Rob Lotz is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with clients to develop customized financial plans aimed at helping them achieve their unique goals. His approach centers on being a trusted advisor to assist clients in managing their wealth effectively. Rob has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Wealth Planner. This experience has provided him with a broad understanding of financial planning and investment strategies. Outside of his professional responsibilities, Rob enjoys activities such as spending time at the beach, family activities, golf, surfing, and parenthood.

Jason Pugh is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant, Vice President Wealth Planner, Investment Consultant, and High Net Worth Representative. Jason assists clients in building financial roadmaps and developing investment plans aimed at achieving their financial goals. Throughout his career at Fidelity, Jason has gained experience in financial consulting and wealth planning. He holds a California Insurance License, supporting his capability in the financial services field.

Danielle Williams is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she partners with employees to assist their clients in planning for the future with personalized strategies tailored to each client's unique needs. She emphasizes forming strong relationships and maintaining a deep level of trust with her employees. Danielle has extensive experience at Fidelity Investments, holding several roles since 2017, including Branch Leader, Benefits & Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Risk Analyst through Veritude Temp Agency in 2015. Outside of her professional responsibilities, Danielle has interests in concerts, parenthood, puzzles, reading, theater, and traveling.

Miosha York is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans tailored to their specific goals and needs. She works within a team dedicated to supporting clients and addressing their unique financial situations. Prior to her current role, Miosha served as a Relationship Manager at Fidelity Investments from 2023 to 2024. She holds a California Insurance License.

Matthew Dimitrijevs is a Financial Consultant at Fidelity, where he collaborates with clients to develop personalized financial plans that align with their goals. His work focuses on retirement planning, investment management, and assisting clients with various financial decisions, aiming to provide clear and approachable guidance. Matthew has held roles including Investment Consultant at Fidelity Investments from 2024 to 2025, Lead Financial Advisor at Pavlov Financial Group from 2023 to 2024, and Financial Services Representative at Northwestern Mutual from 2021 to 2022. His professional experience spans multiple facets of financial advising and client service. Outside of his professional work, Matthew has interests in food, football, golf, pets, and traveling.

Harry Bovee is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is committed to providing personalized, one-on-one consultations to create financial plans tailored to each client's unique situation, aiming to help clients feel financially sound both now and in the future. Prior to his current role, Harry held several positions at Fidelity Investments, including Investment Consultant and Financial Representative in 2024, as well as Financial Service Representative from 2023 to 2024. Before joining Fidelity, he worked in Client Relationships, Business and Product Development at TIAA in 2022.

Matthew Eberwein is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized strategies aimed at achieving their financial goals. His role involves guiding clients through various financial planning needs, including retirement planning, investment management, and navigating significant life changes. Matthew began his career at Fidelity Investments in 2022 and has held multiple positions within the company, progressing from Workplace Planning Associate to his current role as Financial Consultant. This progression reflects his experience in workplace planning and client consulting within the financial services industry.

Kathy Sommer is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2015. In her role, she collaborates with clients to build and enhance relationships, focusing on creating multi-generational and dynamic partnerships with the families she supports. Her professional experience centers on wealth management planning, where she applies her expertise to assist clients in achieving their financial goals. Outside of her professional work, Kathy engages in activities such as spending time at the beach, gardening, reading, volunteering, and practicing yoga.

Liam Duggan is a Financial Consultant who collaborates with local families to assist them in growing, protecting, enjoying, and passing on their wealth. Currently, he serves as a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, Liam held various roles at Fidelity Investments, including Investment Solutions Representative III from 2022 to 2023, Investment Consultant in 2022, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity Investments, he was an Asset Transfer Specialist at Vanguard from 2019 to 2021.

Madison Britt is Vice President and Financial Consultant at Fidelity Investments. In this role, she works closely with clients to develop comprehensive financial plans tailored to their families' goals and needs. Madison utilizes strong communication, thoughtful planning, and in-depth analysis to implement personalized strategies leveraging Fidelity's offerings. Madison has been with Fidelity Investments since 2019, progressing through various roles including Relationship Manager, Planning Consultant, and Financial Consultant before her current position. She holds a California Insurance License.

