William Glasheen is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he leads, coaches, and develops Fidelity associates to implement financial plans with their clients and provide a world-class client experience. Prior to this, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2013 to 2021. Throughout his career at Fidelity, William has focused on supporting financial planning and client service initiatives. His leadership responsibilities include guiding associates to deliver comprehensive financial advice and ensuring high standards in client interactions. Outside of his professional role, William enjoys camping, hiking, scuba diving, traveling, and parenthood.

Alexander Bauer is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, holding various roles including Investment Management Consultant, Central Relationship Manager, and positions focused on high net worth clients. His experience encompasses comprehensive financial services and client relationship management within the investment industry. As a Certified Financial Planner4 practitioner, Alexander approaches financial planning by understanding his clients' individual goals and priorities. He emphasizes trust, transparency, and tailored recommendations while taking a holistic view of personal and family finances to empower clients in making informed decisions. Outside of his professional role, Alexander has interests in art, comedy, concerts, cooking and baking, and fishing.

Ilya Nudelman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Investments Solution Representative, High Net Worth Associate, and Financial Representative. In his role, Ilya focuses on collaborating with clients to help them meet their life goals through financial planning that takes into account their personal and financial circumstances. He prioritizes building long-term relationships and providing clients with peace of mind regarding their overall financial well-being. Ilya holds a California Insurance License. Outside of his professional work, Ilya has interests in board games, concerts, food, music, parenthood, and snowboarding.

Ben Setlak is a Financial Consultant at Fidelity Investments. He works with individuals and families to build, implement, and monitor financial plans, emphasizing the importance of personalized plans and trusted advisor relationships. Ben has been with Fidelity Investments since 2021 and has held multiple roles, progressing from Workplace Planning Associate to his current position. His experience includes various planning consultant roles within Fidelity, developing his expertise in supporting financial planning needs. Prior to joining Fidelity, Ben interned as an Economics Intern at First Trust Portfolios in 2019. Ben holds an AR Insurance License. Outside of work, he enjoys baseball, family activities, fishing, golf, hiking, and running.

Nathaniel Pagibigan is a financial advisor at Fidelity with a Series 66 credential and has been in the industry since 2026. He has previously worked at Bankers Life and Axos Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Sasha Tollensdorf is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked with various Fidelity entities since 2015. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jun Simmons is a Planning Consultant at Fidelity Investments, where they support wealth management teams by creating financial plans and fostering long-term client relationships based on transparency and trust. They aim to assist clients in making confident decisions regarding their financial future. Jun has been with Fidelity Investments since 2023, progressing from roles as a Customer Relationship Advocate to Financial Representative before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Jun worked as an Associate Banker at Chase Bank in 2022. Their professional experience includes client relationship management and financial planning support within the investment and banking sectors. Outside of work, Jun's personal interests include beach activities, concerts, fitness, football, swimming, and traveling.

Ian Foley is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients to develop comprehensive financial plans and provide investment guidance tailored to their unique situations. Prior to this position, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. In his practice, Ian emphasizes principles of trust, transparency, and excellence. He collaborates with clients to help them work toward their financial goals through personalized financial planning strategies.

Devin Wilson is an Investment Consultant at Fidelity Investments, where he has been serving since 2023. Prior to this role, he worked as a Relationship Manager and Financial Representative at Fidelity Investments during 2022. Devin collaborates closely with clients from diverse financial backgrounds to develop tailored investment strategies, emphasizing understanding and teamwork before implementing plans. His approach involves active listening and partnership with clients to navigate complex financial situations and life events. Devin's professional experience at Fidelity Investments encompasses various roles focused on client relationship management and financial consulting. Outside of his professional career, Devin has interests in beach activities, comedy, food, football, music, and parenthood.

Adam Pettyes is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He supports clients in navigating financial planning by adopting a holistic approach to understand their complete financial situation. He emphasizes trust and accountability in his work to help clients achieve confidence and peace of mind regarding their personal, professional, and financial objectives. Prior to his current position, Adam held several roles at Fidelity Investments including Program Manager for Sales Facilitation (2018-2020), Senior Regional Investment Consultant (2015-2018), and Internal Sales Representative (2014-2015). He began his financial services career as a Financial Representative at Northwestern Mutual from 2013 to 2014. Outside of his professional responsibilities, Adam's personal interests include attending concerts, hiking, outdoor adventures, skiing, and swimming.

Shelby Imes is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Shelby partners with clients to implement and monitor financial plans, employing a personal and consistent approach to understand each client's unique situation. The goal is to customize financial plans to meet specific needs and empower clients with confidence in their financial strategies. Shelby has been with Fidelity Investments since 2016, progressing through several roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager. This progression reflects experience in client relationship management and financial consulting within the firm. No information about Shelby's education, credentials, personal interests, or community involvement has been provided.

