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 designations and has worked at Fidelity Investments and its affiliated entities since 2013. 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. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolios, and it is noted for its use of systematic methodologies and a formal advisory role to multiple registered investment companies.

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 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2016, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven methodologies in portfolio management.

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. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios spanning mutual funds, ETFs, and ETPs.

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.