Kara Lamar is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held multiple roles within Fidelity Investments since 2015, progressing through positions including Planning Consultant, Relationship Manager, Financial Representative, and other specialized roles in brokerage operations and account services. Her professional experience spans various aspects of financial consulting and client relationship management. Kara's approach to financial planning involves understanding the client's personal and family aspirations and values to develop customized wealth strategies. Outside of her professional role, Kara's personal interests include fitness, enjoying food, attending social events with friends, spending time at the lake, music, and traveling.

John Akeroyd is a Market Leader at Fidelity Investments, where he leads a team of financial professionals. His role involves partnering with clients to develop comprehensive financial plans that address investment strategies, charitable giving, and generational wealth transfer tailored to clients' needs and goals. John has been with Fidelity Investments since 2013, progressing through roles from Assistant Branch Leader to VP, Branch Leader, before assuming his current position in 2021. His experience encompasses leadership within the organization and client-focused financial planning. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Daniel Wood is a Financial Consultant at Fidelity Investments, where he partners with clients to pursue their financial goals through personalized planning strategies. He has held several positions at Fidelity Investments in 2024, including Investment Consultant and Financial Representative. Prior to joining Fidelity, Daniel worked as a Business Analyst at McKinsey & Company from 2022 to 2023. He also gained experience in the financial sector through roles at Wells Fargo, including Financial Crimes Specialist and Corporate Risk Associate between 2020 and 2022. Earlier in his career, Daniel held internship positions focused on financial and budget analysis at Dominion Energy in 2018 and 2019. Outside of his professional work, Daniel has interests in baseball, beach activities, music, pets, and snowboarding.

Catherine Kight is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as an Investment Consultant at Fidelity Investments from 2024 to 2025 and began her career as an Investment Banking Analyst at Canaccord Genuity from 2022 to 2024. In her current position, Catherine focuses on developing personalized wealth strategies that align with her clients' families, goals, values, and concerns. Her approach emphasizes navigating both the financial and emotional aspects of wealth management, aiming to provide clarity, confidence, and trusted guidance throughout her clients' financial journeys. Outside of her professional responsibilities, Catherine enjoys activities such as beach outings, fitness, hiking, Pilates, swimming, and volunteering.

Matthew Wells is a CFP® with 16 years of industry experience. He is currently with Fidelity, where he has held roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and oversee a range of investment products and model portfolios.

Charles Miller is a Financial Consultant at Fidelity Investments, where he currently provides comprehensive financial planning and guidance. He collaborates closely with clients and their families to develop financial plans that align with their goals and vision. Before his current role, Charles served as an Investment Consultant at Fidelity Investments from 2022 to 2024 and as an Investment Solutions Representative from 2021 to 2022. His experience spans various aspects of investment consulting and solutions within the financial services industry.

Jackson Spires is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience. His prior roles include positions at Truffles, DoorDash, and the University of Alabama. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services along with model portfolios.

Cortney Fluegeman serves as Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 2006, progressing through various roles including Vice President Regional Planning Consultant and Vice President Financial Consultant. With over two decades of industry experience, she focuses on delivering thoughtful guidance and personalized wealth planning aligned with clients' values and goals. Her professional journey at Fidelity encompasses a wide range of financial advisory roles, demonstrating a commitment to trusted insight and building lasting relationships with clients. Cortney emphasizes the importance of understanding what matters most to clients and their families in wealth planning. Outside of her professional work, Cortney enjoys activities such as camping, attending concerts, exploring culinary interests, golfing, hiking, and traveling.

Isaiah Gash is an Investment Consultant who collaborates with individuals and families to develop customized financial strategies tailored to their goals, priorities, and long-term vision. He employs a collaborative planning approach based on clarity and trust to guide clients confidently as their needs and circumstances change.

Ricardo Gonzalez is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He brings over a decade of experience in the financial industry, having held various roles within Fidelity Investments since 2008, including Investment Consultant, Relationship Manager, Private Client Group Representative, and Financial Representative. Throughout his career, Ricardo has focused on partnering with clients to develop strategies aligned with their goals and comfort levels. He emphasizes understanding the specific needs and preferences of each client's financial plan to create and implement investment approaches utilizing the Fidelity platform's strategies.

