Tristen Nevadomski is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with individuals and families to develop personalized financial plans aimed at achieving their financial goals with security, clarity, and confidence. Prior to his current position, Tristen served as a Planning Consultant at Fidelity Investments from 2025 to 2026 and as a Relationship Manager at the same company from 2023 to 2025. He holds a California Insurance License. Outside of his professional career, Tristen's personal interests include fishing, fitness, social events with friends, parenthood, snowboarding, and traveling.

Jennifer Bowers is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2019, and as an Investment Consultant at Fidelity Investments from 2015 to 2018. Jennifer focuses on understanding the unique financial goals and concerns of her clients to develop personalized financial plans. Her approach to financial planning involves partnering with clients to build strategies that align with their values and adapt to changing life circumstances. Jennifer assists clients with wealth building, retirement preparation, family support, and legacy creation by providing clarity and guidance in their financial decisions. Outside of her professional work, Jennifer enjoys camping, gardening, hiking, outdoor adventures, reading, and traveling.

Timothy Stuntz is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant and Financial Representative. He joined Fidelity Investments in 2018 and has been serving as a Financial Consultant since 2022. Prior to that, he worked as a Client Service Associate at Ameriprise Financial in 2018. Timothy specializes in assisting families and high-net-worth individuals with complex financial decisions. He adopts a holistic approach to financial planning, aiming to ensure that all aspects of a client's financial life are integrated and aligned. His work is supported by Fidelity's tools and research. He is committed to building long-term relationships based on trust, compassion, and transparent communication, with the goal of providing clients with peace of mind through a healthy financial foundation.

Nephi Bushman III is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at JC Shields Real Estate and the Department of Veterans Affairs. Outside his advisory role, he is a partner at Bushcraft Arms LLC, a local shooting range and firearms business. 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 offers discretionary and non-discretionary advisory services and serves multiple registered investment companies, leveraging systematic methodologies and long-term asset allocation benchmarks.

Kallie Nichols is a Financial Consultant at Fidelity Investments, where she collaborates with clients and their families to develop, implement, and maintain financial plans tailored to their unique goals. She focuses on building long-term relationships based on trust to guide clients through various stages of their financial lives. Kallie has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently as a Financial Consultant. Her experience spans multiple aspects of financial planning and client relationship management. Outside of her professional responsibilities, Kallie has interests in food, parenthood, pets, traveling, and yoga.

Colleen Peterson is a Vice President and Financial Consultant currently with Fidelity Investments, where she has served in this role since 2026 and was previously a Financial Consultant from 2018 to 2025. Her financial services career includes experience as a Vice President Financial Consultant at Charles Schwab from 2005 to 2008, as well as roles at First Tennessee Brokerage Services, CitiStreet Equities, and Fidelity Investments beginning in 1996. Her expertise includes creating personalized financial plans and educating clients on their financial holdings. Colleen emphasizes building long-lasting client relationships based on trust and open communication. She holds an Arkansas Insurance License and has worked extensively in private client relationship and brokerage services. Outside of her professional role, Colleen has personal interests that include attending concerts, football, and caring for pets.

Jacob Thomas is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He brings a range of experience within Fidelity, having served in multiple roles including Investment Consultant, Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Throughout his career at Fidelity Investments, Jacob has developed a comprehensive understanding of investment and financial planning strategies. His progression through various positions at Fidelity reflects a broad expertise in financial consulting and investment solutions. Jacob's work is centered on providing guidance, clarity, and support to help clients navigate their financial lives with confidence.

Ramiro Gallegos III is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations and has previous experience at Charles Schwab, Ramco Electric, and Dell Technologies. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Emily Cuba is a Financial Consultant at Fidelity Investments. She has been with Fidelity for over eighteen years, advancing through roles such as Investment Consultant, Planning Consultant, and Senior Relationship Manager before her current position. Throughout her career, Emily has gained extensive experience in assisting clients with investment planning and financial decision-making. She focuses on leveraging her knowledge and client experience to help individuals work toward their unique financial goals with confidence. Outside of her professional work, Emily enjoys activities such as cooking and baking, spending time with family, engaging in outdoor adventures, reading, and traveling.

