Sergio Saccoccio

Jim Callahan is a Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been part of Fidelity since 2013, initially serving as an Investment Consultant until 2015. Prior to his tenure at Fidelity, Jim gained experience at Mercer where he was Director of Participant Services from 2009 to 2013 and Manager of Operations from 2004 to 2009. He also worked at Putnam Investments as a Team Leader from 2000 to 2004 and as a Participant Services Representative from 1999 to 2000. With over 20 years in the financial industry, Jim brings a diverse background to his work, focusing on reviewing clients' financial goals and investing needs. He emphasizes collaboration and education to help clients create, execute, and monitor financial plans. Specific details about his education, credentials, personal interests, or community involvement were not provided.

Berklee Vaillancourt is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Berklee partners with clients and their Wealth Management Advisors to address unique service and planning needs. Berklee has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects experience across various facets of client relationship management and financial planning within the firm.

Mohamed Hamada is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, assisting clients in areas such as college education planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, and retirement income. Mohamed draws on investment insights from Merrill and lending solutions from Bank of America to help clients pursue their financial goals. He holds a Bachelor's Degree from Georgia Tech and has earned the professional designations of Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Mohamed is fluent in English and French and is affiliated with the Georgia Tech Football Team. His professional approach emphasizes building and maintaining strong client relationships and providing accessible, knowledgeable guidance for significant financial decisions. Outside of his professional responsibilities, Mohamed is involved in community activities including Brookdale Hospice and The Stewpot Dallas, an organization focused on feeding the homeless. His personal interests include chess, fishing, and football.