Grant Hilding is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He collaborates with individuals and families to develop, implement, and maintain financial plans tailored to their long-term goals. Grant emphasizes the importance of creating financial plans that are straightforward and investment strategies that align with client objectives. Prior to his current role, Grant held positions at Fidelity Investments as a Relationship Manager from 2022 to 2025 and as a Customer Relationship Advocate from 2021 to 2022. His experience across these roles has contributed to his expertise in financial planning and client relationship management. Outside of his professional career, Grant enjoys skiing, hiking, and camping with his girlfriend and their dog, Riley. He also has interests in the beach, board games, cooking and baking, and football.

Brody McGhehey is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial roadmaps aimed at achieving their goals. In this role, he focuses on educating clients about the various options Fidelity offers to support their unique financial situations and fosters ongoing partnerships to monitor progress toward their objectives. Prior to his current position, Brody served in several roles at Fidelity Investments, including Client Service Manager and Workplace Planning Consultant. He also gained experience as a Capital Markets Associate at Phoenix Energy. This progression of roles has contributed to his understanding of financial planning and client service within the investment industry. Outside of his professional work, Brody has personal interests that include baseball, fishing, football, golf, snowboarding, and traveling.

Ajay Sarkaria currently serves as the Regional Vice President of Private Wealth Management at Fidelity Investments. In this role, he leads advisory teams that address the complex and unique financial planning needs of families and individuals within the Private Wealth sector. Prior to his current position, Ajay held the role of Regional Vice President for Advanced Planning at Fidelity Investments from 2014 to 2025. His professional background also includes experience as a Tax Manager at Ernst & Young, LLP from 2011 to 2014, a Tax Associate at Grant Thornton, LLP from 2009 to 2011, and as an attorney at Stephen C. Gilbert, Esq., P.C. from 2006 to 2008. Outside of his professional duties, Ajay has interests in concerts, motorcycles, music, and skiing.

Zeke Goldstein is an Investment Consultant at Fidelity Investments, where he has been contributing since 2024. His role focuses on understanding clients' unique financial situations to develop tailored investment strategies aimed at working towards their individual goals. Prior to this position, Zeke held roles at Fidelity as a Relationship Manager and Financial Representative during 2023 and 2024. Zeke holds an Arkansas Insurance License, supporting his professional qualifications in financial planning and investment consulting. Outside of his professional life, he enjoys camping, outdoor adventures, skiing, and playing soccer.

Mason Rowe is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Alliance Trust Company, McDonald Carano LLP, Tesla, and several other organizations across diverse sectors. He has also been involved with University of Nevada, Reno, and HMT Consulting Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive advisory role with multiple registered investment companies and fund-of-funds.

David Campano is a financial advisor with Fidelity Investments based in Denver, Colorado, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Anita Lombri is Vice President and Financial Consultant at Fidelity, a position she has held since 2023. She partners with individuals and families to develop financial plans and investment strategies that align with their goals, aiming to enhance clients' financial well-being and provide peace of mind regarding their financial situations. Anita's experience at Fidelity spans several roles since 2018, including Financial Consultant, Investment Consultant, Investment Solutions Representative, and Client Relationship Advocate. Prior to joining Fidelity, she worked as an Investment Banking Analyst at GLC Advisors from 2016 to 2017. She holds an Arkansas Insurance License. Outside of her professional work, Anita enjoys cooking and baking, fitness, exploring food, outdoor adventures, skiing, and traveling.

Matthew Barney is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2005, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, and Investment Representative. Matthew is a board-certified financial planner (CFP®) with over 20 years of experience in financial consulting. His expertise lies in helping families and individuals develop personalized financial plans tailored to their unique needs. He works collaboratively with clients to build, improve, and monitor their financial strategies over time. He holds a California Insurance License. Outside of his professional work, Matthew's personal interests include fitness, playing musical instruments, music, and reading.

John Drennan is Vice President Private Wealth Management Advisor at Fidelity Investments. He has held this role since 2016, following his position as Vice President, Financial Consultant at Fidelity from 2014 to 2016. Prior to that, he served as a Regional Planning Consultant at Fidelity from 2011 to 2014. John holds a California Insurance License. He focuses on understanding the priorities of his clients and their families to provide insight and guidance aimed at achieving their investment and planning objectives. Outside of his professional work, John enjoys biking, boating, fishing, hiking, scuba diving, and skiing.

