Welson Cesar is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with a select group of clients, including individuals, families, and business owners, to build, manage, protect, and transition their wealth in a holistic manner. Welson holds the CERTIFIED FINANCIAL PLANNER™ designation, which underscores his commitment to providing sound financial guidance. Welson's professional experience spans several roles within the financial industry. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2022 to 2025. He also gained experience at J.P. Morgan Chase Bank, N.A., where he was a Private Client Advisor from 2019 to 2022, a Licensed Banker from 2017 to 2019, and a Personal Banker from 2016 to 2017. He holds a California Insurance License. Outside of his professional life, Welson engages in activities such as family time, social events with friends, gardening, hiking, kayaking, and parenthood.

Ronan McCall is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on assisting clients with their financial planning needs and aims to improve financial literacy among those he works with. Ronan emphasizes the importance of balancing health, wealth, and relationships, and collaborates with clients to understand their stories, goals, and challenges to help them achieve their financial objectives. He holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial advice. Outside of his professional career, Ronan enjoys cooking and baking, fitness activities, spending time at the lake, watching movies, skiing, and traveling.

Thomas Norton III is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998, including Strategic Advisers, Inc. since 2003. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, charitable funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Brian Metro is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their short and long-term financial goals and assist in building sustainable financial plans. He prioritizes establishing strong trust and relationships with clients to gain a deeper understanding of their priorities. Brian has progressed through various roles at Fidelity Investments since 2022, starting as a Customer Relationship Advocate, advancing through Investment Solutions Representative I, II, and III positions, and currently serving as a Planning Consultant. He holds an Arkansas Insurance License. Outside of his professional work, Brian has interests in cooking and baking, fitness, football, golf, and spending time at the lake.

Sandhya Chhetri is the Director and Executive Services Officer at Fidelity Investments. In this role, she serves as the primary point of contact for Senior Executives regarding all matters related to equity compensation plans. She partners with companies and leverages Fidelity's resources to educate clients, review strategies, and assist with complex equity award transactions within regulatory guidelines. Sandhya has been with Fidelity Investments since 2013 and has held multiple positions, including Equity Compensation Strategist, Benefits and Planning Consultant, Equity Compensation Analyst, and Senior Stock Plan Services Representative. Her experience spans various aspects of equity compensation and benefits planning, providing her with comprehensive expertise in this field.

Scott Ferreira is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Massachusetts Financial Services and work outside the financial industry at DoorDash and Chatham Parks and Recreation. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.

Gerald Jamgochian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial since 2017, following eleven years at National Planning Corporation and one year at Osaic FS, Inc. He is also an owner of a life insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing a network of investment adviser representatives who implement both proprietary and third-party strategies.

Samuel Howe is a Financial Consultant at Fidelity Investments, where he has been employed since 1999. In his role, he assists clients with comprehensive financial planning tailored to every stage of their lives. His professional experience spans over two decades in the financial services industry. He holds an insurance license in Arkansas, which supports his ability to provide clients with a range of financial solutions. Further details about his education or personal interests have not been provided.

Danielle Cassidy is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Michael Carbone is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes a position at Wells Fargo Clearing Services LLC. Outside of his advisory role, he is owner of EduWisely and a partner at Eppolito, Carbone & Co., where he manages client relationships, discretionary portfolio management, and business development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning using analytical tools and supports advisory programs alongside specialized municipal and public-finance services.

Brock Riley is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles predominantly in baseball, including as a player with the Brockton Rox and an assistant pitching coach for the Great Britain National Baseball Team. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Keenan Dwyer is a financial advisor at Ameriprise with a Series 66 credential and five years of industry experience. His prior roles include positions at Eaton Vance Distributors, LPL Financial, and Boston Light Financial, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates investment research and algorithmic tools to provide written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Dean Ebbert is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at MFS Fund Distributors, Inc. and The Vanguard Group, Inc., and attended Clemson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Joshua Wilson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network, PIN Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Securities America, and National Planning Corporation. He is also co-owner of PIN Insurance, Inc., which supports fixed insurance business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice typically delivered by investment adviser representatives using various discretionary and non-discretionary strategies.

Jay Boothroyd is the Vice President and Branch Leader at Fidelity Investments, where he leads a team dedicated to becoming primary financial partners to their clients. He focuses on inspiring, engaging, and motivating his team to assist clients in creating and implementing plans to achieve their financial goals. Jay has held various roles at Fidelity Investments since 2006, progressing from Financial Representative to his current leadership position. His experience also includes positions as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Incorporated, and Morgan Stanley Smith Barney, reflecting a broad background in financial consulting and advisory services. Throughout his career, Jay has developed expertise in financial planning and investment management, supporting clients through different stages of their financial journeys.

Matthew Giroux is an Investment Solutions Representative III at Fidelity Investments. In his role, he works alongside clients to create personalized plans that assist them in working towards their financial goals. Matthew has progressed through several positions at Fidelity Investments, starting as a Workplace Investing Relationship Management Intern in 2022, then moving through roles as Customer Relationship Advocate, Investment Solutions Representative I, II, and currently III. His experience is centered on client relationship management and investment solutions. He holds an Arkansas Insurance License. Outside of work, Matthew enjoys family activities, golf, spending time at the lake, and skiing.

Todd Harrington is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2022, previously serving as a Planning Consultant from 2024 to 2026 and as a Workplace Consultant from 2022 to 2024. In his current role, Todd works closely with clients to develop personalized financial plans aimed at achieving their financial goals. He emphasizes a collaborative approach, seeing himself and his clients as a team working toward financial freedom. Outside of his professional responsibilities, Todd has interests in baseball, cooking and baking, family activities, fitness, and football.

Robert Labrie is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity affiliates since 2015. He also teaches a course on fundamentals of financial planning to Fidelity employees through Suffolk University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Dennis Cipriano is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity in various capacities since 1998. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios, oversees sub-advisers, and serves multiple registered investment companies while incorporating systematic methodologies and governance procedures.

Gary Pearson is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, Inc. since 1998. 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 and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive role as a commodity pool operator and advisor to multiple funds.