Plainview, NY Old Country Road Office

Thomas Mcguire is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles in education within the Longwood Central and Bayport-Blue Point School Districts, as well as involvement in travel baseball through BBP Travel Baseball. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs.

Brendan Rorke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2023 and served as a Relationship Manager at Bank of America from 2018 to 2020. His experience spans retirement planning, income and wealth planning, and general financial guidance, focusing on developing actionable and sustainable financial plans tailored to clients and their families. Brendan aims to build long-lasting relationships to help clients stay on track toward their financial goals.

Kevin Podell is a Financial Consultant at Fidelity, where he provides financial planning and advisory services. He leverages the resources available to Fidelity clients to develop, execute, and refine financial plans tailored to client goals. He has experience as a Financial Consultant at Fidelity since 2023 and previously worked as a Financial Advisor at Morgan Stanley from 2014 to 2023. Kevin holds a California Insurance License and is a Certified Financial Planner™. Kevin focuses on building lasting relationships by understanding the priorities of his clients to help them make informed financial decisions and plan for their futures.

Lynne Whalen Calabro is a Branch Leader at Fidelity Investments, where she leads a team of financial associates. In her role, she is responsible for hiring, managing, leading, and coaching associates to assist clients with their financial needs. She has been with Fidelity Investments since 2013, holding various positions including Planning Consultant, Financial Consultant, Senior Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held senior roles such as Senior Vice President at Grace Financial Group and Axiom Global Trading, as well as Director and Supervisor of Agency Trading at Worldco, LLC.

Linda Zimmerer is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Her professional experience at Fidelity Investments has involved working closely with clients to develop financial plans that align with their goals and priorities. She focuses on building financial strategies that aim to provide peace of mind and security for individuals and their families. Linda is committed to positively impacting each person she partners with by guiding them through dynamic financial planning processes.

Lucia Ciraolo is the Vice President and Branch Leader at Fidelity Investments, where she has been serving since 2020. She leads the Plainview team, focusing on inspiring and supporting associates to deliver planning and guidance to clients. Lucia has held various roles at Fidelity Investments since 2011, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Paraplanner at Ameriprise Financial from 2008 to 2011. Throughout her career, Lucia has partnered with families and individuals to create financial plans aimed at achieving their financial goals, building loyal and trusted relationships. She has leveraged her knowledge and passion for planning to provide retirement and investment guidance. Outside of her professional work, Lucia enjoys spending time at the beach, cooking and baking, family activities, outdoor adventures, and traveling.

Raquel Pazmino Coff is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at JP Morgan Chase Bank, Morgan Stanley, and their affiliated entities prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Alex Olteanu is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Bridgeway Analytics and Tulane University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

William Barbaccia is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at F45 Fitness Studio, FedEx, New York State Parks, and Stony Brook University. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Lisa Reddo is Vice President Private Wealth Management Advisor at Fidelity Investments. She assists clients in leveraging Fidelity's resources to develop and execute retirement, income, and wealth planning strategies tailored to their needs. She has 36 years of experience working with high-net-worth clients. Her professional background includes positions as Vice President Financial Advisor at Fidelity Investments from 2012 to 2023, Financial Advisor at MBSC Securities Corp from 2010 to 2012, Investment Consultant at TD Ameritrade from 2008 to 2010, and Financial Advisor at Dreyfus Service Corp from 1990 to 2006. Outside of her professional work, Lisa enjoys boating, fitness, gardening, spending time at the lake, skiing, and practicing yoga.

Donald Canade is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2001, serving in various roles including Regional Planning Consultant and Senior Account Executive prior to his current role. Before joining Fidelity, he worked as a Financial Consultant with several firms including First Colonial Securities Group, Nichols Safina, Lerner & Co., and Sovereign Equity Management Corp. He began his career as a Financial Assistant at Hanover Sterling & Co. in 1995. Donald has extensive experience in investment and retirement planning. He is a Certified Financial Planner (CFP®) and utilizes the Fidelity platform to provide comprehensive, long-term financial planning for his clients and their families.

Marco Franzella is a Financial Consultant at Fidelity Investments Plainview Investment Center. He works with individuals to strengthen and secure their financial well-being by developing strong relationships and guiding clients through various phases of their lifetime. Marco and his team design well thought out strategies tailored to clients' financial needs and goals. Marco has been a Financial Consultant at Fidelity Investments since 2023. Prior to this, he worked as a Financial Advisor at Equitable Advisors from 2018 to 2023, and at MassMutual from 2017 to 2018. He also served as a Financial Services Representative at MetLife from 2010 to 2017. He holds a California Insurance License. Outside of his professional work, Marco has interests in cooking and baking, golf, and traveling.

Sabrina Lin is a Planning Consultant at Fidelity Investments. In her current role, she partners with Financial Consultants to understand clients' personal needs and explore how Fidelity can assist them. She has been with Fidelity Investments since 2024, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2026. This progression reflects her experience within the company and her roles involving client relationship management and financial planning support.

Amar Jhaveri is currently a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to address complex financial problems for their families using an integrated team approach, aiming to provide security, confidence, and time to enjoy life. Amar has accumulated extensive experience in the financial sector, serving in various roles including Vice President of Capital Markets at Dune Real Estate Partners from 2020 to 2023, Vice President at Nuveen from 2015 to 2020, and Wealth Management Advisor at TIAA between 2009 and 2015. His earlier career includes positions as a Financial Advisor at the United Nations Federal Credit Union from 2005 to 2009 and at North Fork Bank from 2000 to 2005. Outside of his professional work, Amar has interests in comedy, fitness, football, and running.

Joseph Nosworthy is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Sales Associate at Dominick & Dominick LLC from 2007 to 2012. Joseph's professional focus is on providing clients with the tools, guidance, and support necessary to make educated financial decisions aligned with their goals. His approach emphasizes the importance of a well-executed plan to achieve client outcomes. Outside of his professional role, Joseph enjoys fishing, golf, hiking, skiing, traveling, and volunteering.