Stacy Baldree is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2011. She has over two decades of experience in the financial planning industry, working with individuals and families to develop and implement financial plans focused on wealth creation, preservation, and transfer. Her professional experience includes positions as Client Manager at Sapere Wealth Management LLC from 2009 to 2011, Relationship Manager at Fidelity Investments from 2001 to 2009, Financial Advisor at PFS Investments Inc. from 2000 to 2001, Financial Advisor at J.C. Bradford & Co. from 1998 to 1999, and Financial Representative at Fidelity Investments from 1995 to 1998.

Seth Myers is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans aimed at achieving both current and future financial goals. He emphasizes understanding clients and their families to identify strategies that leverage the full range of Fidelity's resources. Since joining Fidelity Investments in 2016, Seth has held multiple roles, including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning and Guidance Consultant I, and Defined Contributions Services Representative. Prior to his tenure at Fidelity, he worked as a Personal Banker at Bank of America from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Seth enjoys baseball, cooking and baking, family activities, visiting museums, listening to music, and reading.

Heather Brountas is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In her role, she focuses on collaborating with clients to identify their core values and design financial strategies that align with their priorities. Prior to joining Fidelity Investments, Heather worked as a Project Manager for the Education Team at Alight Financial Solutions from 2020 to 2021. She also served as a Financial Advisor at Alight Financial Solutions from 2017 to 2020 and at Ameriprise Financial from 2014 to 2017, bringing extensive experience in financial advising and planning to her current work. Outside of her professional career, Heather enjoys activities such as art, spending time at the beach, cars, cooking and baking, family activities, and kayaking.

Chris Pompey is a Planning Consultant at Fidelity Investments, a position he has held since 2022. He collaborates with clients to develop customized financial plans tailored to the unique needs of each client and their family. Prior to this role, Chris worked as a Financial Advisor at Alight Financial Solutions from 2013 to 2022. His experience encompasses personalized financial planning and client-focused advisory services. Outside of his professional career, Chris has interests in fitness, football, music as an instrumentalist, and running.

Chelse Stevens is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She joined Fidelity in 2014 and has progressed through various roles including Investment Consultant, Financial Consultant, and Vice President, Wealth Planner. Prior to her tenure at Fidelity, she worked as a Financial Advisor at Capital Financial Group from 2009 to 2014. Her professional approach focuses on understanding clients and their families, identifying their aspirations, and collaborating to develop customized wealth strategies that align with their financial goals. Chelse's experience encompasses financial planning and wealth management, emphasizing personalized strategies for long-term financial success. Outside of her professional role, Chelse enjoys a variety of personal interests including family activities, food, golf, reading, soccer, and tennis.

Daniel McLaughlin is Vice President Private Wealth Management Advisor, currently serving in this role at Fidelity Investments since 2022. He focuses on collaborating with clients to pursue plans for financial security, emphasizing comprehensive financial planning, asset management, income protection, and family engagement. Daniel has extensive experience in the financial services industry, having held positions such as Vice President, Wealth Management Advisor at Fidelity Investments from 2014 to 2021, Director at UBS Financial Services from 2000 to 2014, and Vice President at Dreyfus Investments from 1997 to 1999.

Jeff Tackett is the Regional Vice President of Private Wealth Management at Fidelity Investments. In this role, he focuses on creating a client-centered environment by emphasizing financial planning and attentive listening to clients. He has extensive experience within Fidelity Investments, having held several positions since 2004, including VP Regional Planning Leader, Vice President Branch Office Manager, Regional Vice President of Life Insurance, Regional Planning Consultant, and Insurance Wholesaler. Prior to joining Fidelity, Jeff was a Financial Representative at Northwestern Mutual Financial Network from 2000 to 2004. Outside of his professional duties, Jeff engages in fitness, golf, outdoor adventures, traveling, and volunteering.

Christopher Shivel is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2002. He has been assisting clients with the development, implementation, and maintenance of their financial plans through various market conditions. Christopher works with clients using the one-on-one Private Client Group model to guide them toward their unique financial goals. He began his career at Fidelity Investments as a Combined Sales Representative from 1998 to 1999 before advancing to his current role. Over his tenure, Christopher has gained extensive experience in financial consulting and client relationship management. Outside of his professional work, Christopher enjoys boating, fitness, hiking, kayaking, soccer, and traveling.

