Cade Bissell is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He focuses on holistic financial planning with an emphasis on a client-first approach, aiming to simplify financial complexities for individuals and families. Before his current position, Cade served as an Investment Consultant at Fidelity Investments from 2025 to 2026, and as an Investment Solutions Representative I from 2023 to 2025. His experience began as an Investment Advising Intern at Fidelity Investments in 2022. Outside of his professional work, Cade enjoys golf, running, and snowboarding.

Michael Lohr is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In his position, he partners with advisors to update financial plans, provide recommendations aligned with clients' goals, and assist with account updates. Prior to his current role, Michael worked as an Investment Consultant at Fidelity Investments in 2024. Outside of his professional work, Michael has interests in cooking and baking, fitness, golf, hiking, music, and spending time with pets.

Jacob Thimesch is a Financial Consultant at Fidelity Investments, a position he has held since 2024. His career at Fidelity Investments began in 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions, Relationship Manager, and Planning Consultant before his current appointment. With a foundation in financial planning, Jacob focuses on helping clients understand the impact of their finances and providing personalized guidance to build meaningful relationships and strong financial plans. Outside of his professional work, Jacob engages in activities with family, enjoys football, golf, social events with friends, and spending time with his pets.

Jack Bitterman is currently the Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he leads a team of financial professionals dedicated to co-creating plans that assist clients in working towards their financial goals. Jack has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Consultant, Team Leader in Client Services, and Team Leader in Retail Planning and Advice before his current leadership position. This experience has provided him with a broad understanding of financial planning and client service within the investment sector.

Matthew Marshall is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In his role, he partners with clients to develop financial plans that align with their goals and needs, emphasizing the importance of strong relationships built on trust and value. Prior to his current role, Matthew served as an Investment Consultant at Fidelity Investments from 2021 to 2023, and as an Investment Solutions Representative from 2020 to 2021. Matthew's professional experience at Fidelity Investments spans several years, during which he has focused on providing investment advice and solutions to clients. His approach centers on understanding client objectives and delivering tailored financial strategies. Outside of his professional responsibilities, Matthew has interests in food, football, golf, skiing, traveling, and volunteering.

Nicholas Daniels is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His background includes roles at Fidelity Investments and involvement with Alamo City Golf Course. He has also worked in education at multiple schools and at the University of the Incarnate Word. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs through systematic methodologies.

William Wood is a financial advisor with Fidelity Investments based in Dallas, TX. He holds a Series 66 designation and has recently begun his career in the industry, with prior experience at Northwestern Mutual and various roles outside of financial services, including teaching and work in hospitality and insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and supports multiple registered investment companies and fund-of-funds through its systematic and AI-enhanced investment processes.

Danielle Cofield is a Branch Leader at Fidelity Investments, a position she has held since 2026. In her role, she focuses on developing talent and building a culture of accountability and continuous growth by setting clear expectations and providing direct coaching. Prior to her current role, Danielle held several leadership positions within Fidelity Investments, including Team Leader roles in Workplace Planning and Advice from 2023 to 2026, Client Services from 2020 to 2022, and Onboarding Leader in Client Services from 2022 to 2023. Through these roles, she has supported associates in expanding their capabilities and emphasized consistent achievement to create lasting value for clients. Outside of her professional work, Danielle's personal interests include cooking and baking, fitness, reading, singing, and playing tennis.

Lawson Stansell is an Investment Consultant at the Dallas Branch of Fidelity Investments. He is focused on guiding clients toward financial success that aligns with their personal goals and risk tolerance. Since joining Fidelity Investments, Lawson has held multiple roles including Investment Solutions Representative I and II, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to Fidelity, he was a Pathways Program Affiliate at Pruco Securities in 2021. Details regarding Lawson's education, credentials, personal interests, or community involvement were not provided.

Henry Fiedler is a Vice President and Financial Consultant at Fidelity Investments, based in the Dallas Investor Center. He is a CERTIFIED FINANCIAL PLANNER™ who utilizes a three-step planning process to assist clients in navigating complex financial decisions and creating personalized paths toward their financial goals. Henry has progressively advanced at Fidelity Investments since 2017, holding roles including Financial Representative - Full Trader, Investment Solutions Representative, Central Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2015 to 2017. Outside of his professional work, Henry has interests in art, fitness, music, pets, and traveling.

