Exton, PA Main Street Office

Euan Livington is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Equitable Advisors and T. Rowe Price. He has also worked at West Chester University and Hartefeld National Golf Course. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Keith Jackson is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2015, progressing through various roles including Planning Consultant, Relationship Manager, Active Trader Representative, and Customer Service Advocate. His experience spans client relationship management, financial planning, and investment consulting. In his current role, Keith focuses on understanding clients' financial situations, reviewing available options, and creating tailored investment strategies to meet their goals. Outside of his professional work, he engages in personal interests such as biking, boating, family activities, social events with friends, outdoor adventures, and running.

Matthew Maginnis is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. His prior roles include positions at OneMain Financial and Bergeys Inc, where he also performed manual labor on weekends. He served six years with the Pennsylvania Army National Guard. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

George Bell is a Financial Consultant currently with Fidelity Investments, a position he has held since 2019. Prior to this, he worked as a Senior Financial Advisor at The Vanguard Group from 2002 to 2019. In his role, George focuses on building tailored financial plans that align with his clients' specific goals through strong and open communication, emphasizing the importance of trust in client relationships. George holds a California Insurance License, which supports his professional role in financial consulting. Outside of his professional duties, he has interests in beach activities, boating, fishing, football, and golf.

Dan Shapero is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. He has held several leadership and financial advisory positions throughout his career, including Branch Manager at E*TRADE From Morgan Stanley from 2021 to 2023, Financial Consultant at E*TRADE Financial from 2017 to 2021, Relationship Manager at PNC Financial Services Group Private Client Group from 2013 to 2017, and Regional Bank Private Banker at Wells Fargo from 2011 to 2013. Dan's professional experience spans branch management, financial consulting, and private client relationship management. His goal is to lead and inspire associates to be the best version of themselves, enabling them to meet the financial planning and service needs of clients effectively.

Alex Daniel is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial strategies using the extensive resources and services of the firm. He is committed to understanding clients' financial goals through a structured process. Alex has a broad range of experience in the financial industry, having held roles such as Investment Consultant at Fidelity Investments, Investment Advisor Representative at Charles Schwab, and Financial Advisor at Merrill Lynch Wealth Management. His career also includes positions as a Financial Consultant II at Citizens Securities and Producing Agent at MassMutual, among others. He holds a California Insurance License. Outside of his professional work, Alex has personal interests that include cars, social events with friends, movies, museums, tennis, and traveling.

Douglas McAllister is an Investment Consultant currently working at Fidelity Investments since 2024. He has built his career in financial services largely within Chester County, focusing on developing collaborative financial planning strategies and fostering strong client relationships. Douglas has extensive experience in the financial industry, having served in various roles at Vanguard from 2007 to 2024, including Senior Financial Advisor, Financial Advisor, Client Relationship Consultant, Client Relationship Administrator, and Client Relationship Associate. His professional background encompasses investment consulting and comprehensive financial advising. Outside of his professional work, Douglas has interests in baseball, comedy, family activities, hiking, music, and parenthood.

Sean Enama is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants, clients, and their families to develop personalized financial plans tailored to individual goals. He focuses on building and maintaining relationships that foster trust. Sean's experience in the financial industry includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as an internship at Alden Investments. These positions have contributed to his expertise in financial planning and client relationship management. Outside of his professional work, Sean has personal interests in baseball and snowboarding.

Nicole Fean is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. Prior to this position, she served as a Branch Leader at Fidelity from 2022 to 2024. Nicole's professional experience includes various leadership and consulting roles in the financial services industry, beginning as an Intern at Scottrade, Inc. in 2010 and progressing through positions such as Investment Consultant and Branch Manager at Scottrade, Inc., as well as Branch Manager and Senior Financial Consultant at TD Ameritrade. Throughout her career, Nicole has focused on coaching her team to deliver excellent client experiences through holistic financial planning aimed at helping clients achieve their financial goals. Her background reflects a commitment to leadership and client service within the investment and financial consulting sectors. Outside of her professional life, Nicole enjoys family activities, fitness, horseback riding, outdoor adventures, skiing, and traveling.

AJ Mason is an Investment Consultant at Fidelity Investments, a position held since 2025. In this role, AJ helps clients identify, organize, and prioritize their financial goals, employing a disciplined approach to goals-based planning. This method enables AJ to partner with clients to determine appropriate investment strategies tailored to their unique objectives. AJ also advocates for clients by directing them to key resources and monitoring their financial plans to ensure they remain on track. Prior to the current role, AJ served as a Planning Consultant at Fidelity Investments from 2023 to 2025. AJ's financial services experience includes positions as a Financial Planner at Prudential Financial in 2023, Private Client Financial Advisor at Citizens Securities, Inc. from 2022 to 2023, Vice President Financial Consultant at Charles Schwab & Co., Inc. from 2018 to 2022, and High Net Worth Sales Consultant at The Vanguard Group from 2007 to 2018. Outside of professional work, AJ has personal interests that include baseball, family activities, golf, playing musical instruments, movies, and traveling.

Thomas Smith is the Market Leader at Fidelity Investments, where he leads the local Investor Center. In this role, he provides financial and investment guidance to customers, including one-on-one retirement planning, income strategies, college planning services, and integrated employee benefits strategies. He has been with Fidelity Investments since 1998, holding various positions including Financial Consultant, VP of Regional Planning Consultant, VP of Senior Workplace Regional Sales Manager, VP of Regional Sales Manager, and currently Market Leader since 2021. His extensive experience spans over two decades within the company, focusing on sales management, planning consultation, and workplace services. No information on education, credentials, personal interests, or community involvement was provided.

Derek Little serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. He has been part of the financial services industry since 1997, working with individuals and families to identify key financial opportunities and risks and support them in making critical financial decisions. His experience includes multiple roles at Fidelity Investments, including Vice President, Financial Consultant from 2007 to 2022, Account Executive from 2003 to 2007, and Financial Specialist from 1997 to 1998. Additionally, he has held positions as Senior Financial Planner at Capital Management Services, Financial Advisor at Morgan Stanley, and Financial Consultant at A.G. Edwards and Sons. Derek holds a California Insurance License. Outside of his professional career, he engages in activities such as baseball, beach outings, family activities, fitness, parenthood, and volunteering.

Kevin Phelan is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously spent seven years with The Vanguard Group. Phelan is based in Exton, PA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Patrick Farren serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2011. He has been with Fidelity since 2008, previously working as an Account Executive and Investment Representative. Prior to joining Fidelity, Patrick gained experience at The Vanguard Group from 2002 to 2008, where he held various positions including Financial Planner and Paraplanner. Throughout his career, Patrick has focused on helping clients and their families grow, protect, and distribute their wealth in alignment with their unique financial goals. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Patrick enjoys spending time with his family and participating in golf and tennis.

Nicholas Valerio is a Financial Consultant currently working at Fidelity since 2023. In his role, he engages clients in discussions about their short- and long-term financial goals to develop tailored strategies through a holistic planning approach. Nicholas has experience in various financial advisory positions, including serving as an Investment Consultant at Fidelity from 2021 to 2023, Senior Sales Consultant at Vanguard from 2019 to 2021, Annuity and Retirement Savings Specialist at Vanguard from 2018 to 2019, and as a Licensed Associate at Vanguard from 2017 to 2018. His background encompasses investment consulting, annuities, retirement savings, and financial sales. Using the resources available at Fidelity and collaborating with his team, Nicholas aims to support clients and their families in achieving investment success.