Westwood, MA University Ave Office

John Merullo is a Financial Consultant currently working at Fidelity Investments since 2025. He previously served as an Investment Consultant at Fidelity Investments from 2024 to 2025, Assistant Vice President and Financial Advisor at Merrill Lynch from 2021 to 2024, and Financial Representative at Northwestern Mutual in 2020. John focuses on enhancing clients' financial well-being by developing strategies that address the complexities of accumulating, maintaining, and distributing wealth. He emphasizes diligence and honesty in his collaborative approach to financial consulting. Outside of his professional work, John has interests in fitness, football, golf, and volunteering.

Chris Eldridge is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he accumulated experience within Fidelity Investments as an Investment Consultant from 2024 to 2026, a Financial Representative from 2023 to 2024, a High Net Worth Associate in 2023, and a Customer Relationship Advocate from 2022 to 2023. As a CERTIFIED FINANCIAL PLANNER® professional, Chris focuses on financial planning by working collaboratively with clients to develop personalized plans that align with their goals and preferences. He employs a patient and structured approach aimed at helping clients understand how their current decisions impact their long-term financial objectives. Outside of his professional responsibilities, Chris has interests in boating, fitness, golf, and skiing.

Zoe Ganglani is a Financial Consultant at Fidelity Investments, where she has worked since 2006. She has been with Fidelity for over 20 years, serving in various roles including Investments Consultant and Financial Representative prior to her current position. Zoe specializes in working with families to navigate the complexities of financial planning. She focuses on wealth planning, helping clients create and execute strategies to grow, protect, and maintain their wealth. Her role involves educating clients and supporting them in working towards their financial goals. She holds a California Insurance License. Additional details regarding her education or personal interests were not provided.

Casey Poirier is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Casey was involved with the Lil' Shooters Toddler Soccer Program and has worked in various roles including at Skytop Liquors and Chenard & Son's Landscaping. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

William Mattey is a Financial Consultant currently working at Fidelity Investments since 2016. In this role, he partners with individuals to guide them through the complexities of financial planning aimed at growing, protecting, and maintaining their wealth. He has accrued extensive experience in financial services, having held various positions including Investment Consultant at Fidelity Investments from 2014 to 2016, Director of Fixed Income Sales at Oppenheimer & Co, Inc from 2011 to 2012, Director of Fixed Income Sales at Susquehanna International Group from 2010 to 2011, Fixed Income Sales at JP Morgan from 2000 to 2010, and Product Specialist at John Hancock from 1998 to 1999.

Tony DellAquila is a Financial Consultant at Fidelity Investments, a role he began in 2024. He partners with clients to create personalized comprehensive financial plans that align with their values, goals, and future aspirations. Tony leverages his experience to assist clients in pursuing their goals and providing peace of mind. Before joining Fidelity Investments, Tony held several positions at Merrill Lynch from 2015 to 2024, including Vice President Relationship Manager, AVP Relationship Manager, Premium Investment Specialist, and Service and Trade Investment Specialist. His decade of experience in the financial services industry has equipped him with a broad understanding of investment strategies and client relationship management. Outside of his professional work, Tony's personal interests include cooking and baking, golf, skiing, and traveling.

Charles Steele is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously served in the United States Army for four years. Outside of his advisory work, he operates a self-produced YouTube channel where he creates content on a regular basis. Fidelity’s Strategic Advisers LLC, where Steele practices, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Victoria Rego is a Planning Consultant at Fidelity Investments. In her role, she partners with advisors and individuals to develop and maintain financial plans aimed at helping clients understand the consequences of their financial decisions and providing clarity to their financial futures. Victoria has held several positions within Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Retirement Brokerage Services, and Financial Associate II in Defined Contributions and Defined Benefits. This experience has provided her with a solid foundation in financial planning and client relationship management.

Jack Citarell is an Investment Consultant at Fidelity Investments, where he has been working since 2026. He collaborates with families on their longer term goals by providing investment guidance, retirement planning, and legacy planning considerations. Prior to his current role, Jack served as a Planning Consultant at Fidelity Investments from 2023 to 2026 and as a Workplace Planning Consultant from 2021 to 2023. Outside of his professional career, Jack enjoys baseball, boating, fishing, football, golf, and participating in social events with friends.

Nathan Carvalho is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2013, as well as prior roles at Citizens Securities and Merrill. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities such as advising multiple funds and utilizing AI-driven research techniques.

Michael McGrath is a Financial Consultant at Fidelity Investments, where he supports individuals and families in utilizing the full range of resources the firm offers. His focus is on assisting clients in achieving financial peace of mind and confidence in their retirement, financial plans, wealth, and legacy goals. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative and currently as a Financial Consultant since 2022. Prior to returning to Fidelity, Michael held multiple positions at John Hancock from 2013 to 2022, including Business Development Director, Internal Sales Consultant, and Consolidation Specialist. Outside of his professional career, Michael enjoys activities such as going to the beach, attending concerts, spending time with family and friends, as well as golfing and skiing.

Jim Capra is Vice President and Wealth Planner at Fidelity Investments, where he has been serving since 2017. In this role, he partners with families to provide holistic financial planning aimed at creating personalized wealth plans that offer clients a vision for their wealth and peace of mind. Jim has over 30 years of experience in the financial services industry, having progressed through various roles at Fidelity Investments since 1993. His career includes positions as Vice President - Financial Consultant, Financial Representative, Associate Financial Representative, and Customer Service Representative, which have contributed to his expertise in financial planning and client service. Outside of his professional work, Jim engages in activities such as golf, hiking, traveling, and volunteering.

Ryan Farley is a Planning Consultant at Fidelity Investments, currently based in the Westwood Investor Center. In this role, he supports two wealth management teams and partners with clients to develop their financial plans. Before his current position, Ryan held roles as a Relationship Manager and Financial Representative at Fidelity Investments. He also gained experience as an Acquisitions Manager at Zen Property Investors from 2021 to 2022. Outside of his professional work, Ryan has interests in boating, cars, fishing, fitness, football, and tennis.

Peter Higgins is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He brings to this role three decades of experience in the investment industry, including leadership positions and entrepreneurial ventures. His professional background includes roles such as Assistant Vice President and Financial Advisor at Citizens Bank, Founder and Portfolio Manager at CVR Portfolio Funds, and Managing Director of the Portfolio Solutions Group at State Street Global Markets. Earlier in his career, he held various trading and sales roles at firms including Pulse Trading, Charles Schwab, Moore Capital, Thomas Weisel Partners, Bear Stearns, and John Hancock Financial Services. Peter's approach emphasizes simplifying complex financial matters and creating wealth strategies that reflect the unique stories of his clients, aiming to benefit them and their families now and in the future.

Ryan Mee is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with families to develop and implement tailored financial plans aimed at securing their retirement goals. He emphasizes building trusting relationships and works collaboratively with clients to regularly monitor and adjust their financial strategies. Ryan has been with Fidelity Investments since 2013, serving in multiple positions including Regional Investment Consultant from 2013 to 2016, Investment Consultant from 2016 to 2017, and Financial Consultant since 2017.