Providence, RI Memorial Boulevard Office

Andrew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on understanding clients' financial goals, priorities, and retirement expectations to support their financial planning needs. He collaborates with clients to develop personalized plans, implement suitable strategies, and make adjustments as circumstances change. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments from 2020 to 2022. He also worked as an Assistant Vice President, Financial Advisor at Citizens Investment Services from 2018 to 2020, and as a Regional Investment Consultant at Fidelity Investments from 2014 to 2018.

Fred Vicario is a Financial Consultant currently working at Fidelity Investments since 2022. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2021 to 2022, Premier Advisor at Citizens Bank from 2020 to 2021, and Financial Advisor at Ameriprise Financial from 2019 to 2020. Prior to that, he served as an Internal Wholesaler at Ameriprise Financial from 2015 to 2019 and started his career as a Financial Advisor at Wells Fargo Advisors from 2014 to 2015. Fred focuses on understanding the unique financial situations and goals of his clients, working with them to document their specific objectives such as retirement savings, education planning, and legacy planning. He collaborates with clients to create tailored financial plans aimed at helping them achieve these goals.

Oliver Semeth is a Planning Consultant who collaborates with advisors and the Wealth Management Team to help clients develop and implement customized financial plans tailored to their needs. He has worked at Fidelity Investments in various roles, including Investment Solution Representative II in 2024, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. Outside of his professional work, Oliver has interests in art, cars, social events with friends, hiking, outdoor adventures, and traveling.

Michael Esposito is a Financial Consultant at Fidelity Investments, bringing over 25 years of experience in the financial services industry. He partners with clients and families to develop holistic financial plans tailored to their goals and preferences. His professional background includes roles such as Branch Leader at Fidelity Investments from 2019 to 2024, Division Manager at Merrill Edge Bank of America from 2014 to 2019, Branch Manager at TD Ameritrade from 2006 to 2014, Operations Manager at UBS Financial Services from 2005 to 2006, and Branch Manager at TD Waterhouse from 1998 to 2005. Outside of his professional work, Michael enjoys activities such as baseball, going to the beach, exploring food, watching movies, running, and traveling.

Ashley Jordan is a Planning Consultant who collaborates with Financial Consultants and Wealth Management teams to develop financial plans. She focuses on creating tailored planning strategies that align with each client's individual financial journey by emphasizing collaboration and trust. Ashley is committed to building deep client relationships through her approach to financial planning. Outside of her professional work, she enjoys a variety of personal activities including spending time at the beach, camping, canoeing, cooking and baking, participating in family activities, and kayaking.

Austin Withycombe is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. He has held positions at Fidelity Investments since 2022 and previously worked at Newport Tent Company and Wakefield Moving and Storage. He studied at Johnson and Wales University from 2018 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Dane Selke is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. His earlier experience includes working as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Senior Financial Advisor at Plante Moran Financial Advisors from 2011 to 2018. As a Certified Financial Planner (CFP) professional, Dane collaborates with individuals and families to organize, grow, and preserve their wealth. He focuses on understanding clients' goals, wishes, and desires to develop and implement client-first strategies aimed at progressing towards their personal and family financial objectives.

Dawn Ryan is a Financial Consultant at Fidelity Investments, a position she has held since 2024. In her role, she collaborates with clients and their families through a team-based approach to help them work towards their financial goals. Dawn focuses on understanding each client's unique retirement journey and developing plans to build and protect their wealth. Her approach involves coaching clients through the financial planning process, aiming to establish a foundation that fosters confidence and excitement for the future. Outside of her professional responsibilities, Dawn enjoys boating, cooking and baking, participating in family activities, fitness, and hiking.

Peter Kalpakgian is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010 in various roles. He began his career with Fidelity as a 401k Representative, progressing through positions including Retirement Brokerage Services, Financial Representative, and Investment Consultant before assuming his current role in 2017. In his role, Peter assists clients with building customized financial plans. He emphasizes a disciplined approach that starts by understanding his clients and their families, focusing on their concerns, challenges, and goals to develop tailored strategies. Peter's extensive experience at Fidelity Investments spans over a decade, covering areas such as retirement services, investment consulting, and financial planning.

Jessica Therien is currently a Planning Consultant at Fidelity Investments, where she collaborates with multiple Wealth Management Teams to assist clients in achieving financial peace of mind. Her role emphasizes integrity, transparency, and putting clients' interests first, aiming to support individuals in making informed financial decisions. Jessica's professional experience at Fidelity Investments includes roles as a Financial Representative from 2023 to 2025, followed by a position as Relationship Manager until 2026, before advancing to her current role. Through these positions, she has gained experience in client relationship management and financial planning, focusing on personalized guidance and service to meet unique financial goals. Outside of her professional work, Jessica has interests in cars, fitness, hiking, skiing, snowboarding, and traveling.

Joshua Mcmillen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at MassMutual Life Insurance Co and MML Investors Services, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Sergey Kolker is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. Sergey emphasizes building relationships based on education and collaboration to provide clients with peace of mind regarding their financial situations. Sergey has extensive experience in the financial services industry, having worked at Fidelity Investments since 2012 in roles including Senior Regional Investment Consultant and Investment Consultant. Prior to that, he was a Financial Advisor at Morgan Stanley Smith Barney from 2010 to 2012 and an Account Executive at FactSet Research Systems, Inc. from 2007 to 2010. He holds a California Insurance License, supporting his ability to advise clients on insurance-related financial matters.

Clayton Plumer is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He works closely with clients and his team to provide comprehensive wealth planning services. Prior to this role, he served as an Investments Consultant at Fidelity Investments from 2011 to 2014. Clayton's professional experience centers on financial consulting and investment management within Fidelity's platform. He emphasizes a business approach grounded in a consistent process, clear business beliefs, and core values aimed at supporting clients and their families through all phases of wealth planning.

Peter Sullivan is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill as well as multiple Fidelity affiliates since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Maura Larson is a Financial Consultant at Fidelity Investments, a role she has held since 2019. Prior to this, she worked as an Associate at Brown Brothers Harriman from 2007 to 2019. In her current position, Maura collaborates with clients to develop personalized financial plans aimed at growing and protecting their wealth. Her approach involves discovering what is important to clients both personally and financially, and utilizing Fidelity's resources to co-create strategies that build confidence toward achieving financial goals. Maura holds the Certified Financial Planner (CFP®) designation. Outside of her professional work, Maura enjoys attending concerts, playing golf, listening to music, running, sailing, and traveling.