Jake Burrow is a Planning Consultant at Fidelity Investments, where he assists clients in using their wealth intentionally to achieve their goals, build long-term security, and create meaningful impact. He has been with Fidelity Investments since 2023, progressing through roles as Financial Representative and Relationship Manager before becoming a Planning Consultant in 2026. Jake's professional experience centers on financial planning and client relationship management. Outside of his professional work, Jake has interests in baseball, parenthood, and reading.

Ashley Ward is a Planning Consultant at Fidelity Investments, a position held since 2021. She has over a decade of experience in the financial industry, focusing on educating and engaging high-net-worth clients to develop financial plans tailored to their specific needs and goals. Ashley's role involves providing clients with information, resources, and investment guidance to support critical decisions regarding their investment portfolios and retirement plans. Her tenure at Fidelity Investments includes roles as a Relationship Manager from 2016 to 2021, a High Net Worth Service Associate in 2016, and a Full Trader from 2015 to 2016. Ashley holds insurance licenses in Arkansas and California, which support her professional qualifications. Outside of her professional life, Ashley has interests in camping, museums, painting, parenthood, reading, and traveling.

Cole Rumrill is a Financial Consultant at Fidelity. In this role, he focuses on understanding clients' goals and collaborating with them to utilize Fidelity's tools to pursue those objectives. He has held various positions at Fidelity, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Cole holds a California Insurance License. Outside of his professional work, Cole's personal interests include comedy, fitness, football, outdoor adventures, reading, and snowboarding.

Rich Harrison is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In his role, he works with high-net-worth and ultra-high-net-worth individuals and families to develop plans and strategies aimed at achieving their unique financial goals. Prior to joining Fidelity Investments, he was a Financial Advisor at The Vanguard Group from 2017 to 2019. Rich holds a California Insurance License, which supports his ability to advise clients on financial matters involving insurance products. Outside of his professional responsibilities, he has interests in fitness, parenthood, running, and soccer.

Ted Beck is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. Ted places a strong emphasis on forming and maintaining relationships with clients and their families, prioritizing trust, reliability, and competency. Ted has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2005, including Portfolio Specialist, Retirement Relationship Manager, Investment Solution Representative, Stock Plan Services, and Financial Representative. Prior to joining Fidelity, he worked as a Sales Representative at Northwestern Mutual from 2003 to 2005. He holds a California Insurance License. Outside of his professional work, Ted enjoys fishing, fitness, military service, outdoor adventures, skiing, and soccer.

Ross McConnell is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments in various roles since 2022, including Investment Solutions Representative II, Investment Solutions Representative I, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Edge in 2021 and as a Loan Analyst at Newity the same year. As a CERTIFIED FINANCIAL PLANNER™, Ross works with clients to help them make informed financial decisions, focusing on intentional money management. He holds a California Insurance License. Outside of his professional career, Ross has interests in fitness, music, and reading.

Meghan Schlegel is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She focuses on understanding clients' most important life goals and developing personalized plans to help them work towards achieving those goals. Meghan identifies potential strategies to ensure clients are on a unique path toward financial success. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, an Institutional Consultant at Morgan Stanley-Graystone Consulting in 2022, and a Wealth Advisor Associate at Morgan Stanley from 2020 to 2022. Meghan holds a California Insurance License.

Darcy Smith is a financial advisor at Fidelity with eight years of industry experience and a Series 66 designation. Prior to joining Fidelity, Smith worked at Ameriprise Financial Services for ten years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Hailey Hanson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Sunwest Bank, Mountain West Bank, and various healthcare and nonprofit organizations, as well as periods of extended travel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, using proprietary methodologies and oversight of affiliated and unaffiliated sub-advisers.

Tommy Walke is a financial consultant with extensive experience in financial services. He has held various roles, including Wealth Advisor at First Interstate Bank from 2020 to 2024, Financial Advisor at US Bank from 2018 to 2020, Associate Relationship Manager at Key Bank in 2018, Premier Banker at Wells Fargo Bank from 2013 to 2018, and Financial Solutions Advisor at Bank of America and Merrill Lynch from 2012 to 2013. Throughout his career, Tommy has worked closely with individuals to help them navigate their financial journeys with thoughtfulness and transparency. He focuses on creating strategies that align with clients' current needs and future goals, whether they are planning for retirement or just beginning their financial planning. Outside of his professional work, Tommy enjoys beach activities, family activities, fishing, traveling, and volunteering.

Micah Johnson is the Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1999. He has dedicated over two decades to serving clients at Fidelity, a firm known for its focus on investment expertise, client service, and personalized financial guidance. In his role, Micah is committed to utilizing the full range of resources available at Fidelity to support clients in achieving their financial goals. He holds a California Insurance License, which complements his professional services. Micah expresses a strong commitment to Fidelity's principles and values, emphasizing the firm's trusted position in the financial services industry and his dedication to client-focused advisory work.

