Brent Walker is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he guides clients through various stages of life, focusing on wealth accumulation, risk management, and income planning. He collaborates with clients to develop tailored financial roadmaps based on personalized strategies, tax-efficient investing, and ongoing communication to help clients pursue retirement and long-term financial goals with efficiency and clarity. Prior to his current position, Brent worked as a Financial Consultant at E*TRADE Capital Management from 2019 to 2023. He also held roles at E*TRADE including Branch Service Representative from 2018 to 2019 and was part of the Elite Client Service Team at E*TRADE Securities from 2016 to 2018. Outside of his professional work, Brent has interests in the beach, football, and outdoor adventures.

Tyler Legault is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Investment Consultant before his current position. Tyler works with a diverse clientele including retirees, young professionals, and widows or widowers. His approach focuses on building confidence in financial plans to help clients navigate changing lifestyles and economic conditions. Tyler emphasizes the use of visual tools to educate clients, aiming to help them stay focused and organized during regular check-ins and plan reviews. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional responsibilities, Tyler has interests in baseball, football, movies, pets, traveling, and volunteering.

Jason Jansen is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various Fidelity businesses since 2006. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Tejash Shah is a Financial Consultant at Fidelity Investments, where he supports clients in progressing toward their financial goals through a disciplined approach. He has been with Fidelity Investments since 2021, holding various roles including Planning Consultant, Relationship Manager, and Investment Consultant before his current position starting in 2024. Prior to joining Fidelity, Mr. Shah worked as a Financial Solutions Advisor at Merrill Edge from 2020 to 2021, and as a Personal Banker at Bank of America from 2017 to 2020. This experience has contributed to his understanding of financial planning and client relationship management. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Zack Price is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on helping clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Zack aims to build strong relationships with clients founded on trust and reliability. He has been with Fidelity Investments since 2018, progressing through several positions including Investments Solutions Representative, Relationship Manager, and Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions, client relationship management, and financial planning. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Spencer Maycock is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2023. His professional journey with Fidelity began in 2019 and has included roles such as Investment Consultant, Planning Consultant, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. Spencer and his team focus on assisting clients with the transition from working life into retirement. Their services include developing comprehensive retirement plans that cover asset projections, annual cash flow reporting, withdrawal strategies, Roth conversion opportunities, and personalized investment recommendations. During initial consultations, Spencer emphasizes understanding clients' personal and financial situations to tailor strategies that meet their unique needs. Outside of his professional responsibilities, Spencer is interested in baseball, fishing, military service, music, and running.

Alison Johnson is Vice President and Wealth Planner at Fidelity Investments, where she has been serving since 2018. She engages families in a holistic manner, connecting their broader life circumstances to their long-term financial well-being. Her career at Fidelity Investments spans over a decade, beginning as a Financial Representative in 2006. She advanced through roles including Relationship Manager, Investment Consultant, and Financial Consultant before her current position. This progression reflects her extensive experience in wealth planning and client relationship management. Outside of her professional role, Alison's personal interests include attending concerts, exploring culinary experiences, playing golf and tennis, traveling, and parenthood.

Justin Cardon is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, serving previously as a Financial Consultant and Relationship Manager. Prior to joining Fidelity, Justin worked as a Senior Financial Advisor at Vanguard from 2017 to 2020 and as a Wealth Strategy Associate at UBS Private Wealth Management from 2013 to 2017. Justin is a CERTIFIED FINANCIAL PLANNER who emphasizes understanding clients' goals and values to develop tailored financial plans that integrate all areas of personal finance. He holds an Arkansas Insurance License, supporting his expertise in financial planning and related services.

Andrew DuHon is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience includes leadership roles such as Director of Capital Markets at Birchwood Healthcare Partners (2021-2022), Regional Director at Voya Investment Management (2019-2021), and Sales Director at Nesvick Trading Group (2017-2019). Andrew focuses on helping clients develop strong and flexible financial plans to manage the complexities of lifetime financial decisions. He aims to empower clients to make informed financial choices to reduce stress and anxiety related to their financial well-being.

Ricardo Gutierrez is a Financial Consultant at Fidelity Investments, where he applies strong investment principles and a personalized approach to help clients navigate the complexities of the investment world. He focuses on co-creating strategies tailored to clients' individual needs to simplify investing and reduce stress. His professional experience includes roles such as Investment Consultant at Fidelity Investments from 2024 to 2025, Financial Solutions Advisor at Merrill Lynch from 2023 to 2024, and Branch Manager - Financial Consultant at E*Trade powered by Morgan Stanley from 2003 to 2023. Outside of his professional work, Ricardo enjoys cooking and baking, watching movies, reading, and playing soccer.

