Daniel Lewis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in education roles including positions at the Saint Vrain Valley School District and San Diego Unified School District. He is also involved with Colorado CPR Pros. 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 manage portfolios including mutual funds, ETFs, and ETPs.

Michael Ayres is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Investment Consultant, Planning Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Michael worked as a Senior Retirement Consultant at Empower Retirement from 2014 to 2021 and as a Financial Professional Associate at Prudential Financial from 2012 to 2014. Michael's approach centers on understanding each client's unique financial situation and goals. He emphasizes building financial plans that consider both current circumstances and long-term outlooks to help clients and their families establish a clear vision for the future. Outside of his professional work, Michael enjoys family activities, football, golf, hiking, outdoor adventures, and volunteering.

Bryn Baranack is a Planning Consultant at Fidelity Investments, where they have been contributing since 2023. Prior to this role, Bryn held several positions at Fidelity, including Financial Consultant, Investment Consultant, Workplace Planning Consultant, and Customer Relationship Advocate, gaining comprehensive experience within the firm. In their current capacity, Bryn works to understand the unique financial needs of clients and their families through open communication and trust. They focus on helping clients build customized and dependable financial plans, simplifying the complexities involved in financial journeys. Outside of their professional role, Bryn's personal interests include board games, bowling, cars, golf, pets, and snowboarding.

Connor O'Toole is a Financial Consultant with Fidelity Investments. He works closely with clients to support their personal financial goals and aims to empower them through detailed financial planning. He emphasizes building relationships and understanding each client's unique needs and situation. Connor has held several positions at Fidelity Investments since 2016, progressing through roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant at various levels, Investment Solutions Representative, High Net Worth Service Associate, and Financial Representative Full Trader. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2016.

Christopher Lalli is a Financial Consultant at Fidelity Investments, where he focuses on building long-lasting relationships and assisting clients in working towards financial freedom through personalized financial planning. He collaborates with clients to analyze their unique financial situations and develop tailored financial plans. He has been with Fidelity Investments since 2021, holding positions including Planning Consultant and Relationship Manager before his current role. Prior to joining Fidelity, Christopher worked as a Registered Representative at Ameriprise Financial from 2018 to 2021.

Brooke Yarbrough is a Branch Leader at Fidelity Investments, where she oversees and supports her associates in their efforts to assist clients in managing their wealth wisely. She focuses on ensuring that clients have actionable and reliable investment plans. Her professional experience at Fidelity Investments spans several roles, including Financial Consultant from 2019 to 2022, Investment Consultant from 2018 to 2019, Investment Solutions Representative in 2018, and Client Relationship Advocate from 2017 to 2018. This progression reflects her experience in various facets of financial consulting and client relationship management.

Marc Morrone is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Fidelity brokerage Services LLC since 2012 and has worked within Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in investment research.

TJ Vondra is currently a Market Leader at Fidelity Investments, where he focuses on creating an environment that supports both employees and clients in achieving success. He emphasizes a client-first approach in his work and dedicates his efforts to fostering connections, providing feedback, and supplying necessary resources. TJ has a broad range of experience in the financial services industry. Prior to his current role, he served as Vice President and Branch Office Manager at Fidelity Investments from 2016 to 2025, and briefly as Assistant Branch Manager in 2016. Before joining Fidelity, he held several positions at Ameriprise Financial, including Director of Sales from 2014 to 2016, Sales Manager from 2009 to 2014, and Financial Advisor from 2008 to 2009.

Claire McKee is a Planning Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, gaining experience in various roles including Relationship Manager, Managed Accounts Support Specialist, Investment Solutions Representative, and Customer Relationship Advocate. Throughout her career, Claire has focused on educating and assisting clients in finding strategies to pursue their personal and unique goals. Her experience at Fidelity Investments spans several areas of client support and investment solutions, contributing to her comprehensive understanding of financial planning and client relationship management. Outside of her professional life, Claire's interests include cooking and baking, spending time at the lake, reading, and traveling.

Cooper Rothe is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on working with clients to identify opportunities that support their financial objectives and aligns their investment strategies accordingly. Prior to his current role, he held various positions at Fidelity Investments including Investment Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate from 2021 to 2024. These roles have contributed to his experience in client relationship management and investment consultation. No information regarding education, credentials, personal interests, or community involvement was provided.

Travis Hitt currently serves as an Investment Consultant at Fidelity Investments, a role he began in 2024. He focuses on understanding clients personally to develop customized investment strategies that align with their individual situations. Prior to this position, he was a Financial Advisor at Edward Jones in 2023 and worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. His professional experience spans client relationship management and financial advising, emphasizing personalized service and resource navigation within investment platforms. Outside of his professional commitments, Travis has interests in cooking and baking, golf, music, running, skiing, and traveling.

