Cameron Whiteside is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals and values. Prior to this position, Cameron served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. He began his career as a Stock Broker at Charles Schwab from 2021 to 2023. Cameron holds an AR Insurance License, which complements his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in fitness, movies, outdoor adventures, parenthood, snowboarding, and traveling.

Frederik Constantinesco is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in financial advising, portfolio management, and equity plan consulting. He works with a diverse clientele that includes corporations, executives, small business owners, and families, providing tailored guidance to help them achieve their financial goals. Fred’s approach centers on understanding his clients’ unique circumstances and delivering personalized, easy-to-understand wealth management strategies that address various aspects such as stock options, home purchases, education planning, insurance, tax implications, and estate planning. Fred holds a bachelor’s degree in finance from the University of Connecticut and maintains several professional designations, including Chartered Financial Consultant (ChFC), Equity Plan Consultant (EPC), and Personal Investment Advisor (PIA). He is also affiliated with the National Association of Stock Plan Professionals (NASPP). Having immigrated to the United States as a child, Fred’s career path includes running his own manufacturing business before dedicating himself to wealth management, a field he considers his passion. Residing in Dallas with his wife and four grown children, Fred enjoys traveling and visiting historic museums in his personal time. He is committed to providing comprehensive, client-focused support and serving as a patient guide and resource to help clients make informed financial decisions through all market conditions and life transitions.