James Zonino is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various roles within Fidelity, including Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs.

Jonathan Bobo is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Prior to his financial career, he held brief positions in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, managing a range of investment products including multi-manager and fund-of-funds structures.

Sal Melaragno is Vice President and Financial Consultant at Fidelity Investments. He partners with clients to help them make educated financial decisions and pursue their long-term goals. Since joining Fidelity Investments in 2014, Sal has held various roles including Investment Solutions Representative, Financial Representative, Relationship Manager, Investment Consultant, and Vice President Financial Consultant. Sal holds a California Insurance License. His professional experience spans multiple aspects of financial advising, enabling him to provide comprehensive support to his clients. Outside of his professional career, Sal enjoys a variety of personal interests including hiking, skiing, traveling, reading, music, and exploring food.

Allen Cunningham is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2026. He specializes in assisting clients with understanding and utilizing their workplace benefits, integrating these into personalized financial plans. His approach involves discussing clients' priorities, evaluating their financial situations, and identifying opportunities to meet their goals through education, planning, and ongoing guidance. Prior to his current position, Allen gained experience at Fidelity Investments in various roles including Investment Solutions Representative III, II, and I from 2022 to 2026, as well as serving as a High Net Worth Representative and Customer Relationship Advocate. He began his career in the financial industry as a Teller at Bank of The West between 2020 and 2021. Allen holds an AR Insurance License. Outside of his professional responsibilities, Allen enjoys boating, attending concerts, football, golf, and snowboarding.

Kevin Kennedy is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He develops engagement strategies tailored to the unique planning needs of each client. Kevin has been with Fidelity Investments since 2022, progressing through several roles including Workplace Planning Consultant I, II, and III before assuming his current position in 2026. His experience encompasses various aspects of workplace planning and benefits consulting. Outside of his professional responsibilities, Kevin has interests that include cars, fishing, fitness, golf, outdoor adventures, and caring for pets.

Phillip Correa is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with clients to maximize their relationships with Fidelity and utilize the tools and resources available to them. Prior to this, he served as a Workplace Planning Consultant at Fidelity's Investor Centers from 2021 to 2024. Phillip focuses on creating personalized financial plans that align with clients' individual goals and aspirations. His experience encompasses benefits consulting and financial planning within the context of workplace and executive services.

Patrick O'Connell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at 1703 Holdings and DICKS Sporting Goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing model portfolios made up of mutual funds, ETFs, and ETPs.

Trevor Booth is a Benefits & Planning Consultant specializing in Executive Services. In his role, he partners with executives to help them understand their employer benefits and utilize those benefits effectively within their financial plans. He emphasizes a planning-first approach focused on clarity and aligning financial strategies with individual goals. Trevor's professional experience includes multiple roles at Fidelity Investments, where he progressed from Customer Relationship Advocate to Investment Solutions Representative II in Fixed Income. Prior to his tenure at Fidelity, he worked as a Life Insurance and Annuities Representative at Primerica. Outside of his professional work, Trevor has interests in fitness, social events, playing musical instruments, music, pets, and skiing.

Sarah Gunderson is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with clients to build financial plans aimed at helping them navigate the complexities of retirement. Her work is supported by the trusted Fidelity brand, advanced technology, and a cost-efficient investment platform, allowing for close collaboration with her team. Sarah brings experience from her previous positions including Senior Intermediary Sales Associate at T Rowe Price from 2019 to 2022, Internal Client Advisor at JP Morgan from 2018 to 2019, and Business Development Consultant at Jackson National from 2014 to 2018. This background contributes to her expertise in financial consulting and client advisory services. Outside of her professional work, Sarah's personal interests include cooking and baking, movies, museums, music, caring for pets, and volunteering.

Trevor McIntyre is an Investment Consultant at Fidelity Investments, where he currently assists clients in managing and protecting their wealth. He employs Fidelity's holistic and comprehensive planning approach to collaborate with clients in developing actionable plans to work towards their financial goals. Trevor joined Fidelity Investments in 2020 and has held various roles within the company, including Customer Relationship Advocate, Relationship Manager, Planning Consultant, before his current position as Investment Consultant in 2026. Through these roles, he has gained experience in client relationship management and financial planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Kelley Carey is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and previously worked at Allegiant Travel Company for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios from mutual funds, ETFs, and ETPs.

Nate Gelbach is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their goals, needs, and life events. In his role, he utilizes Fidelity's tools and resources to address clients' evolving financial requirements, emphasizing trust, communication, and education to help clients make informed financial decisions. Nate has been with Fidelity Investments since 2020, advancing through several roles including Procurement Intern, Portfolio Accounting Analyst Intern, Financial Representative, and currently Planning Consultant. This progression reflects his growing expertise in financial planning and client service within the firm. Outside of his professional responsibilities, Nate enjoys attending concerts and participating in outdoor activities such as golf, snowboarding, surfing, and swimming.

