New York City, NY Broadway Office

Meghan Modafferi is a Financial Consultant at Fidelity Investments, where she collaborates with individuals, families, and businesses to develop personalized investment strategies and comprehensive financial plans. She has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. Throughout her tenure at Fidelity Investments, Meghan has gained experience in financial planning and client relationship management. She focuses on creating tailored financial solutions that align with her clients' goals. Outside of her professional work, Meghan enjoys biking, golf, skiing, snowboarding, and spending time with her pets.

Natalia Styburski is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2019, having served in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™, Natalia supports clients and their families by understanding their financial needs and aspirations to create sound financial plans and build relationships based on trust. Her professional focus is on comprehensive financial planning and client relationship management. Outside of her professional responsibilities, Natalia enjoys spending time at the beach, attending social events with friends, exploring culinary experiences, listening to music, caring for pets, and reading.

Joseph Hajjar is currently a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2024. He has been part of Fidelity Investments since 2021, holding several positions including Financial Consultant, Fixed Income Specialist, and High Net Worth Associate. Prior to joining Fidelity, Joseph worked in the fixed income and credit default swaps sector as a broker at GFI Securities LLC from 2001 to 2021 and at INTERCAPITAL Securities Inc. from 1995 to 2001. In his current role, Joseph focuses on helping clients and their families with wealth planning that is tailored to their unique preferences. He emphasizes forming strong relationships and maintaining trust, reliability, and competency as a dedicated point of contact for Fidelity's valued clients. Outside of his professional responsibilities, Joseph has interests in food, reading, skiing, swimming, tennis, and traveling.

Norman Ho is a Financial Consultant currently working at Fidelity Investments since 2022. He has a professional background as a Financial Advisor with experience at Merrill Lynch from 2014 to 2022 and at Morgan Stanley Smith Barney from 2013 to 2014. Norman focuses on understanding his clients' financial needs and aligning resources to work towards meeting them. He collaborates with his clients to develop personal, flexible, and comprehensive financial strategies aimed at providing confidence in their financial futures. Outside of his professional work, Norman's personal interests include art, baseball, cars, food, outdoor adventures, and traveling.

Kate Connolly is an Investment Consultant at Fidelity Investments, a role she has held since 2026. She has progressed through various positions within Fidelity, including Planning Consultant, Relationship Manager, and Financial Representative, gaining a comprehensive understanding of financial services and client relations. As a CERTIFIED FINANCIAL PLANNER4 professional, Kate works closely with clients to develop financial plans that align with their goals and provide guidance in an accessible manner. She leverages Fidelity's extensive tools and resources to tailor solutions that meet individual client needs. Outside of her professional work, Kate has interests in art, food, museums, and running.

Jessica Stephan serves as Vice President and Branch Leader, where she leads a team of advisors dedicated to collaborating with clients to build comprehensive financial plans tailored to their goals. Her approach emphasizes delivering an exceptional planning experience by focusing on clients' priorities and understanding their long-term needs. Her professional experience includes roles as a Financial Consultant at Fidelity Investments from 2020 to 2021, Branch Manager at TD Ameritrade from 2018 to 2020, and both Financial Consultant and Associate Financial Consultant positions at Charles Schwab & Co from 2011 to 2018.

Alex Luzaitis is a Planning Consultant at Fidelity Investments, where they work closely with clients to develop a comprehensive understanding of their priorities, values, and goals. In this role, Alex collaborates with clients and Financial Consultants to co-create financial plans that support clients' long-term aspirations. Alex has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, High Net Worth Associate, High Net Worth II Associate, and Client Support Specialist III before becoming a Planning Consultant in 2025.

Sasha Agosta is Vice President and Financial Consultant at Fidelity Investments. She has held this position since 2023, following several years of experience in various financial consulting roles within Fidelity Investments and previously at AXA Advisors. Sasha began her career as a Financial Consultant at AXA Advisors in 2010, later joining Fidelity Investments as an Investment Consultant in 2015 and advancing through roles to her current position. As a CERTIFIED FINANCIAL PLANNER™, Sasha focuses on understanding her clients' goals, needs, and concerns to help them make sound financial decisions. She is committed to delivering an exceptional client experience by leveraging the resources available at Fidelity Investments. Outside of her professional work, Sasha enjoys cooking and baking, participating in family activities, skiing, and traveling.

Liam Hayes is a Financial Consultant currently working at Fidelity Investments since 2021. He has built a career focused on financial planning and investment consulting, aiming to educate and assist clients in mapping out a strong financial future. Liam's professional experience includes roles at TD Ameritrade from 2018 to 2021, where he served as a Client Service Specialist, Business Development Specialist, and Financial Consultant. This progression reflects his expertise in client service, business development, and financial consulting within the investment industry.

Seddrick Robinson is a Planning Consultant at Fidelity Investments. In this role, he collaborates with advisors to support clients in developing clear and tailored financial plans aligned with their individual goals. Seddrick has held various positions at Fidelity Investments since 2019, including Equity Compensation Analyst from 2022 to 2024, HSA Planner from 2020 to 2022, and High Engagement from 2019 to 2020. These roles have contributed to his expertise in areas such as equity compensation and health savings accounts. Outside of his professional work, Seddrick has interests in cooking and baking, fitness, golf, museums, and volunteering.

Karan Sayal is a Planning Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he focuses on understanding clients' life goals and developing financial plans that support their long-term objectives. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments from 2021 to 2022, and has held positions as a Financial Consultant at E* Trade from 2019 to 2020 and as a Financial Advisor at Merrill Lynch from 2017 to 2019. His professional experience spans several years in the financial advisory field, where he has worked with clients to create tailored financial strategies. Karan values developing long-term relationships and providing ongoing support to clients throughout different stages of their lives. Outside of his professional work, Karan has personal interests that include spending time at the beach, cars, fitness, hiking, movies, and reading.

Julius Combes is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to identify and understand their goals, develop holistic financial plans, and provide investment strategies to help meet their needs. Julius has been with Fidelity Investments since 2019, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative, Investment Consultant, and Planning Consultant before becoming a Financial Consultant. This experience has provided him with a broad understanding of financial services and client relationship management. Outside of his professional work, Julius has personal interests that include fitness, food, football, social events, and movies.

Lauren Cooney is a financial advisor with Fidelity Investments in New York City, holding the Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Charter Communications Spectrum and has experience in educational and career services roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Adam Low is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He is a CERTIFIED FINANCIAL PLANNER™ who works with individuals and families to develop investment plans tailored to their financial goals. Adam focuses on creating strategies that allow clients the freedom to dedicate time to their personal interests. He emphasizes building long-term relationships that extend beyond the current generation to support the financial success of future generations. Outside of his professional work, Adam enjoys fitness, social events with friends, golf, skiing, and swimming.

Will Martin is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2024 to 2026. He began his financial services career as a Private Client Banker at JPMorgan Chase from 2022 to 2024. Will focuses on educating individuals, families, and businesses through holistic planning and guidance. His professional experience spans multiple aspects of financial planning and client service within leading financial institutions. Outside of his professional work, Will engages in family activities, fitness, football, running, volunteering, and yoga.