Andy OConnor is a Financial Consultant currently working with Fidelity Investments since 2023. He has held various roles in the financial services industry, including President of Wealth Management at Parker-Douglas from 2019 to 2023 and Vice President at Personal Capital between 2018 and 2019. His prior experience also includes positions as an Investment Consultant at Scottrade Investment Management from 2016 to 2018 and as a Financial Consultant at TD Ameritrade from 2010 to 2016. Andy focuses on helping clients develop strategies to grow, protect, and transfer their wealth. His professional goal is to assist individuals in working toward long-term financial success and achieving the lives they strive for. He holds insurance licenses in Arkansas and California. Outside of his professional work, Andy engages in family activities and enjoys football, golf, hiking, military service, and skiing.

Stephen Smiechowski is currently an Investment Solutions Representative III at Fidelity Investments, where he works alongside clients to co-create financial plans tailored to their unique goals. His role involves collaborating with clients to address their individual financial needs. Stephen has held various positions in the financial services sector, including Private Client Banker at JP Morgan Chase from 2021 to 2022, and Licensed Relationship Banker roles at Huntington Investment Company from 2019 to 2021 and at Citizens Securities from 2017 to 2019. Over his career, he has gained experience in client relationship management and financial planning. He holds insurance licenses in Arkansas and California.

Brian Haeger is a financial advisor at Fidelity with Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Fidelity in 2021, he worked at Bose and held roles at JamesGroup Ministries and Hope for the Heart. He also has a background at the University of North Texas. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations and advisory roles that set it apart among large institutional peers.

Anthony Herman is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Precision Valley Communications, InstaCart, and Eastern Pharmacy, among others. 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 is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI-driven research tools.

Evan Carter is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2022, initially serving as a Relationship Manager before transitioning to his current position. Prior to joining Fidelity, Evan worked in various financial roles, including Mortgage Consultant at Newrez from 2021 to 2022, Premier Banker at Wells Fargo from 2017 to 2021, and Personal Banker at Wells Fargo from 2012 to 2017. Evan's approach to financial planning emphasizes understanding the client's priorities to build personalized plans that address lifetime and legacy goals. He supports clients in navigating their financial journeys with clarity and confidence. Outside of his professional work, Evan's personal interests include family activities, gardening, golf, and parenthood.

Landen Atkin is a Financial Consultant who focuses on personal financial planning. He emphasizes listening to clients' priorities and working collaboratively to improve their financial situations. Landen's approach includes understanding clients' needs, analyzing their financial status, and addressing potential risks or gaps in their plans. He has experience as a Planning Consultant at Fidelity Investments in 2024 and previously served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. Landen holds insurance licenses in Arkansas and California. Outside of his professional work, Landen enjoys camping, motorcycles, outdoor adventures, skiing, soccer, and surfing.

Andrew Coomes is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026. His career in financial advisory includes positions at Edward Jones and Duncan Newman Associates, and he worked as a Financial Solutions Advisor at Merrill from 2018 to 2022. Additionally, he has experience as a Senior Relationship Banker at MUFG from 2016 to 2018. Andrew is licensed with a California Insurance License. He emphasizes personalized financial planning, focusing on understanding clients' goals, priorities, and concerns to co-create tailored strategies. His approach includes providing ongoing guidance to help clients navigate financial decisions as their goals evolve. Outside of his professional work, Andrew has interests in cooking and baking, golf, tennis, and yoga.

Ryan Das is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill from 2013 to 2021 before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing systematic methodologies and oversight controls.

Scott Combs is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2000. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and offers oversight of sub-advisers while addressing conflicts of interest.

Nicole Turi is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position she has held since 2017. She has been with Fidelity Investments since 2010, progressing through roles including Vice President, Financial Consultant and Financial Consultant. Prior to joining Fidelity, Nicole worked as a Financial Advisor at The Simon Group and Ameriprise Financial. Nicole's professional focus is on assisting clients who face complex intersections between family and financial matters. She emphasizes gaining a true understanding of what is important to her clients in order to provide insights that support their goals. Outside of her professional work, Nicole has an interest in cooking and baking, as well as football.

