles as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2019 and as a Financial Professional at MassMutual from 2010 to 2015. This background has contributed to her expertise in financial consulting and client service. No additional information about education, credentials, personal interests, or community involvement has been provided.

Caleb Dorman is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to create personalized financial plans, meets with them regularly to review these plans, and provides trusted guidance through various financial life-cycles. Prior to his current position, Caleb gained experience as an Investment Consultant at Fidelity Investments from 2022 to 2025, and as a Financial Representative at the same firm from 2021 to 2022. This progression reflects his ongoing commitment to financial consulting within Fidelity Investments.

Robert Morey is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, serving in various roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity, he worked as an Operations Specialist at Peak Brokerage Services from 2018 to 2019. In his work, Robert focuses on connecting with clients to understand their motivations and designing customized financial plans that align with their needs, goals, and preferences. His professional experience encompasses client relationship management and financial planning within the investment services sector. Outside of his professional role, Robert has personal interests that include baseball, fitness, hiking, outdoor adventures, snowboarding, and traveling.

James Ramsay is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience as a Financial Advisor, having worked at First Financial Group from 2020 to 2022 and at Opus Wealth Strategies from 2018 to 2020. James partners with clients to create and maintain financial plans that align with their personal goals, focusing on developing flexible strategies that adapt to life's changes.

Maria Schneider is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes positions at Chartway Federal Credit Union and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kyle Hutter is a Financial Consultant at Fidelity Investments, where he works to develop relationships with clients to understand their important financial goals. He partners with clients and their families to create and implement personalized financial plans focused on achieving their retirement objectives. Kyle has been with Fidelity Investments since 2019. Prior to this, he worked as a Financial Advisor at Raymond James & Associates from 2017 to 2019.

Richard Harleston is a financial advisor with Fidelity Investments, holding a Series 66 designation and currently based in Virginia Beach, VA. He has one year of industry experience and previously worked at Wells Fargo and Tidewater Logistics LLC. He also worked at Norfolk State University for five years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm’s approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, and it serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Carlos Parsard is an Investment Consultant at Fidelity Investments. He focuses on connecting clients with appropriate guidance, tools, and resources tailored to their individual situations. He has been with Fidelity since 2024, starting as a Financial Representative before advancing to Relationship Manager and subsequently to his current role as Investment Consultant in 2026. Prior to joining Fidelity, Carlos worked as a Financial Representative at Bankers Life from 2023 to 2024. Outside of his professional work, Carlos is interested in the beach, fitness, reading, soccer, and traveling.

Joshua Curtiss is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. His background includes service in the United States Air Force and the Air National Guard, as well as roles at The Fresh Market and 1st Class Real Estate Reserve. He is based in Virginia Beach, VA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio strategies, and also serves as an advisor to multiple registered investment companies.

Malik Ricks is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he focuses on fostering a culture of trust, accountability, and growth for both clients and his team. Malik emphasizes purposeful planning and strong relationships to create meaningful and personal client interactions. Prior to his current role, Malik held several leadership positions within Fidelity Investments. He served as Team Leader for Workplace Planning and Advice from 2023 to 2025, Team Leader of the Help Desk from 2022 to 2023, and Team Leader of Client Service from 2021 to 2022. These roles reflect his experience in leading teams and providing client-focused financial planning services. Outside of his professional responsibilities, Malik enjoys fishing, fitness, exploring food, hiking, and outdoor adventures.

Connor Mathews is currently a Planning Consultant at Fidelity Investments, where he provides personalized holistic financial planning to local clients. He works with individuals and families to help clarify their financial situations and support their ability to reach their financial and life goals. Connor has experience in various consulting roles at Fidelity Investments, including serving as an Investment Consultant and a Financial Representative. He began his tenure with Fidelity Investments in 2022 and has held multiple positions within the firm since then.

Tejas Bartakke is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fidelity. His prior work includes roles at Integrated Wealth Concepts, LPL Financial, Bank of America, Merrill, and Waddell & Reed. He also serves as an assistant varsity baseball coach for Virginia Beach City Public Schools. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Abbott is a Vice President and Financial Consultant currently with Fidelity Investments, a role he has held since 2019. Prior to this, he served as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2015 to 2019. His professional experience encompasses financial consulting and client-focused planning. David is committed to understanding his clients thoroughly and leads them through a collaborative planning process. This approach supports tailored financial strategies and helps clients work towards their most important goals. He holds a California Insurance License. Outside of his professional work, David participates in activities such as family engagement, fishing, fitness, golf, parenthood, and table tennis.

Stephan Woodard is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to develop highly personalized financial strategies aimed at building and preserving wealth. Stephan leverages the resources available through Fidelity to provide guidance and support as his clients implement their plans and work toward their long-term financial goals. Prior to joining Fidelity, Stephan held roles as a Financial Advisor at Edward Jones from 2024 to 2025, a Financial Solutions Advisor at Merrill Lynch from 2020 to 2024, and a Financial Representative at Northwestern Mutual from 2019 to 2020. His professional experience spans multiple firms where he has focused on helping clients pursue their financial objectives. Outside of his professional work, Stephan has personal interests including art, beach activities, fitness, golf, running, and tennis.

Brianna Saltos is currently serving as Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2019, previously working as a Senior Relationship Manager from 2019 to 2021 and as a Financial Consultant from 2021 to 2025. Prior to her tenure at Fidelity, Brianna was a Wealth Advisor Associate at Morgan Stanley between 2018 and 2019 and a Team Manager at Capital Group Companies from 2012 to 2018. Brianna holds a California Insurance License. In her professional approach, she emphasizes establishing trust, listening, and clear communication to identify clients' financial goals and implement investment strategies. Integrity is a core value for her, prioritizing clients' interests. Outside of her professional work, Brianna has personal interests that include gardening, playing musical instruments, and caring for pets.

Steven Cornelius is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has 26 years of experience in financial services and focuses on helping clients plan for their financial future by understanding their goals and priorities. Steven utilizes the tools and resources provided by Fidelity to collaborate with clients in designing strategies aimed at retirement and other financial objectives. Prior to his current role, Steven served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His previous experience includes positions such as Divisional Sales Manager at Transamerica from 2015 to 2023, Head of Distribution at RevenueShares ETFs from 2013 to 2014, Divisional Vice President at Hartford Financial Services from 2005 to 2013, and Regional Director at Hartford Financial Services from 1999 to 2004. Outside of his professional work, Steven has interests that include comedy, fitness, football, social events with friends, tennis, and traveling.

Bryce Mcvey is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Agi, DW1, and Keller Williams. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios that incorporate mutual funds, ETFs, and ETPs.

Kenneth Prudhomme currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. Prior to this role, he was the WPA Team Leader from 2022 to 2024 and the Service Team Leader from 2020 to 2022 at Fidelity Investments. Throughout his tenure, Kenneth has focused on driving growth and fostering a culture of belonging by challenging limits, amplifying voices, and empowering every associate's future. Kenneth's professional experience spans leadership roles within Fidelity Investments, where he has developed expertise in team leadership and operational management. Outside of his professional responsibilities, Kenneth has interests in comedy, football, museums, parenthood, and soccer.

Rob Cagliostro is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on creating financial plans that are tailored to clients' unique goals and values through a collaborative approach. Rob has held several roles at Fidelity Investments, including Relationship Manager and Investment Solutions Representative, before his current position. He also has experience as a Financial Advisor at UBS Financial Services and as a Member Service Representative at Navy Federal Credit Union. Rob holds a California Insurance License. Outside of his professional work, his interests include football, golf, military service, pets, and traveling.