Cole Babcock is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Wealth Enhancement Advisory Services, LPL Financial, New Era Financial Advisors, and Huntington Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a disciplined process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its management of multiple registered investment companies, use of systematic methodologies, and advisory role within Fidelity Institutional Wealth Adviser.

Mitch Wittman is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to ensure that clients' financial plans and wealth management strategies are aligned with their goals. He began his career at Fidelity Investments in 2022 as a Financial Representative, progressed to the role of Relationship Manager in 2023, and took on his current position in 2024. Mitch holds a California Insurance License, supporting his work in financial planning and client service. Outside of his professional responsibilities, he is engaged in activities such as playing board games, enjoying food, golfing, listening to music, playing table tennis, and volunteering.

Brian Dyvig is a Market Leader at Fidelity Investments. In this role, he leverages the trusted brand, technology, cost-efficient investment platform, and collaborative team environment at Fidelity to serve clients effectively. He has extensive experience in financial services, having held leadership positions at Fidelity Investments since 2013, including Assistant Branch Leader from 2013 to 2016 and Branch Leader from 2016 to 2025. Prior to joining Fidelity, Brian held various sales and advisory roles, including Sales Manager and Regional Sales Director at Ameriprise, Sales Associate at Marshall Financial, and Financial Advisor at Morgan Stanley. Brian's professional background reflects a progression through roles focused on sales management and financial advising within prominent financial institutions.

Hannah Hofmeister is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she partners with Financial Consultants and their clients to build and maintain financial plans aligned with their goals. She focuses on understanding each person's unique background and needs to assist in co-creating confident strategies. Prior to her current role, Hannah served as a Relationship Manager at Fidelity Investments in 2023 and as a Financial Representative at the same company from 2022 to 2023. These roles have contributed to her experience in financial planning and client relationship management.

Alan Eleria is a Financial Consultant with extensive experience in the financial services industry. He has held roles including Financial Consultant and Relationship Manager at E*TRADE from Morgan Stanley between 2007 and 2024, Financial Education Specialist at Amerprise from 2005 to 2007, Financial Services Officer and Assistant Branch Manager at Affinity Plus Federal Credit Union from 2003 to 2005, and Financial Advisor at Waddell & Reed from 1998 to 2003. As a CERTIFIED FINANCIAL PLANNER™, Alan brings over 23 years of experience, focusing on helping clients plan for their financial goals by understanding their unique situations and co-creating financial plans. Outside of his professional work, Alan engages in family activities, fitness, social events with friends, soccer, traveling, and volunteering.

Mike Stevenson currently serves as a Financial Consultant at Fidelity Investments, a role he has held since 2025. He previously worked as an Investment Consultant at the same firm from 2024 to 2025. In his current position, he collaborates closely with clients to develop comprehensive financial plans that align with their retirement goals. Mike and his team engage with individuals from diverse backgrounds, helping them create personalized strategies based on their unique circumstances. Their process focuses on understanding the client's priorities and guiding them toward effective ways to pursue their financial objectives. Outside of his professional responsibilities, Mike enjoys spending time at the beach, attending concerts, watching movies, following football, listening to music, and reading.

Charles Thauwald is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles, including Financial Consultant and Investment Consultant. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and is licensed in insurance in California. Prior to joining Fidelity, Charles worked as a Risk Advisory Consultant at Ernst & Young from 2016 to 2018. Charles specializes in helping individuals and families simplify their financial lives by providing personalized guidance and financial strategies focused on clients' goals and priorities. He works with clients on retirement preparation, wealth growth, and navigating life transitions, offering straightforward advice and collaborative planning to facilitate informed decisions. Outside of his professional work, Charles enjoys cooking and baking, spending time with family, fitness activities, exploring food, playing golf, and caring for his pets.

Jack Tousignant is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2023, previously serving as a Planning Consultant, Relationship Manager, and Financial Representative. Jack focuses on building trust and strong communication to foster relationships with clients. He aims to create personal connections by understanding what and who is most important to each client, setting the foundation for success. His approach involves educating and guiding clients through developing, implementing, and maintaining personalized financial plans, with regular reviews to work toward their financial goals. Outside of his professional work, Jack's personal interests include family activities, football, social events with friends, golf, skiing, and traveling.

