ADVISOR BIO

Alexander Thomas Hart is a financial advisor registered with Fidelity Personal And Workplace Advisors. Alexander has been in the financial industry since 2022. Alexander is licensed in 19 states and is a registered representative in New York and Texas. Alexander holds Series 66, Series 7TO, Series 9, Series 10 and SIE licenses.

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ADVISOR BIO

Amar Narayan Jhaveri is a financial advisor registered with Fidelity Personal and Workplace Advisors. Amar has been in the financial industry since 2004 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Amar is also a Chartered Financial Analyst.

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Ariel Baez is a financial advisor who has been in the industry since 2019. Ariel is registered with Fidelity Personal And Workplace Advisors and has previously worked with CHARLES SCHWAB & CO., INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Ariel has a Series 7TO, Series 66, and SIE license.

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ADVISOR BIO

Benjamin Lingenfelter is a financial advisor with LPL Financial LLC and has been in the financial services industry since 1999. Benjamin holds the Series 7, 6, 63 and 65 securities licenses. Benjamin is a registered representative in Arizona, California, Florida, Nevada, New York, North Carolina, Pennsylvania, Virginia and West Virginia. Benjamin is also a Registered Investment Advisor in New York. Benjamin has previously worked at Ameriprise Financial Services, Inc. and David Lerner Associates, Inc.

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Benjamin Dimaio is a financial advisor at Fidelity Personal and Workplace Advisors, located in Lake Grove, NY. He is licensed to provide financial advice in the state of New York and Texas. Benjamin has over 20 years of experience in the financial services industry. Before joining Fidelity Personal and Workplace Advisors, he worked at Patrick Capital Markets, LLC, Lincoln Financial Distributors, Inc., and Merrill Lynch. He is registered with FINRA and holds the Series 6, 7, 63, 65, 24, and 4 licenses. Benjamin specializes in providing financial advice to individuals, businesses, and retirement plans. He offers a variety of services, including financial planning, portfolio management, and educational seminars.

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Bessy Yolibeth Guevara is a registered representative with Fidelity Personal And Workplace Advisors. Bessy is licensed to offer securities and investment advisory services in multiple states, including New York, Texas, and Connecticut. Bessy has been in the industry since June 2022. Bessy holds the Series 7TO, Series 66, and SIE exams. Bessy is a registered representative of Fidelity Personal And Workplace Advisors. The firm's main office is located in Boston, Massachusetts. Bessy is based in Lake Grove, New York and specializes in providing financial planning and investment advice to individuals and businesses. Bessy also offers portfolio management services. Bessy and Fidelity Personal And Workplace Advisors are committed to providing their clients with the highest level of service and expertise.

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Brandon Kustek is a financial advisor at Fidelity Personal And Workplace Advisors. Brandon has been in the industry since 2019 and has a Series 7TO, Series 66 and SIE licenses. Brandon specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Brandon is registered in New Jersey, New York, and Texas.

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Brendan Steinberg is an active Broker-Dealer and Investment Advisor Representative who is licensed in 28 states. Brendan is currently registered with J.p. Morgan Securities LLC, where Brendan has been employed since February 2024. Prior to that, Brendan was registered with American Capital Partners, LLC. Brendan has a Series 66, a Series 7TO, and a SIE license. Brendan's previous employment includes roles at Three Village Inn, DXWEB, Stony Brook University, TD Bank, Ambulnz and various other organizations.

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ADVISOR BIO

Brett M. Heyder is an active financial advisor with J.P. Morgan Securities LLC. Brett M. Heyder has been in the financial industry for over 11 years. Brett M. Heyder is registered with FINRA and has passed the Series 7, Series 66 and SIE exams. Brett M. Heyder has also been registered with the state of New York, New Jersey and Texas. Brett M. Heyder's office is located in Lake Grove, NY. The firm has offices in New York, NY, Bohemia, NY, Stony Brook, NY and Lake Grove, NY. The firm has a client count of over 260,000. The firm offers a wide range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over $249 billion in assets under management.

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ADVISOR BIO

Brian Jerold Steck is a financial advisor with Fidelity Personal And Workplace Advisors in LAKE GROVE, NY. Brian has been in the financial services industry since 1992. Brian is registered with the state of New York as an Investment Advisor Representative and a Registered Representative and with the state of Texas as an Investment Advisor Representative. Brian has a total of 45 state registrations. Brian is a Series 65, 66, 63, 7, 9, 10, 8 and 24 licensed individual. Brian has a diverse background in the financial industry including experience with Fidelity Brokerage Services LLC, FIFTH THIRD SECURITIES, INC. and Edward D. Jones & CO., L.P.. Brian specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Brian has 13624 clients and approximately $1 billion - $10 billion in assets under management.

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