Sahil Deosthali is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior professional experience with DoorDash and Amway, where he worked as an independent contractor involved in health and fitness product sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Juke Muir is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated experience in financial advisory roles at several firms, including positions as Wealth Management Advisor at TIAA from 2017 to 2020, Financial Advisor at Bank of the West from 2015 to 2017, Associate Wealth Management Advisor at Northwestern Mutual from 2014 to 2015, and Financial Advisor at Merrill Lynch from 2013 to 2014. Juke emphasizes a disciplined approach to both personal health and finance, aiming to understand the priorities and values of his clients. Outside of his professional work, he spends time at the gym with his wife and son and enjoys running with his vizsla, Cooper. His personal interests also include comedy, concerts, movies, parenthood, and pets.

Gabrielle Wilde is a Financial Consultant currently working with Fidelity Investments. She collaborates closely with clients to develop financial plans that address their long-term needs and adapt as their circumstances change. Her approach is informed by her personal experience with loss, which has fostered a commitment to guiding clients through challenging life events. Gabrielle's professional experience includes roles at Fidelity Investments since 2020, progressing through positions such as Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, she worked as a Financial Advisor at Northwestern Mutual from 2018 to 2020. Outside of her professional career, Gabrielle has interests in comedy, cooking and baking, and traveling.

Jennie Nguyen is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2016. She has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Investment Representative, and Service Support Specialist. Prior to joining Fidelity, she worked as a Client Service Specialist at Bank of America from 2005 to 2007. Jennie partners with her clients to develop lifelong financial plans that address their current and future needs as well as those of their families. She holds a California Insurance License, supporting her expertise in providing comprehensive financial consulting services.

Daniel Shieldkret is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2014. In this role, he leads a team of financial professionals and focuses on building a culture of trust for clients and associates to improve the lives of clients throughout Western Washington. Daniel has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2003. His career progression includes positions such as Assistant Branch Manager, Vice President Financial Consultant, Financial Planning Consultant, Investment Representative, and Financial Representative. Outside of his professional responsibilities, Daniel has personal interests that include baseball, concerts, fitness, golf, parenthood, and traveling.

Saskia Hamner is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2020, progressing through positions including Planning Consultant, Relationship Manager, and Financial Representative. In her current position, she leverages Fidelity's planning-based approach to work closely with clients, building comprehensive financial plans tailored to their goals. Saskia holds a California Insurance License, enabling her to provide informed advice on insurance-related financial matters. She emphasizes building client relationships characterized by compassion and diligence, aiming to empower clients to take control of their financial futures. Outside of her professional work, Saskia enjoys activities such as football, golf, spending time at the lake, caring for pets, and skiing.

Shawn Lilley is Vice President and Financial Consultant. He collaborates with clients to develop and implement financial plans, utilizing an educational approach to help clients feel comfortable and confident with their specific strategies. He has been a Financial Consultant at Fidelity Investments since 2014 and was previously an Investments Representative at Fidelity Investments from 2013 to 2014. Prior to that, he worked as a Financial Consultant at Wells Fargo Advisors from 2007 to 2013.

Elizabeth Espitia is the Branch Leader at the Austin Domain Investor Center for Fidelity Investments. In this role, she leads a team focused on partnering with clients to provide a comprehensive financial planning experience. She emphasizes building trusted partnerships with clients through an industry differentiated planning approach. Elizabeth has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Workplace Planning Consultant (I & II), Workplace Planning and Advice Help Desk, and Workplace Planning and Advice Team Leader. This experience reflects her expertise in workplace planning and advice within the financial services industry. No information regarding Elizabeth's education, credentials, personal interests, or community involvement has been provided.

Mike Kim is a Financial Consultant with Fidelity Investments, where he collaborates with clients to assess their current financial situations and develop plans to achieve their financial goals. He leverages Fidelity's investment products alongside planning and guidance services to support clients in working towards their objectives. Mike has been with Fidelity Investments since 2022. Prior to this, he worked as a Personal Financial Representative at Allstate Financial Services from 2017 to 2022. He also served as a Financial Advisor at Opes One Advisors (Guardian) between 2014 and 2017, and was the Director of Global Investing at Charles Schwab from 2011 to 2013.

Halie Engelhardt is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she partners with clients and their families to develop and implement holistic financial plans, aiming to ensure clients feel comfortable and confident with their specific strategies. Her professional experience centers on comprehensive financial planning. Outside of her work, Halie enjoys cooking and baking, horseback riding, Pilates, skiing, traveling, and volunteering.

