Mary McMinn is a Planning Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans, identify strategies for improvement, and maintain ongoing communication. She has held this role since 2022, following her position as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity Investments, Mary worked as a Financial Advisor at Edward Jones from 2020 to 2021. Her professional experience spans financial planning and advisory roles, focusing on creating and enhancing financial strategies for clients. Outside of her professional work, Mary enjoys hiking, music, outdoor adventures, tennis, volunteering, and yoga.

Pietro Mariani is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Workplace Planning Consultant at the same company from 2021 to 2023. In his current position, Pietro focuses on understanding clients' unique financial situations and supporting them in meeting their financial goals through personalized planning and strategies. Throughout his tenure at Fidelity Investments, Pietro has developed expertise in investment consulting and workplace financial planning. He emphasizes a client-centered approach, aiming to create easy-to-understand plans tailored to individual needs. Pietro is committed to helping clients feel confident and satisfied with their financial decisions.

Jeremiah White is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. Jeremiah utilizes a needs-based planning approach combined with his diverse career experience and CFP credential to address the unique needs of individuals and families. He focuses on creating customized client experiences by developing personalized financial roadmaps. His professional background centers on financial consulting and investment guidance within Fidelity Investments.

Shawn Forsstrom is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011 in various roles including Account Executive and Investments Consultant. He began his career as a Junior Advisor at Access Capital Investment Group from 2009 to 2011. In his current role, Shawn works with individuals and families to develop and implement long-term financial plans and investment strategies that align with these plans. He is committed to adding value to each of his clients by ensuring they have sound financial planning in place. Outside of his professional responsibilities, Shawn engages in family activities and enjoys fitness, football, golf, and traveling.

Matt Vinton serves as the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2026. In this capacity, he works closely with clients and their families to provide guidance on important financial decisions through personalized planning and the coordination of strategies utilizing Fidelity's resources. Matt has dedicated 18 years to Fidelity Investments, progressing through various roles including Vice President, Wealth Planner; Vice President, Financial Consultant; and Financial Consultant, among others. This extensive experience has afforded him exposure to a wide array of financial situations and complexities, contributing to a comprehensive perspective in his advisory approach.

Rachael Beres is a Planning Consultant at Fidelity Investments, where she supports Wealth Planners by helping clients translate complex financial concepts into clear, actionable strategies. She is involved in plan implementation and ongoing client support to ensure a seamless experience throughout their financial journey. Rachael joined Fidelity Investments in 2019 and has held several roles within the company, including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2021.

Julie Miller is the Vice President and Branch Leader at Fidelity Investments' Denver North investor center. In her current role, she leads Financial Consultants in assisting clients with pursuing their financial goals through holistic financial planning guidance. Julie has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, High Net Worth Representative, Relationship Manager, Financial Consultant, Assistant Branch Leader, and now Vice President and Branch Leader. Her experience encompasses client relationship management and leadership within the firm. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Olivia Rey is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She collaborates with clients to develop financial plans that align with their goals and preferences, leveraging Fidelity's extensive experience in financial strategies and services. Her professional background includes progressive roles within Fidelity Investments, starting as a Financial Representative in 2022, advancing to Relationship Manager in 2023, Investment Consultant in 2024, before assuming her current position. Prior to joining Fidelity, Olivia worked as a Financial Advisor in Training at Ameriprise Financial from 2021 to 2022.

Paige Sarrels is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. She has held various positions at Fidelity Investments since 2016, including Vice President and Regional Planning Consultant, Vice President and Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Relationship Banker at JP Morgan Chase from 2010 to 2016. In her career, Paige has focused on building high-performing teams and fostering a culture centered on collaboration, accountability, and growth. She emphasizes authentic relationships and a client-centered approach in her leadership. Paige is passionate about investing in the development of financial professionals and creating environments where clients feel valued and associates are inspired. Outside of her professional responsibilities, Paige enjoys biking, camping, attending concerts, golfing, spending time with pets, and volunteering.

Hayden McMillan is a Financial Consultant at Fidelity Investments, bringing a comprehensive approach to financial planning. In this role, he collaborates closely with clients and their families to develop financial plans that align with their values and goals. Hayden has held multiple positions within Fidelity Investments since 2016, including Investment Consultant, Planning Consultant, Portfolio Specialist, and Client Management Representative. His experience reflects a broad range of expertise in investment solutions, retirement planning, and client management. Prior to joining Fidelity, he interned at Raymond James from 2015 to 2016. Outside of his professional work, Hayden has interests in board games, food, football, parenthood, reading, and skiing.