Leanne Schwarzmann is a Planning Consultant at Fidelity Investments, where she advocates for clients to ensure they have an exceptional experience at the investor center. She partners with clients to create financial plans that may include elements of flexibility, protection, and growth based on individual needs and goals. She has been with Fidelity Investments since 2015, progressing through roles including Relationship Manager, Senior Relationship Manager, and currently Planning Consultant since 2021. Her professional experience centers on building client relationships and providing tailored financial planning solutions. Outside of her professional role, Leanne enjoys activities such as spending time at the beach, cooking and baking, family activities, watching movies, listening to music, and caring for pets.

Doug Clements is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he collaborates with a team of specialists to create personalized wealth strategies tailored to the growth, preservation, and transfer of clients' wealth. He partners with families to ensure their financial plans meet their unique needs. Doug has a long tenure at Fidelity Investments, holding various positions since 1997, including Vice President, Wealth Management Advisor since 2016, and Vice President, Financial Consultant from 2011 to 2016. Prior to that, he worked as an Account Executive, Financial Representative, Customer Service Representative, and in Premium Services and Brokerage Trading and Service roles. Before joining Fidelity, he was a Registered Representative at WMA Securities from 1996 to 1997. Outside of work, Doug is an avid and committed fan of his children's sporting activities.

Troy Taber is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he gained experience as a Relationship Manager from 2023 to 2024 and as a Financial Representative from 2022 to 2023, all within Fidelity Investments. His professional focus centers on developing long-lasting relationships with clients and co-creating financial plans that provide a clear roadmap and instill confidence. He emphasizes a team-oriented approach to financial planning, aiming to understand each client's unique story to achieve effective outcomes. Outside of his professional activities, Troy has interests in baseball, fitness, food, football, golf, and traveling.

Sara Bevilacqua is a Planning Consultant at Fidelity Investments, where she collaborates with a team of advisors to develop personalized financial plans tailored to clients' goals. In her role, she focuses on understanding clients both personally and financially to prepare and implement goal-based strategies. She has been with Fidelity Investments since 2020, holding various positions including Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate. This experience has provided her a comprehensive understanding of client needs and financial planning processes. Outside of her professional role, Sara enjoys activities such as family time, fitness, golfing, softball, traveling, and exploring culinary interests.

Reade Stallings is a Planning Consultant at Fidelity Investments. In this role, he collaborates closely with Financial Consultants and Wealth Planners to deliver financial planning experiences tailored to client goals. He utilizes planning tools and concepts to identify opportunities and help clients make informed decisions aligned with their long-term financial vision. Prior to his current position, Reade held roles including Workplace Planning Consultant I and II at Fidelity Investments from 2023 through 2024. These positions contributed to his expertise in workplace financial planning and client engagement. Outside of his professional duties, Reade enjoys biking, boating, golf, movies, snowboarding, and surfing.

Seth Ratchford is a Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2012, progressing through roles including Investments Consultant, Regional Relationship Manager, and Financial Representative. Prior to joining Fidelity, Seth worked as a Financial Advisor at Edward Jones, an Insurance Agent at New York Life, and a Securities Trader at Opus Trading Fund LLC. Throughout his career, Seth has focused on partnering with clients to address both the financial and emotional aspects of retirement planning. His approach and business philosophy emphasize aligning with clients' goals to help them work toward their financial objectives. Outside of his professional work, Seth enjoys various outdoor activities such as camping, fishing, golf, skiing, and other outdoor adventures, as well as cooking and baking.

Andrew Buergler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He partners with clients to assist them in making important financial decisions leveraging Fidelity's resources. Andrew has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Workplace Planning and Guidance Consultant I, and Defined Benefit Representative. His career has provided him with extensive experience in financial consulting and investment management. Outside of his professional life, Andrew enjoys football, golf, swimming, and is involved in parenthood.

