Canisha Beck is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with various divisions of Fidelity since 2002. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Hampton Williams is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. In this role, he partners with clients to define and help reach their financial goals. Prior to this, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2023, all within Fidelity Investments. Throughout his tenure at Fidelity, Hampton has developed expertise in financial planning and consulting, focusing on helping individuals and workplace clients navigate their financial strategies. His experience spans multiple roles within the firm, contributing to a comprehensive understanding of financial advisory services. Outside of his professional work, Hampton's personal interests include running and tennis.

Scott Long is a Financial Consultant who focuses on providing thoughtful guidance and prioritizing client relationships. He emphasizes communication to ensure clients feel comfortable seeking assistance across all aspects of their financial lives. He has professional experience as an Investment Consultant at Charles Schwab from 2022 to 2024. Prior to that, he served as Vice President at Equitable Advisors from 2020 to 2022 and as a Financial Advisor at Equitable Advisors from 2018 to 2020. Outside of his professional work, Scott has personal interests that include cooking and baking, fitness, football, golf, outdoor adventures, and skiing.

Callie Sneed is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, she held various roles across multiple industries, including hospitality and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Ross Coll is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He partners with Fidelity to provide clients access to technology, research, and a trading platform, working with his team to create personalized wealth strategies and offer ongoing support. Prior to joining Fidelity, Ross was a Financial Advisor at Edward Jones from 2022 to 2023. His experience also includes roles as a Financial Analyst II at TD Bank from 2019 to 2022, and earlier positions at Lima One Capital, LLC as a Multifamily and Commercial Analyst in 2019 and as an Operations Analyst from 2017 to 2019.

Virginia Laclair is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has over 16 years of experience in the financial services industry, including previous positions at Fidelity Investments such as Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she worked as a Senior Registered Client Services Associate at Morgan Stanley and as a Senior Client Associate at Wells Fargo Advisors. Virginia focuses on creating customized wealth strategies by collaborating closely with clients to understand their goals and family needs. Her approach emphasizes communication, trust, and collaboration to develop financial plans that are tailored to each client’s unique situation. Outside of her professional career, Virginia enjoys family activities, football, horseback riding, spending time with pets, and volunteering.

Ryan Hayward is a Financial Consultant at Fidelity Investments. He partners with clients to understand their short- and long-term goals and helps build customized financial plans tailored to their family's needs. Ryan has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III, then Planning Consultant before his current position. This experience has provided him with a comprehensive understanding of financial planning and workplace solutions. Outside of his professional career, Ryan has personal interests in biking, camping, hiking, and outdoor adventures.

Joshua Burns is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, initially serving as a Financial Consultant before advancing to his current role in 2020. Joshua works with clients to create, implement, and maintain complex and unique financial plans. His professional focus is on helping clients achieve their financial goals through careful planning and dedicated service. Joshua's experience spans over several years within Fidelity Investments, where he has been engaged in financial consulting roles that support clients' long-term financial objectives.

Anthony Gallo currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he partners with local financial professionals to engage clients throughout the financial planning process. Prior to this, he was Assistant Branch Leader at Fidelity Investments from 2019 to 2021. His experience in the financial services industry includes roles such as Associate Director and Sales Manager at UBS Financial Services, Inc. from 2014 to 2019, and Vice President at Bank of America, Merrill Edge from 2011 to 2014.

Ethan Rindner is an Investment Consultant at Fidelity Investments. In his role, he focuses on helping clients achieve financial confidence throughout their lives, particularly in retirement. His professional approach emphasizes financial planning as a partnership rather than a transaction. Ethan has held several positions at Fidelity Investments, beginning as a Financial Services Representative in 2024, then serving as a Financial Representative in 2025, before advancing to his current role as an Investment Consultant. Outside of his professional work, Ethan's personal interests include baseball, football, attending social events with friends, and reading.

Jason Bryant is a Financial Consultant with over 15 years of experience advising families and business owners on investment strategies. He collaborates closely with clients to understand their goals and unique circumstances, working through discovery and analysis to build comprehensive financial plans. His professional experience includes serving as President of Demographic Strategies from 2024 to 2025. Prior to that, he was a Financial Advisor at LPL Financial from 2014 to 2024, Merrill Lynch from 2011 to 2014, and Morgan Keegan from 2008 to 2011. Outside of his professional career, Jason is engaged in family activities and enjoys football, golf, hiking, and parenthood.

Cody Miller is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works with a smaller group of clients to provide in-depth financial planning and guidance, considering the full wealth picture through comprehensive planning using Fidelity's tools and resources. His experience includes roles such as Investment Management Consultant in Private Wealth Management, Senior Portfolio Specialist, and Portfolio Specialist at Fidelity Investments from 2021 to 2024. Prior to joining Fidelity, Cody held various positions at Wells Fargo Bank NA from 2012 to 2021, including Premier Banker, Branch Manager, and Licensed Personal Banker. Outside of his professional responsibilities, Cody's personal interests include biking, football, golf, hiking, outdoor adventures, and spending time with pets.