Max Buhler is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles at Concordia Capital and an internship at Brigham Young University during his studies there. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and serves as a registered commodity pool operator with involvement in model portfolio delivery and fund governance.

Donnie Washington is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he assists individuals, families, and businesses in developing personalized investment strategies aimed at securing their financial futures. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025, a Financial Advisor at Edward Jones from 2023 to 2024, and a Financial Representative at Northwestern Mutual in 2023. Throughout his career, Donnie has focused on understanding clients' unique goals, values, and risk tolerance to provide tailored financial guidance. He emphasizes a thoughtful and long-term approach to help clients navigate complex markets and make informed decisions aligned with their vision of success. Outside of his professional work, Donnie has interests in board games, social events with friends, golf, hiking, and spending time with pets.

Evan Paine is a Vice President and Financial Consultant at Fidelity Investments, based in the Broomfield, Colorado location. He works directly with clients to help identify their financial goals and develop plans to achieve them, utilizing a holistic approach to investing and planning. Evan has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Vice President Financial Consultant since 2016. He holds insurance licenses in Arkansas and California.

Angela Pratt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she was involved with Fellowship Denver Church and CRU (Campus Crusade for Christ). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Darci Chrisman is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to develop personalized wealth plans tailored to clients' financial goals and legacy aspirations. She has been in this role since 2018. Prior to her current position, Darci held various roles within Fidelity Investments, including Senior Relationship Manager from 2013 to 2018, Manager of Service & Trading from 1998 to 2006, and Trading Representative from 1993 to 1998. She also served as Vice President of Operations at Goldman Sachs & Co, LLC between 2006 and 2008. Outside of her professional work, Darci enjoys activities such as biking, running, skiing, traveling, spending time with family, and watching movies.

Stephen Babin is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He specializes in developing personalized financial strategies aimed at helping individuals and families achieve their financial goals. Prior to this position, he served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Throughout his career at Fidelity Investments, Stephen has focused on simplifying complex financial decisions and making financial guidance accessible to a wide range of clients. His approach centers on empowering clients to take control of their financial wellbeing, regardless of their starting point. Outside of his professional responsibilities, Stephen enjoys comedy, family activities, fitness, football, gardening, and spending time with pets.

William Gordon is a CFP® professional with 19 years of industry experience, currently serving at Fidelity. He has held various roles within Fidelity since 2015, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages a social media page focused on travel and fitness. He works within 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.

Neil Schraffenberger is a Financial Consultant and Certified Financial Planner™ with Fidelity Investments. In his role, he collaborates with clients to develop and implement customized financial plans that support their individual goals. Neil has experience in financial consulting and investment advisory roles at several firms. He has held positions as Financial Consultant and Investment Consultant at Fidelity Investments since 2024, Financial Consultant Partner at Charles Schwab from 2023 to 2024, Associate Financial Advisor at First Financial Strategies LLC from 2019 to 2023, Financial Advisor at Bank of the West in 2018, and Financial Professional at AXA Advisors LLC from 2014 to 2016. Outside of his professional work, Neil's personal interests include cooking and baking, football, movies, pets, and traveling.

Gweneth Marter is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans and provides tools and strategies to support their financial goals. She has held her current position since 2025. Prior to this role, Gweneth worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, she gained experience at Vanguard, serving as an Ultra High Net Worth Client Consultant Supervisor from 2021 to 2023, a High Net Worth Service Administrator in 2021, and an Ultra High Net Worth Client Consultant from 2017 to 2021. Outside of her professional career, Gweneth enjoys spending time with friends at social events and engaging in outdoor activities such as hiking, running, and skiing.

Keven Coe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity for 13 years, progressing through various roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Keven works primarily with high-net worth individuals and families, designing financial strategies aimed at achieving peace of mind and financial freedom. Over his tenure, he has assisted clients in navigating complex market cycles, providing a dedicated and personalized approach to financial consulting. Outside of his professional responsibilities, Keven spends time with his wife and two sons and enjoys reading.