Danielle Williams is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she partners with employees to assist their clients in planning for the future with personalized strategies tailored to each client's unique needs. She emphasizes forming strong relationships and maintaining a deep level of trust with her employees. Danielle has extensive experience at Fidelity Investments, holding several roles since 2017, including Branch Leader, Benefits & Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Risk Analyst through Veritude Temp Agency in 2015. Outside of her professional responsibilities, Danielle has interests in concerts, parenthood, puzzles, reading, theater, and traveling.

Krista Johnson is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their family needs and goals, helping to develop and adjust financial strategies accordingly. She has been with Fidelity since 2019, initially serving as a Financial Consultant before assuming her current role in 2025. Her professional experience spans multiple roles in the financial services industry, including positions as an Investment Consultant at Transamerica Financial Advisors and Pacific Advisors from 2016 to 2019, Sales Development Group Manager at The Private Bank, MUFG Union Bank from 2012 to 2015, Nonprofit Business Development Manager at The American Funds Group from 1999 to 2009, and Client Relationship Manager at Capital Research and Management Company from 1992 to 1999. She holds a California Insurance License. Outside of her professional work, Krista enjoys attending concerts, playing golf, spending time with pets, reading, singing, and skiing.

Kristopher Profitt is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop flexible financial plans centered around their individual financial goals. He aims to simplify the investment experience through a partnership approach. He has been with Fidelity Investments since 2004, serving in multiple roles including Retirement Investment Services, Relationship Officer, Investment Management Consultant III, and currently as a Financial Consultant. His experience encompasses various aspects of financial consulting and investment management. Kristopher holds insurance licenses in Arkansas and California.

Bryan Calixto Corona is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at JPMC Chase from 2022 to 2024. Outside of finance, he has worked as an independent contractor in waste management, specializing in composting and recycling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kurt Hamilton is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at TAB Bank and Fresh Market. Outside of his advisory role, he owns Sprall Vehicle Platforms LLC, where he builds and ships flat comfortable leveling platforms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and registered investment companies.

Liam Doyle is a financial advisor with Fidelity in Durham, NC, holding a Series 66 credential and one year of industry experience. His prior work experience includes roles at Best Buy and Wings of Peace Press. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Mark Barron is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity in 2025, he worked at Merrill and Bank of America, N.A., each for 10 years. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Lauren Beaver is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Grace and Saltgrass Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research and quantitative, algorithm-driven portfolio construction. The firm also manages registered investment companies and delivers model portfolios, incorporating systematic methodologies and oversight of affiliated sub-advisers.

William Marazzi is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Fidelity in various roles since 2008, currently serving at Fidelity Investments. Outside of his advisory work, he is a joint owner with his spouse of several Hand and Stone Massage and Facial franchise locations in Florida. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Alexis Searles is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Alexis worked at The Walt Disney Company for eleven years and has held positions at AAA Northern New England and Yankee Candle. 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 model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies and fund-of-funds.

Bart Reese is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2018. His prior experience includes roles at Diversified Investment Advisors and OneAmerica Securities. 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 offers model portfolios built from mutual funds, ETFs, and ETPs and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Preston Laine is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at DHL Supply Chain and Coca-Cola Bottling Co. Consolidated. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Alec Federico is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with clients to help them understand investing complexities and develop financial road maps tailored to their changing life circumstances. His approach emphasizes comprehensive and collaborative goals-based planning. Prior to joining Fidelity Investments, Alec served as Vice President- Private Client Advisor at JP Morgan Chase from 2020 to 2023. Before that, he was a Private Wealth Advisor at LPL Financial from 2017 to 2020. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Francis O'Connor is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Branch Leader, Vice President and Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and Customer Experience Associate. Throughout his tenure, Francis has developed extensive experience in financial consulting and branch leadership. He focuses on providing clients with comprehensive financial planning, aiming to empower them with the knowledge and insights necessary to make informed financial decisions. Outside of his professional responsibilities, Francis enjoys baseball, beach activities, fitness, golf, outdoor adventures, and traveling.

Robert Evans is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. 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 and advisory services.

Kyle Kszepka is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2018, progressing through positions including Investment Consultant, Relationship Manager, and Financial Representative. His professional focus involves partnering with clients to understand various aspects of financial planning and designing personalized financial road maps. Kyle works closely with clients to adjust these plans as their goals and preferences evolve, emphasizing a thorough planning process and relationship-building. Throughout his tenure at Fidelity, Kyle has developed expertise in financial consulting and investment management. He is committed to collaborating with clients to achieve their financial objectives through tailored strategies. Outside of his professional role, Kyle enjoys family activities, golf, and traveling.

Julia Mueller is a Financial Consultant who brings a client-centered approach to her work. She emphasizes transparency and thoughtful communication, beginning with a conversation to understand clients' priorities and assessing mutual fit before proceeding. She continues to work closely with clients as their goals develop, ensuring alignment and clear communication throughout the process. Julia has experience working in various roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to that, she completed an internship in Financial Planning & Asset Management at Renaissance Wealth Management BN LLC from 2020 to 2021. Outside of her professional work, Julia's personal interests include gardening, puzzles, and traveling.

Chris Champion is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients and their dedicated Financial Consultants to develop financial plans tailored to the unique needs of each family. He also works to identify strategies that strengthen these plans and support clients in working towards their financial goals. Chris has been with Fidelity Investments since 2021, progressing through roles including Financial Representative from 2021 to 2022 and Relationship Manager from 2022 to 2024 before assuming his current position. This experience has provided him with a comprehensive understanding of client financial planning and relationship management. Outside of his professional work, Chris has personal interests in baseball, football, food, and parenthood.

Kevin Barragan is a financial advisor with Fidelity Investments in East Lansing, MI, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Fidelity, Charles Schwab, Deloitte & Touche LLP, and various construction-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jennifer Anton serves as a Branch Leader, where she focuses on fostering a culture of excellence, collaboration, and client-centric growth. In this role, she empowers her team to deliver financial planning services. Prior to her current position, Jennifer worked as a Planning Consultant at Fidelity Investments from 2021 to 2025 and as an Investment Consultant there from 2020 to 2021. Before joining Fidelity Investments, she was a Regional Private Banker in the Premier division at Wells Fargo from 2010 to 2020. Outside of her professional career, Jennifer has interests in beach activities, cooking and baking, fitness, horseback riding, parenthood, and traveling.