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.

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.

Daniel Willoth serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. In this role, he guides clients through all life stages, working collaboratively to create plans aimed at achieving their financial goals. His Chartered Financial Analyst® designation provides him with a distinctive perspective on complex financial situations, goals, and the current market environment. With over 20 years of industry experience, Daniel's background includes roles as a Portfolio Analyst at PIMCO from 2013 to 2016, an Internal Wholesaler at AIG SunAmerica from 2007 to 2013, and a Financial Advisor at Oppenheimer & Co. from 2005 to 2007. He holds a California Insurance License.

Philip Hofmeister is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to develop wealth strategies aimed at achieving their financial goals. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2021 to 2022. Philip has extensive experience in the financial services industry, having worked in various capacities including Branch Manager at Charles Schwab from 2015 to 2021, Senior Account Executive at Fidelity Investments between 2012 and 2015, Account Executive from 2007 to 2012, and in Premium Services at Fidelity Investments from 1998 to 2007. Outside of his professional work, Philip engages in activities such as badminton, hiking, running, reading, volunteering, and spending time with his family.

Chris Collins is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010, progressing through several roles including Investment Representative, Account Executive, and Vice President. Prior to joining Fidelity, he was a Financial Advisor at Waddell & Reed from 2006 to 2008. In his current role, Chris helps investors create comprehensive financial plans tailored to their goals and circumstances. His approach involves thorough analysis, clear communication, and ongoing support to identify opportunities and provide customized recommendations. Outside of his professional work, Chris enjoys baseball, boating, cooking and baking, football, and traveling.