John Sullivan is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he partners with families to tailor wealth plans that reflect their goals and aspirations. Prior to joining Fidelity Investments, John served as a Private Client Advisor at Schwab Private Client Investment Advisory, Inc. from 2014 to 2021. He began his career in the financial services industry as an Associate Portfolio Consultant at the same firm from 2012 to 2014. Outside of his professional work, John has interests in concerts, music, outdoor adventures, photography, and snowboarding.

Jonathon Watt is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight including the use of affiliated and unaffiliated sub-advisers.

Omar Ramirez is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2024. He is committed to delivering an exceptional client service experience and focuses on building lasting relationships founded on trust and a thorough understanding of the individual goals and values of his clients and their families. Omar's career at Fidelity Investments includes roles such as Wealth Management Service Specialist, Wealth Management Service Help Desk, Customer Relationship Advocate, and Workplace Planning Consultant, spanning from 2020 to the present. This progression reflects his experience and expertise within wealth management services. Outside of his professional responsibilities, Omar enjoys attending concerts, visiting museums, spending time with pets, running, snowboarding, and practicing yoga.

Morgan Harris is a Planning Consultant at Fidelity Investments, where they collaborate with Financial Consultants to deliver comprehensive financial planning services. Morgan is dedicated to cultivating trust and providing reliable support to clients and their families. Morgan joined Fidelity Investments in 2020, holding positions including High Net Worth Service Associate and Relationship Manager before becoming a Planning Consultant in 2023. Their experience spans various roles within the company, contributing to their expertise in financial planning and client service. Outside of work, Morgan enjoys golf, outdoor adventures, skiing, surfing, and traveling.

Aaron Mangione is a Financial Consultant at Fidelity Investments, where he works to develop and foster meaningful relationships to better understand clients' needs. He collaborates with clients to develop strategies aimed at helping them pursue their financial goals. Aaron has held several roles at Fidelity Investments, beginning as a Financial Representative in 2022. He then served as a Relationship Manager from 2022 to 2023, followed by a position as Planning Consultant from 2023 to 2024 before assuming his current role in 2024. This progression reflects his experience within the financial services industry. Outside of his professional work, Aaron's personal interests include biking, cooking and baking, fishing, football, outdoor adventures, and parenthood.

Mike SOSNIAK is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022 and worked as a Financial Professional Associate at Prudential Financial from 2019 to 2021. He holds a California Insurance License and focuses on building customized financial plans that meet the unique needs of families. Mike works with clients to identify strategies aligned with their individual goals and provides ongoing support to adjust plans as financial needs evolve over time. Outside of his professional work, Mike enjoys biking, family activities, fitness, hiking, skiing, and tennis.

Tyler Penney is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He is a Certified Financial Planner™ who collaborates with clients to develop, implement, and maintain financial plans, aiming to ensure that every client feels confident in their financial strategy. Tyler has been with Fidelity Investments since 2018, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans client relationship management and financial planning. Outside of his professional work, Tyler has interests in board games, fitness, football, outdoor adventures, pets, and volunteering.

Kellen Self is a Financial Consultant with Fidelity Investments. Based in Colorado, he emphasizes building strong relationships with clients by tailoring financial plans to meet their individual needs. His approach focuses on collaborating with clients to create, execute, and monitor strategies aimed at helping them achieve their financial goals. Kellen's professional experience includes roles at Fidelity Investments as a Planning Consultant from 2022 to 2025, Relationship Manager in 2022, Financial Representative from 2021 to 2022, and Investment Solutions Representative from 2020 to 2021. Prior to joining Fidelity, he worked as an Associate in Global Wealth Strategies and Associates from 2018 to 2019. Outside of his professional activities, Kellen enjoys cooking and baking, golfing, visiting museums, skiing, playing soccer, and traveling.

Chloe Kennedy is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized plans aimed at helping them achieve their financial goals. In her role, she focuses on creating strategies that address the specific needs of each client. Kennedy has been with Fidelity Investments since 2022, initially serving as a Relationship Manager before transitioning to her current position in 2026. This experience has provided her with a comprehensive understanding of client relationship management and financial planning processes.

Emma Leahy is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she provides families with comprehensive support for their financial planning needs, focusing on building lasting relationships grounded in trust and a thorough understanding of individual goals and values. Emma joined Fidelity Investments in 2021 and has held several positions within the company, including Customer Relationship Advocate, High Net Worth Representative, and Relationship Manager. Her progressive experience at Fidelity has enriched her expertise in wealth management and client relations. Outside of her professional responsibilities, Emma enjoys a variety of personal interests such as hiking, sailing, skiing, traveling, and exploring culinary experiences.

