Artem Rusakov is the Vice President and Financial Consultant at Fidelity Investments. In his current role, he advocates for clients to ensure that financial plans are tailored to meet the unique needs of their families. Artem collaborates with clients to build financial plans, identify improvement strategies, and develop approaches for additional financial goals. Artem's experience spans various positions within Fidelity Investments, including roles as Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he held banking positions at Keybank and Wells Fargo. He holds insurance licenses for Arkansas and California. Outside of his professional career, Artem's personal interests include comedy, movies, and skiing.

Stephanie Baker is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at North Davis Cabinet for 13 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of AI and systematic methodologies.

Dylan Viall is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their goals. He has experience in various roles within Fidelity, including Investment Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, progressing through these positions since 2022. Throughout his career at Fidelity, Dylan has focused on building strong client relationships by understanding their motivations and addressing their concerns. His professional journey reflects a commitment to leveraging Fidelity's diverse range of offerings and strategies to support clients' financial objectives. Outside of his professional role, Dylan has interests in baseball, beach activities, comedy, fitness, and football.

Ryan Hafen is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He is focused on helping clients develop both short- and long-term financial plans to work toward their financial goals. Prior to this role, he has held various positions at Fidelity Investments including Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative, and Customer Relationship Advocate, gaining experience in client relationship management and investment solutions since 2021. Ryan's approach emphasizes client confidence and understanding of their financial plans. Outside of his professional work, he is interested in board games, family activities, football, social events with friends, and golf.

Jeff Juarez is a Planning Consultant at Fidelity Investments, where he collaborates with a team of advisors to work directly with clients. In his role, he focuses on co-creating financial road maps to help clients achieve long-term financial success. Jeff emphasizes a step-by-step planning process aimed at building strong relationships and tracking progress over time. Jeff joined Fidelity Investments in 2023 and has held several roles within the company, including Customer Relationship Advocate and Investment Solutions Representative 1. This experience has provided him with a broad understanding of customer service and investment solutions. Outside of his professional work, Jeff enjoys engaging in family activities, fitness, music, snowboarding, soccer, and traveling.

Alex Soeth is a Financial Consultant currently working at Fidelity Investments since 2022. Prior to this role, Alex served as a Financial Advisor at Ameriprise Financial from 2019 to 2022. Alex holds the designation of CERTIFIED FINANCIAL PLANNER™ Professional and possesses a California Insurance License. Alex focuses on holistic financial planning by understanding each client's unique situation to provide guidance tailored to their financial goals, concerns, and preferences. Transparency and an excellent client experience are central to Alex's approach. Outside of professional activities, Alex enjoys beach activities, concerts, fitness, music, snowboarding, and surfing.

Jason Litwin is a Financial Consultant currently working at Fidelity Investments since 2024. He has held roles at Fidelity Investments since 2022, including Investment Consultant, and previously served as a Financial Consultant Partner and Financial Consultant Academy Representative at Charles Schwab from 2019 to 2022. Jason focuses on guiding clients through the financial industry and markets by partnering closely with them to understand their objectives and leveraging Fidelity's resources for individualized financial planning. He holds a California Insurance License. Outside of his professional work, Jason has personal interests in camping, cooking and baking, fishing, football, snowboarding, and traveling.

Braden Olsen is a Financial Consultant at Fidelity Investments, where he assists clients in working towards their financial goals. He collaborates with clients to build tailored financial plans utilizing Fidelity's range of offerings and resources, aiming to help individuals feel confident throughout their financial journey. Braden's experience at Fidelity Investments includes roles as an Investment Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, spanning from 2022 to the present. This progression reflects his growing expertise in financial consulting and investment services. Outside of his professional work, Braden enjoys golf and snowboarding.

Tricia Landefeld is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2008. She has been with Fidelity since 1996, progressing through various roles including Insurance Investment Consultant, Senior Investment Consultant, and Private Access Relationship Manager. Her experience encompasses a broad range of client needs within the financial services industry. Tricia holds a California Insurance License and focuses on educating clients to create a sound financial picture, aiming to build comfort and trust in their financial advisory relationships. Outside of her professional work, she has interests in motorcycles and pets.

Jerry Cortes is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He is focused on helping individuals and families develop personalized financial plans tailored to both short-term and long-term goals. Jerry provides resources and insights to support clients in making informed financial decisions. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Solutions Representative II, Investment Solutions Representative, High Networth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, Jerry worked at Discover Financial Services as an Advanced Verification Analyst and at Zions First National Bank as a Lead Teller. Outside of his professional work, Jerry is interested in family activities, parenthood, reading, and traveling.