Brendan Payne is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Delaware Life Insurance Company and Jackson National Life Distributors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Reilly Cahal is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Steinkeller's and has an educational background from Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios from mutual funds, ETFs, and ETPs.

Robert Weaver is a Vice President Financial Consultant at Fidelity Investments, where he currently assists clients with their financial planning needs. His role involves supporting clients and their families by helping them understand their financial options and aligning strategies with their specific goals. Robert has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. This experience has provided him with a broad understanding of investment and retirement solutions. Outside of his professional responsibilities, Robert's personal interests include family activities, golf, outdoor adventures, parenthood, skiing, and traveling.

Shane Berliner is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize their relationship with Fidelity by utilizing the company's tools and resources. Shane aims to assist clients in building financial plans tailored to their goals and aspirations. Shane has been with Fidelity Investments since 2021, progressing through positions including Customer Service Representative Intern, Customer Service Representative, Investment Solutions Representative, and Investment Solutions Representative II before assuming his current role in 2025. This experience has provided him with a comprehensive understanding of investment solutions and client service. Outside of his professional responsibilities, Shane has interests in art, comedy, fitness, social events with friends, and music.

David Westol is a financial advisor with Fidelity in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with various divisions of Fidelity since 2014, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory role, he is involved in managing residential rental real estate. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Alex Fortman is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments since 2025. In this role, Alex partners with executives to help them understand their employer benefits and pursue their financial goals. Alex emphasizes building strong relationships with clients to align Fidelity's strategies with their personal and professional objectives. Alex has held multiple positions within Fidelity Investments, progressing from Customer Relationship Advocate (2022-2023), to Investment Solutions Representative I (2023-2024), then Investment Solutions Representative II (2024-2025), before assuming the current consultant role. This experience has provided Alex with a strong foundation in investment solutions and client relationship management.

Alyssa Cadavid is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. She collaborates closely with clients to develop customized financial plans that align with their short- and long-term goals. Alyssa prioritizes forming strong relationships with her clients and their families, emphasizing trust, reliability, and competence in her work. Her experience at Fidelity Investments includes positions such as Investment Solutions Representative II and I, High Net Worth Representative, and Customer Relationship Advocate, spanning from 2021 to her current role in 2024. This progression reflects her growing expertise in investment solutions and client relationship management. Outside of her professional responsibilities, Alyssa enjoys board games, camping, comedy, concerts, skiing, and traveling.

Weston Parks serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes positions as a Financial Representative at Bankers Life & Casualty from 2023 to 2024, and as a Tax Associate at Lulloff Leben & Taylor LLC between 2021 and 2023, as well as at Greear Kramer Monaghan PS from 2019 to 2020. In his current role, Parks partners with clients to understand their specific financial goals and leverages his expertise in employer benefits to co-create tailored financial plans. He emphasizes the importance of building strong relationships through competency, reliability, and care throughout the financial planning process. Outside of his professional career, Parks enjoys activities such as attending concerts, fitness, golf, music, and reading.

Celeste Villegas is a CFP® with five years of industry experience, currently serving as a financial advisor at Fidelity Investments. She previously worked at First Western Trust for four years and Fidelity Brokerage Services LLC for six years. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios, including multi‑manager and fund‑of‑funds structures.

Jin Kim is Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Jin partners with clients to guide them through their financial journeys by helping them understand the various components of their financial plans and how they interact. Jin's professional experience includes prior roles at Charles Schwab, where Jin served as Senior Private Client Advisor from 2014 to 2021, Portfolio Consultant from 2008 to 2014, and Associate Portfolio Consultant from 2006 to 2008. Jin holds insurance licenses in Arkansas and California.

Jeffrey Lohaus is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In his current role, he assists clients in understanding their employer benefits and planning for various financial phases of life. He emphasizes building client relationships based on trust and compassion and is motivated by the impact effective planning can have. Jeffrey has been with Fidelity Investments since 2015, holding several positions including Investment Solutions Representative, Central Relationship Manager, Relationship Manager, and now Benefits and Planning Consultant. His experience spans multiple facets of client relationship management and investment solutions. Outside of his professional work, Jeffrey has interests in football, golf, parenthood, and skiing.

Nicholas Oxaal is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his current role since 2026, he focuses on assisting executives with holistic wealth planning and benefits integration. His professional experience at Fidelity includes progressive roles starting from Workplace Planning and Advice Associate in 2023 to Workplace Planning Consultant I and II before his current position. Prior to joining Fidelity Investments, Nicholas worked as an Associate Financial Advisor at Northwestern Mutual from 2020 to 2023. This background contributes to his expertise in benefits and workplace planning. Outside of his professional life, Nicholas has interests in camping, football, hiking, playing musical instruments, skiing, and traveling.