Norman Ho is a Financial Consultant currently working at Fidelity Investments since 2022. He has a professional background as a Financial Advisor with experience at Merrill Lynch from 2014 to 2022 and at Morgan Stanley Smith Barney from 2013 to 2014. Norman focuses on understanding his clients' financial needs and aligning resources to work towards meeting them. He collaborates with his clients to develop personal, flexible, and comprehensive financial strategies aimed at providing confidence in their financial futures. Outside of his professional work, Norman's personal interests include art, baseball, cars, food, outdoor adventures, and traveling.

Richard Harrison is a Financial Consultant currently working with Fidelity Investments. In his role, he collaborates with clients to develop personalized financial strategies that align with their individual goals and priorities. He emphasizes building relationships based on trust and transparency to support clients in making informed financial decisions. Prior to his current position, Richard served as a Regional Director at Fidelity Investments from 2021 to 2023, and before that, he worked as a Regional Investment Consultant at the same firm from 2009 to 2021. His experience spans over a decade in various capacities within Fidelity Investments, focusing on investment consultation and regional leadership.

Carmine Dellanno is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial plans for major life goals including retirement, home purchases, and college expenses. He also assists clients in creating investment strategies tailored to their goals, risk tolerance, and investment preferences. Carmine has held multiple roles at Fidelity Investments, progressing from Investment Solutions Representative 1 (2022-2023), to Investment Consultant (2023-2025), and currently Financial Consultant since 2025. Prior to Fidelity, he worked as an Investment Specialist at Merrill Edge in 2022 and as a Teller at TD Bank in 2021. Outside of his professional work, Carmine enjoys baseball, football, golf, family activities, and social events with friends.

Hiram Oakley is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2021. Over his tenure at Fidelity, Hiram has progressed through several roles, starting as a Customer Relationship Advocate and advancing through positions including High Net Worth Service Associate and various levels of Investment Solutions Representative. Throughout his career, Hiram focuses on assisting individuals and families with financial planning, emphasizing understanding clients' lives and collaborating with them to develop financial plans aimed at pursuing their goals. He aims to help clients feel confident and comfortable with their financial strategies. Outside of his professional work, Hiram enjoys camping, family activities, outdoor adventures, and reading.

Frednesha Hamm is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and serves in a formal advisory role to multiple registered investment companies.

Isaiah Montgomery is a Financial Consultant with 16 years of experience in the financial services industry. He currently works at Fidelity Investments, where he provides financial planning and legacy planning services to investors. Isaiah collaborates closely with his clients to develop customized roadmaps aimed at helping them achieve their ideal retirement lifestyles and adapt strategies in response to life changes. His professional background includes roles as a Financial Consultant at Ameriprise Financial, a Senior Financial Consultant at TD Ameritrade, and Financial Advisor positions at Merrill Lynch and Morgan Stanley. Isaiah has built his expertise through these diverse experiences spanning over a decade. Outside of his professional role, Isaiah has interests in golf, movies, and outdoor adventures.

Scott Adams is a Market Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to developing financial plans tailored to clients' needs and goals. He has been with Fidelity Investments since 1997, progressing through various roles including Account Associate, Project Manager, Financial Representative, Financial Consultant, Assistant Branch Manager, Branch Office Manager, Senior Branch Office Manager, and Market Leader. His extensive experience at Fidelity Investments spans over two decades, demonstrating a commitment to client service and leadership within the financial industry. Specific areas of expertise and educational background were not provided.

Annie Driana Pikula is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been affiliated with various divisions of Fidelity since 2007. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Thomas DeVito is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity in 2022 and has progressed through roles from Customer Relationship Advocate to Investment Solutions Representative across levels I to III before his current appointment. In his professional capacity, Thomas focuses on assisting clients in achieving financial security and prosperity by offering guidance in budgeting, investing, and wealth planning tailored to individual needs and goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Thomas enjoys fishing, golf, and snowboarding.

Jack Tousignant is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2023, previously serving as a Planning Consultant, Relationship Manager, and Financial Representative. Jack focuses on building trust and strong communication to foster relationships with clients. He aims to create personal connections by understanding what and who is most important to each client, setting the foundation for success. His approach involves educating and guiding clients through developing, implementing, and maintaining personalized financial plans, with regular reviews to work toward their financial goals. Outside of his professional work, Jack's personal interests include family activities, football, social events with friends, golf, skiing, and traveling.