Cesar Guerrero is a Planning Consultant at Fidelity Investments, where he works closely with clients to understand their financial goals and priorities. In his role, he aims to provide a collaborative experience that supports clients in making informed decisions about their financial futures. Prior to becoming a Planning Consultant in 2026, Cesar held positions at Fidelity Investments as a Relationship Manager from 2025 to 2026, and as a Financial Representative from 2023 to 2025. Through these roles, he has gained experience in client relationship management and financial planning. Outside of his professional work, Cesar has interests in spending time at the beach, enjoying food, watching movies, and running.

Jeffrey Tuckett is a Planning Consultant at Fidelity Investments, where he assists clients in navigating financial planning processes. He focuses on making financial planning less overwhelming and more actionable by maintaining clear conversations centered on clients' priorities. Jeffrey helps clients translate their long-term goals into practical steps, supporting them as their plans evolve. His professional experience includes roles as a Planning Consultant at Fidelity Investments in 2026, a Financial Representative at the same firm from 2023 to 2026, and a Life Insurance Broker at Guidetoinsure in 2023. Jeffrey emphasizes clarity and transparency, helping clients understand their financial options in a way that is relevant to their everyday lives. Outside of his professional work, Jeffrey is interested in family activities, football, social events with friends, golf, and movies.

Alexander Harmon is a financial advisor with Fidelity Investments, holding a Series 66 designation and entering his advisory career in 2025. Prior to this role, he worked at Zoetis, Cencora, and Nippon Express USA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Mark Gines is a financial advisor with Fidelity, holding CFP® and multiple securities licenses, and has 24 years of industry experience. He has worked at Fidelity Investments and its affiliated entities since 2010. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it plays a formal advisory role for multiple registered investment companies and fund-of-funds.

Greg Nickel is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals serving the Southern Nevada community. In this role, he focuses on creating an environment that promotes teamwork and continuous development with the client in mind. Greg has extensive experience at Fidelity Investments, having served as Director and Team Leader for Investment Management Consulting from 2020 to 2023 and as Director and Team Leader for WPA from 2012 to 2020. His leadership centers on building relationships, emphasizing financial planning, and utilizing Fidelity's resources to assist clients in working towards their financial goals.

Alyosha Diaz Zamora is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Zamora held roles at US Bank NA and CITIBANK. 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 discretionary and non-discretionary portfolios. The firm is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles to registered investment companies.

Michael Recinos is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at First Command Brokerage Services, DIS Holdings LLC, and academic appointments at the University of South Carolina and Pasadena City College. Outside of his advisory work, he is a property owner responsible for managing maintenance and operational issues. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Felicia Anaya is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and having seven years of industry experience. She has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Elvia Callahan is the Vice President, Wealth Planner at Fidelity Investments. In her current role, she partners with clients to build long-term trusted relationships with families and guides them through planning strategies that enhance their financial plans. Elvia has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 2006, including Financial Consultant, Investments Representative, and Financial Representative. Prior to joining Fidelity, she worked as an Account Executive at MetLife Securities from 2005 to 2006.

David Allen is a Financial Consultant at Fidelity Investments, where he works with families to develop financial plans and investment strategies tailored to their individual goals and financial situations. His approach emphasizes ensuring clients fully understand their financial plans and how these align with their objectives. He has been with Fidelity Investments since 2019, progressing from Investment Solutions Representative to Planning Consultant before assuming his current role in 2022. Prior to joining Fidelity, he served as Assistant Branch Manager at Service Credit Union from 2017 to 2019. David holds a California Insurance License.

Marisa Gardette is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2018, progressing through roles as a Financial Representative and Investment Consultant before her current role. In her work, Marisa focuses on educating clients and collaborating with them to develop financial plans that align with their goals. She aims to create a welcoming environment that encourages open discussions and helps clients gain confidence and understanding in their financial decisions. Marisa's experience spans various aspects of financial consulting and investment advising within Fidelity Investments. She is committed to empowering clients by identifying their financial needs and partnering with them to establish clear and effective financial strategies. Outside of her professional role, Marisa has interests in art, food, pets, traveling, volunteering, and yoga.

