Angie Leaser is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as a Financial Advisor at Edward Jones from 2019 to 2023. Angie partners with her clients to create clear, personalized financial plans to help them make informed decisions regarding their futures and pursue the lives they have worked hard for. Her professional experience spans several years in financial advisory roles, focusing on retirement planning and personalized financial strategies. Angie values clear communication and collaboration with clients to ensure their goals are met. Outside of her professional work, Angie enjoys spending time with family and friends, boating, cooking and baking, and participating in community volunteer efforts.

Ambrosina Baskett is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2023, following seven years at Fidelity Brokerage Services LLC and eight years at Sigma Financial Corporation. Outside of her advisory role, she is a partner at A & J Real Estate Management LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Adam Schroeder is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at General Motors and Demetrike Wells-O'Brien State Farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Brendan Molloy is an Investment Consultant who collaborates with clients to clarify their financial situations and supports them in making confident investment decisions through personalized, goal-driven financial planning. He has experience in financial and insurance services, having served as a Financial Representative at Fidelity Investments from 2023 to 2026. Prior to that, he worked as an Insurance Agent at Farm Bureau Insurance from 2022 to 2023, a Sales Manager at LTL Insurance from 2021 to 2022, and an Insurance Producer at State Farm from 2018 to 2019. Brendan's personal interests include baseball, cars, family activities, fishing, social events with friends, and golf.

Kelly Hobby is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans tailored to their individual needs and goals. She began her career at Fidelity Investments in 2023 as a Financial Representative and has held positions as a Relationship Manager and Investment Consultant since then. Prior to joining Fidelity, Kelly worked as a Specialist at The Charles Schwab Corporation from 2021 to 2023. Her professional experience encompasses client relationship management and investment consulting, focusing on helping clients create plans to secure their financial futures. Outside of her professional work, Kelly enjoys socializing with friends, hiking, kayaking, visiting museums, skiing, and traveling.

Adam Szerlag is a Planning Consultant who helps clients understand their finances and make educated financial decisions about their future. He has held various roles at Fidelity Investments, including Investment Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. His professional experience spans multiple aspects of financial advising and client relationship management. Adam's personal interests include baseball, fitness, football, golf, outdoor adventures, and traveling.

Christian Rowe is a Branch Leader at Fidelity Investments, where he leads a team focused on providing financial guidance and personalized support. He aims to foster a culture of care, collaboration, and excellence to help clients make informed decisions and pursue their financial goals. He has been with Fidelity Investments since 2023, initially serving as a Financial Consultant before taking on the Branch Leader role in 2026. Prior to that, he held positions as a Senior Financial Consultant VP at Charles Schwab from 2020 to 2023, a Senior Financial Consultant at TD Ameritrade from 2018 to 2023, and worked as an Independent Financial Advisor at Ameriprise Financial between 2017 and 2018. Outside of his professional work, Christian has interests in golf and parenthood.

Jessica White is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, progressing through positions including Financial Services Representative, Financial Representative, and Relationship Manager. Prior to joining Fidelity, Jessica was the owner of Awe-Inspiring Studio LLC from 2017 to 2023. Jessica focuses on creating personalized financial plans tailored to each client's unique goals and financial situations. She emphasizes understanding clients' visions to develop meaningful strategies and provides tailored investment guidance to support their financial well-being. Outside of her professional work, Jessica has interests in art, the beach, cooking and baking, gardening, and theater.

Dijohn Gonzalez is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated 16 years of experience in the financial services industry, with previous positions including Private Client Advisor at JP Morgan Securities from 2021 to 2024, Financial Advisor at Merrill Lynch from 2020 to 2021, and Private Client Banker at JP Morgan Chase Bank from 2010 to 2020. Throughout his career, he has focused on providing financial guidance tailored to the unique needs of his clients. Gonzalez emphasizes building trust and cultivating strong client relationships, delivering proactive communication and financial strategies designed to empower individuals on their financial journey. Outside of his professional work, he is interested in family activities, fitness, food, parenthood, and traveling.

Brandon Moore is a Financial Consultant currently working at Fidelity Investments since 2025. Prior to this role, he served as a Financial Advisor at Morgan Stanley from 2023 to 2025. He specializes in helping clients evaluate their current financial situations and aims to provide them with the confidence to develop healthy habits that strengthen their financial wellness. Outside of his professional work, Brandon has interests in board games, family activities, football, museums, pets, and traveling.

