Ryan Baker is a Financial Consultant currently working at Fidelity Investments since 2021. He works with clients from diverse age groups and professions to help them safeguard their loved ones, plan for the future, and grow their assets through tax-efficient investing. He focuses on guiding individuals to develop comprehensive financial plans that provide confidence as they navigate life's changes. Ryan has experience as a Financial Advisor at several firms, including JP Morgan Chase (2020-2021), UBS (2017-2020), and Merrill Lynch (2013-2017). He holds a California Insurance License.

James Baumgardner is a financial advisor at Fidelity with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. In addition to his advisory work, Baumgardner is a performing artist managing and executing contracted music performances. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jim McFadden 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 experience in financial services also includes roles at Charles Schwab, where he worked as a New Client Investment Consultant from 2021 to 2022 and as a High Net Worth Specialist from 2017 to 2021. As a Certified Financial Planner professional, Jim focuses on developing financial plans that are tailored to the unique situations of his clients. He emphasizes understanding clients' values and goals to create adaptable roadmaps aimed at providing confidence and peace of mind. This approach supports clients in focusing on what is most important in their lives.

Paige Amble is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity Investments as an Intern in 2023, progressing through positions including Financial Operations Associate and Financial Representative before assuming her current role. In her work, Paige focuses on developing comprehensive financial plans that align with clients' goals and aspirations. She emphasizes clear and collaborative communication to ensure clients feel confident and secure about their financial futures. Outside of her professional duties, Paige enjoys baseball, exploring diverse cuisines, socializing with friends, engaging in outdoor adventures, skiing, and traveling.

Valerie Harris is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2026. She joined Fidelity Investments in 2022 and has served in various capacities including Financial Consultant and Planning Consultant. Prior to this, she was a Financial Advisor at Thrivent from 2019 to 2022. As a Certified Financial Planner (CFP®), Valerie collaborates closely with clients to understand their unique financial goals, values, and priorities. She focuses on building lasting relationships and providing personalized guidance to help clients develop strategies aimed at growing, protecting, and managing their wealth. Outside of her professional work, Valerie enjoys activities such as hiking, running, skiing, snowboarding, and music.

Nolan Koenig is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. He has held various roles within the company, including Relationship Manager from 2025 to 2026 and Financial Representative from 2024 to 2025. Nolan focuses on guiding individuals through significant life events and financial decisions. He emphasizes simplifying complex information and attentive listening to develop actionable financial plans tailored to clients' unique goals. His approach fosters clarity, partnership, and trust throughout the financial planning process. Outside of his professional work, Nolan has interests in camping, fishing, golf, hiking, outdoor adventures, and traveling.

Colton Jones is a Financial Consultant currently working at Fidelity Investments since 2022. Prior to this role, he gained experience as a Private Client Banker at J.P. Morgan Securities LLC from 2021 to 2022 and as a Relationship Manager at Bank of America from 2019 to 2021. Colton's approach to financial planning emphasizes assigning each dollar in a portfolio a clear and specific role, aiming to create concise and transparent portfolio strategies. He focuses on helping clients develop confidence in their investment plans through straightforward and well-defined financial solutions. Outside of his professional work, Colton has interests in art, fitness, golf, movies, pets, and reading.

Lucas Albert is Vice President, Wealth Planner at Fidelity Investments. He has been in this role since 2026. Prior to that, he held several positions at Fidelity Investments, including Financial Consultant from 2023 to 2026, Investment Consultant from 2022 to 2023, and Workplace Planning Consultant from 2021 to 2022. Before joining Fidelity Investments, he worked as a Financial Service Consultant at TIAA from 2020 to 2021, and interned as a student at Western Wealth Advisors from 2019 to 2020. Throughout his career, Lucas has focused on promoting financial literacy and helping clients work toward their financial goals and well-being through a strategic planning framework. His experience spans wealth planning, investment consulting, and financial services. Outside of his professional responsibilities, Lucas enjoys biking, fitness, golf, running, social events with friends, and volunteering.

Clayton Ayres is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has worked in various roles across multiple firms, including Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm also has a distinctive focus on algorithmic methodologies, management of fund-of-funds, and advisory roles to registered investment companies.

Austin Wolters is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through various roles including Investment Consultant, Workplace Planning Consultant, High Net Worth Service Associate, and Financial Representative. Prior to joining Fidelity, Austin worked at USAA as a Financial Advisor and SMS Investment Representative from 2014 to 2017. Throughout his career, Austin has focused on understanding the unique needs, experiences, preferences, and styles of investors and their families to create comprehensive financial plans. He emphasizes providing personalized attention to help clients make important financial decisions. Outside of his professional work, Austin enjoys activities such as biking, camping, football, hiking, outdoor adventures, and traveling.

Richard Schwarz is currently serving as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. He has over 25 years of experience in the financial services industry, including roles as Vice President, Financial Consultant at Fidelity Investments from 2015 to 2025, Account Executive at Fidelity Investments from 2010 to 2015, Financial Consultant at Chase Investment Services from 2007 to 2010, and Financial Consultant at WM Financial Services from 1999 to 2007. Prior to his financial career, he served as a Naval Officer. Throughout his career, Richard has focused on providing clients with straightforward answers and prudent guidance to support their financial peace of mind. He holds insurance licenses in Arkansas and California.

