Nick Boucher is a Planning Consultant at Fidelity Investments, where he partners with local clients to co-create and maintain financial plans while building long-term relationships. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before his current position starting in 2024. Prior to joining Fidelity, Nick worked as an Investor Solutions Representative at Putnam Investments in 2020. Nick's professional experience encompasses various aspects of financial planning and client support within the investment industry. His career path reflects a steady advancement in responsibilities and expertise. Outside of his professional work, Nick has interests in baseball, fishing, fitness, food, golf, and outdoor adventures.

Colton Dunc is a Series 66-credentialed advisor at Fidelity with less than one year of industry experience. His prior work includes roles outside the financial industry, among them positions at Washington State University and involvement with the Stillaguamish Athletic Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Tiffany Anderson is a financial advisor with Fidelity Investments in Jacksonville, FL. She holds Series 66 and Series 63 licenses and has five years of industry experience, including prior roles at Wells Fargo Bank and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves notable roles in fund advisory and proxy voting.

Thomas Fayen is a financial advisor at Fidelity with one year of industry experience. He previously worked at Sherwin-Williams for twelve years before joining Fidelity in 2023. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Hannah Kleinbeck is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles including a front desk and sales position at a cycling studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios to intermediary platforms.

Michael Vargas is a Planning Consultant at Fidelity Investments, where he focuses on assisting clients in developing and maintaining personalized financial plans that adapt to their changing life circumstances. He emphasizes clear, values-based guidance and aims to build long-term relationships based on trust and transparency. His approach incorporates strategic thinking and a thorough understanding of each client's distinct financial priorities. Before joining Fidelity Investments in 2022, Michael worked as a Sports Medicine Therapist at Texas Sports Medicine & Orthopedic Group from 2018 to 2022. In addition to his professional pursuits, he has personal interests that include fitness, golf, skiing, soccer, and volunteering.

Andrew Schrand is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016 and has held several roles including Investment Consultant, Planning Consultant, Relationship Manager, Investor Center Financial Representative, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Paraplanner at Integrated Financial Network in 2015. Andrew is a CFP® professional with 10 years of experience in wealth management. His approach focuses on building relationships with clients to achieve financial peace of mind by understanding their unique financial situations and investing goals, leveraging the resources available at Fidelity. Outside of his professional work, Andrew enjoys cooking and baking, spending time on family activities, playing golf, engaging in parenthood, and caring for pets.

Jaclyn Wuth is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2017. In this role, she coaches skilled professionals to deliver planning experiences tailored to clients' unique needs. Her career at Fidelity Investments began in 2004, and she has held various positions including Assistant Branch Leader, Branch Service Manager, Relationship Manager, Team Manager, Team Leader, Service Delivery Specialist, and Retirement Services Specialist. Throughout her tenure, Jaclyn has developed expertise in branch leadership and client relationship management, contributing to the firm's service delivery and planning capabilities. Her extensive experience within Fidelity Investments reflects a consistent progression through roles focused on client service and team leadership. Outside of her professional responsibilities, Jaclyn's interests include the beach, social events with friends, pets, singing, theater, and volunteering.

Alexandar Nikolic is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial sector, including Investment Associate at JP Morgan Securities in 2022, Investment Consultant at Fidelity Investments from 2020 to 2022, Private Client Banker at JP Morgan Chase, NA from 2019 to 2020, and Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Alexandar has developed experience in financial consulting, investment association, and private client banking. He focuses on partnering with clients to understand their long and short-term financial needs and goals. By building strong relationships and delivering customized planning, he aims to create strategies that support families in working toward their financial objectives.

Zach Dickey is a Financial Consultant I at Fidelity Investments, where he currently partners with clients to develop comprehensive financial plans. His focus is on enabling clients to transition smoothly through various phases of their lives. He values the opportunity to work closely with clients and considers this a significant responsibility. Zach has accumulated extensive experience in financial services over several years. His tenure at Fidelity Investments includes roles as a Planning Consultant, Workplace Planning Consultant III, and Workplace Planning Consultant II. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2017 to 2020. Outside of his professional work, Zach has interests that include fitness, football, social activities with friends, spending time at the lake, music, and parenthood.

Brian Loria serves as Vice President and Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2012. He specializes in partnering with high net worth clients and their families to develop and implement comprehensive wealth plans. His approach includes guiding clients through investment strategies, estate planning considerations, and other aspects of wealth management to build, grow, protect, and transfer wealth. With over 25 years of experience in the financial industry, Brian's background includes roles as a Financial Advisor at Merrill Lynch from 2009 to 2012, and as an Equities Trader at several firms including Echotrade LLC, Opus Trading Fund LLC, and Schonfeld Securities, LLC between 1994 and 2009. He focuses on building long-term relationships with clients, their families, and referrals to support their financial goals.

Megan Lee is a Financial Consultant with experience at Fidelity Investments, where she has held various roles since 2021. Her positions have included Planning Consultant, Benefits & Planning Consultant, Workplace Planning Consultant, and Workplace Planning Associate. Megan focuses on collaborating with clients to develop, improve, and maintain financial plans tailored to their individual goals and circumstances. She holds an Arkansas Insurance License. Outside of her professional work, Megan enjoys activities such as spending time at the beach, cooking and baking, participating in family activities, exploring food, and gardening.

Spencer Carroll is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads, coaches, and inspires advisors to deliver planning experiences to Fidelity clients. Prior to this, he served as Vice President and Regional Planning Consultant from 2022 to 2025, Financial Consultant from 2018 to 2022, Investment Consultant from 2016 to 2018, and Financial Representative from 2015 to 2016, all within Fidelity Investments. Spencer holds a California Insurance License, supporting his work in financial advising and planning. His career at Fidelity Investments spans various roles, providing him with broad experience in financial consulting and investment services.

Kevin Losee is a Financial Consultant at Fidelity Investments. He has been with Fidelity for over 18 years, currently serving in his role since 2025. Prior to this, he held various positions within the company, including Planning Consultant, Senior Relationship Manager, Investment Consultant, Financial Representative, and College Planning and Investment Solutions Representative. Throughout his career, Kevin focuses on providing clarity and confidence to clients regarding their long-term financial goals. He emphasizes listening and understanding individual situations to partner effectively in building financial plans. Outside of his professional work, Kevin enjoys camping, family activities, hiking, outdoor adventures, and skiing.

Peter Mcgrath is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has been associated with various Fidelity entities, including Fidelity Brokerage Services LLC since 2011 and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is currently based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop its model portfolios and has distinctive features such as CFTC registration and a formal advisory role to multiple registered investment companies.

Judy Wolk is a Financial Consultant currently with Fidelity Investments, a position she has held since 2018. She has a comprehensive background in financial services, having held roles such as Relationship Manager and Financial Representative at Fidelity Investments. Prior to joining Fidelity, she held senior positions including Director and Senior Fixed Income Portfolio Manager at Bank of America Capital Management, and Director and Fixed Income Portfolio Manager at US Trust Company. Her expertise encompasses college saving strategies, financial and investment guidance, retirement planning, income strategies, and estate planning considerations. Her career has been focused on understanding clients' situations and needs to help them work toward their financial goals. Judy holds a California Insurance License.

Sydney Sheehan is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has been with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, model portfolios, and fund advisory, with distinctive roles in commodity pool operation and fund governance.

Paige Sarrels is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. She has held various positions at Fidelity Investments since 2016, including Vice President and Regional Planning Consultant, Vice President and Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Relationship Banker at JP Morgan Chase from 2010 to 2016. In her career, Paige has focused on building high-performing teams and fostering a culture centered on collaboration, accountability, and growth. She emphasizes authentic relationships and a client-centered approach in her leadership. Paige is passionate about investing in the development of financial professionals and creating environments where clients feel valued and associates are inspired. Outside of her professional responsibilities, Paige enjoys biking, camping, attending concerts, golfing, spending time with pets, and volunteering.

Katherine Clay is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she worked at Refined Social Events and has been involved with nonprofit organizations including the American Red Cross and New Vista. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Alla Panitkova is a Planning Consultant at Fidelity Investments, where she has been working since 2025. In this role, she focuses on developing strategic financial plans tailored to the unique needs of each client and helping them make informed decisions at every stage of life. Before her current position, Alla served as a Relationship Manager at Fidelity Investments from 2023 to 2025. Prior to that, she worked as an Advisory Client Associate at Wells Fargo Advisors from 2018 to 2022. Outside of her professional career, Alla has interests that include spending time at the beach, watching movies, parenthood, solving puzzles, running, and traveling.