Robert Armistead is a Planning Consultant at Fidelity Investments. He works with individuals and families to help them understand their financial situations and pursue their financial goals. Robert has held various roles within Fidelity Investments since 2022, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Associate Financial Representative at Northwestern Mutual from 2017 to 2019. He holds insurance licenses in Arkansas and California.

Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

Shannon Lipp is a Financial Consultant currently working at Fidelity Investments. In this role, Shannon partners with clients and their families to understand their financial goals, develop comprehensive financial plans, and provide guidance in creating personalized investment strategies. Shannon has been with Fidelity Investments since 2021, initially serving as a Central Relationship Manager before transitioning to the role of Financial Consultant in 2022. Prior to joining Fidelity, Shannon worked as a Financial Consultant at HD Vest from 2015 to 2019.

Martin Falcon is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments, Fidelity Brokerage Services LLC, Charles Schwab Bank, Charles Schwab, and USM, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated management, and involvement with registered investment companies and fund-of-funds.

Joy Brown is a financial advisor with Fidelity who holds Series 63, Series 65, and Series 66 licenses and has 38 years of industry experience. She has been with various Fidelity entities since 2011, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently, Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Christopher Robles is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 65 credentials. Before joining Fidelity, he worked at Gallo Wine Company and attended the University of Oregon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Nicholas Demichele is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Starbucks and the Lexington Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

Joseph Iannuzzi is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans that align assets with individual long-term goals. He began his current role in 2022 after serving as an Investment Consultant at Fidelity Investments earlier that same year. Prior to joining Fidelity, Joseph worked at Ameriprise Financial, where he held positions as an Associate Financial Advisor from 2021 to 2022 and as a Paraplanner from 2019 to 2021. Throughout his career, he has gained experience in financial consulting and investment advising. Outside of his professional work, Joseph enjoys baseball, family activities, fitness, and golf.

Patrick Smith is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop and implement comprehensive financial plans. He focuses on understanding the unique complexities of each client's situation to provide actionable steps aligned with their long-term goals. His professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments, as well as a Workplace Planning Consultant at the same firm. Prior to joining Fidelity, he worked as a Benefits Coordinator at Aflac. Patrick holds an Arkansas Insurance License.

Stephanie Baker is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at North Davis Cabinet for 13 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of AI and systematic methodologies.

Stephen Zarate is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Kestra Investment Services, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Connor Mcphail is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Fidelity Investments and has previously been employed at Edward Jones and Innomark Communication. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Billy Lattash is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop financial plans aimed at helping clients achieve their financial goals. He began his career at Fidelity Investments as a Financial Representative in 2022, progressed to Relationship Manager in 2024, and currently serves in his planning role since 2024. Prior to joining Fidelity, he worked as a Concierge Banker at Citibank in 2022. Billy holds a California Insurance License, which supports his expertise in financial planning and insurance matters. Outside of his professional responsibilities, he enjoys camping, photography, and playing soccer.

Mitch Green is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant, Investor Center Relationship Manager, and Central Relationship Manager. Prior to joining Fidelity, Mitch worked as a Branch Office Administrator at Edward Jones from 2018 to 2021. In his current role, Mitch focuses on delivering personalized financial strategies that align with clients' unique objectives. He leverages Fidelity's tools and resources to assist clients throughout their financial journeys. Mitch's professional experience encompasses client relationship management and financial planning within the investment industry. Outside of his professional work, Mitch has personal interests that include cooking and baking, exploring food as a foodie, hiking, and traveling.

Kayla Nitti is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. Her background includes roles at Northwestern Mutual and experience in eldercare services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is also involved in advisory roles for registered investment companies and employs algorithmic methods, including AI, in its portfolio management process.

Eric Walby is a Financial Consultant currently working at Fidelity Investments since 2026. In this role, he partners with clients to understand their unique financial needs and assists in building financial plans tailored to their short and long-term goals. He emphasizes forming strong partnerships based on trust and education, maintaining open communication to adapt strategies as clients' lives change. Eric's professional experience includes serving as a Planning Consultant at Fidelity Investments from 2024 to 2026, a Relationship Manager and Central Relationship Manager at Fidelity Investments between 2022 and 2024, as well as roles at Equitable Advisors and PFS Investments earlier in his career. Outside of his professional work, Eric has interests in gardening, golf, pets, skiing, and volunteering.

John Marshall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at House America Financial and Insight Global among other roles. He is also a partner in Kallari Crafts LLC, an online retail business based in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Caroline Palm is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She has worked at Fidelity Investments since 2021, with a brief tenure at Valic Financial Advisors in 2023, and has prior experience in education at Switzerland Point Middle School, The Harbour School, and Notre Dame of Maryland University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery, supported by oversight of affiliated sub-advisers and adherence to governance procedures.

Matthew Krall is a financial advisor with Fidelity Investments, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Fidelity, he has experience in the restaurant and hospitality sector, including roles at Red Horse Steakhouse by David Burke, Gianni's Pizzeria, Rooney's Oceanfront Restaurant, and Luigi's Famous Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs, with an emphasis on oversight and conflict-of-interest management.

Mikel Chalmers is a Financial Consultant at Fidelity Investments, where he currently assists clients and their families in understanding and achieving their financial goals. He collaborates with clients to analyze all aspects of their financial lives and develops plans to work towards meeting those goals. Mikel has held several roles in the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2023, and Paraplanner at Ameriprise Financial during 2020 and 2021. Prior to that, he was an Associate Advisor at Millennium Advisory Services from 2018 to 2020. He holds insurance licenses in both Arkansas and California.