Haynes Worthen is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he gained experience within the same company as an Investment Consultant from 2022 to 2023, a Planning Consultant in 2022, and a Financial Representative from 2021 to 2022. Before joining Fidelity Investments, Worthen worked at Mountain America Credit Union as a Loan Officer from 2017 to 2019 and as a Teller in 2017. His professional focus is on building meaningful and trusting relationships to assist clients in creating financial plans that support their personal goals. Worthen's background encompasses various facets of financial services, including investment consulting, financial planning, and lending. Outside of his professional work, Worthen has interests in baseball, camping, family activities, football, golf, and outdoor adventures.

Aaron Henrichsen is a Financial Consultant at Fidelity Investments, where he works directly with clients to develop comprehensive financial plans and guide them in achieving their financial goals. As a Certified Financial Planner (CFP®), he emphasizes planning, coaching, and education in his professional practice. He began his role at Fidelity Investments in 2023. Aaron holds a California Insurance License, which supports his work in financial consulting. Outside of his professional activities, Aaron engages in personal interests such as board games, hiking, military service, parenthood, reading, and running.

Chris Roach is a Financial Consultant I at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans that align with their priorities. In his current role, he focuses on building relationships grounded in trust, transparency, and ongoing collaboration to support informed decision-making and help clients work towards their financial goals. Chris has been with Fidelity Investments since 2015, gaining experience in various positions such as Managed Solutions Consultant, Senior Portfolio Specialist, Workplace Planning Consultant, Investment Solutions Representative, High Net Worth Financial Representative, and Financial Representative. These roles have contributed to his expertise in financial planning and portfolio management. Outside of his professional career, Chris has interests in fitness, golf, parenthood, pets, snowboarding, and traveling.

Thomas Roth is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles in education and entrepreneurship, including founding Local Hive Honey. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Mary Wright is a Financial Consultant at Fidelity Investments. She has held several roles within the company, including Financial Consultant from 2025 to 2026, Investment Consultant from 2024 to 2025, Planning Consultant from 2021 to 2024, Relationship Manager in 2021, Financial Representative from 2019 to 2021, and Customer Relationship Advocate from 2018 to 2019. In her work, Mary partners with individuals and families to define success in their financial lives, providing analysis and customized financial plans aimed at achieving financial peace, security, and legacy building. She believes in a holistic approach to financial planning. Outside of her professional role, Mary has interests in cooking and baking, fitness, hiking, parenthood, pets, and reading.

Thomas Harris is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant, Financial Consultant, and Assistant Branch Manager. In his current role, he focuses on prioritizing client success and providing guidance on investment risks. Throughout his career at Fidelity, Thomas has developed expertise in financial planning and investing, emphasizing principles that help clients prepare and strive for success. He is committed to attracting, retaining, and promoting financial professionals who demonstrate high character to serve clients effectively.

John Glaubke is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His experience in the financial sector spans several roles, including Associate Wealth Management Advisor and Financial Representative at Northwestern Mutual between 2020 and 2023, as well as positions at JP Morgan Private Bank and TD Ameritrade from 2016 to 2019. John's expertise includes holistic financial planning aimed at helping clients achieve financial stability. His career progression reflects a focus on wealth management and investment consulting. Outside of his professional work, John enjoys cooking and baking, exploring culinary interests, watching football, engaging in outdoor adventures, and spending time with his family as a parent.

Ashton Rinow is a Planning Consultant at Fidelity Investments, a position held since 2025. Prior to this, Ashton served as a Financial Representative at Fidelity Investments from 2024 to 2025 and completed an internship at Prospective Wealth Advisors in 2024. In this role, Ashton focuses on understanding clients' unique financial goals, maintaining transparency, and supporting their long-term success. Ashton approaches client relationships with empathy and clarity, aiming to empower clients with confidence in their financial future. Outside of work, Ashton has interests in cooking and baking, fitness, exploring culinary experiences, social events with friends, and spending time with pets.

Nicholas Kane is the Vice President and Branch Leader at Fidelity Investments, where he leads the Fort Collins team. In this role, he focuses on supporting clients in their financial planning efforts to help them work toward life fulfillment. He encourages individuals to begin building their financial plans to achieve their goals. Nicholas has extensive experience within Fidelity Investments, having held several positions since 2016. His career includes roles as Relationship Manager, Financial Consultant, Vice President Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President Branch Leader. This progression reflects his developing expertise in financial consulting and regional planning. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Jonathan Bordeman is a Financial Consultant who emphasizes the importance of achieving financial peace of mind tailored to each individual's unique circumstances and goals. He focuses on tax-efficient investing and estate planning as key components in building comprehensive financial plans. Jonathan prioritizes professionalism, respect, and honesty in his client relationships. His professional experience includes roles at Fidelity Investments, where he served as a Planning Consultant from 2021 to 2022, Relationship Manager from 2020 to 2021, Financial Representative from 2019 to 2020, and Client Experience Associate from 2018 to 2019. Outside of his professional work, Jonathan enjoys camping, fishing, fitness, and spending time at the lake.

Cory Fellhauer is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop comprehensive financial plans tailored to their unique needs and goals. His approach focuses on creating personalized experiences to help clients build confidence as they plan for the future. Cory has been with Fidelity Investments since 2021, progressing through several roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024. This progression reflects his growing experience and expertise within the organization.