Trevor Piazza is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity from 2024 to 2025 and as a Financial Representative from 2022 to 2024. He focuses on understanding his clients, their families, and their financial situations to co-create financial plans that address their unique short- and long-term goals. Trevor emphasizes the importance of establishing a plan to navigate retirement, utilizing Fidelity's extensive support and resources. He aims to earn his clients' trust through honesty and dependability.

Isaiah Dixon is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Canvas Credit Union, Santander Consumer USA, Golf Galaxy, and AMB Group. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Michael Brown is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of finance, he is involved in television acting in Fort Worth, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors through diverse strategies.

Resaish Elliott is a Planning Consultant at Fidelity Investments, a position held since 2022. In this role, Resaish assists clients in building financial plans tailored to their individual identities and goals. Prior to this, Resaish worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2022. Earlier experience includes roles as a Financial Services Professional at New York Life from 2017 to 2019 and as a Financial Advisor at Stillwell Financial Advisors, a private wealth advisory of Ameriprise Financial, from 2016 to 2017. Resaish's professional focus centers on creating strong financial plans that enable clients to enjoy their financial journey. Outside of work, Resaish has interests in concerts, cooking and baking, football, museums, traveling, and yoga.

Kevin Ma is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans by leveraging Fidelity's holistic strategies and offerings. He focuses on understanding clients' short and long term goals to provide personalized financial guidance. Prior to joining Fidelity Investments in 2024, Kevin worked as a Financial Solutions Advisor at Merrill Lynch from 2021 to 2024. He holds a California Insurance License, supporting his capacity to advise clients on insurance-related financial matters. Outside of his professional role, Kevin has interests in cooking, baking, and running.

Brendan Nolty is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in real estate services with Key Real Estate Services and Keller Williams Realty. He also has experience assisting buyers and sellers as an independent contractor in real estate transactions. 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 utilizes a combination of proprietary research, quantitative analysis, and systematic methodologies in its investment process.

Geetanjali Joshi is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. She has accumulated over 19 years of experience in financial and wealth planning, including roles as a Registered Wealth Management Client Associate at Merrill Lynch Wealth Management from 2022 to 2024 and as a Wealth Advisor at Auric from 2005 to 2017. Early in her career, she was an Officer at Alpic Finance Ltd between 1995 and 1999. Geetanjali is licensed in insurance in California. Throughout her career, she has emphasized providing sound and trustworthy guidance to her clients, leveraging the resources of her firm to support their financial journeys. Outside of her professional work, Geetanjali is interested in art, family activities, social events with friends, traveling, volunteering, and yoga.

Earl Windell III is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group, as well as experience in tax and small business services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of advanced methodologies including AI in portfolio management.

Kevin Hoskins is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to create, implement, and monitor customized financial plans, aiming to provide a world-class planning experience through genuine, straightforward, and attentive service. Kevin has been with Fidelity Investments since 2014, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant before his current role. Prior to joining Fidelity, he worked as an Investment Consultant at Scottrade from 2013 to 2014. He holds a California Insurance License. Outside of his professional work, Kevin has interests in baseball, fitness, football, social events with friends, and reading.

Shawn Ingram is a Planning Consultant who assists clients in achieving their financial goals by collaborating with them to create actionable and accessible financial plans. He currently works at Fidelity Investments, where he has held several roles since 2023. His positions have included Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, reflecting his experience in various aspects of client relationship management and investment solutions within the firm.

Mason Sexton is a Series 66 licensed financial advisor with Fidelity, based in Covington, KY, and has three years of industry experience. His prior work includes roles at Amazon Returns Center CVG2, Roto-Rooter Services Company, and Bramel & Ackley, PSC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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, and it manages model portfolios across mutual funds, ETFs, and ETPs.

Luke Adams is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to grow and protect their wealth, make informed investment decisions, and simplify their financial lives. He has been with Fidelity since 2017, progressing through multiple roles that have provided him with comprehensive experience in financial planning and client support. His career at Fidelity began as an intern in 2017, followed by positions as a Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before assuming his current role. Through these roles, Luke has developed expertise in financial planning and investment consulting. Outside of his professional work, Luke is interested in beach activities, fitness, football, golf, running, and traveling.

Zack Houze is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2023. He previously worked as a High Net Worth Associate from 2022 to 2023 and as a Customer Relationship Advocate from 2021 to 2022 at the same firm. In his work as an investment advisor, Zack focuses on understanding clients' specific needs and goals to co-create holistic financial plans and tailored investment strategies. His approach emphasizes collaboration and the use of available tools to support clients' financial well-being and peace of mind.

Ryan Marquardt is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. He has worked at various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

John Robinson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. He has held positions at Fidelity Investments, Fidelity Brokerage Services, LLC, and Celtic Bank, among others. Outside of his advisory work, he performs as a professional magician and creates YouTube content related to magic. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs.

Jahan Powell is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo and Outback Steakhouse. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using quantitative analysis and algorithmic methods. The firm serves a variety of clients, including registered investment companies, and offers discretionary and non-discretionary portfolio management.

Matthew Matias is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to deliver personalized financial planning services. He focuses on building trust-based client relationships through proactive engagement and consistent outreach, assisting clients in navigating complex financial needs. His experience at Fidelity Investments includes roles as a Relationship Manager since 2024 and as a Financial Representative from 2022 to 2024. Matthew regularly meets with clients to conduct in-depth reviews, helping them implement tailored strategies aligned with their goals and supporting their long-term financial confidence. Matthew holds a California Insurance License. Outside of his professional work, he has interests in cooking and baking, fitness, food, social events with friends, outdoor adventures, and reading.

Cody Madsen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with Fidelity Brokerage Services since 2016 and joined Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering diversified strategies such as discretionary portfolio management and fund-of-funds structures.

Thomas West is a Financial Consultant currently working at Fidelity Investments. He has held various roles within the company since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. His approach to financial advising is influenced by his personal background and experiences, emphasizing the importance of understanding clients' values, goals, family, and circumstances to co-create and regularly revise financial plans that support their ambitions while mitigating risks. He holds himself to a high standard of integrity. Outside of his professional work, Thomas is interested in board games, outdoor adventures, parenthood, puzzles, traveling, and volunteering.

Jacob Schaffer is a Financial Consultant who helps clients pursue their financial goals through tailored investment planning and holistic planning. He emphasizes client education, providing coaching and information to ensure clients feel confident in their financial decisions. Jacob's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments, a Financial Advisor at MML Investors Services, LLC, and an Assistant Financial Professional at The Eppy Group. These positions have contributed to his expertise in financial planning and client relationship management. Outside of his professional work, Jacob has interests in concerts, football, playing instruments, movies, music, and traveling.