Liz Rohrman is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She has been with Fidelity since 2011, progressing through roles including Financial Consultant, Relationship Manager, Investment Consultant, and Financial Consultant. In her current role, Liz focuses on helping clients navigate the complexities of financial planning, co-creating personalized financial plans, and managing changes in clients' financial lives. Her experience encompasses a broad range of financial consulting and relationship management responsibilities, supporting clients in working toward their long-term financial goals. Outside of her professional work, Liz spends time outdoors engaging in activities such as skiing in the winter and hiking, camping, and golfing during warmer months. She enjoys these pursuits with her husband and their dog, Rosie.

Ruby Pace is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held various positions including roles at St. Augustine Amphitheater and Aunt Kate's Restaurant. Fidelity’s Strategic Advisers LLC 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 develop model portfolios from a broad investable universe.

Daniel Patterson is Vice President, Wealth Planner at Fidelity Investments, where he collaborates with individuals and families to develop, implement, and maintain comprehensive financial plans. He aims to enable clients to focus on their personal interests by managing their financial planning needs effectively. Daniel has been with Fidelity Investments since 2016, progressing through roles from Investment Consultant to Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2012 to 2016 and as a Client Services Associate at UBS Wealth Management from 2011 to 2012.

Connor Blakeman is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He works with individuals and families to create, implement, and monitor financial plans, emphasizing clear and understandable strategies tailored to each client's needs. Connor's professional journey at Fidelity began in 2016, progressing through positions as Financial Representative, Investment Consultant, and Financial Consultant prior to his current role. Before joining Fidelity, he was a Client Service Coordinator at Ameriprise Financial in 2015. He holds a California Insurance License. Outside of his professional work, Connor engages in family activities, fitness, football, running, and caring for pets.

Rebecca Martinez is a Wealth Management Senior Relationship Manager at Fidelity Investments. She currently serves as a trusted resource for affluent clients and their families, focusing on providing a seamless client experience in Private Wealth Management. Her professional career spans over two decades in the Financial Services industry. Prior to her current role, she was a Senior Manager in the Family Office Services Group at Fidelity Investments from 2018 to 2023. She also held the position of Vice President for Corporate Executives Access at JMP Securities LLC between 2011 and 2018, Senior Operations Associate Manager at Morgan Stanley Smith Barney from 2008 to 2011, and worked as an Execution Analyst and Roadshow Coordinator at Oppenheimer & Co between 2004 and 2008. Outside of her professional commitments, Rebecca is engaged in family activities and enjoys visiting museums, participating in outdoor adventures, running, and volunteering.

Glenn Perry is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, progressing through positions including Financial Consultant, Investment Consultant, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, Mr. Perry worked as a Financial Advisor at Prudential Financial from 2015 to 2018. His professional focus is on creating, implementing, and monitoring personalized financial plans and investment strategies tailored to individual clients' needs. He emphasizes the importance of clear and understandable financial planning, particularly to support clients in preparing for retirement. Outside of his professional work, Glenn Perry enjoys outdoor activities such as camping, golf, hiking, and skiing.

Melodee Dettmers is a Wealth Management Planning Consultant at Fidelity Investments. She currently works with clients to develop personalized financial strategies that align with their goals and values. Melodee has been with Fidelity Investments since 2022, holding roles as a Financial Representative, Relationship Manager, and currently as a Private Wealth Planning Consultant. Her approach emphasizes listening, education, and proactive support to help clients make informed financial decisions. Further details regarding Melodee's education, credentials, and personal interests were not provided.

Ray Wong is a Financial Consultant currently working at Fidelity Investments. He has over 27 years of experience in the financial industry, during which he has collaborated with individuals, families, and business owners to develop personalized financial plans. His approach involves creating, implementing, and monitoring unique financial plans to assist clients in working towards their life goals. Throughout his career, Ray has held various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Investment Sales Solutions at Fidelity Investments. Prior to this, he served as a Senior Wealth Advisor at Dunston Financial Group, Director of Business Development at Morgan Stanley, Director of Financial Planning at Investment Advisory Services, Principal-Advisor at Patriot Wealth Management, Vice President at Avalon Advisors, Head Trader at Morgan Stanley, and Financial Advisor at Prudential Financial.

Abigail Reid is a financial advisor with Fidelity in Denver, CO, holding Series 66 and Series 63 licenses and nine years of industry experience. She has worked in various roles within Fidelity since 2017 and previously had one-year positions at Home Instead Senior Care and Active Learners Academy. Fidelity’s Strategic Advisers LLC, where she is affiliated, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary mandates.