Phillip Macdougall is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity Investments and its affiliates since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Lisa Mitchell is an Investment Consultant currently working with Fidelity Investments. She collaborates with clients to develop financial plans based on Fidelity's financial planning and investment principles, aiming to create a clear path toward their most important goals. Her professional experience includes roles as a Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022, all within Fidelity Investments. This progression reflects her consistent involvement in financial advisory and client relationship management. Outside of her professional work, Lisa enjoys activities such as camping, cooking and baking, gardening, hiking, and motorcycling.

Megan Buss is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial and the University of Wisconsin-La Crosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in research.

Christopher Bayliss is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to ensure they have a positive experience and focuses on assisting them with retirement planning. His approach emphasizes attentive service and understanding each client's unique needs to build strong, lasting relationships. Before his current role, Christopher held positions as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024, both at Fidelity Investments. He holds an Arkansas Insurance License, supporting his expertise in financial and insurance planning. Outside of his professional responsibilities, Christopher engages in fitness activities including horseback riding, reading, running, and skiing.

Robert Johnson is Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2024. In this role, he focuses on building and implementing customized financial plans for clients, emphasizing the importance of tailored strategies in wealth management. Prior to this, he served as Vice President, Wealth Planner at Fidelity from 2022 to 2024 and as a Financial Consultant at Fidelity from 2017 to 2022. Robert's experience in the financial services industry spans over a decade, including roles at Ameriprise Financial as a Retirement Income Specialist from 2016 to 2017 and as a Financial Consultant from 2012 to 2016. Throughout his career, he has worked to support clients in developing financial plans suited to their individual needs. Robert's approach is grounded in the resources and integrity of the Fidelity brand, and he is committed to helping clients achieve their financial goals through personalized planning.

Kelsey Schultz is currently a Branch Leader and Financial Consultant. She works closely with clients to provide a holistic financial planning experience by understanding their individual stories and simplifying complex financial concepts to implement unique investment strategies. Kelsey has been working in the financial industry since 2022. She served as a Financial Advisor at Thrivent from 2022 to 2023, then as an Investment Consultant at Fidelity Investments from 2023 to 2024, before becoming a Financial Consultant at Fidelity in 2024, where she currently works. Her experience centers on co-creating comprehensive financial strategies tailored to clients' specific goals.

Lindsey Stokes is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Fidelity entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Carly Jaffee is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of systematic methodologies, and advisory services that include model portfolio delivery and oversight of multiple sub-advisers.

Linda Bentz is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. Her professional journey at Fidelity began in 2012, progressing through roles such as Financial Consultant, Investment Representative, and Financial Representative. Prior to her tenure at Fidelity, she worked at Wells Fargo from 2006 to 2012, serving as Branch Manager and Premier Banker. Her approach to financial planning emphasizes active listening and attention to detail, aiming to address each client's unique financial goals. Linda holds a California Insurance License, supporting her expertise in the financial services industry. Outside of her professional work, she has personal interests in reading and traveling.

Willow Fields is a Series 66-licensed financial advisor with Fidelity Investments, based in Edina, MN, and has one year of industry experience. Prior to joining Fidelity, Willow held positions at several organizations including Jovie, Power Nutrition, and Northrock Partners. 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. The firm also serves multiple registered investment companies, offering discretionary and non-discretionary advisory services and delivering model portfolios through systematic methodologies.

Joey Esposito is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served in various capacities at Fidelity Investments including Investment Consultant, Planning Consultant, and Relationship Manager from 2024 to 2026. Before joining Fidelity, Joey worked as an Associate Financial Advisor at Ameriprise from 2021 to 2024. In his role as a Financial Consultant, Joey partners with clients to develop financial plans aligned with their retirement objectives. He emphasizes trust and communication in building client relationships, focusing on understanding each client's priorities and providing ongoing guidance as they work together to implement tailored solutions. Joey holds a California Insurance License. Outside of his professional responsibilities, he enjoys baseball, football, fitness, spending time with family and friends, and caring for pets.

Steven Savage is a Series 66-registered advisor with Fidelity Investments in Edina, MN. He joined Fidelity in 2025 and has held various positions in both corporate and nonprofit sectors, including roles at Pedalheads, Delta Zeta, and West Metro Pediatric Dentistry. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also provides oversight of sub-advisers and manages a range of fund advisory activities, including those involving complex model portfolios.

