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Amberlyn Endres

Advisor at Fidelity

Updated today

Location

Bethpage, TN

Credentials

Series 63, Series 66

Industry experience

11 years

About

Amberlyn Endres is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2014, currently serving at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to registered investment companies and multiple intermediary platforms.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

Bethpage, TN

Most active in

Tennessee · Texas

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and Workplace Advisors

2018 - Present (8 years)

Fidelity Brokerage Services LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David F

Series 65

Hendersonville, TN

Coordinated Wealth Management, L.L.C.

David Fesmire is a financial advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, with 18 years of industry experience. He holds a Series 65 designation and has been with Coordinated Wealth Management since 2007. In addition to his advisory role, he owns and operates Coverage Solutions Group LLC, a life and health insurance agency where he serves as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

General estate planning guidance Wealth management
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Todd H

Series 65, Series 66

Gallatin, TN

Legacy Path Advisors LLC

Todd Hukill is the sole advisor at Legacy Path Advisors LLC in Gallatin, TN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has been involved with the Tennessee District Council of the Assemblies of God, Inc. since 2008. Legacy Path Advisors LLC provides comprehensive financial planning to individuals, families, trusts, estates, and business clients, offering project-based and subscription-style planning, as well as hourly consulting and educational seminars. The firm’s advice focuses on asset allocation, diversification, tax efficiency, and low-cost passive funds, with clients implementing strategies through their chosen brokers or custodians.

General retirement planning Social Security optimization Income planning Cash flow / budgeting Tax-loss harvesting
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David M

Series 63, Series 65

Hendersonville, TN

KPP Advisory Services LLC

David Mcillwain is a financial advisor with KPP Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at LPL Financial LLC and FSC Securities Corporation. KPP Advisory Services LLC provides personalized financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based, asset-allocation portfolios supplemented by third-party managers and algorithm-driven strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Cash flow / budgeting
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Bruce A

CFP®, Series 63, Series 65

Hendersonville, TN

KPP Advisory Services LLC

Bruce Arnold is a CFP® professional with 44 years of experience in the financial industry. He is currently with KPP Advisory Services LLC and has previously worked at LPL Financial LLC and FSC Securities Corporation. Arnold holds Series 63 and Series 65 licenses. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in client assets, offering discretionary and non-discretionary portfolio management with a focus on mutual fund and ETF asset-allocation strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Cash flow / budgeting
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John Q

Series 66

Gallatin, TN

One Wealth Map, LLC

John Quinones is a financial advisor with One Wealth Map, LLC in Gallatin, TN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, and DuTrac Credit Union. Outside of advisory work, he is a member and owner of Da Rexy LLC, a real estate investment partnership. One Wealth Map, LLC is an SEC-registered firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm employs a planning-driven approach with coordinated financial plans, layered portfolios, and tax-aware overlays, serving clients on discretionary and non-discretionary terms from multiple offices.

Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Founder/Business Owner
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Wilson R

CFP®

Franklin, TN

Brighton Jones LLC

Wilson Reece is a CFP® professional with five years of industry experience, currently serving as an advisor at HB Wealth in Gallatin, TN. He previously worked at Dixon Hughes Goodman before joining Homrich Berg, where he has been since 2017. Outside of his advisory role, Reece serves on the boards of two nonprofit organizations, Full Count Ministries and Homes4Homes. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, utilizing a broad range of investment instruments and conducting thorough manager due diligence.

Business exit / sale strategy Multi-generational wealth transfer General estate planning guidance Charitable giving & philanthropy Real estate investing Founder/Business Owner Executive Retired
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