Zachary Zilke is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he collaborates directly with a Wealth Management Advisor to develop engagement strategies tailored to each client's financial planning requirements. Prior to his current position, Zachary gained experience at Fidelity Investments as a Relationship Manager from 2020 to 2022 and as a Financial Representative from 2018 to 2020. His professional background encompasses various aspects of wealth management and client relationship development. Outside of his professional work, Zachary has interests in camping, golf, hiking, running, and swimming.

Sandra Ruiz is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, Ruiz owns a catering business, Bella Vita Boards, operating on some weekends. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing advisory and portfolio management services that integrate fundamental research with quantitative analysis and systematic portfolio construction.

Katharina Snyder is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has held several roles including Financial Representative and Relationship Manager prior to her current position. Before joining Fidelity, she worked as a Client Relationship Manager at Axiom Wealth Management from 2022 to 2023 and as a Financial Relationship Consultant at Regions Bank from 2019 to 2022. Her professional experience spans client relationship management and financial planning, with a focus on providing personalized guidance and thoughtful planning. Katharina emphasizes building trust by listening and translating complex financial information into clear advice, supporting clients as their financial situations evolve.

Jordan Gillen is a Financial Consultant currently working at Fidelity Investments since 2025. Prior to this role, Jordan held various positions within Fidelity Investments, including Financial Consultant I from 2024 to 2025, Planning Consultant from 2023 to 2024, and Financial Representative from 2011 to 2018. Jordan also worked at JPMorgan Chase Bank as a Private Client Financial Advisor from 2021 to 2023 and as a Private Client Banker from 2018 to 2021. Jordan's professional experience encompasses a range of financial consulting and client advisory roles, focusing on helping individuals pursue financial freedom through holistic financial planning. Jordan holds insurance licenses in Arkansas and California.

Pamela Thalund is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2021. In this role, she utilizes her extensive experience in financial services to assist clients in developing and maintaining personalized financial plans aimed at achieving their unique goals. Her career in the financial industry spans several decades, including roles such as Financial Consultant at Fidelity Investments from 2012 to 2021, Senior Manager at TD Ameritrade Institutional from 2008 to 2012, and various leadership positions at TD Waterhouse and Waterhouse Securities dating back to 1992. Pamela holds a California Insurance License, supporting her ability to provide comprehensive financial advice. Pamela emphasizes building personal relationships with clients to understand their individual situations and collaborates with them to implement strategies and investments tailored to their needs.

Paul Tranckino is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. He began his career at Fidelity as a Financial Representative and progressed through roles including Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Prior to joining Fidelity Investments, Paul gained experience as an Analyst at UMB Financial Services, Inc. and George K. Baum & Company, Prairie Capital Management. He also held positions as a Finance Intern at Mitchell Capital Management and as an Investment Advisory Assistant at Tromans Investment Advisors. Paul's professional approach centers on assisting clients in achieving their financial goals. Further educational background and personal interests were not provided.

Dorina Ziba is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served in various capacities at Fidelity Investments, including Planning Consultant from 2023 to 2025, Investment Consultant from 2021 to 2022, and Financial Representative from 2020 to 2021. Before joining Fidelity, she worked as a Private Banker at Credit Union One from 2019 to 2020. In her work, Dorina focuses on understanding her clients' top priorities, preferences, and values to present options that align with their unique financial goals. She aims to ensure that each client gains clarity and confidence in their overall financial plan. Outside of her professional life, Dorina enjoys spending time at the beach, cooking and baking, engaging in fitness activities, and traveling.

Michael Parris is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients and their families to understand their financial situations and develop comprehensive plans aimed at growing and protecting their wealth while working toward their financial goals. He emphasizes open communication and building strong, enduring relationships with his clients. Prior to his current role, Michael served as a Financial Consultant at Fidelity Investments from 2022 to 2026. Before joining Fidelity, he held positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2017 to 2022 and Private Client Banker from 2011 to 2017. His experience spans various aspects of financial planning and client advisory services.

Timothy Healy is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at Fidelity and Next Level Academy, as well as a 15-year tenure at Cardinal Gibbons High School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kyle Phelps is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Representative, Investment Solutions Representative, Relationship Manager, and Investment Consultant. Kyle's experience spans client relationship management and investment consulting. He holds an Arkansas Insurance License, supporting his work in financial consulting. Kyle partners with clients to create tailored financial plans designed to help them pursue their goals and achieve peace of mind. Outside of his professional work, he has interests in fitness and traveling.

Brendan Lefanto is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized holistic plans aimed at helping them and their families achieve their financial goals. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant and Financial Representative before his current position in 2024. Prior to joining Fidelity Investments, Brendan worked as a Quality Control Analyst at SEI Investments from 2019 to 2021. His professional experience reflects a progression within the financial services industry, focusing on investment consulting and financial planning. Outside of his professional role, Brendan has personal interests that include baseball, beach activities, social events with friends, golf, hiking, and snowboarding.

Michael Johns is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at PNC Bank for 12 years and has been a freelance musician for nearly two decades. He also performs music periodically at St. Columban Church in Loveland, Ohio. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Merced Gonzalez is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. He has also worked in various non-financial sectors and has experience in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Josh Simons is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He has experience working at Apple and has held roles with community organizations such as Traverse Mountain Masters Association and the Church of Jesus Christ. 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 portfolios including mutual funds, ETFs, and ETPs.

Kristen Kauffman is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2021 and previously spent nine years at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered funds and model portfolio platforms.

Thomas Watts is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Elon University and Milestone Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios, advisory services to registered investment companies, and use of AI and algorithmic methods in its investment approach.

Jason Fox is a Financial Consultant currently working at Fidelity Investments since 2024. He assists clients and their families in identifying, organizing, and prioritizing their financial goals. Jason's professional experience spans over a decade in the financial services industry, having held positions including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley and Edward Jones between 2015 and 2017, and Investment Services Partner at PNC Investments from 2013 to 2015. Throughout his career, Jason has developed expertise in financial consulting across multiple firms. Outside of his professional life, he engages in activities such as baseball, football, golf, family activities, parenthood, and volunteering.

Ryan Samuelson is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing, State Street Bank, and Boston Financial Data Services prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Gorecki II is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2017, including time at Fidelity Brokerage Services LLC and prior experience at Woodbury Financial Services Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors and is noted for its formal advisory roles to multiple registered investment companies and use of AI-driven research methodologies.

Cameron Sproul is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2005. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves in advisory roles for multiple registered investment companies and develops model portfolios for intermediary platforms.