Ryan Boland is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. In this role, he works with individuals and families to develop customized financial strategies that align with their goals, leveraging the resources and specialists available at Fidelity Investments. Prior to his current position, Ryan held various roles within Fidelity Charitable, including Vice President of National Corporate & Executive Giving, Charitable Planning Consultant, and Director and Vice President of the Complex Assets Group from 2011 to 2021. His professional experience reflects a sustained focus on wealth management and charitable planning. Throughout his career, Ryan has collaborated with clients to understand their objectives and design tailored approaches to help pursue their financial priorities. Beyond his professional engagements, Ryan has interests in art, golf, painting, and tennis.

Holly Hollar is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2025. She has been with Fidelity since 2010, with a career that includes positions as Head of Coaching and Development from 2020 to 2024, Regional Coaching Consultant from 2018 to 2020, and Regional Planning Consultant and Financial Advisor from 2010 to 2018. Throughout her tenure at Fidelity, Holly has focused on supporting advisors and clients to achieve their financial goals. She values the commitment to kindness, respect, and lifelong learning instilled by her parents and finds alignment with Fidelity’s values in her professional work. Outside of her professional life, Holly enjoys cooking and baking, fitness activities, exploring food-related interests, music, outdoor adventures, and spending time with pets.

Taylor El-Ani is Vice President, Wealth Planner at Fidelity Investments, a role held since 2024. Prior to this, Taylor has held various positions within Fidelity Investments including Financial Consultant from 2018 to 2024, Relationship Manager in 2018, Client Management Representative from 2016 to 2018, Retirement Solutions Representative from 2015 to 2017, Investment Solutions Representative from 2014 to 2015, and Full Trader from 2013 to 2014. Taylor holds insurance licenses for Arkansas and California. Their work is focused on partnering with clients and their families to understand their wishes and preferences to develop financial plans that address what is most important to them. Outside of work, Taylor is interested in family activities, football, golf, parenthood, and reading.

Ashleigh Newstead is a Planning Consultant at Fidelity Investments, where she partners with advisors to provide clients with the tools and resources needed to build tailored financial plans. She aims to collaborate closely with clients and advisors to create financial strategies that align with the clients' needs and goals. Ashleigh has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before assuming her current position. This experience has given her a comprehensive understanding of client relationship management and financial planning within the organization.

Joseph Isabelle is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He partners with individuals and their families to create financial plans aimed at minimizing hidden risks in retirement. Joseph has extensive experience at Fidelity Investments, having served in various roles since 2001. His previous positions include PAS Financial Consultant, Investment Solutions Consultant, Portfolio Specialist, Client Management Representative, and Financial Representative. This diverse experience provides him with a comprehensive understanding of financial consulting and investment solutions.

Brian Dyvig is a Market Leader at Fidelity Investments. In this role, he leverages the trusted brand, technology, cost-efficient investment platform, and collaborative team environment at Fidelity to serve clients effectively. He has extensive experience in financial services, having held leadership positions at Fidelity Investments since 2013, including Assistant Branch Leader from 2013 to 2016 and Branch Leader from 2016 to 2025. Prior to joining Fidelity, Brian held various sales and advisory roles, including Sales Manager and Regional Sales Director at Ameriprise, Sales Associate at Marshall Financial, and Financial Advisor at Morgan Stanley. Brian's professional background reflects a progression through roles focused on sales management and financial advising within prominent financial institutions.

Brady Hunsaker is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2010. Outside of his advisory role, he is a partner at Forest Home Construction LLC, a real estate construction business based in West Bountiful, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is known for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of advanced technologies such as AI and machine learning in its investment process.

Andrew Makransky is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and utilizes systematic methodologies alongside oversight of sub-advisers.

Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.

Mikayla Yeakey is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She previously worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. Mikayla's professional approach focuses on meaningful collaboration with clients, aiming to understand the motivations behind their financial decisions to clearly express and address their goals. She emphasizes strengthening the client-advisor relationship and introducing strategies clients may not have previously considered to foster a more informed and confident planning experience. Outside of her professional responsibilities, Mikayla has personal interests that include the beach, boating, golf, traveling, and exploring food.

Brian Carpenter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2010, serving in various roles including Vice President Branch Leader, Regional Planning Consultant, and Executive Planning Consultant. Prior to joining Fidelity, Brian worked at T. Rowe Price from 2003 to 2010 and at Charles Schwab from 2000 to 2001. Brian holds a California Insurance License. His professional experience spans financial consulting, investment counseling, and retirement planning. Outside of his professional career, Brian enjoys baseball, concerts, movies, music, traveling, and family activities. He is a father of two daughters and married to a healthcare professional.

Kevin Aridas is a financial advisor with Fidelity in Princeton, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Mondo. Outside of finance, he has experience working in the hospitality industry as an employee at Squan Tavern. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Orianna Cool is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles at Fidelity and other firms since 2014. 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 fundamental research with quantitative and algorithmic methods and serves several registered investment companies while maintaining formal oversight and governance procedures.

Velma Almeida is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she assists clients and their families in navigating the complex world of financial planning through various life stages. Prior to this, she worked as a Financial Associate at Feingold Companies from 2007 to 2021. Her professional experience spans over a decade in the financial services industry, focusing on wealth management and client advisory. Outside of her professional responsibilities, Velma engages in family activities, social events with friends, and enjoys music and table tennis. She is also involved in volunteering and values her role in parenthood.

Jason Reber is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual and was employed with the Murrysville Golf Club for several years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

James Mendieta is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and implement comprehensive financial plans tailored to their personal goals. His approach focuses on creating strategies that align with the unique needs of individuals and their families. James has been with Fidelity Investments since 2014, progressing through several roles including Financial Representative, Investment Solutions Representative, Workplace Planning Consultant, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position in 2023. His extensive experience within the firm spans various aspects of financial planning and portfolio management. He holds insurance licenses in Arkansas and California.

Constance Taylor is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior experience includes roles at Carta and a decade at Cotiviti. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to registered investment companies and use of systematic investment methodologies.

Tyler Trout is a financial advisor at Fidelity with 3 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Bank of America and Merrill. His prior experience also includes roles outside financial services, such as at the University of Maryland and Columbia Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s model portfolios draw from mutual funds, ETFs, and ETPs, supported by systematic methodologies and oversight of sub-advisers.

David Cardany currently serves as a Financial Consultant I at Fidelity Investments. He has been with Fidelity since 2020 and has held various roles including Planning Consultant, Investment Solutions Representative, and High Net Worth Associate. His experience encompasses working closely with clients to develop financial plans tailored to their individual goals. David focuses on understanding his clients' lives to co-create financial plans that help them pursue their objectives. He aims to assist individuals and families in feeling confident and comfortable with their financial strategies. David holds insurance licenses in Arkansas and California.

Benjamin Lobel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Alku and Element Productions, where he was involved in administrative tasks for a full-service video production company. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. Their investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction.