Matt Jones is a Financial Consultant at Fidelity Investments, where he has been employed since 2010 in various roles. His current position, which he has held since 2022, involves providing financial planning and investment services to clients. Throughout his tenure at Fidelity Investments, Matt has served in multiple capacities including Planning Consultant, Senior Relationship Manager, Relationship Manager, Financial Representative, and Resolutions Manager. Matt's professional experience spans over a decade in the financial services industry, with a focus on developing strong client relationships and delivering financial confidence and peace of mind. He holds a California Insurance License and has also worked as a Financial Representative with Princor Financial Services Corp and as a Financial Representative and Agent with Principal Life Insurance Company. Outside of his professional work, Matt enjoys family activities, hiking, visiting museums, music, reading, and singing.

Richard Getty is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He brings over three decades of financial experience to his position, working primarily with affluent families to help them achieve their financial goals and manage their family's wealth. His approach involves understanding clients' situations, analyzing their financial standing, developing and implementing formal financial plans, and monitoring progress. His professional experience includes various roles at Fidelity Investments since 2011, including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Richard held financial advisor positions at GWN, Waddell and Reed, Morgan Stanley, and Edward Jones. He also worked as an Account Executive at Meritage Mortgage and United Lending. Outside of his professional work, Richard has personal interests in biking, cars, golf, motorcycles, photography, and reading.

Travis Haguewood is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2012, holding various roles including Financial Consultant since 2017, Investment Consultant from 2015 to 2017, Relationship Manager from 2013 to 2015, and Financial Representative from 2012 to 2013. Prior to joining Fidelity, he was a Pension Specialist Intern at Veritude from 2011 to 2012. As a Certified Financial Planner®, Travis has over a decade of experience working directly with families on their financial futures. He focuses on helping families work toward their goals by managing expectations and making adjustments over time. Travis is an Albuquerque native who values family and community. Outside of his professional work, Travis enjoys baseball, golf, motorcycles, and yoga.

John Humphrey is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014. In his current role, he collaborates with individuals and families to develop personalized financial plans. With 12 years of experience at Fidelity, John has held various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Trader. His work involves helping clients understand their financial options and make informed decisions. Outside of his professional activities, John enjoys baseball, camping, fishing, fitness, parenthood, and volunteering.

Vanessa Borunda is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In her work, she focuses on building strong, personal relationships with clients to understand their goals, values, and circumstances. This approach supports the development of financial strategies tailored to each client's unique financial situation. Vanessa aims to be a trusted partner for her clients, guiding them through significant life milestones and adjusting financial plans as their needs and priorities change. Outside of her professional life, she has interests in art, cooking and baking, social events with friends, parenthood, and caring for pets.

Kristen Kauffman is the Branch Leader at Fidelity Investments, where she leads the local Investor Center. In this role, she provides financial and investment guidance to clients, including one-on-one retirement planning, wealth planning, income strategies, college planning services, and integrated employee benefits strategies. She has been with Fidelity Investments since 2020, progressing from Planning Consultant to Financial Consultant before assuming her current leadership position in 2023. Prior to joining Fidelity, Kristen worked as a Financial Advisor at Merrill Lynch Wealth Management from 2019 to 2020 and as an Operations Assistant at Gwyther & Holt Investment Advisors from 2018 to 2019.

Roan Conley is currently a Planning Consultant. He has professional experience in the financial services industry, having worked as a Relationship Manager at Fidelity Investments from 2024 to 2026 and as a Financial Representative at Fidelity Investments from 2023 to 2024. Roan focuses on understanding clients' needs to develop financial plans that are straightforward and aligned with their goals. Outside of his professional role, Roan has interests that include outdoor adventures, skiing, soccer, and spending time with pets.

Rob White is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to understand their goals and concerns, involving their entire family in the planning process to address the areas most important to them. Rob has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2015, including Financial Consultant, Investment Consultant, Relationship Manager, and Workplace Planning and Guidance Support Specialist. Prior to his current role, he served as Vice President, Financial Consultant at Charles Schwab from 2021 to 2023. Rob is a CERTIFIED FINANCIAL PLANNER™ professional. Further details about his education or personal interests were not provided.

Samantha Wanta is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held roles at UPS, Philmont Scout Ranch, and the California Nurses Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Victor Batalla is a Planning Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on becoming an essential financial resource to his clients by helping them navigate their financial lives and simplify the path toward achieving their goals. Victor brings a breadth of experience in financial services, having worked as a Financial Solutions Advisor at Merrill Lynch from 2021 to 2022, and as a Wealth Management Banking Specialist at Merrill Lynch from 2018 to 2021. Prior to his current position, he was a Workplace Planning and Advice Consultant at Fidelity Investments from 2016 to 2017. Outside of his professional work, Victor has interests that include board games, cars, fitness, food, social events, and reading.

Richard Pellegrino is a Financial Consultant currently working at Fidelity Investments since 2015. He has a client-centric approach to financial planning, focusing on understanding the priorities of his clients and their families to empower them in making informed decisions. His process is organized and straightforward, aiming to develop strategies tailored to individual situations. Prior to his current role, Richard worked as a Financial Advisor at Merrill Lynch from 2009 to 2015 and as an Investment Banker at Blinder Robinson & Company in 1990.

Samantha Romero is a Financial Consultant I currently working at Fidelity Investments. In her role, she partners with clients to develop, review, and maintain their financial plans, aiming to support them in working towards their life goals. She has experience in financial planning and participant services, having served as a Planning Consultant at Fidelity Investments since 2022 and previously as Manager of Participant Services from 2013 to 2022. A New Mexico native, Samantha has a particular interest in financial education and planning.

Rose Herrera is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. In this role, she partners with clients to develop personalized financial strategies that align with their individual goals and simplify their financial decisions. Her approach emphasizes transparent and tailored advice to support informed investment choices and wealth protection. Prior to her current position, Rose held several roles at Fidelity Investments, including Planning Consultant from 2022 to 2023, Relationship Manager in 2021, and Financial Representative from 2020 to 2021. These roles have contributed to her experience in financial planning and client relationship management. Rose is dedicated to collaborating with clients to enhance their financial well-being and foster confidence in their financial futures.

Eric Wood is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Woodforest National Bank for six years and DoorDash for two years. Outside of finance, he tutors high school students in math on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services, including discretionary portfolio management and fund advisory, and is notable for its use of systematic methodologies and formal advisory roles to registered investment companies.

Brian Montgomery is a Planning Consultant at Fidelity Investments, where he focuses on partnering with clients to understand their families and needs to develop effective strategies and investment plans. He has held several positions within Fidelity Investments since 2022, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Brian served as a Business Banking Relationship Manager and Branch Manager at U.S. Bank from 2009 to 2022. Outside of his professional role, Brian has interests in board games, camping, hiking, painting, reading, and traveling.

Robby Salas is an Investment Consultant currently working at Fidelity Investments since 2023. He has held various roles in the financial industry, including Financial Solutions Advisor at Merrill Lynch from 2022 to 2023, Private Client Banker at JP Morgan Chase from 2021 to 2022, and Relationship Banker at Wells Fargo Bank from 2016 to 2021. His professional focus encompasses retirement planning, investment management, and risk assessment. Robby's approach involves understanding each client's unique financial situation and collaborating to develop personalized strategies aimed at financial success. He emphasizes building lasting relationships founded on trust and transparency to help clients make informed decisions and secure their financial future. Outside of his professional work, Robby has interests in cars, family activities, fishing, military service, motorcycles, and parenthood.

Charles Phelps is a Financial Consultant currently working at Fidelity Investments. In his role, he partners with clients and their families to co-create financial plans aimed at growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. He has held various positions in the financial services industry, including Financial Consultant at Fidelity Investments since 2023, Investment Consultant at Fidelity Investments from 2021 to 2022, Vice President and Private Client Advisor at JP Morgan Securities from 2021 to 2022, Financial Consultant at TD Ameritrade from 2020 to 2021, and Assistant Vice President and Branch Manager at American Savings Bank from 2016 to 2020. Outside of his professional career, Charles has interests in food, football, movies, museums, and parenthood.

Cameron Plese is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2024. His prior work experience includes roles in various industries before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Eric Sanders serves as Vice President and Branch Leader at Fidelity Investments, where he leads the Albuquerque Investor Center. In this role, he supports his team's development and execution of financial planning, focusing on creating tailored financial plans that address the specific needs of clients. The team is dedicated to building trusted lifetime partnerships and providing comprehensive financial planning services. Since 2000, Eric has held his current position at Fidelity Investments, bringing extensive experience in financial advisory and branch leadership. His professional approach emphasizes collaboration among advisors to deliver a differentiated experience and value to clients. Outside of his professional responsibilities, Eric has interests in comedy, music, photography, and movies. He is also an instrumentalist and enjoys singing.