Lindsay Gorman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her previous roles include positions at Bunkhouse and Boynton Plastic Surgery. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Matthew Cottrell is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Tier II Representative, and Customer Relationship Advocate. In his current capacity, Matthew partners with clients and their families to develop and implement comprehensive financial plans aimed at achieving their financial goals. His experience spans client relationship management and financial planning within Fidelity Investments. Further details about Matthew's education, credentials, personal interests, or community involvement have not been provided.

Mickey Fitzpatrick is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served in various positions at Fidelity Investments, including Investment Consultant (2023-2024), Workplace Planning Consultant (2022-2023), and High Net Worth Associate (2021-2022). He also worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. Mickey's professional experience spans multiple aspects of financial consulting and investment advising. He focuses on understanding clients' unique financial goals and developing customized financial plans to meet those objectives. Outside of his professional work, Mickey has interests in baseball, football, music, reading, running, and skiing.

Anisha Sabnis serves as a Wealth Management Senior Relationship Manager, acting as a primary point of contact for ultra high net worth individuals and their families. She assists clients in facilitating conversations on growing and maintaining wealth, as well as planning and gifting efficiently. Her role focuses on delivering service tailored to individual needs and preferences. Anisha has been with Fidelity Investments since 2007, holding various positions including High Net Worth Specialist, Relationship Manager, Wealth Management Planning Consultant, and currently Senior Relationship Manager. This extensive experience has provided her with a deep understanding of wealth management and client relationship strategies. Details regarding Anisha's education, credentials, personal interests, and community involvement have not been provided.

Madison Taylor is a financial advisor at Fidelity with one year of industry experience. Their background includes roles at Gilman, McLaughlin & Hanrahan LLP and Northeastern University. 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 to deliver model portfolios.

Stuart Bristow is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he held multiple positions at Fidelity Investments, including Investment Consultant from 2023 to 2024, Fixed Income Specialist from 2022 to 2023, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity, Stuart worked as an Account Executive at Fisher Investments during two periods, 2018 and 2019 to 2021, and also served as an Associate Vice President at Personal Capital in 2019. In his current role, Stuart focuses on providing clients with a sense of fulfillment and empowerment in their financial planning. He aims to understand and prioritize clients' goals to co-create a sound financial roadmap aligned with their objectives. Outside of his professional responsibilities, Stuart enjoys attending concerts, social events with friends, playing golf, and watching movies.

Christopher Wong is a Financial Consultant who partners with clients to develop a unique, holistic approach to help them navigate their financial goals. He focuses on helping clients build confidence through a better understanding of their finances, enabling them to concentrate on what is important to them rather than worrying about their future. He has experience as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2023 to 2024 and served as a Financial Representative at Fidelity Investments from 2021 to 2023. Christopher holds a California Insurance License. Outside of his professional work, Christopher enjoys cooking and baking, fishing, fitness, swimming, and traveling.

Cody Sprigg is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity, including Investment Consultant from 2018 to 2021, Relationship Manager in 2018, High Net Worth Representative from 2015 to 2017, and Financial Representative in 2015. Throughout his career, Cody partners with clients to understand their short and long term financial goals and develops tailored financial plans. He employs a collaborative approach to ensure clients fully understand and feel comfortable with the strategies implemented. Cody's professional experience spans several key areas of financial consulting, investment advising, and client relationship management within Fidelity Investments. Outside of his professional role, he has interests in comedy, cooking and baking, food, football, golf, and movies.

Trae Schultz is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2012, progressing through positions including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, Schultz worked as a Financial Advisor at Morgan Stanley, Waddell and Reed, and Merrill Lynch from 2008 to 2011. In his current role, Schultz partners with clients to design and implement financial plans focused on retirement. He emphasizes building relationships and continually monitoring clients' financial blueprints to aim towards their long-term goals.

Daniel Josey is the Branch Leader at Fidelity Investments in Austin, where he leads a team of financial professionals providing service and planning. He has held various roles at Fidelity Investments since 2016, including Managed Solutions Consultant, Business Analyst, Client Service Team Lead, and Investment Solutions Representative. Daniel holds an Arkansas Insurance License. Outside of work, he enjoys board games, camping, hiking, outdoor adventures, parenthood, and reading.