Federico Mota is a Financial Consultant at Fidelity Investments. He specializes in collaborating with clients to develop and implement financial plans that align with their short-term and long-term goals, supporting them in pursuing financial wellness. Federico has held several positions at Fidelity Investments since 2021, including Investment Consultant, Workplace Planning Consultant, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Senior Financial Solutions Consultant at BBVA from 2019 to 2021. Outside of his professional work, Federico has interests in fitness, food, music, skiing, and traveling.

Michael Buttelman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and over four years of professional experience. His prior roles include positions at GWN Securities, Equitable Advisors, and several companies outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven methodologies.

Sarah Barajas is a Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads a team of financial professionals focused on providing sound financial guidance and outstanding customer service through intentional client connections. Her experience in the financial industry spans several years, including roles as a Senior Financial Consultant at TD Ameritrade from 2019 to 2022, a Financial Advisor at BBVA Securities from 2018 to 2019, and a Financial Advisor at Regions Investment Solutions from 2015 to 2018. Outside of her professional career, Sarah enjoys spending time with friends, attending social events, reading, playing tennis, and traveling.

Christopher Owens is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2014 as a Financial Representative, advancing to Investment Consultant in 2017 before assuming his current role. Christopher employs a collaborative approach and a goal-based framework to assist clients in working towards their financial objectives and avoiding common investing mistakes. His professional experience spans various roles within Fidelity Investments, providing him with a comprehensive understanding of financial consulting and investment strategies. Christopher holds a California Insurance License, which complements his ability to advise clients on financial matters.

Sarah Voss is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked in various roles, including positions at TopGolf and Cornerstone Christian Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Caroline Marmitt is a Planning Consultant at Fidelity Investments, where she partners with clients to provide holistic planning and service aimed at bringing transparency and confidence to their financial picture. She has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative from 2022 to 2023, and as a Relationship Manager from 2023 to 2025 before assuming her current position in 2025. Prior to joining Fidelity, Caroline worked as an Electronic Communication Specialist 2 at TD Ameritrade from 2021 to 2022. She brings experience in client relationship management and financial services to her current role. Outside of her professional career, Caroline enjoys spending time with friends and attending social events. Her personal interests include pilates, reading, traveling, and yoga.

Chanhome Soumetho is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Chanhome partners with teams to support high-level planning and servicing needs for clients, aiming to deliver exceptional customer service and maintain lifelong client relationships. Chanhome has professional experience spanning several years in the financial services industry. Prior to the current role, Chanhome served as a Relationship Manager at Fidelity Investments from 2018 to 2023 and worked as a Financial Services Professional at Charles Schwab from 2016 to 2018.

Mathew Melendez is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in roles at Fidelity Brokerage Services, J.P. Morgan Securities, and JPMorgan Chase Bank. Melendez is based in Austin, TX. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Kody Allen is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with clients to ensure they maximize the benefits of their relationship with Fidelity and that their financial plans are implemented in alignment with their goals and needs. Prior to this, Kody served as a Relationship Manager at Fidelity Investments from 2022 to 2024 and briefly worked as a Financial Representative at Fidelity Investments in 2022. He also gained experience as an Investor Services Broker at TD Ameritrade in 2021. Kody's professional background centers on client relationship management and financial planning within the investment services industry. Outside of his professional responsibilities, he enjoys camping, fishing, football, hiking, music, and spending time with his pets.

Daniel Aulicino is a Vice President and Financial Consultant at Fidelity Investments, where he has served since 2020. In this role, he partners with clients to develop and implement financial strategies focused on investment and retirement planning, continuously monitoring progress to help them achieve their financial goals. He brings extensive experience in financial advisory roles, having worked at Mercer Advisors as a Client Advisor from 2018 to 2020, and at TIAA as a Wealth Management Advisor from 2016 to 2018. His career also includes positions at Fidelity Investments, Citibank, Bank of America, TD Ameritrade, and Morgan Stanley, demonstrating a broad background in financial consulting and management. Outside of his professional work, Daniel has interests in cars, football, running, and traveling.

Angela Davis is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity and its affiliates since 2005. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jay Russell is currently serving as a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, he worked as an Investment Advisor at New England Financial from 2009 to 2013 and as a Financial Consultant at AXA Advisors from 2008 to 2009. Throughout his career, Jay has partnered with clients to build, implement, and maintain financial plans tailored to their specific goals across all stages of their financial lives. His professional experience encompasses a broad range of financial consulting and investment advisory roles. Outside of his professional work, Jay enjoys baseball, football, traveling, reading, and spending time with family and friends.

