Brad Litchfield is a Financial Consultant I at Fidelity Investments, where he currently works to help clients and their families create financial plans tailored to their goals. His work often includes tax-efficient investing, estate planning considerations for legacy intentions, and creating income streams for retirement. Brad has progressed through multiple roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2022, advancing through several Investment Solutions Representative positions from 2023 to 2025, and serving as a High Net Worth Associate in 2023 before becoming a Financial Consultant I in 2025. Outside of his professional responsibilities, Brad enjoys activities such as beach outings, boating, family activities, fitness, exploring food, and golf.

Bryce Brandvold is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he was involved with Ocumulgee Brewpub and Chick-Fil-A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with oversight controls and a focus on addressing conflicts of interest.

Matthew Duhaime is a Planning Consultant at Fidelity Investments, where he assists clients in understanding their financial circumstances and developing personalized financial plans. He collaborates with advisors to implement strategies aimed at achieving long-term objectives such as retirement, wealth accumulation, and income planning. Matthew has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Prior to his current tenure, he worked as a High Net Worth Consultant at TIAA from 2014 to 2017 and began his career as a Financial Representative at Fidelity Investments from 2013 to 2014. He holds a California Insurance License. Outside of his professional responsibilities, Matthew engages in activities such as biking, hiking, music, running, skiing, and swimming.

Steven Carroll is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients using an active listening approach to understand their short and long term goals and collaborates to build the framework for a financial plan aimed at meeting their needs. Prior to his current role, Steven gained experience at Fidelity Investments as a Financial Representative in 2025 and as a Financial Services Representative from 2024 to 2025. Before joining Fidelity, he worked as a Commercial Product Line Manager at Answer Financial from 2021 to 2024. Outside of his professional work, Steven has interests in fishing and music.

Dustin Speth is a Financial Consultant at Fidelity Investments, where he has been working since 2018. He partners with clients and their families to create lifetime financial plans tailored to their unique situations. Dustin views his role as a calling to help others build, protect, and distribute their wealth throughout various life stages. Prior to his current position, Dustin held several roles at Fidelity Investments, including Investments Consultant (2017-2018), Central Relationship Manager (2017), High Net Worth Service (2016-2017), and Director of Retirement Planning (2010-2016). He holds an Arkansas Insurance License. Outside of his professional work, Dustin enjoys outdoor activities such as camping, concerts, fishing, football, hiking, and other outdoor adventures.

Brian Robinson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at DraftKings, Eversource Energy, and the University of Massachusetts Lowell. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model delivery to intermediary platforms.

James Stone is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2007, serving in various roles including Portfolio Specialist, Client Management Representative, High Net Worth Service, and Financial Services Representative. His extensive experience within Fidelity has provided him with a comprehensive understanding of financial planning and client service. James holds insurance licenses in Arkansas and California. He is committed to getting to know his clients personally to develop unique financial plans tailored to their individual goals and family needs. Outside of his professional work, James is interested in fitness, golf, and volunteering.

Nathan Beaumont is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within the company since 2022, including positions such as Workplace Planning Consultant and Customer Relationship Advocate. Prior to joining Fidelity Investments, Nathan worked as an Accounting Support Specialist at Utah Tech University and as an Executive Assistant at Online Trading Academy. Nathan holds insurance licenses in Arkansas and California. His professional approach focuses on understanding clients' needs and concerns to assist them in pursuing their financial goals. Outside of work, Nathan enjoys a range of personal interests including food, football, social events with friends, hiking, movies, and outdoor adventures.

Emily Corona is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has been with Fidelity Investments since 2022 and has prior work experience in various roles outside the financial industry, including ownership of a coffee bar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves both retail and institutional investors and is noted for its advisory roles with registered investment companies and use of systematic investment methodologies.

Travis Warner is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. He has previously worked at Bean Group Real Estate for ten years and is a partner and owner of Laundry 66, LLC, a laundromat business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

William Cooney is a Vice President and Financial Consultant currently working at Fidelity Investments since 2013. He has over 30 years of experience in the financial services industry, with a career that includes roles at Merrill Lynch, Morgan Stanley, and Dreyfus Service Corporation. Throughout his career, he has navigated significant market events such as the dot-com bubble, the post-9/11 bear market, the 2008 financial crisis, and the COVID-19 recession. His extensive experience has provided him with insights into market cycles and client needs, enabling him to educate clients on maintaining their financial plans during periods of volatility. Prior to his current role, he served as Vice President and Financial Consultant at Merrill Lynch and Morgan Stanley, and as a Financial Adviser at Merrill Lynch and Dreyfus Service Corporation.

Piers Sullivan is a Planning Consultant at Fidelity Investments, where he works with clients to build toward their unique goals through strategic financial planning. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager, and currently serving as a Planning Consultant since 2023. Piers holds a California Insurance License. Outside of his professional career, he has interests in fitness, golf, reading, surfing, and tennis.

Alexis Simon is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop comprehensive financial plans aimed at achieving their financial goals. Since joining Fidelity Investments in 2021, Alexis has held several roles including Financial Representative and Relationship Manager before her current position. Her experience at Fidelity Investments has provided her with a broad understanding of financial planning and client relationship management. Alexis applies this expertise to support clients in navigating their financial journeys.

Landon Graff is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2018 and Fidelity Investments since 2025. Prior to his roles at Fidelity, he was employed at Boostability from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jason Junkin is a financial advisor with Fidelity Investments, holding a Series 66 designation and 12 years of industry experience. His prior roles include over a decade at TIAA and work with West Virginia University and Peaceful Glen LLC. 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 manages a range of portfolios, including multi-manager and fund-of-funds structures, and incorporates AI and systematic methods in its investment process.

Meghan High is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable involvement in model portfolios, registered investment companies, and the use of AI in research.

Aaron Schmidt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously was employed by the University of North Carolina at Chapel Hill and Relias Learning. 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 and is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with registered investment companies and fund-of-funds.

Erica Estes is a Financial Consultant at Fidelity Investments, where she has been employed since 2020. She has progressed through several roles within the company, starting as a Workplace Planning Associate, advancing through Workplace Planning Consultant levels I to III, and then serving as a Financial Consultant I before assuming her current position in 2024. As a CERTIFIED FINANCIAL PLANNER™ professional, Erica works with individuals and families to develop, implement, and maintain financial plans aimed at addressing their current needs and future objectives. She focuses on creating personalized financial strategies to help clients achieve financial stability and long-term success. Outside of her professional work, Erica enjoys camping, cooking and baking, gardening, kayaking, and spending time with her pets.

John Quigley is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various positions including roles at Chapins Bayside and Ryan Wealth Advisors, as well as work outside the financial sector such as at Sundae School Ice Cream and Dunkin Donuts. 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 create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and adviser to multiple registered investment companies.

Kevin Small is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at HCS Services and CPTE, as well as a long tenure at Property Innovations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.