Vikhar Samad is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as Vice President Financial Consultant at Charles Schwab from 2018 to 2024, and as a Financial Advisor at Merrill Lynch from 2016 to 2018. His professional experience encompasses various aspects of financial advising and consulting, contributing to his expertise in the field. Vikhar communicates in Hindi, Spanish, and Urdu, which allows him to engage with a diverse client base effectively. Outside of his professional work, Vikhar is interested in family activities, social events with friends, golf, lake-related activities, outdoor adventures, and traveling.

Nicholas Shelar is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2018, serving in various roles including Planning Consultant, Investment Consultant, Regional Investment Consultant, and Customer Relationship Advocate. Nicholas focuses on understanding his clients' entire financial situations and goals. He collaborates with clients and leverages Fidelity's resources to develop long-term plans tailored to their needs, providing guidance aimed at helping them work towards their financial objectives. Outside of his professional role, Nicholas has interests in food, golf, outdoor adventures, and traveling.

Peggy-Sue McNier is the Vice President and Branch Leader at Fidelity, a role she has held since 2019. In this capacity, she contributes to Fidelity's vision by encouraging team members to explore their unique paths and pursue meaningful goals. Her professional identity centers on leadership within the financial services industry. Her experience spans over two decades in financial consulting and planning. Prior to her current position, she served as Vice President and Financial Consultant at Charles Schwab from 2014 to 2019, and as Senior Financial Consultant at LSG Financial from 2010 to 2014. Earlier roles include Vice President of Retirement Planning at Freedom One Financial from 2004 to 2010, and Manager of Financial Planning at Prudential Financial from 2001 to 2004. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Matthew Heinz is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles, including positions at Torch Lake Cafe and Grand Valley State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Matt Weber is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial planning strategies that align with their goals. He emphasizes empowering clients to actively engage with their wealth management process using Fidelity's tools and resources. Before his current role, Matt held positions as a Planning Consultant and Investment Consultant at Fidelity Investments. He also gained experience as a Wealth Associate with Legacy Wealth Partners and worked in roles such as Fraud Analyst and Mortgage Loan Processor at the Bank of Ann Arbor, as well as Mortgage Loan Coordinator at Citibank. Outside of his professional work, Matt enjoys activities such as biking, camping, family activities, outdoor adventures, parenthood, and skiing.

Josiah Keith is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Power Home Remodeling Group and in public school systems before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides advisory services with oversight of affiliated and unaffiliated sub-advisers.

Joshua Slusarczyk is a Vice President and Financial Consultant at Fidelity, a position he has held since 2022. He has been working in the financial consulting field since 2013, with previous roles at Raymond James from 2018 to 2022 and at E*TRADE from 2013 to 2018. Joshua focuses on understanding clients' entire needs and goals through a holistic approach to investing. He collaborates with clients to develop plans aimed at achieving their retirement objectives. Outside of his professional work, Joshua has personal interests that include golf, spending time at the lake, parenthood, and soccer.

Leilani Jacobson is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this position, she partners with clients to develop personalized financial plans aimed at achieving their long-term goals and building reliable retirement income. She emphasizes tailoring each plan to the unique needs and wants of her clients and focuses on building lasting relationships based on trust and transparency. Prior to her current role, Leilani worked at E*TRADE Financial, where she served as a Branch Service Representative from 2019 to 2022 and as a Senior Financial Service Representative from 2018 to 2019. This experience has contributed to her knowledge and expertise in financial services and client relationship management. Outside of her professional work, Leilani enjoys attending concerts, cooking and baking, outdoor adventures, skiing, traveling, and spending time with her pets.

John Reyes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He began his career in the financial services industry in 2004 and has gained extensive experience through roles at several firms, including J.P. Morgan Securities LLC and TD Ameritrade, Inc. His career path includes positions such as Financial Consultant, Financial Advisor, Investment Consultant, Personal Banker, and Financial Services Associate. John works closely with clients to develop and implement financial plans tailored to their specific goals. He emphasizes the importance of client involvement in monitoring and adjusting financial strategies over time to align with their unique objectives. Outside of his professional role, John enjoys activities such as baseball, comedy, concerts, family activities, music, and running.

Jeremiah Rupp is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he works alongside clients and his team to develop and refine tailored wealth strategies, focusing on simplifying complexity, protecting assets, and helping clients pursue their long-term financial goals. He has been with Fidelity Investments since 2015, serving in several capacities including Financial Consultant, Investment Consultant, and Investment Solutions Representative. This progression reflects his experience and expertise in wealth planning and investment consulting. Outside of his professional work, Jeremiah enjoys attending concerts, fishing, exploring food, spending time with pets, reading, and traveling.

