New York, NY Broadway Office

Michael Andrito is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Wealth Management Trainee at Global Arena Capital in 2015. Michael is a CERTIFIED FINANCIAL PLANNER™ and holds a California Insurance License. He focuses on developing customized financial plans designed to grow and protect clients' wealth. Outside of his professional role, Michael enjoys football, hiking, music, outdoor adventures, running, and snowboarding.

Kate Trosset is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to enhance client relationships and manage day-to-day operations. Her role focuses on ensuring a seamless and high-quality experience for Fidelity clients. She has held various positions within Fidelity Investments since 2023, including Financial Representative and Relationship Manager, gaining experience in client service and relationship management. Through these roles, she has developed expertise in supporting financial professionals and contributing to client loyalty and satisfaction. Outside of work, Kate enjoys activities such as running, tennis, traveling, spending time at the beach, and participating in family and social events.

Sofia Brewington Williams is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Emma Ostrom is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. She has worked at Fidelity since 2023, with prior experience at Ameriprise Financial in 2022. Emma is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using a systematic approach across mutual funds, ETFs, and ETPs.

Stephen Finelli is Vice President and Financial Consultant at Fidelity Investments' Upper West Side office. He provides financial guidance to high net worth individuals and families, working collaboratively to build and implement comprehensive financial plans that align with clients' personal, professional, and financial goals. He has been with Fidelity Investments since 2013, initially serving as an Investment Consultant before assuming his current role in 2015. Stephen holds a California Insurance License. Outside of his professional work, Stephen has interests that include family activities, fitness, golf, parenthood, pets, and soccer.

George Milani is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2004. He has a total of 30 years of experience in the financial services industry, including positions as First Vice President Financial Consultant at Smith Barney from 2000 to 2004 and Financial Consultant at Prudential Securities from 1995 to 2000. He partners with clients to develop comprehensive financial plans aimed at achieving their goals. His work focuses on aligning investment strategies with client needs such as wealth accumulation, preservation, and income. George collaborates with his Wealth Management Team to provide a consistent level of service to clients. Outside of his professional role, George enjoys activities including spending time at the beach, gardening, watching movies, listening to music, running, and traveling.

John McMillen is a Planning Consultant at Fidelity Investments, where he collaborates within the Wealth Management team to provide financial planning and investment guidance. He has been serving in this role since 2025. Prior to becoming a Planning Consultant, John held several positions at Fidelity Investments, including Investment Solutions Representative from 2021 to 2025, Customer Relationship Advocate from 2020 to 2021, and Financial Services Associate from 2015 to 2020. John holds insurance licenses in Arkansas and California. Outside of his professional work, he is involved in activities such as fishing, fitness, reading, traveling, and volunteering.

Kerrie Lou is an Investment Consultant at Fidelity Investments, where she partners with clients to develop personalized investment strategies and provide ongoing support. She has been with Fidelity Investments since 2024, progressing through roles including Financial Representative and Relationship Manager before her current position. Her professional experience includes a Wealth Management internship at Mercer Advisors in 2024. Kerrie holds a California Insurance License. Outside of her professional career, she engages in family activities, Pilates, and running.

Claire Alexander is a Planning Consultant at Fidelity Investments, a position she has held since 2024. In this role, she partners with aligned Financial Consultants to enhance client experiences and strengthen client relationships by providing ongoing support and gaining a deep understanding of clients' goals, priorities, needs, and concerns. She collaborates with both her team and clients to co-create financial plans tailored to unique goals and situations. Prior to her current role, Claire served as a Relationship Manager at Fidelity Investments from 2022 to 2024 and as a Financial Representative from 2021 to 2022. This progression reflects her continued experience in client relationship management and financial planning within the company.

Erica Owens is Vice President and Financial Consultant at Fidelity Investments. In her role, she partners with clients to provide holistic financial planning. She and her team work to create and implement customized financial plans aimed at achieving clients' goals. Erica has been with Fidelity Investments since 2015, progressing through roles from Financial Representative to Investment Consultant, then Financial Consultant, before becoming Vice President in 2020. Her experience encompasses various aspects of financial consulting and investment advising within the firm.

Dylan Isaacs is a Planning Consultant at Fidelity Investments, where he collaborates with clients as part of their Wealth Management team to help prepare and implement their financial plans. He has been with Fidelity Investments since 2021, holding roles including High Net Worth Service Associate and Relationship Manager prior to his current position. His professional experience encompasses client relationship management and service within the wealth management sector. Dylan holds an Arkansas Insurance License, supporting his work in financial planning and consulting. Outside of his professional responsibilities, Dylan has personal interests in fitness, hiking, outdoor adventures, tennis, and traveling.

Landon Alpaugh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Aon and Colby College, as well as involvement with Camp Dudley. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and creates model portfolios using systematic methodologies.

Kevin Frisoli is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Customer Relationship Advocate, High Net Worth Associate I, Investment Solutions Representative, Planning Consultant, and Investment Consultant before assuming his current position in 2026. In his role as Financial Consultant, Kevin provides comprehensive financial planning services, focusing on uncovering opportunities to consolidate assets, generate referrals, and implement client-specific plans. He develops engagement strategies tailored to each client's unique planning needs and adheres to Fidelity's client commitment standards to foster long-term client relationships. Kevin's professional experience reflects a consistent advancement within Fidelity Investments, emphasizing client-focused financial consultation and investment solutions.

William Brodeur is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles across multiple hospitality and service businesses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Aidan O'Shea is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works closely with clients to understand their financial situations and co-create financial plans that align with their unique goals. Aidan has experience in various roles within Fidelity Investments, including Investment Consultant (2022-2023), Planning Consultant (2020-2022), Relationship Manager (2019-2020), and Financial Representative (2018-2019). He holds a California Insurance License.