Palm Beach Gardens, FL Pga Boulevard Office

Justin Burt is a Financial Consultant currently working at Fidelity. He specializes in serving individuals, couples, and families by addressing their complex financial needs and aims to build relationships based on trust and integrity. Justin's approach emphasizes holistic financial planning to help clients navigate financial challenges with confidence. He has professional experience as a Financial Consultant at Fidelity since 2021, and previously worked as a Financial Professional at Equitable Advisors from 2019 to 2021. Justin holds a California Insurance License.

Joy Brown is a financial advisor with Fidelity who holds Series 63, Series 65, and Series 66 licenses and has 38 years of industry experience. She has been with various Fidelity entities since 2011, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently, Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Peter McCaughan is a Financial Consultant at Fidelity Investments, where he has been working since 2019. In his current role, he partners with individuals and families to create tailored financial plans aimed at helping them achieve their personal and financial goals by leveraging Fidelity's resources. Peter has been with Fidelity Investments since 2015, progressing through several roles including Workplace Planning and Guidance Associate, Relationship Manager, Investment Consultant, and now Financial Consultant. This experience has provided him with a broad understanding of financial planning and client relationship management within the firm.

William Marazzi is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Fidelity in various roles since 2008, currently serving at Fidelity Investments. Outside of his advisory work, he is a joint owner with his spouse of several Hand and Stone Massage and Facial franchise locations in Florida. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kyle Kszepka is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2018, progressing through positions including Investment Consultant, Relationship Manager, and Financial Representative. His professional focus involves partnering with clients to understand various aspects of financial planning and designing personalized financial road maps. Kyle works closely with clients to adjust these plans as their goals and preferences evolve, emphasizing a thorough planning process and relationship-building. Throughout his tenure at Fidelity, Kyle has developed expertise in financial consulting and investment management. He is committed to collaborating with clients to achieve their financial objectives through tailored strategies. Outside of his professional role, Kyle enjoys family activities, golf, and traveling.

Michael Bradberry is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their goals and priorities. He serves as a planning partner, assisting clients in making informed financial decisions. He joined Fidelity Investments in 2024, serving initially as a Financial Representative, then advancing to Relationship Manager before assuming his current role as Investment Consultant in 2026. Prior to his time at Fidelity, Michael worked as a Loan Advisor at Freedom Mortgage from 2020 to 2022. Outside of his professional work, Michael has personal interests in baseball, football, movies, traveling, and food.

Brian Henry is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through positions including Investment Consultant and Financial Representative. Prior to joining Fidelity, Brian worked at Ameriprise Financial as a Financial Planning Assistant and Client Service Associate from 2021 to 2022. In his role, Brian focuses on building trusted relationships and collaborating with clients to explore financial strategies that align with their goals. He aims to provide insight and support to help clients confidently pursue their financial aspirations. Outside of his professional work, Brian has interests in art, family activities, football, golf, running, and tennis.

Karla Sordo is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2014. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Steven Boschert is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He collaborates with clients to develop and implement financial plans aimed at increasing confidence and reducing uncertainty. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2009 to 2015. Steven emphasizes building trusting relationships with clients and approaches his work with a disciplined methodology to support client success. He holds a California Insurance License, which complements his financial advisory responsibilities. Outside of his professional activities, Steven has interests in fitness, gardening, and traveling.

Richard Gaff is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He joined Fidelity Investments in 2021 as a Financial Consultant. Richard is a licensed insurance professional in California. Before his career in finance, Richard served in the U.S. Army and is a proud veteran. He focuses on working closely with individuals and their families to understand their financial goals and co-create plans aimed at achieving financial freedom and defining legacies for future generations. Outside of his professional duties, Richard engages in family activities, fitness, outdoor adventures, running, and values his military service.

Abby Neeld is a Planning Consultant based in Palm Beach Gardens, Florida, currently working with Fidelity Investments. She assists clients and their families in developing financial plans tailored to their specific goals. Abby emphasizes a personalized, hands-on approach and maintains ongoing communication with clients to ensure their financial strategies remain appropriate through changing life circumstances. Abby joined Fidelity Investments in 2021, initially serving as a Transition Services Case Manager before progressing to the role of Wealth Management Services Case Manager in 2023. In 2026, she became a Planning Consultant, bringing experience from her previous positions to support clients effectively. Outside of her professional work, Abby's personal interests include art, spending time at the beach, engaging in family activities, fitness, outdoor adventures, and caring for pets.

Alyssa Marazzi is a Financial Consultant at Fidelity Investments. In her role, she works closely with families to understand their personal and financial goals, collaborating to create tailored financial plans. She partners with clients over time, adapting plans as life circumstances change. Alyssa has been with Fidelity Investments since 2020, progressing through several positions including Customer Relationship Advocate, Financial Representative, and Planning Consultant before her current role. Her experience spans client relationship management and financial planning. Outside of her professional work, Alyssa engages in family activities and enjoys hiking, painting, reading, running, and practicing yoga.

Michael Farahani is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has extensive experience in the financial services industry, having worked in various capacities including Planning Consultant and Investment Solutions Representative at Fidelity Investments, Client Services Professional at Prudential, Region Coordinator at IG Wealth Management, Financial Services Manager at BMO Bank of Montreal, and Personal Banking Representative at CIBC. Michael holds the Certified Financial Planner (CFP®) designation. His expertise lies in retirement planning and investment strategy development. He collaborates with clients to create tailored investment plans that align with their individual goals, focusing on protecting and growing their wealth through thoughtful planning and personalized guidance.

Alexander Mata is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015. In his role, he partners with clients to work towards their financial goals leading up to and throughout retirement. Prior to joining Fidelity Investments, Alexander worked as a Private Client Banker at JPMorgan Chase Bank from 2012 to 2015. His professional experience spans financial consulting and private client banking, with a focus on personalized client service. Outside of his professional work, Alexander has interests in baseball, football, golf, spending time at the beach, and pets.

Trevor Sluman is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Capstone Hospitality, Team Guru, and an independent advisory practice. He has also held academic roles at Lynn University and the University of Louisville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and oversight of sub-advisers.