Stephanie Eikenberry is the Market Leader at Fidelity Investments. In this role, she focuses on creating an environment where associates can maximize their talents to help clients plan for and achieve their financial goals. She has held the position of Market Leader since 2026. Stephanie's career at Fidelity Investments spans multiple roles, including Vice President positions as Regional Planning Leader from 2024 to 2026, Branch Office Manager from 2018 to 2024, as well as Senior Manager of Retirement Solutions, Manager of Stock Plan Services, and other leadership roles. Prior to her time at Fidelity, she worked as a Branch Sales and Service Representative at National City Bank from 2006 to 2007. Throughout her career, Stephanie has gained experience in leadership, retirement solutions, stock plan services, and client service within the financial industry.

Paul Bates is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant since 2018. With over a decade of experience at Fidelity Investments, Paul focuses on building personalized financial plans aimed at helping clients achieve their family's financial goals. His approach emphasizes earning client trust to foster collaborative financial planning. Outside of his professional work, Paul has interests in fishing, golf, parenthood, and soccer.

Chris Autry is a Financial Consultant at Fidelity Investments, a position he has held since 2024. With over 30 years of experience in the finance industry, he has developed expertise in client-centric planning and building lasting family relationships. His approach involves listening deeply to clients, understanding their stories, and crafting evolving strategies to help with goals such as building generational wealth, retiring comfortably, funding education, and protecting assets. Prior to his current role, Chris served as Vice President and Senior Financial Consultant at Charles Schwab-TD Ameritrade from 2006 to 2024. His earlier experience includes financial advisory positions at Wachovia Securities Financial Network, Josephthal & Co, JW Charles Securities, First Colonial Securities, Painewebber, Josephthal Lyon & Ross, and a stockbroker role at JW Gant & Associates starting in 1990. Outside of his professional work, Chris enjoys family activities, golf, music, and traveling.

Chayla Quillin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Shared Health Services, Eastman Credit Union, and Franklin Woods Community Hospital. Outside of her advisory work, she streams video games on Twitch during her personal time. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of managed and advisory strategies, including model portfolios for Fidelity Institutional Wealth Adviser.

Hunter Estrada is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. In his role, he focuses on helping clients use money as a tool to work toward their lifelong goals by listening carefully and co-creating plans that align with their objectives. Hunter emphasizes building trust and maintaining strong connections with his clients throughout every step of the financial planning process. Prior to his current position, Hunter held several roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Customer Relationship Advocate from 2022 to 2025. This progression reflects his growing experience and expertise in financial consulting and client relationship management. Outside of his professional work, Hunter enjoys a range of personal interests such as board games, football, social events with friends, gardening, golf, and soccer.

Patrick Innes is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at PGA Tour Superstore, State Farm, and Kennesaw State University. He also worked with GO Kickball Atlanta, a community organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Alicia Bransford is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has over 20 years of experience in the financial services industry, with a professional background that includes positions as an Investment Consultant at Fidelity Investments and various roles at Morgan Stanley, Merrill Lynch, and Investment Professionals, Inc. Throughout her career, Alicia has worked with individuals and families to develop financial plans that help clients prepare for important life chapters. She believes in creating solid financial roadmaps that enable clients to work toward their goals while enjoying the process. Her experience spans client service, wealth advising, and investment consulting. Outside of her professional work, Alicia enjoys comedy, concerts, cooking and baking, music, spending time with her pets, and reading.

Phillip Glover is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has been part of Fidelity Investments since 2021, progressing from Investment Consultant to Financial Consultant before assuming his current role. Prior to joining Fidelity, Phillip held positions including Regional Director at Voya Investment Management, Associate Vice President at Preferred Capital Securities, Internal Wholesaler at Jackson National, and Financial Advisor at Edward Jones. Phillip's professional experience spans various roles in financial consulting and investment management, providing him with a broad perspective on financial planning and client service. He partners with clients and their families to develop comprehensive financial plans utilizing the resources available at Fidelity Investments. Outside of his professional work, Phillip engages in activities such as camping, hiking, outdoor adventures, and volunteering. He also values spending time with his family and participating in family activities.