Nadine Gapp is a Financial Consultant at Fidelity Investments, where she has been serving since 2022. She began her career in financial services as a Financial Representative with Northwestern Mutual from 2016 to 2018 and later joined Fidelity Investments, holding positions including Financial Representative, Relationship Manager, and Financial Consultant Trainee before her current role. Throughout her career, Nadine has focused on building trust-based relationships to co-create financial plans that align with clients' personal and financial goals. She emphasizes the importance of financial education and guidance, helping clients develop, implement, and maintain plans with confidence. Outside of her professional work, Nadine enjoys camping, attending concerts, cooking and baking, hiking, skiing, and spending time with her pets.

Harper Jankowski is a Planning Consultant who partners with Financial Consultants to develop and analyze financial plans tailored to clients' goals. Her role involves co-creating plans that incorporate both data and client preferences to foster confidence in their financial futures. She is dedicated to building strong relationships with clients and supporting them throughout different stages of their lives. Harper's professional experience includes roles at Fidelity Investments, where she has served as a Relationship Manager from 2025 to 2026, a Financial Representative from 2024 to 2025, and an Intern in 2022. These positions have contributed to her expertise in client relationship management and financial planning processes. Outside of her professional work, Harper's personal interests include camping, comedy, fitness, football, museums, and traveling.

Genevieve Bajaj is Vice President, Wealth Planner at Fidelity Investments. In her role, she works with clients to align their personal and financial goals through a consultative approach. She emphasizes increasing financial literacy as a key part of curating and implementing financial plans tailored to wealth accumulation, preservation, or balancing both. Genevieve has professional experience spanning over a decade in financial services. She has held positions as a Wealth Planner and Financial Consultant at Fidelity Investments since 2021. Prior to that, she worked as an Associate at NorthRock Partners from 2017 to 2021 and as a Private Client Banker at J.P. Morgan Chase from 2010 to 2017. Outside of her professional work, Genevieve enjoys activities such as biking, Pilates, and running. She is also a parent and has an interest in food.

Lara Healy is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2021. She is a CERTIFIED FINANCIAL PLANNER™ who focuses on understanding clients' goals and concerns to develop tailored financial plans. Her approach emphasizes building trusting relationships and simplifying personal finance complexities. Lara's career in financial services began at Wells Fargo Bank, where she held positions from Teller to Service Manager between 2010 and 2013. She joined Fidelity Investments in 2019, progressing from Financial Representative to Relationship Manager before her current role. Her experience spans client relationship management and financial consulting within major financial institutions.

David Kolenda is an Investment Consultant currently working at Fidelity Investments since 2024. In his role, he focuses on building a foundation of trust and understanding with clients to empower them in making informed investment decisions. He works with a range of clients, from experienced investors to those just starting out, to develop personalized financial plans. David has accumulated professional experience in the financial industry since 2017. Prior to his current role, he was a Paraplanner and Investment Advisor Representative at RidgeBrooke Tax and Retirement Planning from 2022 to 2024. He also worked as a Broker Agent at TD Ameritrade and Charles Schwab between 2020 and 2021, and as a Defined Contributions Associate at Fidelity Investments from 2017 to 2018. Outside of his professional work, David has interests in camping, fitness, football, military service, outdoor adventures, and parenthood.

Tyler Pattee is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2016, having started as a Financial Consultant. Prior to this, he worked as a Financial Consultant at Ameriprise Financial Inc from 2011 to 2016. Tyler is a CFP® practitioner specializing in retirement income generation, tax-efficient investing, and innovative investment strategies. He emphasizes responsiveness and accessibility, aiming to build longstanding client relationships. Outside of his professional work, Tyler enjoys activities such as canoeing, cars, fishing, fitness, golf, and hiking.

Seth Kloss is a Financial Consultant at Fidelity Investments, where he works with clients to understand their financial objectives and personal circumstances. He provides information and guidance to assist clients in making informed financial decisions related to retirement planning, investment strategies, equity compensation, and income planning within an overall financial plan. He has held various roles at Fidelity Investments since 2021, including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to this, he worked as a Financial Counselor at Principal and as a Distribution Consultant at Wells Fargo. Seth holds a California Insurance License. Outside of his professional work, he has interests in comedy, concerts, cooking and baking, food, gardening, and music.

Ryan Flaten is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he works with clients to navigate the opportunities and responsibilities that come with accumulated wealth and complex financial lives. Ryan approaches financial planning with a focus on listening, understanding the full picture, and helping clients bring structure to important decisions as their lives evolve. Ryan has 15 years of experience in financial services, including roles as a Financial Consultant at Fidelity Investments (2016-2018), a Retirement Income Specialist at Ameriprise Financial (2014-2016), and a Financial Consultant at Ameriprise Financial (2011-2014). He is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of his professional work, Ryan enjoys boating, comedy, family activities, fishing, golf, and reading.

