Valentino Ramos is a Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals focused on providing clients with generational financial planning experiences. Ramos has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Ramos worked at T. Rowe Price from 2006 to 2014, serving as a Service Associate and later as a Senior Representative. His extensive experience spans client relationship management and financial planning within the investment industry. Outside of his professional duties, Ramos enjoys bowling, fishing, golf, and music.

Matthew Harris is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with retirement planning and investment strategies. He employs a holistic planning approach to help clients navigate their financial futures and develop tailored plans aligned with their goals. Matthew's professional experience includes his current role at Fidelity Investments since 2024, preceded by a position as an Investment Consultant at Fidelity from 2023 to 2024. Prior to that, he worked as a Support Advisor at Gatewood Wealth Solutions from 2021 to 2023. Outside of his professional work, Matthew enjoys activities such as camping, fitness, football, hiking, snowboarding, and traveling.

Steven Rodny is a Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he helps generations of families create comprehensive, personalized wealth strategies focused on growth, preservation, and transfer of wealth. Steven has been with Fidelity Investments since 1998, initially serving as Vice President Financial Consultant until 2014, when he became Vice President Private Wealth Management Advisor. His experience spans over two decades in wealth management and financial consulting. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Kyle Nielsen is Vice President and Branch Leader at Fidelity Investments. In this role, he leads, coaches, and develops Fidelity associates to implement financial plans with their clients and to provide a world class client experience. Kyle has been with Fidelity Investments since 2012 and has held a variety of positions, including Vice President, Regional Planning Consultant; Vice President, Financial Consultant; Financial Consultant; Investment Consultant; Retirement Relationship Manager; Retirement Solutions Representative; Investment Solutions Representative; Premium Relationship Associate; and Full Trader. Outside of his professional responsibilities, Kyle has interests in golf, playing musical instruments, outdoor adventures, parenthood, and skiing.

Aaron Salcido is a CFP® with nine years of industry experience, currently affiliated with Fidelity Investments. He has worked at several firms including T. Rowe Price and Primerica Financial Services. Outside of financial advising, he owns and operates a food truck on weekends and some evenings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a systematic investment process that combines fundamental research and quantitative analysis, including the use of algorithmic portfolio construction and AI-based methods.

Michael Lamb currently serves as Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he supports clients by developing personalized financial strategies that align with their goals and values. He holds the Certified Financial Planner™ designation and is committed to educating and empowering families in their financial decision-making. Michael has extensive experience within Fidelity Investments, having held several positions since 2015, including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; and Workplace Planning Consultant III. Prior to joining Fidelity, he worked as a Financial Representative at TD Ameritrade from 2014 to 2015. Outside of his professional career, Michael enjoys camping, family activities, fitness, golf, hiking, and traveling.

Tony Jones is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a position he has held since 2025. He holds several industry certifications, including the Securities Industry Essentials (SIE) certification, Series 7, Series 66, and supervisory Series 9 and Series 10 licenses. Tony focuses on retirement planning and works closely with executives to develop comprehensive financial plans that align with their long-term goals and specific risk tolerance. His career at Fidelity Investments includes roles such as Help Desk for Workplace Planning and Advice (2024-2025), Workplace Planning Consultant I (2022-2023), Workplace Planning Associate (2022), and Mortgage Loan Processor (2020-2022). Prior to Fidelity, Tony worked as a Life Insurance Producer at Senior Solutions (2016-2018) and American Income Life (2012-2014). Outside of his professional work, Tony enjoys attending concerts, participating in family activities, playing musical instruments, riding motorcycles, watching movies, and engaging in outdoor adventures.