Kelsey Henneman is a Financial Consultant at Fidelity Investments, a position held since 2026. She is involved in creating personalized financial plans that align with the unique goals of individuals and families, utilizing Fidelity's strategic portfolios and innovative approaches. Prior to her current role, she served as an Investment Consultant at Fidelity Investments from 2025 to 2026. Her professional experience includes roles such as Senior Private Wealth Associate at Bernstein Private Wealth Management from 2022 to 2025, and Senior Investment Operations Associate at Cambridge Associates LLC from 2020 to 2022. These roles have contributed to her expertise in financial consulting and wealth management.

Carter Rolfe is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works directly with clients to design and execute personalized financial plans tailored to their unique family needs. Carter emphasizes advocacy and communication to build trust and reliability with his clients. Carter has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, College Planning Specialist, Relationship Manager, Investment Consultant, and Financial Consultant. This range of experience across various facets of financial services has provided him with a broad understanding of investment management and client relationship development.

Constance Gibson is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she works closely with clients to understand their goals and priorities, collaborating with them to develop tailored financial plans. Prior to her current position, Ms. Gibson served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2022 to 2024. Before joining Fidelity, she worked as a Senior Branch Banker at PNC Bank from 2019 to 2022.

Kyle Toulouse is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he focuses on building, implementing, and monitoring comprehensive wealth planning strategies tailored to clients' lifestyle and financial goals. Prior to his current position, Kyle gained experience as a Regional Advisor Consultant at Columbia Threadneedle Investments from 2016 to 2022. He also worked as a Regional Marketing Associate at Putnam Investments from 2014 to 2016. These roles have contributed to his expertise in financial consulting and investment management.

Ally Pugh is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with clients to understand their goals and priorities, working together to develop tailored financial plans. Her tenure at Fidelity Investments includes experience as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2024 to 2025. This progression reflects her ongoing commitment to supporting clients in their financial planning and investment needs.

Elizabeth Cunneen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at various businesses such as Open Road Restaurant and Hudson and Ash Boutique. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery across a broad investable universe.

Liam Donelan is an Investment Consultant at Fidelity Investments, where he partners with clients and their families to develop comprehensive financial plans. He focuses on building lasting relationships through intentional and thoughtful planning and guidance conversations, adapting plans as clients' unique situations evolve. Liam has held several roles within Fidelity Investments, including Investment Solutions Representative, Managed Account Service Associate, and Fidelity Rotational Associate, gaining experience across various facets of investment consulting and client services. His professional journey at Fidelity began in 2021 and continues to the present. Outside of his professional responsibilities, Liam enjoys camping, family activities, outdoor adventures, and playing soccer.

Christian Zonts is currently a Vice President and Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to build and implement customized financial plans aimed at achieving their goals. He takes a holistic approach to financial planning, assisting investors through various life stages and helping them balance living for today with planning for the future. Christian has been with Fidelity Investments since 2014, holding positions including Financial Consultant, Field Training Director, and Investment Consultant before his current role. Prior to joining Fidelity, he worked as a Financial Planner at Prudential Insurance from 2012 to 2014.

Alex Arinsmier is currently serving as Vice President and Branch Leader at Fidelity Investments. In this leadership role, Alex focuses on motivating and empowering the team to deliver a high-quality financial services experience to clients. By leveraging the talents of associates, Alex aims to collaborate with clients on planning for their long-term financial well-being. Alex has been with Fidelity Investments since 2006, progressing through various roles including VP, Regional Planning Consultant; Account Executive; Investments Representative; Financial Representative; Retirement Investment Specialist; and 401k Customer Service Associate. This extensive experience reflects a deep understanding of investment and retirement planning. Outside of work, Alex is engaged in family activities and parenthood, enjoys football and reading, and participates in volunteering.

Arthur Ellis is a Financial Consultant at Fidelity Investments, where he has been working since 2022. His approach focuses on partnering with clients to understand their unique goals, values, and circumstances, aiming to assist them with holistic financial planning. He prioritizes helping clients improve their financial situations and educating them by simplifying complex financial concepts into easily understandable language. Arthur's experience at Fidelity Investments spans several roles since 2018, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Through these positions, he has developed expertise in financial planning and client relationship management. Outside of his professional work, Arthur has personal interests in cars, family activities, food, football, soccer, and traveling.

Amanda Connelly is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Latham & Watkins LLP from 2021 to 2025. Her background also includes roles outside finance, such as work with the Danbury Farmers' Market Community Collaborative and the UConn Foundation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Kelley Hubbell is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She partners with clients to develop personalized financial plans and investment strategies that align with their goals, values, and priorities. Her approach involves leveraging Fidelity's resources to create strategies that adapt as clients' life circumstances change. Prior to her current position, Kelley served as an Investment Consultant (2021-2022), Relationship Manager (2021), and Financial Representative (2020-2021) at Fidelity Investments. She holds a California Insurance License. Outside of her professional work, Kelley enjoys biking, hiking, outdoor adventures, traveling, and practicing yoga.

Alexis Kennedy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kennedy held positions at MDMS Capital, Google via Nelson Connects, and The Washington Post. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, delegating management to sub-advisers while maintaining oversight.

Charles Gray is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2017. In this role, he helps clients build, implement, and monitor comprehensive financial plans. Prior to his current tenure, he held the position of Regional Vice President at Fisher Investments from 2021 to 2022. Charles has extensive experience in the financial services industry, beginning as a Financial Advisor at Merrill Lynch in 2012 and Morgan Stanley in 2013. He joined Fidelity Investments in 2013 as an Investments Representative and advanced through roles including Financial Consultant and Vice President, Financial Consultant. Details regarding Charles's education, credentials, personal interests, and community involvement are not provided.

Teigen Mahoney is a Planning Consultant at Fidelity, a role held since 2023. In this position, Teigen focuses on understanding clients' goals and priorities to collaborate on building tailored financial plans. Prior to this, Teigen served as a Relationship Manager at Fidelity from 2022 to 2023 and as a Financial Representative from 2021 to 2022, gaining experience in client relationship management and financial representation. Teigen's professional experience at Fidelity spans multiple roles over several years, reflecting a progression in responsibilities related to financial planning and client services. This background provides a foundation for consulting clients on their financial objectives and planning needs.

Kaitlyn Dehoff is the Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2020 and advancing through roles from Relationship Manager to her current position. She collaborates with individuals and families to develop comprehensive financial plans and investment strategies tailored to their lifestyles and financial goals. Throughout her career, Kaitlyn has gained experience in financial consulting and investment management, focusing on delivering planning solutions that address her clients' long-term needs. She previously worked as a Financial Advisor at HUB International from 2018 to 2020 before joining Fidelity Investments. Kaitlyn is dedicated to providing a valuable planning experience by prioritizing what matters most to her clients and deeply understanding their financial objectives.