Cambridge, MA Technology Square Office

John Soborski is a Branch Leader at Fidelity Investments, where he leads a team of financial advisors and professionals dedicated to assisting clients in making educated and confident financial decisions for themselves and their families. He has been serving in this leadership role since 2023. John has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2014. His previous roles include Wealth Management Planning Consultant from 2017 to 2022, Relationship Manager from 2015 to 2017, and Financial Representative from 2014 to 2015. This progression reflects his comprehensive understanding of wealth management and client relationship management. No information about John's educational background, credentials, personal interests, or community involvement has been provided.

Georgi Ellen Battocchio is a Vice President and Branch Leader at Fidelity Investments. In this role, she collaborates with her team to assist clients in working toward their financial goals by developing financial plans tailored to individual needs and life events. She has held the position of Vice President, Branch Leader at Fidelity Investments since 2023. Prior to this, she served as Vice President and Market Leader at BlackRock from 2015 to 2023, and as Vice President and Financial Consultant at Fidelity Investments from 2010 to 2015.

Kyle Ferreira is a Financial Consultant I with a professional background in investment consulting and sales. He has worked at Fidelity Investments in various roles including Senior Regional Investment Consultant in 2025, Regional Investment Consultant from 2023 to 2025, and Investment Sales Associate from 2022 to 2025. Prior to that, he was a Sales Intern at Natixis Investment Managers in 2021. Kyle is committed to creating meaningful impact by building strong connections with individuals and the community. He focuses on championing initiatives that drive progress and open doors for growth and collaboration. Guided by principles of integrity and inclusivity, he aims to inspire trust and deliver lasting value in both professional and personal settings. Outside of his professional work, Kyle enjoys boating, football, golf, and skiing.

Julia Gurzenda is a Planning Consultant at Fidelity Investments, where she partners with clients and their primary advisors to understand their financial goals and priorities. She develops personalized financial plans leveraging Fidelity's resources to support clients' unique financial journeys over time. Julia emphasizes clear and thoughtful communication to simplify financial decisions and build client confidence. Julia has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Relationship Manager, and currently Planning Consultant. Her experience within Fidelity has provided her with a comprehensive understanding of client relationship management and investment solutions. Outside of her professional responsibilities, Julia enjoys golf, hiking, horseback riding, reading, running, and skiing.

John Shea is a Vice President, Financial Consultant at Fidelity Investments. In this role, he helps individuals and families build and maintain financial plans to support life's most meaningful goals, focusing on retirement income planning, investment guidance, and tax-efficient investing. John has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Solutions Representative, Regional Investment Consultant, and Investment Consultant before becoming Vice President, Financial Consultant in 2024. His experience spans multiple facets of financial consulting and investment solutions within the firm. Outside of his professional career, John enjoys boating, camping, family activities, hiking, skiing, and volunteering.

Emily O'Neil is Vice President and Financial Consultant at Fidelity Investments, where she currently serves as the primary advisor for her clients and their families. In this role, she coordinates a team of professionals to help clients craft comprehensive wealth plans tailored to their unique goals. She emphasizes building long-lasting relationships and leveraging Fidelity's resources to support her clients' financial journeys. Emily has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. Her experience encompasses providing financial planning and consulting services within Fidelity's framework. Outside of her professional role, Emily's personal interests include gardening, golf, traveling, and volunteering.

Sean Egan is a Planning Consultant who collaborates with clients to design comprehensive financial plans aligned with their individual goals. He takes the time to understand client priorities and works together with them to create personalized strategies tailored to their needs. Sean has held various roles at Fidelity Investments, progressing from Investment Solutions Representative I in 2023-2024, to Investment Solutions Representative II in 2024-2025, and then Investment Solutions Representative III in 2025-2026. Prior to that, he served as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. He also gained experience as a Finance Intern at Catholic Medical Center in 2021. Sean holds insurance licenses in Arkansas and California.

Madison Morris is a financial advisor at Fidelity with a Series 66 credential. Although new to the industry, Madison has held multiple roles at Fidelity Investments since 2024. Prior to this, Madison gained experience at Burke Mountain Academy and engaged in various positions outside finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Alexandra Essman is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2011. In her role, she fosters relationships with high-net-worth individuals, institutions, and non-profit organizations. Alexandra and her team assist multiple generations of families with wealth planning, including strategies for growth, preservation, philanthropy, and transfer. Alexandra began her career at Fidelity as a Financial Representative before advancing to Investment Consultant and then to her current position. She holds a certification as a Certified Equity Professional and is a CERTIFIED FINANCIAL PLANNER4 practitioner. Alexandra earned her degree from Colby College. Her insurance licenses include a California Insurance License. Outside of her professional commitments, Alexandra enjoys camping, family activities, gardening, golf, skiing, and spending time with her pets.

Courtney McCauley is Vice President and Financial Consultant at Fidelity Investments. In this role, she works with clients to develop customized financial plans that align their wealth with their family, values, and long-term goals. She focuses on personalized strategies and clear guidance to support clients at every stage of their financial journey. Courtney has been with Fidelity Investments since 2015. She served as a Senior Regional Investment Consultant from 2015 to 2019 before assuming her current position in 2019. Her experience encompasses financial consulting and investment advising within the firm. Outside of her professional responsibilities, Courtney enjoys family activities, golf, running, skiing, and traveling.

Gianni Valentini is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop comprehensive financial plans that align with their specific goals, priorities, and preferences. He utilizes his knowledge and Fidelity's resources to support and educate clients over time. Gianni has been with Fidelity Investments since 2021, holding various positions including Investment Consultant, High Net Worth Service Associate, Financial Representative, and Customer Relationship Advocate. His experience encompasses client relationship management and financial consulting within the firm. He holds an Arkansas Insurance License.

Brandon Waltz is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this position, he works closely with clients to build and develop skills aimed at promoting financial security and advancing toward overall financial freedom. Utilizing Fidelity's holistic and comprehensive approach to relationship management and planning, he collaborates with clients to create actionable plans tailored to their financial goals. Prior to joining Fidelity Investments, Brandon served as a Wealth Advisor Associate at Northwestern Mutual from 2022 to 2023. This experience contributed to his expertise in financial planning and client relationship management. Outside of his professional responsibilities, Brandon has interests in art, cars, fitness, social events with friends, music, and reading.

Richard Mcgaughey is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Fidelity Investments, having joined in 2023, and previously worked at Charles Schwab and Hennessey News. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jillian Mercer is a Planning Consultant and a member of the Wealth Management Team. She works closely with advisors and clients to implement customized financial strategies and supports the maintenance of financial plans throughout different phases of life. Jillian takes a holistic approach to planning, focusing on identifying clients' unique needs. Her professional experience includes roles at Fidelity Investments, where she served as a Financial Representative from 2022 to 2023, and as a Relationship Manager from 2023 to 2024. Jillian holds a California Insurance License. Outside of her professional responsibilities, Jillian enjoys golf, skiing, and traveling.

John Honebrink is a Planning Consultant at Fidelity Investments, where he partners with clients and their advisors to develop and implement comprehensive financial plans tailored to their specific needs. He has been with Fidelity Investments since 2020, progressing through several roles including Financial Customer Associate, Workplace Planning Associate, Workplace Planning Consultant I and II, Relationship Manager, and currently Planning Consultant. Throughout his career at Fidelity, John has gained experience in financial planning and client relationship management. His roles have involved collaborating with clients to understand their financial goals and co-creating strategies to meet those objectives. Outside of his professional work, John has interests in football, golf, movies, and snowboarding.