Michael Dattilo is a Financial Consultant at Fidelity Investments, where he leads a team that collaborates with clients to develop comprehensive financial plans tailored to their unique goals. His approach emphasizes a collaborative planning process to support clients in managing their wealth both currently and in the future. Michael and his team focus on building meaningful relationships to assist clients in navigating their financial journeys. Michael's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant in 2024. Prior to this, he held positions as a Licensed Relationship Manager at Key Investment Services, a Registered Client Service Associate and Corporate Stock Plan Analyst at UBS Financial Services, and various roles at Citizens Securities Inc and Citizens Bank from 2012 through 2017. Outside of his professional career, Michael has personal interests that include board games, comedy, concerts, cooking and baking, football, and movies.

Emily Freund is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant I, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Emily worked as a Client Services Associate at Manning & Napier from 2016 to 2019. In her current role, Emily partners with clients to understand their goals, needs, and wants to create personalized long-term financial plans. She utilizes her experience along with Fidelity's resources to develop tailored financial strategies. Outside of her professional work, Emily enjoys cooking and baking, exploring food as a foodie, hiking, outdoor adventures, skiing, and parenthood.

William Morris is a Financial Consultant at Fidelity Investments, where he has worked since 2011 in various roles. His current position involves collaborating with clients to understand their financial goals and assessing their progress towards these goals. He utilizes Fidelity's resources and his experience to develop financial plans aimed at maximizing clients' fulfillment throughout their lives. Prior to his current role, William has held positions including Retirement Solutions Representative, Central Relationship Manager, Investment Solutions Representative, Premium Relationship Associate, College Planning Specialist, and Securities Trader, all within Fidelity Investments. This progression reflects over a decade of experience in financial services, with a focus on investment and retirement planning. No specific information about William's educational background or personal interests has been provided.

John Rizzolo is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. In this role, he partners with clients to develop customized financial plans tailored to their individual goals and preferences, aiming to help them achieve financial fulfillment throughout their lives. Prior to his current position, he worked as a Financial Consultant at Fidelity Investments from 2019 to 2025 and as a Regional Associate at Guggenheim Investments from 2015 to 2019. Throughout his career, John has gained experience working with a diverse client base, which has enhanced his ability to understand various financial needs and guide clients through multiple life stages. His approach emphasizes collaboration with clients to co-create meaningful financial outcomes focused on what matters most to them. Outside of his professional work, John enjoys baseball and golf.

David Hall is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in sophisticated planning solutions for corporate executives and business owners. He leads the Hall Crawford Group, which focuses on providing a limited number of families with comprehensive wealth management services, including access to money managers and planning resources typical of a top-tier wealth management firm. With over fifteen years of experience in the financial services industry, David concentrates on addressing complex financial needs such as tax efficiency, executive compensation plans, trust and philanthropic planning, and tailored strategies for closely held business owners. He holds the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA) designations. David earned his bachelor's degree from Appalachian State University and is affiliated with professional organizations including the Investments and Wealth Institute and the Appalachian State Alumni. David is engaged in community initiatives, having served as Chair of Corporate Engagement on the YMCA Impact Committee and as former Board Chair of the Parkinson Association of the Carolinas. He also is a Strategic Alliance Partner with the Entrepreneur's Organization. David lives in the Eastover neighborhood of Charlotte with his wife, Jill, and their two sons. His personal interests include biking, cooking, golfing, hiking, interior decorating, music, running, skiing, spending time with family, and tennis.