Timothy Lumsden is a financial advisor at Fidelity with a Series 66 designation and has been in the industry since 2026. Prior to joining Fidelity, he held roles at Bunge and worked in various capacities at Creighton University from 2022 to 2026. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and serves as an advisor to multiple registered funds.

Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.

Patrick Walker is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial planning professionals dedicated to delivering personalized care to each client. His leadership role focuses on overseeing branch operations and guiding his team to meet the high standards set by Fidelity. Patrick has extensive experience within Fidelity Investments, having served as Vice President, Regional Planning Consultant from 2021 to 2026, Financial Consultant from 2017 to 2021, and Investment Consultant in 2017. Prior to joining Fidelity, he gained experience as a Project Manager Analyst at Commerce Bank from 2015 to 2016, Financial Advisor at UBS from 2013 to 2015, and Licensed Banker at Wells Fargo from 2011 to 2012. Outside of his professional responsibilities, Patrick enjoys attending concerts and traveling.

Ty Stauss is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles across multiple companies, including Rawlings Training Center and CQ Capital LLC. Fidelity’s Strategic Advisers LLC, where he works, 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 built from mutual funds, ETFs, and ETPs.

Benjamin Miller is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2005, progressing through various positions including Vice President Financial Consultant, Financial Planning Consultant, and Retirement Planning Group Representative. Prior to joining Fidelity, he worked as a Financial Services Associate at Prudential Financial from 2004 to 2005. Throughout his career, Benjamin has focused on assisting clients in achieving their financial goals, emphasizing a client-centered approach in his work. His experience spans wealth management, financial consulting, and retirement planning. He is committed to supporting clients' objectives for themselves, their families, and their charitable activities. Outside of his professional responsibilities, Benjamin enjoys activities such as going to the beach, playing board games, participating in family activities, following football, and traveling.

Jay Hanagan is Vice President and Wealth Planner at Fidelity Investments, where he focuses on creating personalized financial plans tailored to the unique needs and goals of individual investors. He prioritizes building strong relationships with clients and their families to foster trust and reliability. Jay's career spans multiple roles within the financial services industry since 1999, including positions such as Financial Consultant and Wealth Planner at Fidelity Investments, Senior Vice President and Sales Manager at Commerce Brokerage, as well as Regional and Branch Manager at Scottrade Financial Services. His background also includes experience as a Stock Plan Services Representative and Registered Representative. Before entering financial services, Jay served in the US Air Force. Outside of his professional life, he has interests in biking, cars, food, military service, parenthood, and traveling.

Joseph Thompson is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2016. In his role, he focuses on developing strong relationships with clients and their families by understanding their unique financial goals and partnering with them to build customized financial plans. Prior to joining Fidelity, Joseph worked as a Financial Planner at Cambridge Investment Research Advisors, INC and Cambridge Investment Research, INC from 2014 to 2016. He also held financial planning positions at PlanMember Securities Corporation from 2008 to 2014 and at AXA Advisors from 2005 to 2008. Outside of his professional work, Joseph enjoys family activities, hiking, outdoor adventures, spending time with pets, and traveling.

Kellan Slattery is a Planning Consultant at Fidelity, where he engages in meaningful conversations with clients to understand their financial priorities. In this role, he assesses clients' financial situations and assists in creating, monitoring, and maintaining plans and strategies aligned with their financial goals and objectives. Prior to joining Fidelity, Kellan gained experience as a Client Service Manager at Moneta from 2021 to 2022. He also worked as a Digital Financial Advisor at Wells Fargo Advisors between 2018 and 2021 and began his career as a Financial Advisor Trainee with Wells Fargo Advisors K-Force from 2017 to 2018. Outside of his professional work, Kellan has interests in golf and tennis.

Alexander Buck is a financial advisor with Fidelity, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Fidelity, he has experience in medical sales at Sure-Tech Diagnostics. 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 and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Andrew Shuldberg is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. In this role, he collaborates with clients to develop customized financial plans that address changes in their personal lives and in the financial markets. Andrew has been with Fidelity Investments since 2011, progressing through several roles including Service Representative, Financial Representative, Investment Consultant, and now Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client needs. Details regarding Andrew's education, credentials, personal interests, and community involvement were not provided.

Caleb Clayton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments, he worked at Rocky Mountain Reserve and has held roles in education and healthcare sectors. He has also been involved with Utah Valley University and the Church of Jesus Christ of Latter Day Saints. Fidelity’s Strategic Advisers LLC, where Caleb is affiliated, provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios. The firm is notable for its advisory role to multiple registered investment companies and its use of AI and systematic methodologies in portfolio management.

Austin Crump is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients to educate, develop, and execute financial plans aimed at helping them achieve their goals. Austin has held various positions within the financial advisory field, including Investment Consultant at Fidelity Investments starting in 2025, Financial Advisor at Integrity Wealth Solutions in 2025, Insurance Broker at The Assurance Group in 2025, and Managing Partner at Modern Woodmen of America from 2023 to 2025. Outside of his professional career, Austin has interests in fitness, football, social events with friends, golf, music, and pets.