Melissa Peterson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she held roles at Crosscountry Mortgage LLC, Northmarq, and Citywide Home Loans. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

Garrett Meyer is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has been a part of Fidelity Investments since 2015, initially joining as a Financial Consultant. Prior to that, he worked as a Financial Advisor at Ameriprise Financial from 2010 to 2015, and as a Regional Private Banker at Wells Fargo Advisors from 2013 to 2014. As a CFP® practitioner, Garrett partners with clients to develop customized financial plans by setting goals, assessing risks, and making adjustments over time to help clients achieve their financial potential. He emphasizes the importance of building trust through honesty, integrity, and transparency, aiming to become his clients' most trusted advisor.

Matt Galazen serves as a Planning Consultant at Fidelity Investments, where he works closely with clients to develop customized financial plans. His approach emphasizes understanding individual goals, values, and priorities to provide practical guidance tailored to each client's unique circumstances. Matt has progressed through several roles at Fidelity Investments, including Financial Representative and Relationship Manager, before his current position. This experience has contributed to his professional expertise in financial planning and client relationship management. Outside of his professional work, Matt enjoys activities such as camping, hiking, traveling, reading, and spending time with his family.

Stephon Williams is Vice President and Financial Consultant. He works with individuals and families to develop personalized financial strategies aligned with their goals. His approach emphasizes education and fostering understanding to help clients make informed decisions. Stephon has experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2021 to 2026, and as a Financial Advisor at Thrivent Financial from 2020 to 2022. He holds a California Insurance License.

Michelle Howell is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2009. She has been working in the securities industry for over 20 years, with experience that includes roles as Financial Planning Consultant, Investment Representative, and Financial Representative at Fidelity Investments, as well as Financial Consultant at Strong Investments. Her expertise lies in supporting clients and their families with wealth planning strategies. Michelle has contributed as a panelist on Fidelity Insights Webinars and has written articles for Fidelity Viewpoints. She holds an Arkansas Insurance License.

Lem Amen is a Planning Consultant at Fidelity Investments, where he supports Financial Consultants in helping clients align their personal and financial goals. He assists clients in increasing their financial literacy, which is essential for designing and implementing plans focused on wealth accumulation, preservation, or balancing both objectives. Prior to his current role, Lem worked as a Relationship Manager at Fidelity Investments from 2021 to 2023. Before that, he was an Analyst at JP Morgan Private Bank from 2020 to 2021. Lem holds a California Insurance License.

Justin Noyle is the Vice President and Branch Leader at Fidelity Investments, where he manages a team of associates focused on delivering client experiences aligned with Fidelity's Standards of Care. He has held this leadership role since 2024, following his position as Assistant Branch Leader at Fidelity from 2023 to 2024. Justin's career in financial services began in 2017 as a Financial Solutions Advisor at Merrill Edge. He then served as a Financial Consultant at ETrade from 2018 to 2020 before joining Fidelity as a Financial Consultant, a role he held until 2023. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Justin enjoys beach activities, boating, skiing, traveling, and spending time with family.

Brandon Copley is a Financial Consultant currently working at Fidelity Investments since 2023. He previously held the position of Investment Consultant at Fidelity Investments from 2021 to 2023 and worked as a Client Support Associate at Ameriprise Financial in 2021. Brandon is licensed in California insurance. His approach centers on understanding his clients' goals and concerns to collaboratively develop financial plans that contribute to their overall financial well-being. Brandon's personal and professional objective is to help clients avoid the difficulties that can arise from lacking a financial plan. Outside of his professional work, Brandon's interests include baseball, biking, camping, canoeing, photography, and singing.

Aman Gupta is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at the Federal Deposit Insurance Corporation and has a background that includes time as a full-time student at the University of Minnesota Duluth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Colin Hietapelto is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He began his tenure at Fidelity in 2023 as an Investment Consultant before advancing to his current role. Prior to joining Fidelity, Colin was a Financial Services Consultant at TIAA from 2019 to 2021. In his role as a Financial Consultant, Colin works with clients to develop personalized financial strategies that align investments with both immediate needs and long-term goals. He emphasizes clear communication and transparency, aiming to simplify complex financial decisions and foster trust and accountability in client relationships. Outside of his professional work, Colin has personal interests that include camping, attending concerts, playing golf, and soccer.

