Matthew Dupont is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative and Planning Consultant before becoming a Financial Consultant in 2026. Prior to joining Fidelity, he worked at Voya Financial as a Product Development Specialist and Client Relationship Manager from 2017 to 2023. Matthew collaborates closely with clients and their families to understand their unique financial planning needs. He and his team develop comprehensive financial plans tailored to individual goals, aiming to simplify clients' lives and help them focus on their priorities. Outside of his professional work, Matthew enjoys personal activities such as camping, family activities, golf, movies, and skiing.

Brannon Ozark is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2019. He brings a background as a military veteran and is a CERTIFIED FINANCIAL PLANNER™ professional. Brannon focuses on helping individuals and families build confidence in their financial future through planning, education, and personalized guidance. His professional experience includes roles as a Senior Paraplanner at Apella Capital from 2018 to 2019, Financial Advisor at Key Investment Services from 2016 to 2018, Premier Banker at United Northeast Financial Advisors from 2015 to 2016, and Financial Center Manager II at Bank of America from 2012 to 2015. Outside of his professional work, Brannon has interests in food, military service, parenthood, pets, reading, and traveling.

Daniel Cirino is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at Valenti Volkswagen of Old Saybrook and AAA Club Alliance. Strategic Advisers LLC, a Fidelity Investments company, 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 portfolios that include mutual funds, ETFs, and ETPs.

Dan Mayorov is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their family's goals and priorities. He emphasizes building plans, exploring strategies for improvement, and maintaining open communication as clients' needs evolve. He has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Investment Consultant before becoming a Financial Consultant in 2023. Prior to Fidelity, Dan worked as a Member Consultant II at BECU from 2016 to 2021. Outside of his professional work, Dan has interests in cars, fitness, outdoor adventures, parenthood, and swimming.

Jayshree Mistry is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this position, she collaborates with Wealth Management Teams to assist clients and their families in achieving their personal and financial objectives by developing financial plans aimed at fostering comfort and confidence. With nearly two decades of experience in finance, Jayshree's professional background includes roles such as Client Relationship Specialist at Charles Schwab from 2021 to 2023, Private Client Banker at Chase in 2021, and Personal Banker II at Wells Fargo from 2014 to 2020. Earlier in her career, she held several positions at First Niagara, formerly known as NewAlliance Bank, from 2004 to 2014. Outside of her professional work, Jayshree enjoys spending time at the beach, engaging in family activities, watching movies, and reading.

Maxwell Morris is a financial advisor with Fidelity in West Hartford, CT, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes various roles at Fidelity Investments since 2022 and prior experience outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures and model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Krista Czarnec is Vice President and Wealth Planner at Fidelity, a role she has held since 2026. She has been with Fidelity since 2019, previously serving as Vice President, Financial Consultant. Prior to her tenure at Fidelity, Krista worked at Voya Financial, where she held positions as Financial Planning Consultant and Retirement Specialist from 2012 to 2019. Throughout her career, Krista has focused on engaging with clients and their families to develop personalized financial planning strategies. She emphasizes listening to each client's unique story to provide ongoing support and guide them toward achieving their financial goals. Outside of her professional work, Krista enjoys activities such as cooking and baking, family activities, horseback riding, puzzles, skiing, and yoga.

Nathan Potter is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, progressing through several roles including Investment Consultant, Relationship Manager, Client Services Help Desk, High Net Worth Service Associate, and Financial Representative. In his role as a Financial Consultant, Nathan works closely with clients to understand their specific needs and educates them on the financial planning process. He reviews clients' current situations collaboratively and aims to implement strategies to improve their financial outcomes and support long-term success.

Charlotte Bergmans is Vice President, Wealth Planner at Fidelity Investments. In her role, she assists clients with financial planning and investment strategy, focusing on educating and empowering them to achieve their financial goals. She has a particular interest in working with women and educating youth on personal finance and investing, emphasizing the importance of establishing healthy money habits early. Charlotte has held various positions in the financial services industry, including her current role since 2018 and previously as a Financial Consultant at Fidelity Investments from 2010 to 2018. Her prior experience also includes serving as Vice President at BNY Mellon Wealth Management between 2006 and 2009 and working as an Investment Consultant at Edward Jones from 2002 to 2004. Outside of her professional work, Charlotte's personal interests include art, fitness, hiking, swimming, and yoga.

Brendan Marshall is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he worked at The Saint Andrew's Golf Club and Manhattan College Events Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research, quantitative analysis, and systematic portfolio construction to manage model portfolios and advises multiple registered investment companies and fund-of-funds.