Isabel Helal is a financial advisor with Fidelity Investments in Austin, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles outside the financial industry, such as positions at Joi Asian Bistro and involvement with the UT Football Team. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Matthew Rosenthal is an Investment Consultant at Fidelity Investments, where he partners with clients to help build financial plans aimed at achieving their goals. He focuses on assisting clients in making educated financial decisions. Matthew has progressed through various roles at Fidelity Investments, including Relationship Manager from 2023 to 2025, Financial Representative from 2022 to 2023, and CRA from 2021 to 2022. This experience has contributed to his understanding of investment consulting and client relationship management. Outside of his professional work, Matthew has interests in baseball, movies, outdoor adventures, and traveling.

Marguerite Gibbons is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Her prior work experience includes roles outside of finance at Oak Hill Eye Care and various food service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and constructs model portfolios delivered to intermediary platforms.

Stephen Truett is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Associates Insurance Group and Total Quality Logistics. Outside of finance, he has been involved in several entrepreneurial and service positions, including operating a fitness business and working in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Tyler Beaty is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He partners with clients to understand their needs and helps them feel comfortable about their retirement plans. Tyler began his career at Fidelity Investments in 2015 as a Work Place Planning & Guidance Consultant. Over the years, he has held various roles within the company including Financial Representative (2016-2017), Relationship Manager (2017-2018), Investment Consultant (2018-2022), before assuming his current position. This progression reflects his ongoing commitment to supporting clients' financial goals through different facets of financial planning and investment consulting.

Kayla Portillo is a financial advisor with Fidelity Investments in Austin, TX, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at OutboundEngine by Elm Street Technology and various short-term roles in staffing and service industries. Outside of finance, she operated an Etsy shop, Alright Art Co, from 2019 to 2023. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Shelby Phillips is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Shelby served as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative from 2023 to 2024. Shelby assists clients in building financial plans tailored to their individual goals, focusing on educating clients about their options to support informed decision-making regarding their finances.

Amanda Kunish is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2021. She leads a team of financial professionals dedicated to assisting clients in achieving their financial goals through quality planning and partnerships. Amanda has extensive experience at Fidelity Investments, having served as Assistant Branch Manager from 2019 to 2021 and as Team Leader from 2012 to 2019. Her roles have involved leadership responsibilities and client-focused financial advising. No additional information regarding Amanda's education, credentials, personal interests, or community involvement has been provided.

Sophie Atkinson is a financial advisor at Fidelity in Austin, TX, holding a Series 66 designation. She began her advisory career in 2026 after experience at Town Lake Capital Management and involvement with the University of Texas. Outside of finance, she has participated in activities related to Project Gold Running Camp and Aqua-Tots Swim School. 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 develop model portfolios. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Courtney Walsh is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she partners with the Wealth Management team to provide clients and their families with comprehensive service and holistic financial planning. She has held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. These roles have provided her with experience across various aspects of financial advising and client relationship management. Outside of her professional work, Courtney enjoys spending time at the beach, participating in social events with friends, reading, and practicing yoga.

Jay Henton is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2015, progressing through positions including Financial Consultant, Investment Consultant, Financial Representative II, Investment Solutions Representative, and Financial Representative. His work centers on building personal relationships with clients and providing comprehensive financial planning services. He focuses on empowering clients to work towards their financial goals through tailored strategies. Outside of his professional commitments, Jay is interested in football, golf, music, parenthood, and tennis.

Jack Czarkowski is a Vice President and Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2009, progressing from Financial Representative to his current position. Jack's professional experience includes providing financial consulting services and helping clients with wealth building, retirement planning, and managing unexpected life events. Jack holds a California Insurance License, supporting his capability to advise clients comprehensively. His approach to financial planning emphasizes trust, attentive listening, and understanding clients' priorities to build strong financial plans that reduce uncertainty and promote confidence in long-term success. Outside of his professional duties, Jack engages in activities involving family, parenthood, pets, traveling, and volunteering.

Andrew Gately is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He focuses on developing personal relationships with clients through goal-based financial planning to support their financial success. Andrew has been with Fidelity Investments since 2014, holding positions as Relationship Manager from 2014 to 2017, Investment Consultant from 2017 to 2020, and currently as Financial Consultant. His experience includes various roles within the firm, providing a comprehensive understanding of client needs and investment strategies.