Greenwich, CT West Putnam Avenue Office

Brad Litchfield is a Financial Consultant I at Fidelity Investments, where he currently works to help clients and their families create financial plans tailored to their goals. His work often includes tax-efficient investing, estate planning considerations for legacy intentions, and creating income streams for retirement. Brad has progressed through multiple roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2022, advancing through several Investment Solutions Representative positions from 2023 to 2025, and serving as a High Net Worth Associate in 2023 before becoming a Financial Consultant I in 2025. Outside of his professional responsibilities, Brad enjoys activities such as beach outings, boating, family activities, fitness, exploring food, and golf.

Edward Fennessey is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, serving in various roles including Financial Consultant and Investment Consultant. Prior to Fidelity, Edward worked at Newman & Associates - Ameriprise Financial as a Paraplanner from 2013 to 2016, and held positions at TIAA-CREF and UBS Wealth Management. Edward's approach centers on partnering with clients to define and clarify their personal and financial priorities. He collaborates with clients to develop and implement financial plans aimed at achieving their goals, focusing on understanding their family's needs and maintaining a long-term perspective on their objectives. Outside of his professional work, Edward enjoys biking, family activities, golf, outdoor adventures, running, and skiing.

Christopher Capalbo is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans aimed at strengthening and securing their financial futures. He utilizes Fidelity's process to create, implement, and monitor strategies tailored to each client's needs, helping them build confidence and security in their financial wellbeing. Prior to joining Fidelity in 2023, Christopher held the role of Registered Representative at LPL Financial, LLC from 2019 to 2023. His experience also includes analyst positions at Arcim Advisors and Alphastrat in 2019, as well as Lanx Advisors from 2017 to 2019. Earlier in his career, he worked in business development at Goldfinch Capital Advisors, LLC from 2012 to 2016 and served as Vice President at Titan Advisors, LLC from 2003 to 2011. Outside of his professional work, Christopher's personal interests include football, gardening, and golf.

William Everts is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to establish long-term, trusted relationships, focusing on the stewardship of family money, wealth, and estate planning considerations. He coordinates a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning. William has held various positions at Fidelity Investments since 2012, progressing from Financial Representative to his current role as Vice President. His experience includes roles as Vice President, Wealth Planner; Financial Consultant; Investment Consultant; and Relationship Manager. Prior to joining Fidelity, he was a Practice Management Trainee at Merrill Lynch, Pierce, Fenner & Smith in 2011.

Ryan Vowinkle currently serves as Vice President and Branch Leader at Fidelity Investments. In this role, he leads and coaches a team of associates to deliver exceptional experiences for clients. Prior to this, he held several positions at Fidelity Investments, including Assistant Branch Leader from 2021 to 2023, Chapter Member for Service Design and Delivery between 2020 and 2021, Team Leader for Workplace Planning & Advice from 2018 to 2020, and Onboarding Manager from 2016 to 2018. Earlier roles include Senior Investment Specialist, Senior Financial Specialist, and Financial Representative, all within Fidelity Investments. Ryan's professional experience spans various aspects of financial services, focusing on team leadership and client service delivery. Outside of work, he enjoys family activities, fitness, running, and soccer.

Owen Ayotte is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Sacred Heart University and work with the Boys and Girls Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves various investor types and offers discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Victor Mizzaro is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes roles at Harvey Cavalier Camp and Harvey School, as well as studies at St. John’s University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Christopher Yadre is an Investment Consultant at Fidelity, where he collaborates with clients to develop comprehensive financial plans aimed at achieving their long-term financial goals. He focuses on creating tailored strategies that address the specific needs of each client and their family. Prior to his current role, Christopher gained experience as a Financial Representative at Fidelity Investments from 2023 to 2025 and as an Intern at Sound Financial Strategies from 2021 to 2023. His background reflects a commitment to building expertise in financial planning and investment consulting. Outside of his professional work, Christopher has interests in baseball, beach activities, fitness, hiking, music, and reading.

