Alexander Shortreed currently serves as a Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team of financial professionals who work with clients to support their financial goals. Prior to this, he held positions at Fidelity Investments as a Planning Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022. Earlier in his career, he worked as a Financial Planning Assistant at Ameriprise from 2017 to 2021. Throughout his career, Alexander has gained experience in financial planning and client relationship management. Outside of his professional responsibilities, he enjoys spending time with friends, participating in social events, and engaging in activities such as golf, hiking, movies, music, and snowboarding.

Shelley Scalise is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has extensive experience in the financial services industry, having worked in various advisory roles since 1999. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2015 to 2020, Vice President Financial Advisor at First Niagara between 2010 and 2015, Financial Consultant at PNC during 2009 to 2010, Retail Investment Officer at NatCity Investments from 2003 to 2009, and Financial Advisor at Hilliard Lyons Asset Management from 1999 to 2003. Throughout her career, Shelley has focused on collaborating with clients to create financial plans that are clear and tailored to their unique circumstances. She emphasizes understanding her clients' values to make the financial planning process more accessible and aligned with their goals.

Patrick Devlin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 22 years of industry experience. He worked previously at Waddell & Reed from 2005 to 2013 before joining LPL Financial, where he has been since 2013. Devlin also operates Goodlife Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with a range of investment management strategies, including model portfolios, third-party subadvisors, and customized approaches, alongside various non-advisory financial products and services.