Ken Geraghty is Vice President, Wealth Planner at Financial Investments. In this role, he partners with high net worth clients to develop comprehensive financial plans focused on retirement planning, income protection, investment strategies, and estate planning considerations. He has held various positions in the financial services industry, including Financial Consultant at Financial Investments from 2019 to 2025, Wealth Manager at USAA from 2015 to 2019, and Financial Advisor at New York Life from 2010 to 2015. Ken is a Certified Financial Planner™ practitioner, applying a holistic financial planning process to help clients pursue their financial and life goals.

Michael Keller is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He focuses on developing holistic financial plans with his clients, aiming to support their retirement goals and provide peace of mind. Prior to his current role, Michael held several positions at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, Investment Solutions Representative from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. This progression reflects his comprehensive experience in financial consulting and client relationship management. Outside of his professional responsibilities, Michael enjoys camping, attending concerts, and skiing.

Braden Reynolds is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His background includes roles at Fidelity Investments and the Tommy McNaull State Farm Agency, along with prior experience at the University of Georgia and Forsyth Central High School. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Deshunnon Thomas is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Fidelity in Atlanta, GA. His prior experience includes roles at Wealth Enhancement Advisory Services, Minnesota Life Insurance Co, Securian Financial Services, JOYN Advisors Inc, and Synovus Securities. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, including management of multiple registered investment companies and fund-of-funds.

Kalyn Swint is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2014, progressing through roles including Investment Consultant, Relationship Manager, Senior Investments Specialist, and Senior Trading Help Desk Specialist. Her professional experience encompasses various aspects of financial consulting and investment management, reflecting a comprehensive understanding of client financial needs. Kalyn focuses on tailoring financial planning to the specific objectives of her clients and their families, aiming to help them feel confident about their financial picture. No information about her education, credentials, personal interests, or community involvement has been provided.

Zane Walters is a financial advisor with Fidelity in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Enterprise LLC and Create X/Office of Commercialization. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Brady Stoor is a Financial Consultant currently working at Fidelity Investments since 2020. He has over three decades of experience in the financial services industry, having held roles such as Financial Consultant at E*Trade, Associate at Henssler Financial, Wealth Advisor at PeachCap, Regional Sales Manager at American Global Wealth Management, Vice President - Senior Financial Consultant at Charles Schwab, Investment Representative at Invest Financial, and Financial Planner at IDS Financial Services. Throughout his career, Brady has focused on helping clients develop tailored financial plans aimed at defining and achieving their financial goals and objectives. He emphasizes building strong relationships with clients and their families, fostering trust and reliability, and making meaningful differences in their financial lives. Outside of his professional work, Brady has interests in art, fitness, football, pets, and reading.

Patrick Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to plan for their goals and dreams. He employs a financial planning process that leverages Fidelity's broad offerings and focuses on investment strategy, retirement planning, tax-efficient investing, estate planning considerations, charitable gifting, and more. Prior to joining Fidelity Investments in 2022, Patrick served as a Financial Advisor at Merrill Lynch from 2019 to 2022 and as a Financial Consultant at E*TRADE Financial from 2015 to 2019. His experience spans wealth planning and helping clients work towards their own definition of success. Outside of his professional work, Patrick has interests in biking, cars, hiking, playing musical instruments, outdoor adventures, and parenthood.

Jeffrey Gaulding is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. He works with associates and clients to understand their goals, identify steps they can take toward them, and help them execute. Prior to his current role, Jeffrey served as Team Leader at Fidelity Investments from 2017 to 2021 and began his career there as a Customer Relationship Advocate from 2014 to 2017.

Naz Ouargli is a Vice President and Financial Consultant at Fidelity Investments. In this role, he assists high net worth clients in developing customized financial plans aimed at protecting, growing, and transferring their wealth. Naz has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Private Client Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2018. This experience has provided him with a comprehensive understanding of client needs and investment strategies.

Joshua Turner is a Financial Consultant currently working at Fidelity Investments since 2021. He collaborates with clients to develop and implement financial plans tailored for their retirement goals, and he continuously monitors these plans to assist clients in achieving their long-term objectives. Prior to his current role, Joshua gained extensive experience in the banking sector, holding various positions at Wells Fargo from 2013 to 2021. His roles included Premier Banker, Licensed Personal Banker 2, Personal Banker, and Teller, which provided him with a solid foundation in financial services and client relationship management. Outside of his professional career, Joshua is interested in activities such as hiking, music, reading, snowboarding, and participating in social events with friends. He also has a background in military service.

