Steven Franco

Robert Guiry is a Planning Consultant with a background in coaching and education, which he integrates into his work with clients. He focuses on educating clients about their options and partnering with them to efficiently work towards their financial goals. Robert aims to build long-lasting, professional relationships that help clients feel confident in their financial plans. His professional experience includes serving as Vice President of Investments at David Lerner Associates from 2021 to 2023, and as a Life Insurance Advisor at Charter Oak Financial from 2019 to 2021. These roles have contributed to his expertise in investment and insurance planning. Outside of his professional work, Robert has interests in the beach, comedy, food, football, movies, and theater.

Alanis McNier is a Financial Consultant at Fidelity Investments, where she partners with clients to empower their relationship with the firm and assist them in making educated decisions about their family's financial future. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has gained expertise in client relationship management and financial planning. Alanis's work focuses on helping clients navigate their financial options and develop strategies aligned with their goals. Outside of her professional role, Alanis enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, and embracing parenthood.

Matthew DeChello is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial strategies tailored to their goals and to enhance their relationship with Fidelity. He continuously works with clients to adjust their financial strategies and recommendations as their goals and circumstances evolve. Matthew has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before assuming his current role in 2024. Prior to joining Fidelity, he held various positions at Barnum Financial Group from 2015 to 2021, including Financial Consultant, Financial Planning Analyst, and Paraplanner. He also worked briefly as a Financial Representative at Northwestern Mutual in 2015. Outside of his professional work, Matthew enjoys activities such as camping, cooking and baking, fitness, golf, and hiking.

Julia Strickland is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, she partners with local individuals, families, and small businesses to develop and implement personalized financial strategies tailored to their specific goals. Her approach focuses on clarifying complex financial concepts to enable clients to make informed decisions and achieve financial stability and success. Prior to her current position, Julia served as a Financial Solutions Advisor and Assistant Vice President at Merrill from 2020 to 2023. She also gained experience as an ADP Relationship Manager at Bank of America between 2019 and 2020. Julia's professional background reflects a commitment to supporting clients in navigating various financial challenges. Outside of her professional work, Julia has interests in art, fitness, music, traveling, and volunteering.

William Everts is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to establish long-term, trusted relationships, focusing on the stewardship of family money, wealth, and estate planning considerations. He coordinates a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning. William has held various positions at Fidelity Investments since 2012, progressing from Financial Representative to his current role as Vice President. His experience includes roles as Vice President, Wealth Planner; Financial Consultant; Investment Consultant; and Relationship Manager. Prior to joining Fidelity, he was a Practice Management Trainee at Merrill Lynch, Pierce, Fenner & Smith in 2011.