David Anaya is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments in various capacities since 2015, including positions as Planning Consultant, Workplace Planning and Guidance Consultant, and Financial Services Associate. Prior to his tenure at Fidelity, he worked as an Internal Consultant at Thornburg Investment Management from 2018 to 2020. In his current role, David focuses on developing strong relationships with clients by partnering with them to understand their financial goals and implementing transparent strategies designed to build, protect, and transfer wealth. His professional experience spans financial consulting and planning, with a commitment to client-centered service. Outside of his professional work, David has personal interests that include cars, fitness, football, golf, and parenthood.

Derrick Miera is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He collaborates with clients to align their investment strategies with their retirement and financial goals through holistic planning. His approach includes helping clients choose investments and strategies to minimize expenses, building connected relationships, and assisting clients in staying organized. Derrick has been with Fidelity Investments since 2015, holding various roles including Investment Consultant, Team Leader in Workplace Planning and Advice, Help Desk for Workplace Planning and Advice, Workplace Planning Consultant, and Financial Associate. This progression reflects his experience and expertise in financial consulting and workplace planning. Outside of his professional work, Derrick has interests in board games, fitness, social events, music as an instrumentalist, and pets.

Pete Talamante Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in the automotive retail sector, including positions at Galles Chevrolet and Cooper's Auto Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolio delivery for intermediary platforms.

Lonnie Brink is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2019. Prior to this role, Lonnie worked as a Financial Advisor at Edward Jones from 2015 to 2019. Lonnie follows a straightforward approach to financial planning, focusing first on defining client needs and then assisting in creating investment and income plans that support those needs. This method reflects Lonnie's dedication to helping clients achieve their financial goals. Outside of professional work, Lonnie has interests in museums and running.

Spencer Okada is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2007, advancing through various roles before assuming his current position in 2018. His career at Fidelity includes experience as a Financial Consultant, Investment Representative, and Financial Representative in multiple capacities. Throughout his tenure, Spencer has worked closely with clients to develop financial plans tailored to their goals. He emphasizes listening and understanding clients' priorities, fostering relationships based on trust and open communication. His long-standing experience at Fidelity has given him insight into navigating clients through varying market conditions.

Hans Egenes serves as Vice President and Financial Consultant at Fidelity Investments. He works closely with clients to develop customized wealth strategies based on a comprehensive planning process. His approach involves aligning financial decisions with clients' long-term goals to assist them in building, preserving, and transferring wealth through tax-efficient investing. Hans has extensive experience at Fidelity Investments, holding various roles since 2016. His progression includes positions as Financial Representative, Workplace Participant Services Team Lead, Relationship Manager, Investment Consultant, Financial Consultant, and his current role as Vice President and Financial Consultant. Outside of his professional work, Hans enjoys attending concerts, fitness activities, golfing, exploring food, and playing musical instruments.

Joshua Lai is a financial advisor with Fidelity Investments, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Fidelity, he held roles in technology and service industries, including positions at SAP Ariba and AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to design model portfolios. The firm also serves as an advisor to multiple registered investment companies and applies systematic methodologies combined with oversight controls to address conflicts of interest.

Oscar Arechiga is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He partners with clients and their families to create, implement, and monitor financial plans, focusing on developing easy-to-understand financial strategies tailored to their unique needs. Prior to his current role, Oscar held positions as an Investment Consultant and Workplace Planning and Guidance Consultant III at Fidelity Investments, and he has experience as a Team Leader at Bank of America from 2014 to 2016. Oscar holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys outdoor activities including biking, camping, hiking, kayaking, outdoor adventures, and skiing.

Oumar Niang is a financial advisor at Fidelity with 4 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Wells Fargo for 11 years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and employs systematic methodologies along with oversight controls to manage conflicts of interest.

Julio Marquez is currently serving as an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2026 and as a Relationship Manager there from 2021 to 2022. His earlier experience includes positions at Edward Jones as a Client Relationship Specialist from 2019 to 2021 and as a Financial Advisor from 2018 to 2019. Julio also gained experience at Fidelity Investments in various capacities including Work Place Planning and Advice (2017-2018), Retirement Brokerage Services and HSA Trader (2015-2017), and Financial Representative (2014-2015). Born and raised in Albuquerque, Julio focuses on helping his community plan for their financial future. He emphasizes the importance of listening to clients and creating financial plans with their goals in mind, maintaining trust and open communication throughout the relationship.

Jose Villa is a financial advisor with Fidelity in Albuquerque, NM, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Merrill for three years. Outside of advising, he is also self-employed as a mechanic. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering portfolio management and fund advisory through a process that combines fundamental research with quantitative and algorithmic methods.