Lilly Araque is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2020. In this role, she partners with clients to develop disciplined financial plans aimed at guiding them towards financial wellbeing across all phases of life. Her work involves creating strategies for wealth growth, risk management, tax-efficient investing, and the stewardship of assets through proper wealth transfer. Prior to her current role, Lilly served as Vice President, Private Client Financial Advisor at J.P. Morgan Chase from 2020 to 2021. Before that, she was Vice President, Financial Consultant at SunTrust Private Wealth Management from 2014 to 2020. Her professional experience spans multiple leadership roles in wealth management and financial advising. Outside of her professional life, Lilly has interests in beach activities, boating, cooking and baking, music, soccer, and traveling.

Peg Davidson is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. In this role, she works with individuals and families to develop tailored financial strategies that align with their specific goals, risk tolerance, and time horizons. Her approach emphasizes understanding client priorities, providing clear education, and promoting a collaborative planning process. Davidson brings extensive experience to her practice, having previously served as an Assistant Vice President Financial Consultant at Merrill Lynch from 1992 to 1997 and as a Financial Consultant at Shearson Lehman from 1987 to 1992. Over her career, she has focused on empowering clients to make informed financial decisions by offering guidance, perspective, and accountability, aiming to build strategies that evolve with clients' changing lives. Outside of her professional work, Peg Davidson enjoys engaging in activities such as hiking, running, traveling, attending social events with friends, reading, and exploring culinary interests.

Leiland Stevens is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with individuals and families to develop personalized financial strategies utilizing Fidelity's resources and planning tools. His approach focuses on understanding clients' unique goals, challenges, and aspirations to help them make informed decisions and achieve financial confidence. Prior to joining Fidelity Investments, Stevens held leadership and sales positions in the financial sector. From 2020 to 2023, he served as Head of DeepWell Americas at Tradition Financial Services. Before that, he was Director of FX Sales at ED&F Man from 2018 to 2020. Outside of his professional career, Stevens has interests in outdoor adventures, parenthood, pets, and traveling.

Susana Vidan is a Planning Consultant at Fidelity Investments, where she focuses on supporting clients in achieving their financial well-being. She emphasizes building strong and lasting relationships based on trust and mutual understanding to effectively identify clients' goals and develop aligned financial strategies. Prior to her current role, Susana worked as a Client Service Associate at Edelman Financial Engines from 2014 to 2023. This experience has contributed to her expertise in client service and financial planning support. Outside of her professional work, Susana has interests in concerts, museums, reading, theater, and traveling.

Nathan Clendenin is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he held roles at Hudson Financial Associates and has teaching experience at Elon University, Lehigh University, and Horace Greeley High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with a notable focus on systematic methodologies and oversight of affiliated sub-advisers.

Jody Holden is a Financial Consultant at Fidelity Investments, where she partners with clients to identify and develop their financial objectives. She collaborates with clients to create and implement plans aimed at strengthening their financial goals, considering the complexities of planning, investments, and markets to develop strategies that balance simplicity, organization, and long-term adaptability. Her professional experience spans multiple roles in institutional equity sales and equity research. Prior to joining Fidelity Investments in 2023, she served as Director of Institutional Equity Sales at JMP Securities from 2013 to 2020, and as Head of New York and Connecticut Research Sales at Bloomberg Tradebook from 2010 to 2013. She also held positions as Managing Director of Institutional Equity Sales at Banc of America Securities, Director of Institutional Equity Sales at Citigroup, and Associate Analyst roles in equity research at Salomon Smith Barney, Natwest Securities, and Prudential Securities. Details regarding Jody Holden's education, credentials, personal interests, and community involvement were not provided.

Julienne Redmond is the Vice President and Branch Leader at Fidelity Investments, where she oversees branch operations and partners with associates to ensure delivery of Fidelity's Standards of Care to clients. She focuses on helping clients strengthen their financial well-being by aligning client preferences with personalized financial plans. Julienne has been with Fidelity Investments since 2020, initially serving as Vice President of Wealth Management before assuming her current leadership role in 2024. Her experience encompasses wealth management and client-focused financial planning. Outside of her professional responsibilities, Julienne engages in sailing, swimming, and volunteering activities.