Arlington Heights, IL Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

5

Of 16,976 advisors across 1,869 offices

Location

Arlington Heights IL

Advisors at this office

5

Advisors at this office

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Michael C

Series 66

Arlington Heights, IL

Fidelity

Michael Costantini is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities, LLC and WH Trading. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios, and is noted for its advisory role to multiple registered investment companies and use of algorithmic and AI-driven research techniques.

Charitable giving & philanthropy Active portfolio management

Slavko I

Series 63, Series 66

Arlington Heights, IL

Fidelity

Slavko Ivanisevic is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he supports executives in utilizing their company's benefits and developing efficient wealth plans across all five pillars of Wealth Planning. He has held this position since 2022. Slavko has been with Fidelity Investments since 2006, progressing through roles including Stock Plan Services Representative, Financial Consultant, and Vice President, Financial Consultant. He holds the Certified Financial Planner (CFP) designation and has extensive experience in helping clients grow and protect their wealth. Outside of his professional work, Slavko has interests in music, soccer, and traveling.

Exec comp design Startup equity planning Pre-IPO planning Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Executive

Erika H

Series 66

Arlington Heights, IL

Fidelity

Erika Hoffman is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she assists clients in understanding their comprehensive financial situations and helps clarify their future financial goals. Erika's experience at Fidelity Investments spans several positions, including Central Relationship Manager (2024-2025), Life Events Consultant (2023-2024), and Financial Representative (2022-2023). Through these roles, she has developed expertise in financial planning and client relationship management. Outside of her professional work, Erika has interests in museums, puzzles, and reading.

General retirement planning Income planning Cash flow / budgeting
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Patrick S

Series 66

Arlington Heights, IL

Fidelity

Patrick Skowron is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors, Mass Mutual, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charitable giving & philanthropy Active portfolio management
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John W

Series 63, Series 65

Arlington Heights, IL

Fidelity

John White is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and for utilizing systematic methodologies and AI-driven research in its investment approach.

Charitable giving & philanthropy Active portfolio management
View complete list of advisors at this office
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