Brian Henry is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial plans aimed at achieving their financial goals. He joined Fidelity Investments in 2022 and has held several roles within the company, including Financial Representative and Relationship Manager, before assuming his current position in 2024. His experience spans various aspects of financial planning and client relationship management.

Chidozie Obidegwu is a CFP® with 15 years of industry experience, currently serving at Fidelity. His career includes roles within various Fidelity divisions since 2012. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Evelyn Velasco is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She works closely with clients and their families to develop tailored financial plans that address both short- and long-term goals. Her professional experience includes several positions at Fidelity Investments, where she served as Planning Consultant, Relationship Manager, and Financial Representative between 2022 and 2025. Prior to joining Fidelity, she worked at Deloitte as a Tax Consultant II and Tax Intern, as well as a Tax Intern at BDO. Evelyn holds a California Insurance License. Outside of her professional work, she enjoys golf and running.

Matthew Slook is a Financial Consultant at Fidelity Investments, where he helps clients plan for their financial goals and ensures their investment strategies align with their objectives and risk preferences. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Managed Account Support Specialist, and Investment Consultant before becoming a Financial Consultant in 2023. Throughout his tenure at Fidelity Investments, Matthew has gained experience working with a variety of client needs and investment strategies, focusing on providing dedicated advisory support. His career path reflects a commitment to understanding client relationships and investment management within the firm.

Joseph DiGiovanni is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been in the financial services industry for over 20 years, during which he has worked with a diverse range of clients. His work centers on financial planning and assisting clients in pursuing their financial goals. Joseph's professional experience includes roles at Fidelity Investments as a Financial Consultant from 2011 to 2020, and as a Service Specialist from 2001 to 2005. He also served as a Senior Investment Counselor at T. Rowe Price from 2005 to 2011. Throughout his career, he has developed expertise in financial consulting and investment counseling. Joseph emphasizes a process and business philosophy focused on creating financial plans tailored to clients' needs. Further details about his education, credentials, personal interests, or community involvement were not provided.

Michael DiLeonardo is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2023. His career in financial services also includes experience as an Investment Consultant at TD Ameritrade from 2020 to 2021 and as a Business Development Specialist at TD Ameritrade in 2019. Michael focuses on financial planning that emphasizes the impact of today's choices on future outcomes. He values building strong partnerships and understanding clients' priorities to develop effective financial plans. Outside of his professional work, Michael has interests in football, motorcycles, and movies.

Kwaku Dompere is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services LLC since 2016, with prior experience at SunTrust Bank. Dompere is currently based in Washington, DC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is involved in managing fund-of-funds structures, delivering model portfolios to intermediary platforms, and has unique roles including registration as a commodity pool operator and advisory services to multiple registered investment companies.

Michael Brown is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with his associates to support their professional development and assist them in achieving their career goals. Prior to his current position, Michael served as Branch Leader from 2022 to 2024. He has been with Fidelity Investments since 2015, holding various roles including Team Leader of the Client Services Help Desk, Manager of Participant Services, and Senior Trading Specialist. Michael's professional experience reflects a progression through leadership and specialist positions within Fidelity Investments, demonstrating a focus on client services and team management. His background encompasses managing participant services and leading client support teams, contributing to his expertise in operational and client service aspects of the financial sector. Outside of his professional commitments, Michael enjoys biking, camping, and snowboarding.

Apu Patel is currently a Vice President and Financial Consultant at Fidelity Investments, a position held since 2015. He specializes in partnering with clients to construct and implement personalized financial plans designed to work toward their goals. His approach involves understanding clients' priorities to create plans that clients comprehend and feel comfortable with, regardless of life changes. Mr. Patel has over a decade of experience in the financial industry, having held various roles at Fidelity Investments since 2011, including Investment Consultant and Relationship Manager. Prior to that, he worked as an Investor Center Specialist at T. Rowe Price from 2009 to 2011. He holds an Arkansas Insurance License. Outside of his professional career, Mr. Patel has personal interests that include cooking and baking, family activities, swimming, traveling, and yoga.

Jacob Sandala is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2013, progressing through roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Investments Solution Representative, Premium Relationship Associate, and Broker. With 13 years of professional experience at Fidelity, Jacob focuses on providing financial planning and guidance tailored to businesses, families, charitable organizations, and high-net-worth individuals. He emphasizes planning for specific goals, development needs, growth objectives, and wealth protection, utilizing Fidelity's platform. Outside of his professional role, Jacob has personal interests including art, cooking and baking, fitness, playing instruments, snowboarding, and traveling.

Matthew Cunnane is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he worked as an Investment Consultant with Fidelity Investments from 2020 to 2022 and held a similar position at BNY Mellon Investment Management from 2013 to 2019. His approach focuses on building partnerships with clients based on trust and open communication, working collaboratively to develop financial plans tailored to their needs and priorities. He utilizes the resources and services offered by Fidelity to assist clients in achieving their goals. Matthew holds an Arkansas Insurance License. Outside of his professional work, he has interests that include baseball, cooking and baking, movies, parenthood, reading, and traveling.