Raymond Rivers is an Investment Consultant currently working at Fidelity Investments since 2025. 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. Raymond has held several positions in the financial industry, including Vice President, Premier Banker at Truist in 2025, Financial Advisor at JP Morgan Securities LLC from 2022 to 2025, and Financial Advisor at Valic Financial Advisors from 2019 to 2022. His experience spans various aspects of financial advising and investment consulting.

Jeffrey Davis is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. Over his tenure, he has held various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before advancing to his current position in 2022. His professional approach focuses on working closely with clients to help them achieve their financial and retirement goals. His experience spans a variety of financial services roles, allowing him to provide informed advice and tailored financial planning. Outside of his professional life, Jeffrey is interested in family activities, fitness, football, reading, and traveling.

Siddhartha Narker is a Planning Consultant at Fidelity Investments. In this role, he assists clients across the nation in translating their financial aspirations into practical plans. He works closely with clients to understand their goals, motivations, and concerns, combining this insight with a detailed analysis of their current financial situations to develop personalized strategies for retirement planning and long-term financial confidence. Prior to becoming a Planning Consultant, Siddhartha held several positions at Fidelity Investments, including Relationship Manager in 2025 and Financial Representative from 2024 to 2025. He began his career as a Junior Financial Consultant at Georgia Financial Advisors from 2023 to 2024. Throughout his career, he has focused on client-centered financial planning. Outside of his professional work, Siddhartha enjoys activities such as spending time at the beach, cooking and baking, fitness, football, music, and soccer.

Isaac Whitmore is a Financial Consultant currently working at Fidelity Investments since 2020. He has over 25 years of experience in the financial services industry, having held positions at several notable firms. His previous roles include Senior Financial Consultant at TD Ameritrade from 2004 to 2020, Financial Consultant at E*Trade Financial from 2000 to 2003, and Financial Advisor at Morgan Stanley from 1999 to 2000. Throughout his career, Isaac has focused on partnering with clients to understand their unique goals, needs, and concerns. He leverages Fidelity's resources alongside his experienced wealth management team to assist clients in working toward their financial success. Isaac aims to be a trusted advisor for his clients over the long term.

Patrick Clarke is a Financial Consultant currently working at Fidelity Investments since 2024. He has held several roles within Fidelity Investments, including Investment Consultant from 2023 to 2024, Planning Consultant from 2022 to 2023, and Financial Representative in 2022. Prior to joining Fidelity, Patrick worked as a Wealth Strategist at Northwestern Mutual from 2021 to 2022. His earlier experience includes positions at J.P. Morgan Chase Bank as Vice President - Private Client Banker from 2020 to 2021 and Relationship Banker from 2019 to 2020, as well as Licensed Personal Banker at Wells Fargo Bank from 2016 to 2019. Patrick focuses on assisting clients in working toward their investment and retirement goals. He emphasizes the importance of clients feeling heard and understood from the beginning of their interactions, aiming to build genuine relationships by putting clients first in all his work.

Joseph Dunagan Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Fricke & Associates, LLC and various positions in the healthcare sector before entering the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves multiple registered investment companies with formal advisory roles and systematic investment methodologies.

Mary Hughes is a financial advisor with Fidelity in Dunwoody, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, her background includes roles in various community and service-oriented positions, such as with Habitat for Humanity of Putnam County and involvement in local educational and nonprofit organizations. Fidelity’s Strategic Advisers LLC, where Mary works, provides investment management and advisory services to retail and institutional clients, including tax-qualified charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds structures and model portfolios for intermediary platforms.

Bill Norman is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2025. He also serves as a Financial Consultant at Fidelity Investments, a role he has maintained since 2017. Prior to joining Fidelity, Bill worked as an Investment Advisor at Edward Jones from 2011 to 2017. In his current role, Bill focuses on creating an environment where associates can maximize their potential and deliver a consistent client experience. He emphasizes coaching and encourages associates to expand their perspectives on planning, impact, and career possibilities, aiming to elevate processes across the branch. Further details about Bill's education, credentials, personal interests, or community involvement have not been provided.

Nicole Harris is currently a Branch Leader at Fidelity Investments, a position she has held since 2026. In this role, she oversees branch operations and leads a team of associates to deliver client services. She has been with Fidelity Investments since 2022, progressing through various roles including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity Investments, Nicole worked at E*TRADE Financial from 2016 to 2022, holding positions such as Customer Service Manager, Team Lead, and Financial Services Representative. Her professional experience spans client relationship management, financial planning, investment consulting, and team leadership. Outside of her professional life, Nicole has interests in concerts, cooking and baking, fitness, music, reading, and traveling.