Bob Powers is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2023. In his role, he focuses on developing personalized financial plans by understanding the unique needs of his clients' families and collaborating with them to align strategies with their goals. Before his current position, Bob served as a Financial Consultant I at Fidelity Investments from 2023 to 2024. His approach emphasizes helping clients feel secure about accumulating wealth and protecting their family's future. Outside of his professional work, Bob enjoys boating, family activities, golf, hiking, and spending time at the lake.

Justin Fox is a Financial Consultant I at Fidelity Investments. In this role, he works closely with clients to understand their unique goals and plans, co-creating financial strategies that utilize Fidelity's tools and resources. His experience at Fidelity includes serving as a Team Lead from 2022 to 2025, working in the Help Desk from 2021 to 2022, and acting as a Workplace Planning Consultant from 2019 to 2021. Throughout these positions, he has focused on providing thoughtful guidance and tailored financial strategies. Outside of his professional work, Justin enjoys camping, hiking, outdoor adventures, reading, traveling, and volunteering.

Maxwell Russell is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients to develop financial plans that prioritize their families' unique needs while aiming to help them achieve their financial goals. His approach focuses on delivering tailored strategies that address clients' immediate financial concerns and empower them to make informed decisions for their futures. Prior to his current position, Maxwell served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. This progression reflects his growing expertise in financial planning and investment consulting within the firm. Outside of his professional work, Maxwell has interests in food, football, golf, lake activities, movies, and skiing.

Paul Valdivia is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2012, progressing through various roles including Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Service Trader. With over 14 years of experience in the financial services industry, Paul specializes in working with retirees and pre-retirees to develop unique financial plans and to establish strategies for protecting and managing accumulated wealth.

Charles Fore is a CFP® with 14 years of industry experience, currently serving at Fidelity Investments. His work history includes multiple roles within Fidelity since 2016 and a position at Regent University from 2021 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is notable for its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Christopher Petrie is a financial advisor with Fidelity, holding the CFP® designation and Series 63 and 66 licenses, with 15 years of industry experience. He has previously worked at Charles Schwab and held various roles within Fidelity-affiliated entities since 2010. Outside of his advisory work, he volunteers as a goalkeeper coach for a high school soccer team. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios, and it manages and oversees a range of investment strategies using systematic methodologies and long-term asset allocation benchmarks.

Sara Allen is a Planning Consultant at Fidelity, a role she has held since 2025. In this position, she collaborates with wealth planning teams to develop customized strategies tailored to clients' goals. Her professional experience includes positions at Foster Victor Wealth Advisors, where she worked as a Portfolio Specialist from 2022 to 2025 and as a Trading Analyst from 2021 to 2022. Prior to that, she was a Registered Client Service Associate at Raymond James from 2016 to 2021. Outside of work, Sara enjoys activities such as comedy, family activities, social events with friends, music, reading, and running.

Isaac Monkiewicz is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their individual needs and goals. He utilizes Fidelity's tools and resources to provide guidance and strategies aimed at helping clients manage their financial journeys effectively. Isaac's professional experience includes roles as an Investment Consultant, Director Retirement Planner, and Retirement Planner at Fidelity Investments from 2023 to 2025. Prior to that, he worked as a Senior Financial Services Representative at Morgan Stanley from 2020 to 2023. Outside of his professional work, Isaac has interests in biking, cars, cooking and baking, hiking, parenthood, and snowboarding.

Veronica Mackey is an Investment Consultant with extensive experience in wealth planning and financial advisory roles. She has worked at various firms including Axia Wealth Advisors Raymond James, Tilly, Inc., Parallel Financial - Fiduciary Alliance, The PS Group - Consolidated Planning, Northwestern Mutual, Palmetto Trust and Investment Group Raymond James, and Ameriprise. Her professional background encompasses positions such as Wealth Planning Associate, Paraplanner and Head of Operations, Director of Operations, Financial Advisor, Lead Associate Advisor, Registered Sales Assistant, and Broker Trainee. This diverse experience has equipped her with a comprehensive understanding of financial planning and operations within the financial services industry. Outside of her professional endeavors, Veronica enjoys attending concerts, kayaking, reading, and traveling.

Destin Pagan is a financial advisor with Fidelity Investments in Greenville, SC. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Fidelity, his work experience includes roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios that utilize proprietary research, quantitative analysis, and systematic methodologies. The firm also serves multiple registered investment companies and applies algorithmic methods and AI in its investment process.