Kristina Baca is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has been with Fidelity since 2010, progressing through various roles including Investment Consultant, Retirement Relationship Manager, and Financial Representative. Kristina works with clients to guide and empower them through all phases of wealth planning, focusing on goal-oriented and life-centered planning. Her approach centers on helping clients pursue their financial dreams while enabling them to spend less time worrying about money and more time enjoying what matters most. Kristina's extensive experience within Fidelity has provided her with a broad perspective on investment and retirement solutions. Outside of her professional career, Kristina enjoys family activities, hiking, scuba diving, skiing, tennis, and traveling.

Martin Cuilla is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant and Financial Consultant. In his current role, he assists clients in integrating their workplace benefits with their overall wealth planning objectives. Martin's expertise includes retirement planning, income planning, and tax-efficient investing. He focuses on simplifying complex financial issues to make them more manageable for his clients. He holds an Arkansas Insurance License. Outside of his professional work, Martin enjoys hiking, music, outdoor adventures, scuba diving, skiing, and traveling.

Michael Ziegler is an Investment Management Consultant II currently with Fidelity Investments. In his role, he focuses on developing relationships with clients to assist them with their financial health, particularly in understanding and tailoring executive benefits within personalized financial plans. Michael has been with Fidelity Investments since 2019, holding positions including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. His experience spans various aspects of benefits and workplace planning, contributing to his expertise in client relationship management and financial consultation. Outside of his professional work, Michael has interests in camping, cooking and baking, hiking, snowboarding, and traveling.

Tyler Faulkner is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments. In this role, he assists clients in understanding and utilizing the benefits provided by their employers. Tyler collaborates with clients to develop financial plans that align with their retirement and other personal goals, leveraging Fidelity's tools and resources for ongoing tracking and maintenance. Tyler has been serving as a Benefits and Planning Consultant at Fidelity Investments since 2022. Outside of his professional work, he enjoys biking, playing board games, attending concerts, kayaking, engaging in outdoor adventures, and snowboarding.

Brendan Rishavy is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he collaborates with individuals and their families to identify and achieve life goals through financial planning, aiming to provide clients with peace of mind regarding their financial well-being. He has held several positions at Fidelity Investments since 2022, including Investment Solutions Representative II, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects his experience in financial services and client support within the company. Outside of his professional work, Brendan's personal interests include attending concerts, cooking and baking, reading, skiing, and writing.

Tyler Gauthier is the Vice President and Branch Leader at Fidelity Investments, where he currently leads and motivates associates to deliver an exceptional client experience and support the community's financial planning needs. He has held various roles at Fidelity Investments since 2014, including Branch Leader, Planning Consultant, Relationship Manager, Investment Consultant, and Financial Representative. Tyler's professional experience spans over a decade in the financial services industry, with prior positions at Envestnet from 2012 to 2014, including Jr. Operations Specialist, Jr. Portfolio Specialist, Portfolio Specialist, and Institutional Client Service Specialist. His extensive background encompasses client relationship management, investment consulting, and branch leadership. Outside of his professional career, Tyler has interests in fitness, football, golf, movies, running, and snowboarding.

Kevin Palm is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2020, progressing through roles including Investment Solutions Representative III and Workplace Planning Consultant I and II. Prior to joining Fidelity, Kevin worked as a Client Service Associate at Financial Steward Associates and as a Financial Representative Intern at Northwestern Mutual. Kevin holds an Arkansas Insurance License. He emphasizes building strong relationships with clients and focuses on understanding their short- and long-term financial goals to develop customized financial plans. Outside of his professional work, Kevin has interests in fitness, food, football, golf, and skiing.

Albert Lucas is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked for Dampier Consulting Group for ten years. Outside of his advisory role, he serves as Chair of the Senior Club Council for the USA Club Rugby Association, a nonprofit organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes managing portfolios with mutual funds, ETFs, and ETPs, and it serves a diverse client base including charitable funds and registered investment companies.

Jonah Daul is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with executives to help them understand and optimize their employer benefits, employing a consultative approach to empower clients and maintain strong relationships with Fidelity. Prior to his current position, Jonah served as an Investment Solutions Representative 2 specializing in Fixed Income from 2025 to 2026, and as an Investment Solutions Representative 1 from 2024 to 2025. He began his career at Fidelity Investments as a Customer Relationship Advocate from 2023 to 2024. Jonah holds the CERTIFIED FINANCIAL PLANNER4 designation, which supports his expertise in financial planning and benefits consulting.

Kelia Grandison is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has held roles at Fidelity Investments since 2021 and previously worked at Penn State College of Agricultural Sciences. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in delivering model portfolios and advisory services.