Allen Dunahoo

Luke Pergola is an Investment Consultant at Fidelity Investments, where he works with individuals and families to design investment plans aligned with their personal values and goals. He emphasizes listening and collaboration to build strategies supported by open communication, clarity, and trust. Luke's professional experience includes roles as a High Net Worth Service Associate at Fidelity Investments from 2023 to 2024, an Investment Advisor Representative at Barron Financial Group from 2021 to 2023, and a Financial Representative at Equitable from 2019 to 2021. This background provides him with a broad perspective on financial advising and investment planning. Outside of his professional work, Luke enjoys activities such as exploring food, attending social events with friends, listening to music, outdoor adventures, and playing tennis.

Kassandra Petrocelli is a Planning Consultant at Fidelity Investments, bringing eight years of experience in the financial services industry. In her current role, she collaborates with Financial Consultants on a dedicated wealth management team to assist clients in pursuing their financial life goals. She works to build trusted relationships and develop personalized financial plans tailored to each client's unique needs, aiming to provide clarity and peace of mind. Kassandra's professional journey at Fidelity Investments began in 2017 as a Brokerage Operations Representative. She progressed through several roles, including Investment Sales Associate, Financial Representative, and Relationship Manager, before assuming her current position in 2023. This progression reflects her comprehensive experience and understanding of various aspects of financial planning and client relationship management. Outside of her professional responsibilities, Kassandra has interests in cooking and baking, exploring culinary experiences as a foodie, engaging in social events with friends, photography, playing tennis, and traveling.