Carey Pearsall is Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Carey has held various positions at Fidelity, including Financial Consultant from 2017 to 2021, Executive Services Relationship Manager from 2015 to 2017, and other roles since 2013. Throughout a career at Fidelity Investments spanning over a decade, Carey has developed expertise in financial consulting and client relationship management. The focus is on empowering clients toward financial freedom by understanding their unique goals and financial situations to develop tailored strategies. Outside of professional responsibilities, Carey enjoys family activities, fitness, parenthood, and reading.

Susan Haupt is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2013. She began her career at Fidelity in 2008 and has held positions including Financial Representative, Investment Consultant, and Account Executive. Prior to joining Fidelity, she was a Registered Representative at Charles Schwab from 2007 to 2008. Susan holds insurance licenses in Arkansas and California. She focuses on creating financial plans that support sound investment decisions and simplify clients' lives, emphasizing integrity and trust in her approach. Outside of her professional work, Susan has personal interests in comedy, fitness, and reading.

Preston Kendrick is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He began his career at Fidelity Investments in 2016, progressing through several positions including Investment Solutions Representative and Investment Consultant. Prior to joining Fidelity, Kendrick was a Financial Representative at PRUCO SECURITIES, LLC in 2015. He holds a California Insurance License, supporting his work in financial advising and planning. Kendrick emphasizes building strong relationships with clients to develop personalized financial strategies that evolve over time. Outside of his professional responsibilities, Kendrick has interests in fitness, golf, pets, reading, and traveling.

Thomas Sandhaus is a financial advisor with Fidelity Investments holding a Series 66 designation. He has less than one year of industry experience and has previously been associated with Optima Asset Management and 890 5th Avenue Partners. Outside of his advisory roles, he has worked with local tennis organizations in a recreational capacity. 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. Its investment approach combines proprietary fundamental research with quantitative and algorithmic methods, delivering model portfolios constructed from mutual funds, ETFs, and ETPs, and oversees management through affiliated and unaffiliated sub-advisers.

Terra Edgington is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Her professional approach centers on building lasting partnerships that emphasize respect, integrity, and dependability. She focuses on understanding and supporting her clients' unique financial goals and needs through holistic financial planning. Terra's experience spans various aspects of financial consulting, enabling her to navigate the evolving financial landscape alongside her clients. Outside of her professional work, she enjoys board games, outdoor adventures, and traveling.

Norma Trejo is a Planning Consultant at Fidelity Investments. In this role, she partners with clients to develop comprehensive financial plans that align with their financial aspirations and objectives.\n\nHer professional experience includes positions such as Associate Wealth Management Advisor at Northwestern Mutual from 2021 to 2022, Associate Financial Consultant at TIAA from 2019 to 2020, Team Lead Consultant at TIAA from 2017 to 2019, and Financial Services Consultant at TIAA from 2013 to 2017.\n\nOutside of her professional work, Norma enjoys activities such as spending time at the beach, attending concerts, hiking, engaging in outdoor adventures, parenthood, and traveling.

Peter Hoffmann is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Management Consultant II at Fidelity from 2023 to 2026 and as a Workplace Planning Consultant from 2020 to 2022. He began his career as a Financial Advisor at Edward Jones in 2007 and has since held similar positions at LPL Financial and CUSO Financial before joining Fidelity. Peter's expertise spans investment consulting, workplace planning, and financial advising, focusing on helping clients achieve their financial goals through a tailored and disciplined planning process. In 2020, he relocated from San Diego, California to Colorado and has been committed to developing meaningful partnerships with his clients. Outside of his professional work, Peter enjoys attending concerts, football, hiking, movies, skiing, and traveling.

Jennifer Talbot is a Financial Consultant at Fidelity Investments, a role she began in 2024. She has a professional background that includes positions as a Financial Advisor at Merrill Lynch from 1999 to 2004 and as a Sales Manager at CUNA Mutual from 2004 to 2007. Jennifer's experience spans financial advising and sales management, with a focus on partnering with clients to clarify their financial goals and develop plans aimed at providing confidence and peace of mind. She values serving as a trusted resource for her clients and strives to have a direct impact on their financial futures. Outside of her professional work, Jennifer has interests that include comedy, exploring culinary experiences, hiking, skiing, and traveling.

Philip Yanaros is a Financial Consultant at Fidelity Investments. He joined Fidelity in 2016 and has held various roles within the company, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions Representative. Prior to his tenure at Fidelity, he worked as a Financial Representative at Barnum Financial Group from 2015 to 2016. Philip focuses on partnering with clients to pursue their financial goals. He utilizes Fidelity's access to information, tools, and experience to support his clients' financial well-being. His professional experience spans several years within the financial services industry, with a focus on investment consulting and relationship management.