Stephanie Felts is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages relationships with multiple registered investment companies and fund-of-funds.

Jacob Hyland is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to understand their financial goals and concerns, supporting them alongside dedicated Financial Consultants to help them gain confidence in their financial strategies and plans. Jacob has been with Fidelity Investments since 2021, progressing through several positions including Customer Relationship Advocate, Financial Representative, and Relationship Manager before becoming a Planning Consultant. Prior to joining Fidelity, he completed a student internship at Lifetime Financial Growth from 2020 to 2021.

Juan Arango is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He is focused on making a positive impact in the lives of families within his community. Prior to joining Fidelity Investments, Juan served as a Senior Regional Manager at Charles Schwab from 1997 to 2023. His extensive experience in leadership roles within the financial services industry contributes to his expertise in managing branch operations and client relationships. Details regarding Juan's education, credentials, personal interests, and community involvement have not been provided.

Mellonie Lazarus is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2022, progressing through various positions including Financial Representative, Relationship Manager, and Financial Consultant. In her current role, Mellonie partners with clients and their families to assist with financial decisions aimed at achieving long-term financial security and providing peace of mind. Her approach to personal financial planning emphasizes building trusted relationships and understanding what matters most to her clients. Mellonie's professional experience is concentrated within Fidelity Investments, where she has developed expertise in financial consulting and client relationship management. Outside of her professional work, Mellonie's personal interests include baseball, concerts, family activities, football, reading, and traveling.

Jake Cusson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients to understand their personal and financial situations, co-creating roadmaps to help them achieve their goals leading up to, in, and beyond retirement. Prior to this, he held several positions within Fidelity Investments, including Financial Representative, Financial Service Representative, and Customer Relationship Advocate, gaining comprehensive experience in financial services from 2021 through 2025. His professional approach centers on establishing understanding and trust with clients, ensuring a full comprehension of their individual circumstances to provide tailored financial planning. While specific educational background and credentials are not provided, his progressive roles within Fidelity demonstrate a commitment to developing expertise in financial planning. Outside of his professional responsibilities, Jake engages in activities such as fitness, exploring culinary experiences, social events with friends, outdoor adventures, reading, and volunteering.

Jesse Puckett is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has over 20 years of experience in the financial services industry, having worked in various capacities including Financial Consultant at Fidelity Investments, Vice President of Investment Services at The Bank of New York Mellon, and Securities Principal and Senior Stockbroker at Scottrade, Inc. Throughout his career, Jesse has partnered with individuals and corporations to develop and implement comprehensive financial strategies tailored to their unique needs. His professional focus includes wealth planning and investment services. Outside of his professional work, Jesse enjoys activities such as baseball, biking, golf, spending time at the lake, and tennis.

Isabelle Ledford is a Planning Consultant at Fidelity Investments, where she focuses on helping clients develop, design, and execute financial plans aligned with their goals. She adopts a collaborative approach to planning, emphasizing understanding client objectives and educating them on potential options and strategies. Her professional experience at Fidelity Investments includes roles as an Investment Consultant (2024-2026), Planning Consultant (2022-2023), Relationship Manager (2022), and Financial Representative (2021-2022). This diverse background provides her with comprehensive knowledge in financial planning and client relations. Outside of her professional work, Isabelle's personal interests include spending time at the beach, caring for pets, running, and swimming.

James Fries is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His career includes roles at ESPN, University of Georgia, Uber, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Alysia Baker is a Financial Consultant at Fidelity Investments, where she has been consulting with high net worth clients and their families since 2020. She focuses on building, preserving, and transferring wealth, working closely with clients as a partner in their financial success. Prior to her current role, she held positions at Fidelity including Senior Relationship Manager from 2018 to 2020 and Relationship Manager from 2010 to 2018. Earlier in her career, she worked as a Financial Representative at Etrade from 2008 to 2009 and as a Team Lead at TIAA from 2001 to 2008. Over her career spanning more than a decade at Fidelity, Alysia has gained extensive experience in wealth management and client relationship management. She approaches her work with the belief that success is achieved through planning. Outside of her professional life, Alysia enjoys comedy, fitness, social events with friends, movies, music, and reading.

