Nicholas Cutaia is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2022, progressing through positions including Workplace Planning Associate, Workplace Planning Consultant I, II, and III. Nicholas specializes in working with individuals and families to develop comprehensive financial plans tailored to their unique goals. In his work, Nicholas focuses on understanding the priorities of his clients to co-create financial strategies that support their future financial security. Outside of his professional career, he enjoys golf, snowboarding, and values his role as a parent.

Andres Najera is a Planning Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held positions as an Investment Consultant and Financial Representative at Fidelity Investments, gaining experience in various aspects of financial advising and client service starting in 2022. In his current position, Andres focuses on understanding his clients' financial situations by building relationships and identifying their needs. He collaborates with clients to develop strategies aimed at achieving their financial goals. Outside of his professional work, Andres has personal interests in camping, music, running, and soccer.

Kevin Guevara is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has been with Fidelity in various roles since 2022. Prior to joining the firm, he worked at Semone's Family YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery through systematic, algorithm-driven methodologies. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies.

Rob Shattuck is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2022. In this role, he serves as the primary point of contact for affluent families, focusing on addressing their complex financial needs including growth, protection, and wealth transfer. Prior to his current role, he was a Relationship Manager at Fidelity Investments from 2016 to 2022. Rob emphasizes the importance of forming strong relationships with clients and their families through reliability, competency, and a thorough understanding of their goals. His approach is centered on providing dedicated, high-level service to foster openness and trust. Outside of his professional responsibilities, Rob's personal interests include attending concerts, playing golf, and enjoying music.

Doug Boerschig Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its related entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Robert Hensley is a financial advisor with Fidelity in Dallas, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. Before joining Fidelity, he worked at Texas Securities Inc. and held various positions across multiple industries, including real estate and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Jeff Hutchens is the Vice President and Branch Leader, overseeing a team of financial professionals dedicated to developing plans that assist clients in achieving their financial goals. He has experience leading teams focused on investment solutions, having served as Team Leader at Fidelity from 2017 to 2019.

Jeff Larralde is a Financial Consultant at Fidelity Investments. He collaborates with clients to develop and maintain financial plans aimed at achieving their financial goals and confidence in their future. Jeff has held various roles at Fidelity Investments since 2016, including Financial Consultant, Director Retirement Planner, Retirement Planner, PAS Portfolio Specialist, Client Management Representative, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Assistant Branch Manager at First National Bank Texas from 2012 to 2016.

Eric Haigh is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he works with clients to understand their financial goals and needs, collaborating to develop plans aimed at achieving those objectives. His experience at Fidelity Investments spans several roles since 2019, including Investment Consultant from 2021 to 2024, Investment Solutions Representative from 2020 to 2021, and Customer Relationship Advocate from 2019 to 2020. This progression reflects his continued focus on investment and client relationship management within the firm.

William Gammell is a Financial Consultant currently working at Fidelity Investments. He has held several roles within Fidelity Investments since 2019, including Investment Solutions Representative, Client Management Representative, and Investment Management Consultant III. Prior to joining Fidelity, he was a Financial Advisor at AXA Advisors from 2012 to 2019. His professional experience spans various aspects of financial consulting, focusing on helping clients build wealth, safeguard assets, and navigate investments. Throughout his career, William has worked to provide clarity and confidence to his clients in managing their financial portfolios.

Tatum Reeves is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Reeves held various positions including roles at Home Instead, DoorDash, DePop, and Baylor University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Brian Moss is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Marty B's LLC for four years and held other roles in the hospitality and technology sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Luke Feely is a Planning Consultant currently working at Fidelity Investments. He has progressed through various roles within the company since 2023, including Investment Consultant, Financial Representative, Customer Relationship Advocate, and Intern. In his professional capacity, Luke focuses on helping individuals and families develop comprehensive financial plans that align with their unique goals. His approach involves thoughtful conversations and strategic planning to create tailored financial roadmaps. Outside of his professional work, Luke enjoys fitness, outdoor adventures, running, traveling, and spending time with pets.

Nguyen Truong is a Financial Consultant at Fidelity Investments, a position held since 2021. Nguyen has been with Fidelity since 2014, progressing through various roles including Investment Consultant, Relationship Manager, Personal Planning Advisor, Investment Solution, Retirement Representative, and Full Trader. Throughout this time, Nguyen has developed a financial planning process focused on understanding clients' priorities to educate and empower them in managing their financial futures. Nguyen holds an Arkansas Insurance License.

Marty Laukoter is Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2016. He specializes in helping families develop personalized wealth strategies focused on growth, preservation, and transfer of wealth by gaining a thorough understanding of their goals and priorities. Marty's career in financial services spans over two decades, beginning as a Financial Advisor at American Express Financial Advisors in 1999. He joined Fidelity Investments in 2001, where he has held multiple roles including Senior Financial Representative, Senior Investment Consultant, and various Vice President Financial Consultant positions before his current role. He holds an Arkansas Insurance License. Outside of his professional work, Marty enjoys biking, family activities, hiking, skiing, swimming, and traveling.

Ozan Ethem is an Investment Consultant with experience at Fidelity Investments, where he served as a Financial Representative from 2025 to 2026 and as a Customer Relationship Advocate from 2023 to 2025. In his current role, he focuses on providing responsive and transparent client service, emphasizing personalized financial education. Ozan works closely with clients to understand their priorities and addresses financial decisions relevant to their life stages and circumstances. He engages in focused discussions to simplify complex financial topics, aiming to help clients make informed decisions with clarity and confidence. Outside of his professional work, Ozan has interests in beach activities, fishing, fitness, football, and soccer.

Johan Valencia is a Financial Consultant at Fidelity Investments, where he has been working since 2019 in various roles including Investment Consultant, Central Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, he served as Vice President of Investments at David Lerner Associates from 2018 to 2019. In his current role, Johan focuses on Retirement and Financial Planning, aiming to develop customized plans that align with his clients' priorities and definitions of success. His experience spans multiple facets of financial consulting and investment management. Outside of his professional work, Johan enjoys camping, cooking and baking, spending time with family, gardening, hiking, and caring for pets.

Ryann Evans is a Planning Consultant at Fidelity Investments, where she focuses on providing clients with peace of mind as they navigate their financial plans. She aims to build and maintain relationships by considering clients' lives as a whole and collaborating to create financial plans tailored to their goals and needs. Trust, care, and consideration are central to her approach with each client. Ryann joined Fidelity Investments as a Financial Representative in 2022 and transitioned to her current role as a Planning Consultant in 2023. Her professional experience at Fidelity has centered on client relationship building and financial planning. Outside of her professional work, Ryann has personal interests that include family activities, exploring food, parenthood, and caring for pets.

Doug McKeever is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity since 2011, beginning as an Account Executive, then serving as a Financial Consultant before his current position. Doug focuses on developing financial plans tailored to individual client situations and supports ongoing adjustments as clients' circumstances evolve. He holds insurance licenses in Arkansas and California.

Cassidy Camp is a Planning Consultant at Fidelity Investments, a role held since 2024. Prior to this, Cassidy served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. Cassidy began their career in financial services as an intern at Cetera Advisor Networks in 2019. Cassidy is dedicated to understanding clients' financial needs and providing high-quality information, services, and products to help clients pursue their goals. Their professional experience spans various aspects of financial planning and workplace consulting. Outside of work, Cassidy has interests in music, Pilates, running, tennis, and traveling.