Villanova, PA Office

Frederick Brodie is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 1999. Outside of his advisory role, he serves on the investment committee of The Savoy Company, a nonprofit theater organization. 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 across a range of funds and model portfolios.

Cole Crimlish is an Investment Consultant at Fidelity Investments, where he works closely with clients to understand their unique goals and financial aspirations. He is dedicated to providing personalized support that helps clients feel confident and in control of their financial future. Prior to his current role, Cole served as a Financial Representative at Fidelity Investments from 2023 to 2025 and was an Associate at Victory Capital Management in 2023. Cole's professional experience spans various roles within the investment and financial services industry, allowing him to develop expertise in client relationship management and investment consulting. Outside of his professional endeavors, Cole enjoys activities such as cars, fishing, golf, music, pets, and snowboarding.

Philip Brown is a Financial Consultant at Fidelity Investments, having joined the firm in 2023. He collaborates with families, individuals, and business owners to develop custom financial plans by understanding their goals and aspirations. Philip aims to ensure that each plan is comprehensible and tailored to the unique financial situation of his clients, delivering an exceptional client experience with support from his team at Fidelity. Philip's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Advisor at Farley Financial Group from 2021 to 2022 and at McAdam Financial from 2020 to 2021.

Edward Christiano is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 66 designation and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Prior to that, he worked at Morgan Stanley Dw Inc. for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role as a commodity pool operator, advisory services to multiple registered investment companies, and use of AI in research and portfolio management.

Andrew Wood is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he partners with clients to understand and outline their financial goals, working collaboratively to develop tailored plans that align with their specific situations. Before becoming a Financial Consultant, Andrew held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2024, Workplace Planning Consultant III from 2021 to 2023, and Workplace Planning Associate in 2021. He holds a California Insurance License, which supports his work in financial planning and consulting. Andrew's experience at Fidelity reflects a continuous focus on financial planning and client support, leveraging the company's resources to assist clients in pursuing their definitions of financial success.

Anthony Boxler is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has experience as a Wealth Advisor and Senior Financial Advisor at Vanguard, where he worked from 2019 to 2024. Anthony focuses on collaborating directly with clients to understand their motivations and goals, developing strategies that align financial plans with their priorities. Throughout his career, Anthony emphasizes ongoing partnerships with clients to ensure financial plans adjust to changes in their needs and circumstances. Outside of his professional work, he has interests that include hiking, music, outdoor adventures, parenthood, pets, and puzzles.

Isaiah Gibson is a Financial Consultant at Fidelity, a role he has held since 2025. He has been engaged in the financial services industry since 2018, with experience at both Fidelity and Vanguard. His previous positions include Investment Consultant at Fidelity Investments from 2023 to 2025, Financial Advisor at Vanguard from 2021 to 2023, Portfolio Implementation Associate at Vanguard from 2019 to 2021, and Brokerage Investment Professional at Vanguard from 2018 to 2019. Isaiah focuses on building client relationships based on trust, transparency, and shared purpose. He collaborates closely with clients to understand their unique goals and values, assisting in the development of financial plans aimed at growing, protecting, and preserving wealth across generations. His approach combines clear guidance with disciplined strategy, supporting clients through various stages of their financial journeys. Outside of his professional responsibilities, Isaiah has interests in concerts, fitness, football, traveling, and volunteering.

Vinessa Russoniello is a CFP®-designated financial advisor with 18 years of industry experience, currently with Fidelity. Her prior experience includes six years at Morgan Stanley before joining Fidelity in 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to diverse clients including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.

Jason Saks is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2021, previously serving as a Planning Consultant. Prior to joining Fidelity, Jason held various roles in the financial industry, including Financial Advisor at Prudential Advisors and multiple positions at Vanguard, ranging from Investment Consultant and Manager to Senior Block and Option Desk Trader. His career began with roles in equity trading and business development. Jason specializes in wealth planning and financial advising, utilizing Fidelity's resources, tools, and products to assist clients in managing their financial lives with clarity and confidence. His approach emphasizes long-term wealth building and helping clients navigate financial challenges over time. Outside of his professional work, Jason has interests in board games, cooking and baking, football, pets, reading, and traveling.

Hunter Shull is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions at Vanguard, where he served as a Relationship Manager from 2018 to 2022, an Account Transition Specialist from 2016 to 2018, and an Operations Associate from 2015 to 2016. As a Certified Financial Planner®, Hunter partners with clients to identify and prepare for various financial goals and needs, supporting them in working towards a better financial future. His expertise centers on financial planning and client relationship management. Outside of his professional work, Hunter has personal interests in cooking and baking, fitness, football, golf, movies, and spending time with pets.

Thomas Beal is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2026, he held various positions primarily in healthcare organizations including Penn Medicine and Jefferson Health. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI and algorithmic tools in its investment process.

Delores Nuamah is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to deliver service and support in a team-based environment. In her role, she assists clients in preparing for in-depth guidance discussions focused on their long-term objectives of growing, protecting, and transferring wealth. Her professional experience spans over two decades in the financial services industry. Prior to her current position, she served as a Planning Consultant at Fidelity Investments from 2020 to 2024. She has held various roles including Financial Planning Director at Mass Mutual - NJNYC from 2017 to 2020, Financial Planning Specialist at Mass Mutual TriState from 2012 to 2017, and Financial Planning Case Consultant at MetLife from 2007 to 2012. Earlier in her career, she worked as a Financial Advisor at Financial Resources Credit Union and UBS, as an Internal Annuity Wholesaler at Traveler's Life & Annuity - Citigroup, and as a Retirement and Wealth Management Specialist at Merrill Lynch. The information provided does not include details on her education, credentials, personal interests, or community involvement.

Kayla May is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she held roles in various service and retail positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Elena Candu is a Planning Consultant at Fidelity Investments, where she has been working since 2016. In her current role, she focuses on maintaining clear and proactive communication with clients, aiming to understand their goals, priorities, and circumstances to ensure their financial plans align with what matters most to them. Elena's experience at Fidelity Investments spans several roles, including Workplace Planning Consultant I and II, as well as High Net Worth Associate. This progression reflects her continued involvement in financial planning and client services within the company. No further information about Elena's education, credentials, personal interests, or community involvement has been provided.

Susan Spangenberg is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves in advisory roles to multiple registered investment companies.