Robert Elliott is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various financial roles since 2014, including Financial Representative, Relationship Manager, and Financial Consultant. Robert focuses on collaborating with clients to co-create financial plans inspired by their ultimate aspirations, using a five-step process centered on building meaningful relationships to add value to clients' financial situations. Throughout his tenure at Fidelity, Robert has developed expertise in wealth planning and client relationship management. His approach emphasizes aligning financial strategies with clients' long-term goals. Outside of his professional work, Robert engages in activities such as baseball, family activities, fitness, golf, parenthood, and traveling.

Brooke Flanigan is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked briefly at UBS and has experience in the hospitality sector. She is based in Charlotte, NC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Hank Hunt is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to address their planning needs and facilitate a professional experience at the Investor Center. He focuses on developing financial plans that align with clients' objectives, emphasizing flexibility, protection, and growth. Hank has held multiple positions within Fidelity Investments, including Investment Solutions Representative I (2024 to present), Investment Consultant (2026), Investment Solutions Representative II (2025 to 2026), High Net Worth Service Associate (2023), and Customer Relationship Advocate (2022 to 2023). This progression reflects his experience in investment solutions and client service within the firm.

Mason Hancock is an Investment Consultant at Fidelity Investments. In this role, he works directly with clients to develop tailored financial plans aimed at providing direction and security for their financial futures. He utilizes Fidelity's resources and expertise to support and educate clients throughout the financial planning process. Mason joined Fidelity Investments in 2024 as a Customer Relationship Advocate, progressed to the role of Investment Solutions Representative in 2025, and became an Investment Consultant in 2026. His experience within the company has equipped him with comprehensive knowledge of investment solutions and client relationship management. Outside of his professional career, Mason has personal interests that include cars, golf, outdoor adventures, running, and snowboarding.

Johnathan Alkire is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on collaborating with families to provide meaningful financial planning. He emphasizes listening and understanding clients' needs first, offering a wide range of strategies to create value for them. Johnathan's professional experience spans over a decade in the financial services industry. He has held various roles at Fidelity Investments since 2012, progressing from Financial Representative to his current leadership position. Prior to that, he worked at John Hancock as an Internal Business Consultant and at Merrill Lynch as a Financial Solutions Advisor and Licensed Trader. Details about his education, credentials, personal interests, and community involvement were not provided.

Meghann Coyle is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2020, progressing from Financial Representative to Planning Consultant before her current role. Prior to joining Fidelity, Meghann worked as a Financial Advisor at Equitable Advisors in 2020. In her current role, Meghann focuses on tailoring financial plans to help clients build lasting stability by understanding their unique needs and goals. She collaborates with clients to implement strategies that align with their priorities and is dedicated to educating and guiding them toward smart financial decisions. Meghann holds an Arkansas Insurance License. Outside of her professional work, she has interests in fitness, golf, playing musical instruments, snowboarding, traveling, and volunteering.

Wesley Munn is a Financial Consultant currently working with Fidelity Investments since 2026. He has held various roles within Fidelity Investments, including Planning Consultant from 2025 to 2026, Investment Consultant from 2024 to 2025, and Financial Representative from 2023 to 2024. Prior to his tenure at Fidelity, Wesley served as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2023 and began as a Financial Solutions Advisor Intern at Merrill Lynch in 2021. In his role as a Financial Consultant, Wesley collaborates with clients to develop financial plans that align with their individual goals and aspirations. He focuses on providing resources and personalized support to assist clients in preparing for future life events. Outside of his professional work, Wesley has interests in baseball, boating, fishing, football, and golf.

Jason Garcia is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at several organizations, including Dominion Energy and the Nautical Boat Club, prior to joining Fidelity. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a broad client base, including retail and institutional investors. Its investment approach combines proprietary research with quantitative analysis and systematic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs.

Connor Larson is a Planning Consultant at Fidelity Investments, where he works to understand clients' overall financial situations, goals, and concerns. He prepares clients for the planning process and facilitates their transition to financial consultants. Connor has been with Fidelity Investments since 2023, previously serving as a Relationship Manager and Financial Representative. His roles have provided him with experience in client relationship management and financial representation. Connor's work focuses on supporting clients through various stages of financial planning. Outside of his professional responsibilities, he is interested in comedy, fitness, reading, volunteering, and writing.