Justin Ripperden is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He specializes in financial planning with a holistic approach, working with individuals and families to create tailored financial plans aimed at helping clients pursue their financial goals. Prior to his current position, Justin served as a Senior Financial Advisor at Wells Fargo Advisors from 2015 to 2022. He holds an Arkansas Insurance License, which complements his expertise in providing comprehensive financial guidance. Outside of his professional responsibilities, Justin engages in family activities, social events with friends, golf, parenthood, and traveling.

Jeffrey Bloeser is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with individuals and families to help them work towards their financial goals. Jeffrey has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Representative, Financial Consultant, and currently Vice President, Financial Consultant since 2023. Prior to joining Fidelity, he worked as a Financial Consultant at Edward Jones from 2008 to 2013.

Wesley Hauck is a financial advisor at Fidelity with two years of industry experience. His prior work includes roles at Allsup Employment Services, Midwest Equity Mortgage, LLC, and EMC Financial. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery through a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Richelle Bain is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on building long-term relationships with clients through proactive outreach and consistent communication. Richelle takes a holistic approach to planning, working closely with each client to understand their unique needs, goals, and circumstances to provide personalized financial planning. Prior to her current role, Richelle gained experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Her professional background reflects a commitment to collaboration, clarity, and care in supporting clients' financial well-being. Outside of her professional work, Richelle enjoys camping, cooking and baking, social events with friends, hiking, photography, and running.

Sean Corley is currently a Planning Consultant at Fidelity Investments, where he works closely with clients to develop and refine financial plans tailored to their family's specific needs. In this role, he collaborates with clients to build comprehensive strategies and maintains open communication to ensure the effectiveness of their financial plans. Sean's experience at Fidelity Investments spans multiple roles since 2022, including Relationship Manager, Client Service Support Specialist 3, High Net Worth Service Associate, and Customer Relationship Advocate. This progression through various client-facing positions has provided him with a broad understanding of financial services and client relationship management. Outside of his professional duties, Sean has interests in cars, football, and movies.

Shelly Shanks is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients to develop financial plans that align with their personal goals, emphasizing a collaborative approach to financial planning and education. Shelly has experience in various capacities within the financial services industry. Prior to her current position, she served as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2024. Earlier in her career, she worked as a Registered Sales Assistant at Commerce Brokerage Services from 2006 to 2009. Outside of her professional work, Shelly enjoys board games, hiking, outdoor adventures, skiing, and parenthood.

Jim Gansner is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he works closely with clients to help them achieve their financial goals by leveraging his extensive education, experience, and Fidelity's resources. He values building relationships with clients and assisting them in striving for a better life for themselves and their families. Prior to joining Fidelity, Jim held various positions in the financial industry, gaining experience in sales, consulting, and advisory roles. His previous roles include Financial Consultant at American Century Investments, Guidance Sales Manager at TD Ameritrade, Guidance Solutions Consultant at Scottrade Investment Management, Financial Advisor at Wells Fargo Advisors, and Fixed Income Sales at First Bankers' Banc Securities. Additionally, he held multiple leadership positions at Bank of America, including Vice President Student Banking, Vice President Small Business Lending, Assistant Vice President Training and Development, and Assistant Vice President Branch Manager.

Devan Isaacs is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works with clients to develop personalized financial plans that align with their goals and values. Prior to joining Fidelity, Devan began his career at U.S. Bank, where he gained foundational experience in financial services. Devan graduated from Xavier University in 2023 and is a St. Louis native, having completed high school at St. Louis University High School in 2018. While at Fidelity, he earned his current licenses and credentials relevant to his role. Outside of his professional responsibilities, Devan enjoys baseball, tennis, attending social events with friends, and exploring culinary experiences.

Samantha Schell is a Financial Consultant at Fidelity Investments, where she has been working since 2025. In this role, she focuses on understanding each client's unique financial goals and utilizes her investment experience alongside Fidelity's resources to develop and implement comprehensive financial plans. Prior to her current position, Samantha held roles as an Investment Consultant and Planning Consultant at Fidelity Investments between 2024 and 2025. Before joining Fidelity, she worked as a Financial Advisor at Synergy Wealth Solutions from 2020 to 2024.

Tyler Rizzo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He works with individuals and families to develop financial plans that adapt to their evolving needs and goals, emphasizing open, honest, and transparent relationships. Tyler's career in finance includes various roles at Fidelity Investments since 2021, progressing from Planning Consultant to Financial Consultant before becoming Vice President. Prior to joining Fidelity, he gained experience as a Financial Solutions Advisor and Relationship Manager at Bank of America Merrill from 2017 to 2021. He holds an Arkansas insurance license. Outside of his professional duties, Tyler enjoys activities such as beach outings, biking, golf, snowboarding, and spending time with family, including parenthood.

Benjamin Hankammer 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 before that, he served as an Investment Consultant at Charles Schwab from 2021 to 2023. He began his career as a Financial Services Professional at TD Ameritrade from 2020 to 2021. His approach to financial planning emphasizes understanding each client's unique goals and circumstances, aiming to build a foundation of trust for developing comprehensive financial plans. Outside of his professional work, Benjamin enjoys baseball, fitness, outdoor adventures, reading, skiing, and volunteering.

