Amanda Tapager

Francis O'Connor is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Branch Leader, Vice President and Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and Customer Experience Associate. Throughout his tenure, Francis has developed extensive experience in financial consulting and branch leadership. He focuses on providing clients with comprehensive financial planning, aiming to empower them with the knowledge and insights necessary to make informed financial decisions. Outside of his professional responsibilities, Francis enjoys baseball, beach activities, fitness, golf, outdoor adventures, and traveling.

Bret Wagner is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2005. In his role, he focuses on financial planning for high net worth clients, drawing on his extensive experience in the financial services industry. Prior to his current position, Bret worked as a Client Service Full Trader at Charles Schwab Corporation from 1999 to 2004. With 25 years of experience in the field, he brings a comprehensive understanding of financial markets and client service to his work. Outside of his professional career, Bret enjoys boating, fishing, golf, and outdoor adventures.