Boston, MA Boylston Street Office

Alex Caputo is a financial advisor at Fidelity Investments with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held various roles outside the financial sector, including positions at Bj's Wholesale Club and Gentle Giant Moving Company. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary management and model portfolios built from mutual funds, ETFs, and ETPs.

Harrison Voloshin is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he helps individuals organize their finances, analyze investment options, and assist in building, implementing, and maintaining financial plans while serving as a dedicated contact for his clients at Fidelity. He has been with Fidelity Investments since 2018, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. He holds a California Insurance License. Outside of his professional work, Harrison has personal interests that include football, golf, hiking, pets, skiing, and soccer.

Brian Kobelski is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. In this role, he directs, coaches, and supports associates to deliver Fidelity's best ideas and make meaningful impacts on clients' lives. Prior to this, he served as Vice President of Fund Administration at Fidelity Investments from 2016 to 2019 and as Vice President of Fidelity Fund TAX from 2008 to 2016. Before joining Fidelity Investments, Brian was the Chief Financial Officer at Andover Capital Advisor LP from 2003 to 2008 and worked as a Senior Tax Manager at PricewaterhouseCooper LP from 1996 to 2003. His professional experience encompasses leadership in financial management, fund administration, and tax management. Outside of his professional career, Brian's personal interests include beach activities, boating, family activities, football, golf, and music.

Allison Mogauro is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she partners with individuals and families to assist them in making informed financial decisions by building trust, understanding their goals, and developing personalized financial plans. Her experience at Fidelity Investments spans several roles, beginning as a Customer Relationship Advocate in 2023, followed by positions as Investment Solutions Representative I and II, Relationship Manager, and finally Planning Consultant. Through these roles, she has gained comprehensive knowledge in financial planning and client relationship management. Allison's approach involves engaging in meaningful conversations and understanding each client's unique financial circumstances to provide tailored guidance and strategies aimed at achieving their financial objectives.

Jana Abels is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to helping clients develop personalized financial plans and make informed financial decisions for themselves and their families. She has held her current role since 2024. Her experience in the financial services industry spans over two decades, beginning as an Investment Advisor at Hennion and Walsh, Inc. from 2004 to 2020. She then joined Fidelity Investments in 2020, progressing through roles including Investment Consultant, Planning Consultant, and Assistant Branch Leader before assuming her current leadership position in 2024.

Daniel Krzywda is Vice President Private Wealth Management Advisor at Fidelity Investments. He assists generations of families in creating personalized wealth strategies focused on growth, preservation, and transfer of their wealth. He coordinates a team of specialists including an Investment Manager, a Wealth Planner, and a Trust Officer to deliver comprehensive wealth management solutions. Daniel has been with Fidelity Investments since 2008, serving first as VP, Senior Account Executive until 2015, and then as a Wealth Management Adviser from 2015 to the present. He holds an Arkansas Insurance License.

Nick Hedge is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Financial Representative, Relationship Manager, and Planning Consultant. Nick focuses on empowering clients to feel confident in their financial decisions by developing personalized financial plans tailored to their unique situations. He views financial planning as a journey requiring time, discipline, and adaptability to life's changes, aiming to build trust as a partner throughout this process.

Jake Budd is a Wealth Management Planning Consultant currently working at Fidelity Investments. He collaborates with multi-generational families to develop and maintain financial plans aimed at preserving, growing, and transferring wealth according to their priorities. Since joining Fidelity Investments in 2021, Jake has held several roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Wealth Management Planning Consultant. Through these positions, he has gained experience in financial planning and client relationship management focused on private wealth. Jake values the relationships he builds with families and the positive impact his work has on their financial lives.

William Ribas is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. As a CERTIFIED FINANCIAL PLANNER™ professional, William works with individuals and families to develop and maintain financial plans that are clear, simple, and tailored to their priorities. He serves as a trusted contact and advocate for his clients within Fidelity. Outside of his professional responsibilities, William enjoys activities such as going to the beach, fitness, social events with friends, golf, and running.

Joseph Hughes is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to construct comprehensive financial plans. He aims to provide them with peace of mind and confidence, even during challenging market conditions. Joseph focuses on building long-standing relationships to understand the unique needs of his clients and their families. He has been with Fidelity Investments since 2019, holding various roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Prior to that, he worked as an Information Center Specialist at Digital Federal Credit Union from 2017 to 2019. No additional information regarding Joseph's education, credentials, personal interests, or community involvement was provided.

Patrick Hughes is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he works closely with clients to support their financial journeys, aiming to provide peace of mind and empower informed decision-making tailored to each client's unique financial plan. Patrick's experience at Fidelity Investments spans several roles since 2021, including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects his comprehensive understanding of financial services and client relationship management. Outside of his professional responsibilities, Patrick has interests in baseball, comedy, football, golf, and movies.

Joshua Farnsworth is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 1999 in various roles. He currently partners with clients and their families to build comprehensive investment, retirement, and wealth planning strategies. Joshua has over 16 years of experience within the Private Client Group at Fidelity, demonstrating a foundation of trust and transparency in his practice. His career progression includes positions as a Financial Consultant, Investment Representative, Financial Representative, Trust Accountant, and other roles within Fidelity. Details regarding his education, credentials, personal interests, or community involvement were not provided.

John Coogan is a financial advisor at Fidelity with a Series 66 designation and has been in the industry since 2022. His prior experience includes roles at Cygnal (IFA Holdings) and various political organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Harrison Clark is a Planning Consultant at Fidelity Investments, where he collaborates with a team of financial professionals to assist clients in achieving their financial objectives through personalized planning. He focuses on understanding the unique circumstances of each client, including family dynamics, priorities, and significant life events that may affect their financial journey, to develop tailored strategies. Clark has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, High Net Worth Service Representative, Central Relationship Manager, Financial Representative, Relationship Manager, and currently Planning Consultant. This progression reflects his experience across different facets of financial services within the organization.

Caroline Brown is a Planning Consultant at Fidelity Investments, where she collaborates closely with clients to develop comprehensive financial plans aligned with their goals. In her current role, she assists clients in navigating various stages of their financial journeys, including retirement planning and other key milestones. Caroline joined Fidelity Investments in 2023 as a Financial Representative and advanced to the position of Relationship Manager in 2025 before becoming a Planning Consultant in 2026. She brings experience in client relationship management and financial planning to her current advisory role. Outside of her professional duties, Caroline's personal interests include reading, running, and yoga.