Nicholas Pyles is a Financial Consultant at Fidelity Investments, where he has been supporting clients since 2025. He has a history of roles within Fidelity Investments, including Planning Consultant, Benefits Planning Consultant, and various Workplace Planning Consultant positions since 2020. Nicholas focuses on implementing and monitoring tailored financial plans and investment strategies for individuals and families. Throughout his career at Fidelity Investments, Nicholas has developed expertise in financial planning and benefits consulting. He holds insurance licenses in Arkansas and California, which enable him to provide a range of financial services. His approach involves listening to clients' experiences and goals to simplify the complex world of investing. Outside of his professional work, Nicholas enjoys activities such as beach outings, family activities, golf, hiking, tennis, and traveling.

Casey Frehner is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and six years of industry experience. Prior to joining Fidelity, he worked at The CORE Group, INC. and spent five years with Fanzz Sports Apparel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Ashlee Garn is the Director and Executive Services Officer at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2005, progressing through various positions including Brokerage Consultant, Benefits & Planning Consultant for Executive Services, and Financial Representative. Her extensive experience within the company spans areas such as brokerage operations, stock plan services, and customer advocacy. In her current role, Ashlee focuses on helping clients understand and plan for their company equity compensation plans in the context of their individual situations and beliefs. She emphasizes building personal connections and trust to develop personalized financial plans that address every phase of life. Ashlee's professional approach is driven by the success of her clients. No information about Ashlee's education, credentials, personal interests, or community involvement has been provided.