Eli Russell is Vice President, Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop comprehensive financial plans and personalized investment strategies aimed at the growth, preservation, and transfer of wealth. He holds the CERTIFIED FINANCIAL PLANNER® designation and adheres to the fiduciary standards set by the CFP Board's Code of Ethics and Standards of Conduct. Eli joined Fidelity Investments in 2020, progressing from Planning Consultant to Financial Consultant before assuming his current role in 2024. Prior to Fidelity, he worked as a Financial Advisor at Wells Fargo Advisors from 2017 to 2020. Outside of his professional responsibilities, Eli enjoys fitness, golf, and skiing.

George Suchit is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2009, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Senior Associate at Fidelity Capital Markets. George brings over 20 years of experience in the financial services industry, having also worked as a Relationship Manager at Bank of America and JP Morgan Private Bank. His expertise centers on wealth planning and helping clients work towards their financial goals. He holds a Master of Science and an MBA in Finance.

Marion Tucker is a Financial Consultant currently working at Fidelity Investments since 2022. She has accumulated over two decades of experience in the financial services industry, holding various roles including Investment Consultant positions at Fidelity Investments and Equitable Advisors, AVP and Investment Executive at Fifth Third Securities, and Financial Advisor roles at First Merchants Bank Wealth Management and Morgan Stanley. She also served as Principal at FSN Wealth Management. Marion's expertise centers on developing well-structured financial plans tailored to individual client goals, with an emphasis on navigating market fluctuations. Her approach involves partnering closely with clients to understand their unique experiences and interests to provide personalized guidance throughout their wealth journey. Outside of her professional career, Marion enjoys activities such as spending time at the beach, cooking and baking, playing golf, engaging in outdoor adventures, reading, and volunteering in her community.

Elizabeth Monaghan is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she held roles in the hospitality and retail sectors, including positions at Moerlein Lager House, Mecklenburg Gardens, J. Crew, and Stan the Donut Man. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage investments and serves as an adviser to multiple registered investment companies.

Mitchell Keller is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2016. In his current role, he partners with clients in Georgia and surrounding states to create financial plans and implement investment strategies tailored to their individual preferences and needs. Mitchell has held multiple positions within Fidelity Investments, including Financial Consultant, Investment Consultant, Relationship Manager, High Net Worth Representative, and Financial Services Representative. Through these roles, he has developed experience in understanding clients' financial goals and collaborating with them to develop reliable financial plans. Outside of his professional work, Mitchell enjoys fitness, hiking, spending time at the lake, outdoor adventures, running, and swimming.

Natalie Chou is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, progressing through positions including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Natalie worked as a Private Client Banker at JP Morgan Chase from 2019 to 2022 and as a Relationship Manager at Bank of America from 2017 to 2019. Her professional experience spans client relationship management and financial planning, focusing on developing personalized financial strategies that align with clients' unique goals and preferences. Natalie emphasizes partnership with her clients to create sustainable financial plans designed to last for generations. Outside of her professional work, Natalie has interests in cooking and baking, enjoys exploring different cuisines as a foodie, and participates in activities such as Pilates, yoga, singing, and traveling.

John Pettway is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and Planning Consultant. John is focused on financial literacy and aims to bring value to every interaction with clients. He approaches his work with authenticity and a commitment to serving individuals, emphasizing genuine relationships in his practice. Outside of his professional role, John engages in personal interests such as baseball, tennis, reading, family activities, and volunteering.

Marc Femiano is an Investment Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on helping clients from diverse backgrounds work toward their financial goals through proper planning and guidance. Prior to this, he served as the Director of Business Development at Preferred Capital Securities from 2019 to 2024. Marc's experience in the financial services industry includes working with various firms and advisors across the country, which has contributed to his broad knowledge of strategies for creating unique financial plans tailored to individual clients. Outside of his professional work, Marc enjoys activities such as spending time at the beach, watching comedy, engaging in family activities, exploring culinary experiences, playing soccer, and traveling.

Bryan Clapham is a Financial Consultant currently working at Fidelity since 2023. He has accumulated over 18 years of experience in the financial services industry, partnering with clients and their families to develop customized and flexible financial plans tailored to their unique situations. His professional background includes roles such as Investment Consultant at Fidelity Investments in 2022, Regional Advisor Consultant at Invesco from 2020 to 2022, Wealth Manager at Roundtable Capital Management between 2018 and 2020, Vice President of Wealth Management and Client Advisor at Fidelity Bank from 2017 to 2018, Wealth Manager at USAA from 2011 to 2017, and Investment Consultant at TIAA from 2008 to 2011. Bryan's practice is founded on the core values of trust, integrity, and prioritizing his clients' needs. He focuses on using his knowledge and experience to help clients work towards their financial goals.