Roslyn, NY Northern Blvd Office

Mary Catherine Macaluso is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity in 2018, progressing through various positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, she held roles such as VP of Executive Communications at OppenheimerFunds and Director of Economic Research & Analysis at Strategas Research Partners. With two decades of experience in the financial services industry, Mary Catherine offers expertise in creating customized financial plans tailored to individual needs, concerns, and preferences. Her background includes economic research, industry analysis, and investment consulting. Outside of her professional career, Mary Catherine's personal interests include cooking and baking, fitness, horseback riding, outdoor adventures, parenthood, and reading.

Louis Pasquale is a Financial Consultant currently working at Fidelity Investments since 2021. He focuses on building strong relationships with clients and partnering with them for ongoing, comprehensive financial planning. His approach includes utilizing a team-based method and connecting clients with specialists to support their financial goals. Prior to his current role, Louis held the position of Vice President, Financial Consultant at Charles Schwab & Co. Inc. from 2018 to 2021. Before that, he served as Vice President in the Private Client Group at Fidelity Investments from 2004 to 2018.

Michael Roehrig is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to ensure financial plans are aligned with clients' goals. He focuses on providing clarity and understanding of the financial planning process, as well as insights into Fidelity's planning, guidance, and investment capabilities. Michael has experience in financial services including roles as a Relationship Manager at Fidelity Investments from 2021 to 2022, and as a Financial Advisor at Prudential from 2018 to 2020. His expertise encompasses client relationship management and financial advisory. Outside of his professional responsibilities, Michael engages in activities such as baseball, family activities, fitness, golf, parenthood, and spending time with pets.

Matthew McWalters is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he partners with individuals and families with the goal of strengthening and securing their financial well-being. Prior to this position, he held various roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Investment Solutions Representative I from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Before joining Fidelity Investments, Matthew worked as a Financial Professional at Equitable Advisors in 2022. Throughout his career, Matthew has developed experience in financial planning, relationship management, and investment solutions. His work has focused on assisting clients in managing their financial needs effectively. Outside of his professional responsibilities, Matthew has interests in baseball, golf, and traveling.

William Bellow is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of Financial Advisors focused on delivering on the firm's Standards of Care and client commitments. He has held this position since 2021. Prior to this role, William served as a Regional Planning Consultant at Fidelity Investments from 2019 to 2021. William's extensive experience in the financial services industry spans several decades and includes roles such as Branch Manager at TD Ameritrade (2011-2019), Territory Sales Director at Nationwide Securities, LLC (2009-2011), Sales Manager at MML Investor Services, Inc (2009), Market Director at Bank of America Investment Services (2007-2009), Area Investment Manager at Citicorp Investment Services (1999-2007), and Branch Manager at Dreyfus Service Corporation (1987-1999). Outside of his professional responsibilities, William has interests in baseball, fitness, golf, music, skiing, and traveling.

Christopher Gatto is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he collaborates with clients to develop comprehensive wealth management strategies tailored to their individual objectives. His approach emphasizes understanding client needs and implementing aligned financial plans to support their goals. Prior to joining Fidelity Investments, Christopher worked as a Financial Advisor at PNC Investments from 2010 to 2012, and before that, he served as a Financial Advisor at Merrill Lynch from 2003 to 2010. This experience has contributed to his expertise in financial consulting and client relationship management. Outside of his professional work, Christopher enjoys baseball, beach activities, biking, family activities, and outdoor adventures.

Joseph Santillo is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He works collaboratively with a team of financial professionals to assist clients in assessing risk and developing comprehensive financial plans. Joseph focuses on aligning clients' personal goals with their investment strategies through a thorough understanding of their personal and financial situations. Prior to his current role, Joseph served as a Financial Representative at Fidelity Investments from 2022 to 2024. His experience at Fidelity has provided him with a foundation in financial planning and client service. Outside of his professional work, Joseph enjoys bowling, attending concerts, watching football, spending time with friends at social events, and caring for pets.