Dana Downey is a financial advisor with Fidelity Investments in Greenville, South Carolina, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Dana held various roles across multiple industries including logistics, hospitality, and service positions. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing diversified portfolios that include mutual funds, ETFs, and ETPs.

Clinton Durbin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Financial Representative, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate. Throughout his tenure at Fidelity, Clinton has developed expertise in creating personalized financial plans aimed at growing and protecting clients' wealth. He emphasizes the importance of understanding clients' priorities to make sound investment decisions and simplify financial management. Clinton holds a California Insurance License.

Chris Carter is a Financial Consultant currently working with Fidelity Investments. He partners with retirees, pre-retirees, and business owners to organize their household finances and navigate financial markets to help them pursue their goals with confidence and peace of mind. Before his current position, Chris served as a Financial Consultant I at Fidelity Investments from 2024 to 2025 and was a Team Lead at NewRez LLC from 2019 to 2024. Outside of his professional work, Chris has interests in comedy, food, music as an instrumentalist, and traveling.

Ross Barbee is Vice President and Branch Leader at Fidelity Investments, overseeing a team of financial service associates in Upstate South Carolina and Western North Carolina. In this role, he leads efforts to provide clients with investment guidance, retirement planning, income strategies, and college planning services. Ross is also responsible for developing business and community opportunities within the region and ensuring high standards of client service. Prior to his current position, Ross held several leadership roles at Fidelity Investments, including Director and Senior Manager of Advisory Services Team Leader from 2021 through 2023. Before joining Fidelity, he worked as a Senior Consultant at Leyton and as a Senior Associate Regional Director at Wells Fargo Asset Management from 2015 to 2020.

Jared Folsom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at DeSales University, Rockland Immunochemicals, Immaculata University, and Owen J. Roberts High School. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including fund-of-funds structures and model portfolios delivered to intermediary platforms.

Dana Allinger is an Investment Consultant at Fidelity, a role she has held since 2026. She began her career in the financial services industry at PNC Bank, where she served in various capacities including Business Banking Center Branch Manager and Market Risk & Loss Prevention Advisor. She later worked as a Financial Advisor at Northwestern Mutual, a Licensed Relationship Banker at JP Morgan Chase Bank, and a Retirement Consultant at Empower before joining Fidelity. Dana's experience spans risk management, client experience, retirement planning, and investment consulting. She focuses on building lasting financial confidence with clients by understanding their goals and priorities to develop personalized financial strategies. Her approach emphasizes partnership and thoughtful, individualized service. Outside of her professional work, Dana enjoys concerts, fitness activities, football, outdoor adventures, and traveling.

Dave Devore is a Planning Consultant at Fidelity Investments, where he assists individuals and families in creating and developing financial plans aimed at achieving their short- and long-term financial goals. He has been with Fidelity Investments since 2020, progressing through roles including Workplace Planning Consultant and Investment Management Consultant II before his current position. Throughout his tenure at Fidelity, Dave has focused on financial planning and investment management, providing guidance to clients to help them align their financial decisions with their objectives. Outside of his professional work, Dave engages in family activities and enjoys playing golf and tennis. He also has a background in military service.

Aiden Glancy is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2025 at the same company. He also gained experience as an Insurance Intern at Northwestern Mutual in 2018. He specializes in retirement and long-term financial planning, working closely with clients to simplify complex decisions regarding saving, investing, income strategies, and long-term security. As a lifelong resident of Greenville, South Carolina, he draws on his deep understanding of the community to assist individuals and families in building confident financial futures. Outside of his professional work, Aiden enjoys family activities, fishing, golf, spending time at the lake, and traveling.

Devin Aylward is a Financial Consultant currently with Fidelity Investments, having held this role since 2026. Prior to this, Devin served in various capacities within Fidelity Investments, including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative from 2022 to 2026. Devin focuses on creating personalized financial plans that align with the priorities and goals of clients and their families. His approach involves simplifying financial decisions to help clients move forward with clarity and confidence. Outside of his professional role, Devin has interests in cars, fishing, lake activities, outdoor adventures, and traveling.

Alex Silva is a Financial Consultant at Fidelity Investments, a role held since 2025. Prior to this, Alex served in various positions within Fidelity Investments, including Planning Consultant in 2025, Investment Solutions Representative III from 2024 to 2025, Investment Solutions Representative II in 2024, and Investment Solutions Representative I from 2022 to 2024. Before joining Fidelity, Alex worked in Retirement and Benefits at Merrill Lynch from 2017 to 2021. Alex's professional experience encompasses financial consulting, planning, and investment solutions, with a focus on helping clients clarify their financial goals and develop strategies tailored to their needs. This background reflects a commitment to understanding and supporting clients' financial objectives. Outside of work, Alex has personal interests in cooking and baking, fitness, gardening, golf, military service, and music.