Sandy Hale is the Vice President, Wealth Planner at Fidelity Investments, a position held since 2018. Sandy has been with Fidelity Investments since 2000, progressing through roles including Investment Representative, Regional Consultant, and Investment Solutions Consultant. This extensive tenure has provided Sandy with comprehensive experience in wealth planning and investment consulting. Sandy holds an Arkansas Insurance License, supporting expertise in insurance-related financial products. Sandy's mission centers on understanding clients' priorities to assist them in working toward their financial goals. Clients choose to work with Sandy for experience, compassion, and integrity, alongside Fidelity's brand and ethical standards.

Timothy Watts is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. He places importance on forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Timothy has been with Fidelity Investments since 2019, initially serving as a Portfolio Specialist before his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2012 to 2019 and at Edward Jones from 2010 to 2012.

Samuel Johnston is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities since 2017. Earlier in his career, he was involved with Stick Star Lacrosse for two years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Michael Schonebaum Stroud is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with clients to develop financial plans tailored to their individual goals and needs, prioritizing strong relationships and trust with clients and their families to provide value. Michael has extensive experience within Fidelity Investments, having held various roles since 2014, including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions Representative, Senior High Net Worth Help Desk, and High Net Worth Representative. Outside of his professional work, Michael engages in family activities and pursues fitness interests such as running.

Jacob Williams is a Planning Consultant who focuses on understanding each client's financial needs and goals by building strong working relationships. He collaborates with clients to create comprehensive financial plans aimed at achieving financial success. Jacob has professional experience as a Financial Representative at Fidelity Investments from 2023 to 2024. His background supports his role in providing financial planning and consultation. Outside of his professional responsibilities, Jacob's personal interests include family activities, fitness, food, football, and music.

Grant Schroeder is a Financial Consultant at Fidelity Investments. In this role, he focuses on assisting clients and their families with wealth growth, protection, investment decision-making, and financial simplification. Prior to his current position, Grant worked at Fidelity Investments in several capacities, including as an Investment Management Consultant from 2021 to 2023 and as a Director Retirement Planner from 2017 to 2021. These roles have contributed to his experience in financial consulting and retirement planning. Outside of his professional responsibilities, Grant enjoys activities such as biking, cooking and baking, golf, hiking, and reading.

Drew Maxwell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their goals. He has been with Fidelity Investments since 2014, serving in various roles including Relationship Manager from 2014 to 2021, Investment Consultant from 2021 to 2022, and Financial Consultant from 2022 to the present. Drew holds an Arkansas Insurance License. Outside of his professional work, he enjoys golf, outdoor adventures, and traveling.

Elizabeth Morgan is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. Its investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on model portfolios using mutual funds, ETFs, and ETPs.

Joseph Samaniego is a Financial Consultant at Fidelity Investments. He works with individuals and families to develop actionable financial plans aimed at achieving their goals. He holds the Certified Financial Planner (CFP®) designation, which supports his client-first approach and informs his expertise in investments and retirement planning. Joseph's experience with Fidelity Investments began in 2020, with roles progressing from Workplace Planning Consultant to Planning Consultant, and currently to Financial Consultant as of 2024. This progression demonstrates his ongoing commitment to financial planning and client service. Outside of his professional work, Joseph enjoys activities including comedy, fitness, hiking, movies, outdoor adventures, and traveling.

Kassi Ferrell is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She collaborates with families to develop tailored and comprehensive financial plans, utilizing her expertise to help clients work towards their financial goals. Her experience at Fidelity Investments spans several roles, including Investment Consultant from 2018 to 2021, Financial Representative II from 2016 to 2018, and Investment Solutions Representative from 2015 to 2016. This progression reflects her ongoing commitment to financial planning and client service. Kassi is a Certified Financial Planner (CFP®) and applies her knowledge and core values in her work with clients.