Anthony Marino Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Co. since 2016, following two years at MetLife Securities Inc. In addition to his advisory role, Marino operates as an independent insurance agent specializing in disability, fixed annuities, and group insurance products. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of programs including wrap accounts, money-manager programs, and educational seminars.

Diogo Pinto is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2024. He works closely with individuals and families to develop personalized financial plans and investment strategies that adapt to their evolving goals. His approach centers on guiding clients as they pursue their priorities and strive for lasting financial success. Diogo has been with Fidelity Investments since 2016, progressing through various roles including Planning Consultant, Relationship Manager, and Financial Representative. This experience has provided him with a broad understanding of wealth management and client relationship development. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Mostafa Sharaf is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. He holds an AR Insurance License. Mostafa emphasizes building deep relationships with clients by understanding their individual stories and co-creating strategies aligned with their values and goals. His approach aims to establish trust and lasting partnerships, making the team feel like an extension of clients' families. Outside of his professional work, Mostafa has interests in the beach, fitness, friends and social events, music, soccer, and traveling.

Alvaro Koury is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages both discretionary and non-discretionary accounts.

Conner Mann is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients and Financial Consultants to develop comprehensive financial plans aimed at providing clarity and confidence for their financial futures. Prior to this, Conner held various roles at Fidelity Investments, including Investment Solutions Representative II and I, as well as Customer Relationship Advocate, gaining experience in client service and investment solutions. Conner holds insurance licenses in Arkansas and California, supporting his work in providing financial planning and investment advice. His approach emphasizes understanding the unique and complex circumstances of each client to build lasting relationships and support their financial goals. Outside of his professional responsibilities, Conner's personal interests include fishing, fitness, kayaking, parenthood, and running.

Mallory Papp is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, she worked at We Know A Guy, LLC and Pater Real Estate Management Co., Inc. from 2018 to 2023. 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 role as a commodity pool operator, its advisory responsibilities to multiple registered investment companies, and its use of algorithmic methods and AI in portfolio development.

Jason Emery is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he owns and operates a photography and multimedia business and Wicked Sweet Farm, where he manages agricultural production and marketing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm integrates proprietary fundamental research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and AI in its investment process.

Stephen Napier is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and New England Securities. Outside of his advisory role, he is involved in insurance brokerage unrelated to MassMutual and manages a property rental business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning using technology tools.

Joshua Comalli is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their financial goals and co-creates plans aimed at strengthening their finances through a comprehensive and holistic approach to planning. Joshua's experience at Fidelity Investments includes roles as a Financial Representative from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, High Net Worth Associate in 2023, and Customer Relationship Advocate in 2022. This progression reflects his involvement in various facets of investment services and client relationship management.

Sophia Eggleton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Foster Financial Group and various educational and country club organizations. 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, including model portfolios built from mutual funds, ETFs, and ETPs.

Shania Perham is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has progressed through several roles at the firm, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship, demonstrating a consistent commitment to helping clients with their financial needs. Her professional focus is on working closely with individuals, families, and business owners to develop comprehensive financial plans tailored to their unique goals. She aims to empower her clients to make informed decisions and supports them through changing circumstances to achieve peace of mind in retirement. Outside of her professional endeavors, Shania enjoys activities such as exploring food, attending social events with friends, spending time at the lake, listening to music, skiing, and traveling.

Chad Perkins is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios incorporating mutual funds, ETFs, and ETPs.

Kyle Nicholson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in banking at First National Bank (ME) and had employment experience outside finance with Brooklyn Pizza Co. and Kebo Valley Golf Course. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund advisory and model portfolios built from mutual funds, ETFs, and ETPs using proprietary research, quantitative analysis, and algorithmic portfolio construction.

Walter Zarenko is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to evaluate existing plans and build new financial strategies aimed at achieving greater peace of mind. He serves as a primary, trusted advisor focused on ensuring clear, comprehensive plans that clients can confidently rely on. Walter and his team are committed to supporting clients and their loved ones through evolving goals and life events. Walter's professional experience includes roles at Fidelity Investments since 2022, progressing from Investment Management Consultant to Financial Consultant in 2024. Prior to this, he was a Premier Advisor at Citizens Securities Inc. from 2020 to 2022, a Licensed Banker at Citizens Bank from 2018 to 2020, and worked in financial and client relations at Archer Insurance Agency from 2016 to 2018. He holds insurance licenses for Arkansas and California.

Mark Vasapolli is a financial advisor with Primerica Advisors in Pepperell, MA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is a partner in Vasco Business Solutions, Inc., a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining a tiered wrap-fee structure and oversight of third-party model offerings.

Kevin Mcgillivray is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2013 and is also the owner of KEM Tax and K.E.M. Strategic Partners LLC, both established in 2008. In addition to his advisory work, he provides notary services for clients and manages tax preparation and accounting as part of his business activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Jared Dobens is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles across the automotive and retail sectors. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment approach that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nikki Abbott is the Vice President, Wealth Planner at Fidelity Investments, where she has served in various capacities since 2004. She currently serves as a trusted primary advisor, working closely with clients to understand their unique goals and priorities and to develop comprehensive wealth plans. Her career at Fidelity Investments spans over 21 years, during which she has held roles including Vice President Financial Consultant, Financial Consultant, Investment Consultant, Financial Representative, and Risk Management Department Intern. This extensive experience reflects her dedication to helping clients make confident progress toward their financial futures.

Patrick Heffernan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity in 2019, he worked at United Parcel Service and Compass Retirement Consulting. Outside of his advisory role, he works as an independent contractor delivering food for DoorDash. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves as an advisor to multiple registered investment companies.

Stephen Wise is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2018. Prior to this, he was associated with Southern New Hampshire University and Duffley Development. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers formal advisory services to multiple registered funds.