Jack Dow is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, during which time he has held several positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Jack worked as a Financial Advisor at Huntleigh Advisor and Synergy Wealth Solutions. Throughout his career, Jack has focused on providing financial advice and investment planning services. His professional approach centers on understanding clients' financial goals and helping them work toward those objectives. Outside of his professional life, Jack has interests in baseball, fitness, social events, golf, movies, and traveling.

Keegan De Lange is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients in defining their financial goals and creating customized plans to enhance potential outcomes. He has held several roles at Fidelity, including Investment Consultant, Relationship Manager, and Financial Representative, beginning his tenure there in 2021. Prior to joining Fidelity, Keegan worked as an Associate Financial Representative at Northwestern Mutual from 2020 to 2021. Throughout his career, Keegan has developed experience in personal finance and client relationship management. His professional journey reflects a commitment to providing financial guidance tailored to individual client needs. Outside of his professional responsibilities, Keegan enjoys family activities, fitness, golf, music, exploring food, and spending time with pets.

Jon Hobson is a Financial Consultant currently working at Fidelity. In this role, he collaborates closely with clients to develop personalized financial plans that align with their individual goals. His approach centers on creating clarity and reducing stress to help clients feel supported throughout their financial journey. Jon has held several positions at Fidelity, including Investment Consultant, Relationship Manager, and Financial Representative, with progressive experience from 2023 to the present. This range of roles has provided him with a broad understanding of financial services and client relationship management. Outside of his professional responsibilities, Jon enjoys outdoor activities such as camping, canoeing, fishing, hiking, and playing soccer.

Justin Hitzfeld is a Financial Consultant who emphasizes providing a top-tier client experience by collaborating with fellow financial professionals to build lasting relationships based on integrity and trust. His professional background includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, a Senior Financial Consultant at TD Ameritrade from 2017 to 2021, and a Financial Specialist II at PNC Investments from 2012 to 2017. Outside of his professional career, Justin's personal interests include board games, family activities, music, reading, and writing.

Robyn Sherman is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Private Wealth Management Teams to provide service and support aimed at establishing strong, meaningful, and lasting relationships with clients and their families. Robyn has been with Fidelity Investments since 2016, progressing through multiple roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position beginning in 2023. Prior to joining Fidelity, she gained experience as a Senior Service Specialist at Edward Jones from 2006 to 2016. Outside of her professional responsibilities, Robyn has personal interests that include camping, spending time at the lake, parenthood, and traveling.

Kelly Clark is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity since 2022, previously serving as a Planning Consultant and Investment Consultant. Prior to joining Fidelity, Kelly worked at Edward Jones from 2018 to 2022, where she was a Financial Advisor and later a Team Leader. Kelly's career spans various roles in financial advising and consulting, with experience in creating financial plans and investment strategies. She collaborates with clients to align financial plans with their goals and objectives. Outside of her professional work, Kelly has interests that include beach activities, family activities, fitness, social events with friends, military service, and spending time with pets.

Chase Quaid is a financial advisor at Fidelity with Series 63 and 66 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, Quaid has held roles at Rebel Rags and Mistwood Golf Club. Fidelity’s Strategic Advisers LLC, where Quaid is based, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios drawn from mutual funds, ETFs, and ETPs.

Nicholas Simokaitis is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. He has been part of Fidelity Investments since 2001, progressing through various positions including Regional Planning Consultant from 2011 to 2021, Vice President Financial Advisor from 2009 to 2011, and Financial Consultant from 2001 to 2009. In his current role, Nicholas supports clients in planning for their financial futures. His career at Fidelity Investments spans over two decades, during which he has developed extensive experience in financial advising and regional planning. Information about his education, credentials, personal interests, or community involvement has not been provided.

Tim Haggard is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to pursue their personal and financial goals. He utilizes Fidelity's technology, resources, and industry guidance to support his clients' financial planning needs. Tim has experience in retirement planning, education planning, and tax-efficient investing. His professional background includes roles as an Investment Consultant at Fidelity Investments, Financial Planner at Larson Financial, Senior Financial Consultant at TD Ameritrade, Investment Consultant at Scottrade, Investment Resource Consultant at Wells Fargo Advisors, and Client Relationship Coordinator at North Star Resource Group. Outside of his professional work, Tim enjoys camping, family activities, hiking, snowboarding, soccer, and traveling.

Jim Dibble is a Financial Consultant currently working with Fidelity Investments since 2020. He collaborates with families and individuals to develop comprehensive financial strategies tailored to their specific priorities, aiming to simplify and enhance their financial lives. His professional experience spans several roles in the financial industry, including positions as a Private Client Advisor at J.P. Morgan (2019-2020), Financial Solutions Advisor at Merrill (2014-2019), and Financial Advisor at Wells Fargo Advisors (2010-2014). This background provides him with diverse expertise in client advisory and financial solutions. Outside of his professional responsibilities, Jim enjoys attending concerts, participating in family activities, and traveling.