Patrick Campanaro is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2026. In his role, he collaborates closely with clients to develop personalized financial plans tailored to their unique goals and priorities. Patrick emphasizes a holistic approach to financial planning, ensuring all aspects of a client's financial picture are integrated and aligned. Before his current position, Patrick worked as a Relationship Manager at Fidelity Investments in 2026 and gained experience as a Life, NLTC, NMIS Registered Representative with Northwestern Mutual from 2024 to 2025. Throughout his career, he has focused on building trust and understanding with clients to effectively address their financial concerns and aspirations. Outside of his professional work, Patrick enjoys engaging in art, family activities, fitness, social events with friends, caring for pets, and snowboarding.

Megan Hrabe is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Chloe Maiers is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their Financial Consultants to develop financial plans tailored to individual goals. She emphasizes a collaborative planning process that considers each client's unique preferences and background to co-create confident financial strategies. Chloe is dedicated to supporting clients throughout all stages of life to help them work toward their financial objectives. Since joining Fidelity Investments in 2015, Chloe has held several roles including Client Services Associate, High Net Worth Service Associate, Relationship Manager, and currently, Planning Consultant. This progression reflects her extensive experience within the firm and her expertise in client relationship management and financial planning. Outside of her professional role, Chloe enjoys attending concerts, cooking and baking, hiking, visiting museums, engaging with music, and participating in outdoor adventures.

Brandon Enriquez serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has accumulated over 25 years of experience in the financial services industry, with a career that includes roles such as Account Executive at Fidelity Investments, Financial Advisor positions at Transamerica, UBS, and Waddell and Reed, as well as Advisor Assistant roles at Citigroup, Wachovia Securities, and Dain Rauscher, and Broker at American Express Financial Advisors. Brandon is committed to providing sound and collaborative financial guidance tailored to the unique needs of individuals and families. He prioritizes delivering a superior level of service to help clients work toward their financial goals. He holds an Arkansas Insurance License. Outside of his professional work, Brandon has interests in fitness, football, golf, reading, traveling, and volunteering.

Ryan Corbin is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In his role, he partners with clients to understand their financial situations and collaboratively develop strategies aimed at achieving financial comfort and protecting their important assets. Ryan has extensive experience in the financial services industry, having worked in various capacities at Fidelity Investments since 2013. Prior to his current role, he served as a Financial Consultant and Investment Representative at Fidelity. Before joining Fidelity, he was an Investment Representative at TopLine Investment Services from 2012 to 2013, and he held the position of Branch Manager, AVP at TCF National Bank from 2003 to 2012.

Jordan Blank is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Jordan focuses on helping clients progress towards their financial goals by building relationships centered on trust, transparency, and education. Jordan has been with Fidelity Investments since 2022, serving in various capacities including Investment Consultant from 2023 to 2025, Relationship Manager in 2023, and Financial Representative from 2022 to 2023. This experience has provided Jordan with a comprehensive understanding of financial planning and investment strategies.

Brad Fairchild is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2010, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Brad worked as a Financial Advisor at Edward Jones in 2009. With over 15 years of experience in the financial industry, Brad has worked with clients facing a variety of unique financial situations. His professional approach focuses on helping clients and their families understand the complexities of their personal finances. His extensive experience at Fidelity has equipped him with knowledge across various aspects of financial planning. Brad emphasizes Fidelity's trusted brand in the financial industry and is committed to providing guidance tailored to all styles of investors. His process and business values are centered on assisting clients as they pursue their financial goals.

Stephanie Walz is a Series 66-licensed financial advisor at Fidelity with 13 years of industry experience. She has been with Fidelity Investments and its affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Ryan Perkovich is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity Investments in 2025 and is based in Edina, MN. His prior work experience includes roles outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Cooper Wells is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior positions include roles at Thrivent, Advisornet Financial, Cetera, and Equitable Advisors. Outside of finance, he has been involved with the Minneapolis United Soccer Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of advanced technologies such as AI in portfolio management.

Thomas Tarr is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. He collaborates with high net worth individuals and families to provide guidance on complex investment strategies, including tax-efficient investing and estate planning considerations. Thomas holds the Certified Financial Planner (CFP®) designation and has 14 years of experience in financial planning. His career at Fidelity Investments began in 2011 as a Financial Representative, advancing through roles such as Investments Consultant and Financial Consultant before becoming Vice President in 2015. Thomas applies his expertise to help clients work toward their financial goals based on their unique situations. Outside of his professional work, Thomas has interests in cars, fishing, golf, tennis, and traveling.