Ian Sullivan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He joined Fidelity Investments in 2024 after previous roles outside the financial industry, including work in landscape design and medical devices. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Chi Cheung is a Planning Consultant at Fidelity Investments, where he assists clients and their families in developing plans to grow and protect their wealth, make sound investment decisions, and simplify their financial lives. He has held this position since 2025. Prior to his current role, Chi accumulated extensive experience in the financial services industry. He was an Investment Consultant at Fidelity Investments from 2022 to 2025, a Financial Advisor at Prudential Advisors from 2019 to 2022, and a Financial Consultant at AXA Equitable (now Equitable Advisors) from 2017 to 2019. Earlier in his career, he served as Managing Director at State Street Bank from 2001 to 2017, Vice President at Goldman Sachs from 2000 to 2001, and Vice President at Citibank from 1998 to 2000.

Melanie Werthmuller is the Vice President and Branch Leader at Fidelity Investments. In her current role, she helps lead a branch of associates by inspiring and coaching them to deliver a world-class experience to clients. She has held multiple positions at Fidelity Investments, including Assistant Branch Leader since 2022, Financial Consultant from 2018 to 2022, Investment Consultant from 2016 to 2018, and Central Relationship Manager from 2015 to 2016. Prior to joining Fidelity, Melanie worked as a Financial Advisor Associate at Morgan Stanley from 2014 to 2015 and as a Financial Representative at AXA Advisors from 2011 to 2014. Outside of her professional career, Melanie is interested in family activities, outdoor adventures, parenthood, and running.

Antonia Locascio is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has held positions at Fidelity Investments since 2024. Her background includes roles in public safety, parks departments, and coaching. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies, use of systematic methodologies, and regulated oversight practices.

David Benedict is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2007. He works with High Net Worth clients and their families to develop comprehensive financial plans that address retirement income planning, estate planning considerations, and tax-efficient investing. He regularly revisits client goals to make necessary adjustments. David's experience at Fidelity Investments spans over two decades, beginning as a Financial Representative in 1998. He progressed through roles as Investment Consultant and Financial Consultant before becoming Vice President. Throughout his career, he has focused on helping clients work towards their financial objectives. Outside of his professional responsibilities, David enjoys concerts, family activities, fitness, social events, and music.

Balaji Nelluri is an Investment Consultant at Fidelity Investments, where he works to provide clients with clarity and guidance regarding their financial situations to help them pursue their financial goals. He has held this role since 2024. Prior to joining Fidelity, Balaji worked as an Investment Consultant at Charles Schwab from 2022 to 2024. Before that, he served as a Financial Consultant at TD Ameritrade from 2020 to 2022 and as a Business Development Specialist at TD Ameritrade from 2019 to 2020. Outside of his professional work, Balaji has interests in art, concerts, fitness, food, social events with friends, and traveling.

Leonard Leo is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his role, he focuses on providing a broad range of services tailored to clients' needs, concerns, and preferences. Leonard emphasizes a detailed holistic approach to financial planning, prioritizing clients' clear understanding of the purpose and function of each component of their plans. Prior to joining Fidelity, Leonard served as Vice President at Maxim Group LLC from 2018 to 2022. His professional experience reflects his commitment to supporting clients through various stages of financial planning. Outside of his professional work, Leonard has personal interests that include baseball, cars, fitness, social events with friends, golf, and parenthood.

Steve Malick is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. In this role, he partners with high net worth clients and their families to provide detailed wealth planning aimed at helping them achieve their financial goals. Prior to this, he held several positions at Fidelity Investments, including Investment Consultant from 2016 to 2018, Fixed Income Specialist from 2015 to 2016, High Net Worth Associate II from 2014 to 2015, and High Net Worth Associate I from 2013 to 2014. Steve's experience spans various aspects of wealth management and investment consulting, with a focus on serving high net worth clients. His professional journey at Fidelity Investments reflects a progression through roles that emphasize wealth planning and investment expertise. Outside of his professional responsibilities, Steve has interests in comedy, cooking and baking, fitness, golf, and music.