Chicago, IL N. Michigan Ave Office

Frank Novelli is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with clients to understand their financial objectives and develops tailored financial plans to meet their individual needs. Prior to joining Fidelity, he worked as Vice President and Financial Consultant at Charles Schwab from 2022 to 2023 and as Senior Financial Consultant at TD Ameritrade from 2020 to 2023. Before that, he served as Vice President and Advisor Consultant at Nuveen Investments from 2014 to 2020. Throughout his career, Frank has focused on providing personalized financial advice and service to his clients. Outside of his professional activities, he has interests in concerts, fishing, parenthood, scuba diving, snowboarding, and traveling.

Deejay Ijaola is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant, Financial Consultant, Vice President Wealth Planner, and currently serving as Vice President Private Wealth Management Advisor since 2024. Prior to joining Fidelity, Deejay held various positions at Wells Fargo Bank and Wells Fargo Advantage Funds from 2008 to 2013. Since beginning his career in financial services in 2008, Deejay has developed extensive experience in creating financial plans with clients. He focuses on helping clients develop, implement, and maintain financial plans that provide confidence and composure even in challenging markets. Outside of his professional work, Deejay has interests in comedy, family activities, fitness, tennis, theater, and traveling.

John Becker is a Financial Consultant at Fidelity Investments, where he has been working since 2018 in various roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant, and Workplace Planning Associate. In his current role, he partners with clients to understand their financial goals and develops customized financial plans to meet their unique needs. John has experience in financial consulting, investment advising, and relationship management. He holds an Arkansas Insurance License. Outside of his professional work, John is interested in family activities, football, golf, and skiing.

John Abreu is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He brings 15 years of experience in financial advisory roles, working with individuals and families to manage complex financial decisions. His approach involves understanding clients' unique circumstances, aspirations, and family dynamics to identify and prioritize their financial goals. Prior to joining Fidelity Investments, John held positions as a Financial Consultant at ETrade Financial from 2017 to 2022, as well as Financial Advisor roles at Morgan Stanley from 2015 to 2017, and Merrill Lynch from 2011 to 2015. Throughout his career, he has focused on areas such as wealth transfer and helping clients achieve key financial milestones by utilizing the resources available to him.

Tanner Creech is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at Coldstream Country Club and Ohio State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad investable universe of mutual funds, ETFs, and ETPs.

Sarah Rodrigues Pereira is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as the primary contact for affluent investors and their families, providing personalized service tailored to their financial goals and preferences. She has been with Fidelity Investments since 2009, holding various positions including Financial Representative, Investment Consultant, Financial Consultant, and currently Senior Relationship Manager. Additionally, she worked as an Internal Client Advisor at J.P. Morgan Asset Management from 2016 to 2017.

Grace Flynn is a financial advisor with Fidelity and holds a Series 66 designation. She has three years of industry experience, including prior roles at Aviva Investors and Marquette University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI-driven research methods, and development of model portfolios for Fidelity Institutional Wealth Adviser.

Will Tulloch is a Financial Consultant currently working in the financial services sector. He has held various roles at Fidelity Investments, including Investment Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. His professional approach emphasizes honest, straightforward communication to help clients understand their financial situations and choices. Will employs a flexible and collaborative method tailored to each client's priorities, aiming to support informed decision making amid investment risks and uncertainties. He addresses multiple aspects of a client's financial life, recognizing that goals and comfort levels may change over time, to help build clarity and confidence in their decisions. Outside of his professional work, Will has personal interests that include fitness, golf, music, and reading.

Jon Urbach is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2007, progressing through roles including Financial Consultant, Investment Consultant, Financial Representative, and Retirement Services Specialist. His professional focus is on assisting clients in making informed financial decisions and helping them work towards their lifelong financial goals. Jon holds an Arkansas Insurance License. Further details about his education, credentials beyond his insurance license, personal interests, or community involvement have not been provided.

Michael Beecher is a Series 66-licensed financial advisor with Fidelity in Chicago, IL, and has three years of industry experience. His prior roles include positions at Morgan Stanley and Northwestern Mutual. Fidelity’s Strategic Advisers LLC, 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers both discretionary and non-discretionary advisory services.

Tanya Bucksbaum is a financial advisor with Fidelity in Chicago, IL, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been with Fidelity and its affiliated entities since 2011. 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 employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and institutional platforms.

Daniela Chicu is a Financial Consultant currently working at Fidelity Investments since 2025. She specializes in providing clear and personalized financial guidance tailored to her clients' priorities and goals. Daniela aims to build long-term relationships by understanding what matters most to each client and helping simplify their financial decisions with transparency and consistency. Prior to her current role, Daniela served as a Private Client Advisor at JPMorgan Chase and Co from 2020 to 2025, gaining experience in managing client portfolios and advising on financial strategies. Outside of her professional work, she has personal interests that include art, fishing, fitness, pets, tennis, and traveling.

Joseph Schiraldi is a Financial Consultant who partners with clients to help them work towards their financial goals through risk management strategies and financial planning. He collaborates with clients to co-create financial plans tailored to their unique needs, focusing on wealth accumulation, distribution, and preservation for them and their loved ones. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2023, and as a Financial Advisor at Equitable Advisor from 2021 to 2022. Outside of his professional work, Joseph has personal interests in baseball, comedy, football, and music.

Joey Powell is a Financial Consultant at Fidelity Investments, where he has been working since 2026. In his role, he collaborates with clients to develop long-term investment plans focused on retirement and wealth accumulation. His expertise encompasses growth potential, asset protection, tax-efficient investing, and income strategies, aiming to enhance clients' confidence and understanding of their financial plans. Joey joined Fidelity Investments in 2022 and has progressed through various roles including Financial Representative, Relationship Manager, and Investment Consultant before assuming his current position. His experience within the company spans client relationship management and investment consulting. Outside of his professional work, Joey has interests in comedy, concerts, fitness, football, golf, and traveling.

Jane Errebo is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Jane focuses on helping clients and their families become directors of their financial plans through an in-depth planning process, guidance on demand, and proactive support throughout the year. Her approach involves identifying clients' unique goals and aligning their financial plans and investment strategies to ensure progress. Jane aims for her clients to understand how various financial elements work together and how to leverage their assets efficiently. Outside of her professional work, Jane has interests in comedy, food, hiking, skiing, traveling, and yoga.