Silvia Henric is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In her role, she focuses on delivering an outstanding experience for clients by assisting them in making well-informed financial decisions. She utilizes the resources and technology provided by Fidelity to support her clients' financial planning needs. Outside of her professional work, Silvia has personal interests that include soccer, swimming, and traveling.

Jimmy Lourenco is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He is dedicated to providing clients with an exceptional experience and assisting them in making confident financial decisions by leveraging the insight, resources, and technology offered by Fidelity. Jimmy's professional experience includes roles such as Investment Consultant at Fidelity Investments from 2023 to 2024, Managing Director at BlueRook from 2022 to 2023, Wealth Management Advisor at MassMutual from 2022 to 2023, Financial Advisor at Morgan Stanley from 2018 to 2021, and Vice President Financial Advisor at Capital One Investing from 2014 to 2018. Outside of his professional career, Jimmy enjoys beach activities, family time, sailing, soccer, surfing, and traveling.

Tomas Tekle is a Financial Consultant at Fidelity Investments, where he assists individuals and families in navigating their financial journeys with a focus on confidence, clarity, and security. He emphasizes building long-term relationships grounded in trust, transparency, and personalized guidance. Prior to his current role, Tomas worked as a Relationship Manager at Capital One from 2019 to 2022. His professional experience includes helping clients understand their financial situations, goals, and risk tolerance to develop customized financial strategies. Outside of his professional work, Tomas enjoys family activities, fitness, football, outdoor adventures, reading, and traveling.

Julian Martini is a Planning Consultant at Fidelity Investments, where he collaborates with Investor Center Financial Consultants to assist clients in co-creating financial plans. He has been in this role since 2024. Prior to his current position, Julian served as a Relationship Manager at Fidelity Investments from 2022 to 2024, and as a Financial Representative from 2021 to 2022. This progression reflects his experience within the financial services industry at Fidelity Investments. No education, credentials, personal interests, or community involvement information has been provided.

Desmond Morrison is a Financial Consultant currently working at Fidelity Investments since 2022. He serves as a resource for high net worth households, curating pathways towards their financial goals and providing support during periods of financial turbulence. As a CERTIFIED FINANCIAL PLANNER™ professional, he is committed to putting clients' interests first throughout the planning process. Prior to his current role, Desmond held positions including Investment Consultant at Fidelity Investments from 2021 to 2022, and various roles at Vanguard from 2018 to 2021, such as Sales Consultant, Senior High Net Worth Client Consultant, and High Net Worth Client Solutions Specialist. He holds an Arkansas Insurance License. Outside of his professional work, Desmond's personal interests include board games, cars, concerts, social events with friends, music, and writing.

Max Penn is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Corepower Yoga, Level Access, and Robert W. Baird. Outside of his advisory work, Penn coaches a youth basketball program in the Washington, DC area. Fidelity’s affiliate, 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 to create model portfolios across a broad investable universe.

William Watters is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with individuals and organizations to co-create comprehensive financial plans and tailored investment strategies. Prior to this, he held several positions at Fidelity Investments, including Workplace Planning Consultant II from 2025 to 2026, Workplace Planning Consultant I from 2024 to 2025, and Workplace Planning Associate in 2024. Before joining Fidelity, he worked as a Financial Representative at Western & Southern Financial Group from 2023 to 2024.

Adam Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career at Fidelity Investments in 2008, progressing through roles including Financial Representative, Private Client Specialist, and Investments Consultant. His approach centers on understanding clients deeply to empower them as investors and help them achieve their financial goals efficiently. Clark's professional experience spans over a decade within Fidelity Investments, providing him with extensive knowledge in financial consulting and client management. His commitment to client-focused service underpins his work and guides his interactions with investors. Outside of his professional responsibilities, Clark has interests in fishing, golf, kayaking, movies, and music.

Makenzie Belnap is a financial advisor with Fidelity Investments based in Washington, DC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to her current role, she worked in various positions including at Esprit de Corps LLC and Brigham Young University. Outside of finance, she is active as a singer and songwriter, involved in music composition and production. Fidelity’s Strategic Advisers LLC 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, and serves a range of clients through discretionary portfolio management, advisory work, and model portfolios.

Emily Bradshaw is a Financial Consultant currently working at Fidelity Investments. She has held several roles at Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. Her approach focuses on understanding each client's unique situation and priorities to partner with them in developing financial plans that align with their goals. Emily emphasizes providing education throughout the process to empower clients and build their confidence in financial decision-making.

Glover Kebe Jr. is a financial advisor with Fidelity, holding a Series 66 designation and 19 years of industry experience. He has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory roles for multiple registered investment companies.

Mark Blackburn is a Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he works closely with clients to identify their financial goals and develop clear strategies to achieve them. He emphasizes making financial planning accessible to a broad range of individuals seeking to build stability for themselves and their families. Mark has extensive experience in the financial services industry, having served in various capacities at Fidelity Investments since 2016, including as an Investment Consultant and Central Relationship Manager. Prior to that, he was a Financial Adviser with MetLife Premier Client Group from 2011 to 2015. Outside of his professional work, Mark enjoys biking, hiking, music, photography, and soccer.