Matt Mitchell is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to the unique needs and goals of individuals and families. Prior to this, he served as a Senior Relationship Manager from 2017 to 2018, a Relationship Manager from 2014 to 2017, and a Financial Representative from 2013 to 2014, all within Fidelity Investments. Throughout his tenure at Fidelity Investments, Matt has gained extensive experience in wealth management and client relationship management. He focuses on understanding both short-term and long-term financial objectives to provide comprehensive planning support. Matt prioritizes building strong relationships with clients and their families to effectively meet their financial planning needs. Outside of his professional responsibilities, Matt enjoys a variety of personal interests including camping, cooking and baking, hiking, running, scuba diving, and theater.

Anthony Inweh is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he focuses on building meaningful client relationships through trust, transparency, and a deep understanding of individual financial goals. He emphasizes a collaborative approach to financial planning, listening to clients before guiding them with clarity and purpose. Prior to his current role, Anthony served as Branch Manager at E*TRADE from Morgan Stanley from 2006 to 2023. His extensive experience in branch leadership and client advising reflects his commitment to empowering clients with knowledge and confidence to make informed financial decisions. Outside of his professional responsibilities, Anthony enjoys comedy, family activities, social events with friends, golf, and traveling.

Alijah Walker is a Financial Consultant based in the Atlanta area, currently working with Fidelity Investments. He partners with individuals and families to co-create financial plans tailored to their goals, utilizing a robust planning process and customizable strategies. Alijah's professional experience spans several roles within the financial services industry, including positions at Fidelity Investments since 2022 and prior roles at TIAA from 2020 to 2022. His expertise encompasses financial consulting and client relationship management. He holds an Arkansas Insurance License. Outside of his professional work, Alijah enjoys activities such as spending time at the beach, cars, family activities, fitness, and golf.

Nixon Marc is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as Director Retirement Planner and Retirement Planner at Fidelity Investments from 2023 to 2025. Nixon has accumulated extensive experience in financial planning and retirement strategies through his various roles at Fidelity Investments and other financial institutions. His professional background includes positions as a Financial Consultant at ETrade Securities from 2019 to 2022, Vice President - Financial Advisor Associate and Investment Associate at JPMorgan from 2014 to 2019, and Financial Advisor at Morgan Stanley in 2013 and 2014. Nixon approaches financial planning with a disciplined and relationship-focused methodology, aiming to simplify decisions and provide transparent and thoughtful guidance aligned with clients' long-term goals. Outside of his professional career, Nixon enjoys fitness, football, movies, theater, and traveling.

Kimberly Reynolds is a Branch Leader at Fidelity Investments, a position she has held since 2021. In her role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Her leadership is centered on encouraging team members to deliver effective financial services that support clients' goals.

Hope Einig is a financial advisor with Fidelity Investments in Atlanta, GA, holding a Series 66 designation and with one year of industry experience. Prior to joining Fidelity, she held various roles including positions at the University of Georgia and Horizon Planning Group. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Maxwell Wolk is a Planning Consultant at Fidelity Investments, where he works with clients to develop and implement financial plans tailored to their preferences, aiming to help them achieve financial comfort and stability. He has been in this role since 2021. Prior to this, Maxwell worked as a Financial Advisor at Raymond James from 2019 to 2021, gaining experience in financial advising and client relationship management. Outside of his professional career, Maxwell has personal interests that include comedy, football, social events with friends, golf, outdoor adventures, and reading.

Denzel Taylor is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity in 2026, he worked at Morgan Stanley Smith Barney and Wells Fargo Bank. His background also includes roles at Kennesaw State University and in the retail sector. 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 across a broad range of investment vehicles.

Cory Diamond is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he gained experience in various capacities at Fidelity, including Investment Consultant from 2022 to 2023, Relationship Manager from 2020 to 2022, and Financial Representative from 2019 to 2020. Before joining Fidelity, Cory worked as an Operations Associate at Aegis Capital from 2017 to 2018. In his current role, Cory collaborates closely with clients to understand their financial situations and goals. He utilizes Fidelity's tools and resources to develop customized plans aimed at helping clients work toward their financial objectives. Outside of his professional work, Cory has interests in baseball, cooking and baking, football, and pets.