Maureen Atieno is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2022. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Advisor at Morgan Stanley from 2013 to 2021. Throughout her career, Maureen has focused on partnering with clients to provide relevant tools and proactive guidance aimed at helping them gain and maintain confidence in their financial decisions. She emphasizes accountability and works alongside clients to support their financial well-being. Maureen's personal interests include fitness, motorcycles, parenthood, reading, traveling, and volunteering.

Jasmine Vincent is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at Open Sky Community Services and ARC of South Norfolk. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model strategies.

Nicholas Wetherby is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Tommy Bahama for four years and Pacific Sunwear for five years. He is based in Naples, Florida. 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. The firm manages discretionary portfolios, fund advisory services, and model portfolio delivery while maintaining oversight controls and engaging in formal advisory roles for registered investment companies.

Marcos Garcia is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has worked at Fidelity Investments since 2020 and has prior experience as a real estate agent assisting clients with buying and selling homes. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios composed of mutual funds, ETFs, and ETPs.

Ronald Thompson is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and New York Life Insurance Company. Outside of his advisory role, he is the sole proprietor of an Amazon publishing business. 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 uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it is notable for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Robert Claggett is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios through systematic methodologies and leveraging affiliations with sub-advisers.

Anthony Vasquez is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. Before joining Fidelity, he worked at Nebraska Furniture Mart and Marco’s Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Justin Parisi is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has spent 17 years assisting clients in defining and pursuing their financial goals, working with a range of clients including families, non-profits, endowments, and corporations. His professional experience includes roles such as Senior Financial Consultant for High Net Worth Families and Endowments at Manning & Napier Advisors from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2014 to 2020, and Regional Internal Consultant for Retirement Plans at Mutual Of Omaha and Nationwide Financial between 2008 and 2014. Justin's background supports his approach to addressing complex financial situations with customized strategies. Outside of his professional career, Justin enjoys boating, camping, classic cars, comedy, family activities, and volunteering. He is also pursuing his Private Pilot's license.

Sean Powell is a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2022, initially serving as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, Sean worked as a Licensed Sales Assistant at Guaranteed Rate from 2021 to 2022 and as a Senior Financial Consultant at T. Rowe Price from 2016 to 2021. Sean's professional experience spans wealth management, financial consulting, and sales support within the financial services industry. He focuses on helping clients feel comfortable and confident in their financial future and is open to discussing a wide range of financial investment topics. Outside of his professional life, Sean enjoys spending time with his wife and their Dalmatian-German Shepherd puppy. His personal interests include board games, cars, comedy, concerts, pets, traveling, and exploring National Parks.

James Bailey is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has progressed through multiple roles within Fidelity, starting as an Investment Solutions Representative I in 2021, advancing to level II in 2022, and then to his current role in 2025. Prior to his tenure at Fidelity, James worked as a Financial Representative at North Florida Financial from 2020 to 2021, and as an Advisor Services Representative at Waddell & Reed, Inc. from 2018 to 2020. In his current role, James collaborates with clients to develop personalized financial strategies that cater to investing for the future, retirement planning, and wealth management. He aims to simplify the financial process, provide clear guidance, and serve as a trusted partner throughout his clients' financial journeys. James holds insurance licenses in Arkansas and California. Outside of his professional career, James has interests that include camping, golf, hiking, military service, music, and traveling.

Moniqua Pruitt is a financial advisor at Fidelity with a Series 66 credential and experience in the financial services industry beginning in 2020. Her prior roles include positions at Guardian Life, AIL, Goosehead Insurance, Nordstrom.com, and Flaire Extra. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies and use of systematic methodologies and AI tools in its investment process.

Kyoungmin Lee is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at American National Insurance and other firms before joining Fidelity. Outside of finance, Lee is involved in music through teaching and recording activities with Arkadia Music Group and 32 Generation Records. Fidelity's Strategic Advisers LLC, where Lee is affiliated, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers services such as discretionary portfolio management and fund advisory.

Kane Dixon is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Edward Jones and was involved with various business ventures including KGD Enterprises LLC, Blue Alliance IT, Paesanos Pasta House, and Patterson's Cafe. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kevin Peasley is an Investment Consultant at Fidelity Investments, where he works closely with clients to develop and maintain financial planning strategies. He focuses on understanding each client's unique situation and goals to co-create customized financial plans that align with their vision for the future. Kevin's professional experience includes serving as a Financial Representative at Fidelity Investments from 2023 to 2024 before becoming an Investment Consultant in 2024. His work encompasses planning for retirement, wealth accumulation, and risk management through methodical analysis and thoughtful recommendations. Outside of his professional role, Kevin enjoys board games, cooking and baking, puzzles, and snowboarding.

Rusty Todd is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Bleakley Financial Group and has held positions outside the financial industry in the restaurant and hospitality sectors, including roles at Itsurwiener Restaurant and Bar and Deal Lake Bar + Co. He also has experience in private lifeguarding and golf club operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Brooke Whigham is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her work history includes roles at Fidelity Investments, Equitable Advisors, Advalorem Tax, Metabologix, and Kemah Escape. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Erich Cassidy is the Vice President, Wealth Planner, specializing in creating tailored financial strategies that address the complexities of wealth planning, insurance, investments, and estate planning. He focuses on understanding and fulfilling the unique needs of each client to ensure their wealth grows, is protected, and aligns with their life goals. Erich has extensive experience in financial planning, having served as a Senior High Net Worth Financial Advisor at Vanguard from 2022 to 2024, a Senior Financial Planner at EP Wealth Advisors from 2020 to 2022, and a Senior Financial Planning Case Consultant at Mass Mutual from 2010 to 2020. Outside of his professional career, Erich enjoys biking, hiking, outdoor adventures, and traveling.

Jason Meyer is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans aligned with their individual goals and circumstances. He has been with Fidelity Investments since 2021, progressing through various roles including Customer Relationship Advocate, High Net Worth Service Associate, and multiple levels of Investment Solutions Representative before assuming his current position in 2025. Throughout his tenure at Fidelity, Jason has gained experience in financial planning and client services, contributing to his ability to address diverse financial needs. He holds insurance licenses in Arkansas and California, supporting his work in providing comprehensive financial advice. No additional information about his education, personal interests, or community involvement has been provided.

Ben Jorgensen is a Planning Consultant who collaborates with Financial Consultants at the Naperville Investor Center to assist clients in developing personalized financial plans aimed at achieving their goals. He has experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and served as a Financial Representative at Fidelity Investments from 2023 to 2024. Outside of his professional role, Ben has interests in cooking and baking, fitness, movies, and reading.

Jen Meredith is the Vice President, Wealth Planner. She has experience in financial planning, having served as Financial Planning Director at Morgan Stanley from 2020 to 2024 and as a Financial Consultant at Fidelity Investments from 2019 to 2020. Jen focuses on creating comprehensive financial roadmaps that guide clients through retirement. Outside of her professional work, she has interests that include the beach, concerts, fitness, food, football, and volunteering.