Ayman Maslouh is a Financial Consultant at Fidelity Investments, bringing experience from previous roles within the company. Prior to his current position, he worked as an Investment Consultant from 2022 to 2023 and served as an Investment Solution Representative from 2021 to 2022. He emphasizes the importance of building personalized financial plans to guide investment decisions, working collaboratively with clients to identify strategies that align with their goals. Ayman values ongoing communication to maintain and adjust these plans as needed. Outside of his professional work, Ayman enjoys spending time at the beach, participating in family activities, and engaging in sports such as soccer and surfing. He also has an interest in pets.

Curtis Wiltsey is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before assuming his current position in 2026. Curtis approaches his work by understanding his clients' unique situations and goals to co-create personalized investment solutions aimed at benefiting clients and their families. His professional experience centers on workplace planning and investment consulting, providing comprehensive support to clients in managing their financial futures. Outside of work, Curtis has personal interests in food, music, running, swimming, and traveling.

Jack Whaley is a Planning Consultant at Fidelity Investments, where he has been serving since 2024. In this role, he works closely with clients to ensure they are aligned with their financial goals and objectives by implementing holistic financial planning strategies. Jack emphasizes building trust-based relationships and seeks to understand each client's unique situation to provide tailored financial advice. He joined Fidelity Investments in 2022 as an Investment Consultant before advancing to his current position. Prior to that, Jack worked as a Financial Professional at Equitable Advisors from 2020 to 2022. His career reflects a consistent focus on guiding clients through their financial planning journeys. Outside of his professional responsibilities, Jack has interests in fitness, social events with friends, movies, music, and theater.

Joshua Steinmetz is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2016, progressing through positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning & Advice Consultant, and Financial Associate. Throughout his career at Fidelity Investments, Joshua has developed expertise in financial consulting and investment management, partnering with clients to align their current decisions with their long-term financial plans. His approach emphasizes purposeful planning and collaboration with clients and their families. Outside of his professional work, Joshua is engaged in family activities, fitness, golf, parenthood, and caring for pets.

Lance DiNatale is a Planning Consultant at Fidelity Investments, where he supports Financial Consultants and their Wealth Management teams. In his role, he works with clients to identify their concerns and objectives, collaborating to develop financial plans aimed at helping them pursue their goals. He joined Fidelity Investments in 2022 and has held various positions including Customer Relationship Advocate and Investment Solutions Representative before becoming a Planning Consultant in 2025. His experience within the company spans client support and investment solutions, contributing to his expertise in financial planning.

Jessica Procaccini is the Market Leader for the Maryland & DC market at Fidelity Investments. In her role, she emphasizes creating a meaningful impact in clients' lives by delivering a personalized planning experience tailored to their individual goals and values. Jessica's career at Fidelity Investments spans over a decade, during which she has held various positions including Vice President and Branch Leader, Regional Planning Consultant, Managed Account Investment Consultant, Portfolio Specialist, Investment Solution Representative, and Financial Representative. Her extensive experience reflects her deep expertise in financial planning and client relationship management. Outside of her professional responsibilities, Jessica has interests in golf, soccer, and caring for pets. She is also involved in volunteering activities.

Raphael Safdie is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and Green Key Resources, as well as earlier employment at Aeropostale and the University of Maryland. 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. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies including AI-driven research.

Nicholas Osborn is currently serving as Vice President, Wealth Planner at Fidelity Investments. In this role, he works with High Net Worth and Fidelity Private Client Group clients throughout the Washington, DC area. He partners with individuals and families by consolidating assets, analyzing their financial situations to build forward-looking plans, and monitoring progress continuously. Nicholas has been with Fidelity Investments for over a decade, holding multiple roles including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Full Trader. Prior to this, he completed a Financial Advisor Internship with Merrill Lynch in 2011. Outside of his professional responsibilities, Nicholas has personal interests in fitness, golf, hiking, reading, skiing, and traveling.

Garrett Smith is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as Vice President at Fidelity Investments from 2015 to 2022. His professional experience also includes serving as Senior Vice President at ETF Securities, LLC from 2009 to 2015, and as Vice President at Claymore Securities-Rydex Investments from 2003 to 2009. Throughout his career, Garrett has developed expertise in financial consulting, leveraging his extensive experience across multiple investment firms. His goal is to provide clients with peace of mind regarding their financial journeys, aiming to create impactful conversations that lead to positive outcomes for individuals and their families.

Sirak Teodros is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. Prior to this role, he worked as a Financial Advisor at Morgan Stanley Smith Barney from 2008 to 2012. His professional focus is on educating clients to develop tailored financial plans that align with their personal and family goals. Sirak holds a California Insurance License, supporting his advisory capabilities. Outside of his professional life, he has interests in golf and traveling.

Robert Faller III is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in hospitality at Morton's The Steakhouse. Outside of finance, he continues to work part-time at Morton's The Steakhouse. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, serves multiple registered investment companies, and utilizes systematic methodologies and long-term asset allocation benchmarks.