Evan Holcomb is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. His prior roles include positions at Boise State University and Wealth Management Strategies. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Burke Driscoll is Vice President and Branch Leader, responsible for leading and coaching a team of financial consultants. He focuses on helping clients understand their life goals and partners with them to develop plans aimed at achieving financial security. He has held various roles in the financial services industry, including Workplace Financial Consultant at Fidelity Investments from 2017 to 2025, Financial Consultant Solutions at Merrill Lynch in 2017, External Wholesaler at Protective Life from 2015 to 2017, Financial Consultant Solutions at Waddell and Reed Ivy Funds in 2015, Financial Advisor at UBS from 2003 to 2004, Financial Advisor at Smith Barney from 2000 to 2003, and Trading Desk Associate at Jack White and Associates from 1999 to 2000.

Bret Hormuth is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He focuses on collaborative financial planning to assist clients in working toward financial freedom, prioritizing their needs and goals to support retirement planning and beyond. Bret aims to build long-term, trusting relationships with clients and their families to serve as a primary resource for their financial needs. His professional experience spans several roles in the financial industry, including Senior Financial Consultant at TD Ameritrade from 2018 to 2020, Vice President Financial Consultant at Charles Schwab & Co. from 2013 to 2018, and Vice President Private Client Advisor at JP Morgan Securities from 2009 to 2013. He holds a California Insurance License. Outside of his professional work, Bret enjoys camping, family activities, fishing, music, outdoor adventures, and snowboarding.

Saul Gutierrez is a financial advisor with Fidelity in Boise, ID, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Fidelity, he worked at CarMAX for seventeen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and maintains roles with registered investment companies and fund-of-funds.

Dan Reece is a Financial Consultant at Fidelity Investments, where he works closely with clients to help them pursue financial freedom through personalized, goal-based planning. He focuses on building long-term relationships rooted in trust and transparency, aiming to be a consistent and reliable resource for clients and their families. Dan has held various roles in the financial services industry, including Associate Financial Planner at Mainspring Wealth Advisor - Raymond James Financial Services, Investment Services Representative at Wells Fargo Advisors, LLC, Financial Advisor at Home Federal Bank - Cetera Investment Services LLC, Financial Consultant at Charles Schwab & Co., and Financial Advisor at Edward Jones. He holds a California Insurance License. Outside of his professional work, Dan has interests in the beach, family activities, football, parenthood, and traveling.

Benjamin Harrison is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on helping clients gain clarity and confidence in their financial future. Prior to joining Fidelity Investments, Benjamin worked as a Financial Representative at Equitable Advisors from 2023 to 2024. He holds a California Insurance License, which supports his work in providing financial planning and insurance solutions. Benjamin's professional experience centers on assisting clients with their financial planning needs.

Sam Beig is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans that align with their unique goals and aspirations. He has held several roles within Fidelity Investments since 2022, including Relationship Manager, Financial Representative, and various positions focused on workplace planning and advice. Sam holds a California Insurance License, supporting his expertise in financial planning and insurance. Outside of his professional work, he enjoys outdoor activities such as camping, hiking, horseback riding, snowboarding, and spending time with pets.

Timothy Andrus is Vice President and Financial Consultant at Fidelity Investments, where he has been part of the Private Client Group since 2014. He works with clients who have established portfolios and are seeking to refine their strategies, support their families, or create a lasting legacy. Timothy focuses on building relationships based on trust and confidence to help clients shape their vision for financial progress and work toward their individual goals. Timothy has been with Fidelity Investments since 2007, progressing through various roles including Investments Representative, Investments Solutions Representative, Premium Relationship Associate, College Planning Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional work, Timothy's personal interests include board games, family activities, football, gardening, golf, and yoga.

Lucas Mann is an Investment Consultant at Fidelity Investments. He works with clients to develop financial strategies tailored to their unique goals, priorities, and personal circumstances. Lucas helps clients navigate complex financial decisions with care and clarity. He has held various roles at Fidelity Investments since 2018, including positions as Customer Relationship Advocate, High Net Worth Service, Workplace Planning Consultant I and II, Investment Management Consultant I and II, before his current role. Lucas holds a California Insurance License.

Justin Kreitel is currently Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients to understand their financial goals and develops customized financial plans to meet their unique needs. He emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency. Justin has been with Fidelity Investments since 2012, initially serving as a Financial Representative and then as an Investments Consultant before assuming his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones in 2011. He holds insurance licenses in Arkansas and California.

Brandon Schmidt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Corebridge Financial and hospitality-related businesses. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.