Lindsay Antonowicz is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, Lindsay partners with clients to develop personalized financial plans that address their unique family needs. Her approach includes collaboration on various aspects of personal and financial life, such as retirement, investments, insurance, college planning, and long-term care planning. Prior to her current role, Lindsay gained experience at WestView Investment Advisors, serving as Vice President from 2020 to 2022 and as a Financial Planner from 2016 to 2020. She also held positions at Fidelity Investments, including Inside Sales Manager from 2014 to 2016 and Sales Effectiveness Manager from 2013 to 2014. Outside of her professional career, Lindsay's personal interests include hiking, parenthood, pets, skiing, snowboarding, and yoga.

Jonathan Desautels is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2020. In this capacity, he leads a team of financial professionals who provide planning, guidance, and support to local clients. His approach emphasizes understanding clients' stories to co-create personalized financial plans and assist in implementing those plans to help clients work toward their financial goals. Jonathan has accumulated extensive experience at Fidelity Investments, holding various leadership positions since 2003. His roles have included Regional Leader, Team Leader of Financial Consultants, Director of Retirement Relationship Managers, and Senior Trader, among others. This progression reflects a broad expertise in financial services and leadership within the firm. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Kyle Warner is a CFP® professional at Fidelity with 18 years of industry experience. He has worked at various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a range of clients through discretionary and non-discretionary advisory services.

Bennett Myers is the Vice President and Branch Leader at Fidelity Investments, where he is responsible for leading the local Investor Center. His team provides comprehensive client support including wealth planning, investment guidance, retirement, and estate planning considerations. Bennett has held various roles at Fidelity Investments since 2014, including Assistant Branch Leader, Team Leader for Workplace Planning and Advice, Participant Services Manager, HSA Team Lead, Health Savings Account Specialist, and Financial Associate for Defined Contribution. This progression reflects his extensive experience within the organization and the financial services industry.

Dione Walden is a Planning Consultant at Fidelity Investments, where she collaborates with a team of financial professionals to assess clients' unique needs and design comprehensive strategies aimed at achieving their financial objectives. She has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning & Guidance Consultant I, and Financial Associate I - Defined Contribution. Her experience spans multiple facets of financial planning and client relationship management, reflecting a broad understanding of the financial services industry. Outside of her professional work, Dione has interests in fitness, tennis, and traveling.

Michael Caleca is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using a broad investable universe of mutual funds, ETFs, and ETPs.

Shivam Shah is a Financial Consultant currently working with Fidelity Investments. In this role, he collaborates closely with clients to provide personalized assistance in retirement planning, income planning, legacy planning considerations, and investment strategy. He works with his team to develop comprehensive financial plans tailored to each client's needs. Prior to his current position, Shivam served as a Relationship Manager at Fidelity Investments from 2022 to 2023 and worked as a Business Acceptance Consultant at MassMutual from 2018 to 2022. His professional experience encompasses client relationship management and financial consulting within the investment and insurance sectors. Outside of his professional work, Shivam has interests in football and soccer.

Ryan Porth is an Investment Consultant dedicated to assisting individuals and families in improving their financial futures. He emphasizes a collaborative approach to co-creating financial plans that provide peace of mind and help clients navigate various life challenges. Ryan's professional experience includes serving as a Financial Representative at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' goals and providing education to support their financial decision-making. Additional information regarding Ryan's education, credentials, personal interests, or community involvement has not been provided.

Meg Castineiras is a Financial Consultant at Fidelity Investments, where she collaborates with individuals and families to develop financial plans aimed at helping them achieve their goals. She emphasizes a holistic planning approach that involves a comprehensive review of multiple financial objectives, prioritizing a tailored strategy aligned with each client's needs. Before her current role, Meg served as a Financial Representative at Fidelity Investments from 2022 to 2023. Her professional experience at Fidelity Investments reflects her commitment to working closely with clients to co-create financial plans that address their unique circumstances. Outside of her professional work, Meg has interests in fitness, tennis, theater, traveling, and volunteering.

Daniel Kohan is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he leads a team of financial professionals dedicated to helping clients and their families grow, preserve, and transfer their wealth. He has been with Fidelity Investments since 2013, progressing through various positions including Financial Representative, Investments Consultant, Financial Consultant, Vice President Wealth Planner, and currently Vice President Private Wealth Management Advisor. This progression reflects his extensive experience in wealth management and financial planning.