Jesse Biers is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, Jesse served as an Investment Consultant at Fidelity Investments in 2021 and as a Financial Consultant at E*Trade from 2016 to 2021. Jesse focuses on understanding clients' comprehensive financial situations to develop effective and lasting strategies. He aims to build strong relationships and provide thoughtful guidance tailored to clients' unique goals, helping them work confidently toward their short and long-term financial objectives. Outside of his professional work, Jesse has personal interests that include boating, camping, fishing, golf, lake activities, and motorcycles.

John Cochran is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he assists clients in determining financially possible strategies and aligning efficient, objective plans to help them work toward their financial goals throughout their lives. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2012 to 2022. John's professional experience centers on wealth planning and financial consulting, providing him with a comprehensive understanding of client needs and investment strategies. His approach emphasizes perspective and experience to deliver tailored financial solutions. Outside of his professional responsibilities, John has personal interests that include golf, hiking, military service, outdoor adventures, and skiing.

Angela Stanley is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2011, progressing through positions including Financial Consultant and Senior Relationship Manager. Prior to joining Fidelity, she worked as a Wealth Management Assistant at Affinity Wealth Solutions from 2010 to 2011. Angela focuses on helping clients improve their relationship with wealth management and Fidelity. She emphasizes the importance of having a financial plan and executing it to help clients maintain control and work towards their goals despite external uncertainties. Outside of her professional work, Angela's personal interests include camping, cooking and baking, fitness, gardening, parenthood, and traveling.

Samantha MacFarland is a Planning Consultant who collaborates with clients to develop and maintain their financial plans. She focuses on educating and empowering clients to understand their financial situations and the resources available at Fidelity. Samantha approaches each client account with a level of care equivalent to how she manages her own finances. Her professional experience includes roles as a Relationship Manager at Fidelity Investments from 2022 to 2024, a Financial Representative at Fidelity Investments from 2021 to 2022, and a Personal Banker at Comerica Bank from 2020 to 2021. Outside of her professional work, Samantha has interests in cooking and baking, gardening, hiking, kayaking, theater, and traveling.

Dan Davis is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2022, including Planning Consultant, Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. Dan focuses on helping clients navigate financial complexity and uncertainty by aligning their finances with their life goals. He aims to make financial planning clear and straightforward, ensuring clients have peace of mind knowing their wealth is structured to support their objectives. Outside of his professional role, Dan has interests in family activities, military service, parenthood, reading, and writing.

Nicholas Dardas is an Investment Consultant who partners with clients to develop personalized financial planning strategies tailored to their individual goals and circumstances. He employs a collaborative approach and conducts ongoing reviews to help clients adapt their strategies to changing market conditions and life events. Nicholas has experience as a Financial Representative at Fidelity Investments from 2024 to 2025 and completed a Quantitative Strategies Internship at the Royal Bank of Canada in 2023. His professional background supports his focus on individualized financial planning. Outside of his professional work, Nicholas has personal interests including baseball, comedy, fitness, reading, and snowboarding.

James Steele is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Meccom Corporation for twelve years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies including AI and long-term asset allocation benchmarks.

Kallapiran Ramanujam is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kohl's and SIZIGI, as well as time spent pursuing studies at Wayne State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Sean Wallace is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative II. Prior to Fidelity, he worked as a Registered Service Associate at Raymond James from 2012 to 2015. In his current role, Sean focuses on empowering clients to pursue their financial goals by providing clear guidance tailored to individual circumstances. He works to help clients navigate industry terminology and develop personalized financial plans designed to address various personal and market events. Outside of his professional work, Sean's personal interests include biking, board games, gardening, movies, parenthood, and traveling.

Nicole Phifer is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a quantitative and fundamental research-based approach to portfolio construction and oversight.

Chenley Sinclair is the Vice President, Wealth Planner at Fidelity Investments. In this role, Chenley partners with clients to support their relationships with family and wealth, aiming to develop financial planning strategies tailored to each client's goals while ensuring they feel comfortable and understood throughout the process. Chenley emphasizes client involvement in managing their wealth, utilizing the tools and resources provided by Fidelity. Chenley has been with Fidelity Investments since 2015, progressing through multiple roles including Financial Representative, Relationship Manager, Financial Consultant, and Vice President, Financial Consultant before assuming the current position in 2025. Prior to joining Fidelity, Chenley held the position of Assistant Branch Manager and Branch Manager from 2012 to 2015. Outside of professional engagements, Chenley has interests in art, cooking and baking, fitness, gardening, pets, and traveling.