Reynaldo Lucero is a Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates and supporting clients in planning for their long-term financial well-being. His career at Fidelity Investments began in 2019 as an Investment Solutions Representative in the Help Desk. He progressed through various leadership roles, including Team Leader positions in Client Services (2020-2021), Active Trader Services (2021-2022), and Investment Solutions (2022-2026), gaining comprehensive experience in client service and investment solutions. Reynaldo's professional journey reflects his commitment to leadership and client-focused service within the financial industry.

Nathaniel Rivas-Blackwell is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on helping clients feel confident about their financial decisions by utilizing Fidelity's platform to support informed short-term and long-term planning. Nathaniel has a progression of experience within Fidelity Investments, having served as an Investment Consultant in 2024, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. This experience has contributed to his expertise in financial planning and client relationship management. Outside of his professional career, Nathaniel has interests that include football, golf, military service, traveling, and volunteering.

Tara Meyers is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she supports autonomous investors by providing access to insights and resources available through Private Wealth Management. Since beginning her career at Fidelity in 2021, Tara has progressed from Planning Consultant to her current senior management position. Her professional experience is focused on wealth management and financial planning within Fidelity Investments. Tara's work involves delivering service and support to clients to help them manage their investment portfolios effectively. Outside of her professional responsibilities, Tara has interests in boating, cooking and baking, exploring food, movies, caring for pets, and traveling.

Abell Smith is a financial advisor at Fidelity with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Smith has been with Fidelity and its related entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified model portfolios.

Matt Megin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been helping clients identify, plan for, and manage their financial goals since 2004, focusing on comprehensive planning and asset alignment to address short, intermediate, and long-term objectives. His professional relationships are founded on trust, experience, knowledge, and reliability. Matt's career includes positions as a Financial Consultant at Fidelity Investments from 2021 to 2024, Wealth Advisor at Citigroup between 2019 and 2021, Financial Solutions Advisor at Bank of America Merrill Lynch from 2015 to 2019, Financial Advisor at Valic Financial Advisors from 2013 to 2015, Wealth Advisor at Gentry Wealth Management during 2012 to 2013, and Account Executive at Fidelity Investments from 2000 to 2012. He holds a California Insurance License. Outside of his professional responsibilities, Matt enjoys attending concerts, playing golf, engaging in outdoor adventures, spending time with pets, and traveling.

Chris Label is a Financial Consultant currently working at Fidelity Investments. He provides comprehensive financial guidance tailored to the unique needs of each individual client, aiming to empower clients to make informed financial decisions and work towards their long-term investment goals. Chris emphasizes building lasting relationships based on trust, transparency, and open communication. His professional experience includes roles as a Financial Consultant at Fidelity Investments since 2024, an Investment Consultant at Fidelity Investments from 2022 to 2024, a Client Relationship Manager at Ameriprise Financial from 2021 to 2022, and a Client Support Associate at Ameriprise Financial from 2020 to 2021.

Zachary Oshana is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Juniper Networks and involvement with CrowdStretch and REDCAP Construction. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and advisory roles to multiple registered investment companies.

Nico Rivellini is Vice President and Branch Leader at Fidelity Investments. In his role, he leads a team of financial professionals serving the Southern Nevada community. He focuses on creating an environment that fosters teamwork, collaboration, and continued development, all centered around client needs. Nico joined Fidelity Investments in 2020, bringing extensive experience from prior roles at Ameriprise Financial, where he served as Sales Director from 2018 to 2020, Sales Manager from 2014 to 2018, and Financial Advisor from 2012 to 2014. His professional background includes financial planning, relationship building, and team leadership. Outside of his professional work, Nico has personal interests including the beach, cars, golf, pets, and traveling.

Wes Jacobson is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2020, holding various roles including Workplace Planning Consultant, Financial Representative, Investment Consultant, and currently Financial Consultant. Wes works with clients to simplify their financial journey and assists them in building meaningful financial plans to achieve their goals. His experience encompasses personal and workplace investing, enabling him to support clients through Fidelity's broad range of offerings. Wes holds a California Insurance License. Outside of his professional work, Wes enjoys spending time at the beach, playing board games, golf, tennis, and watching movies.

Robert Bozworth is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressing through roles including Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Waddell & Reed and Metlife, a Sales Representative at Liberty Mutual Insurance, and served as Vice President Relationship Manager in Commercial Banking at Citibank from 2001 to 2013. Robert focuses on helping clients develop financial roadmaps to support their retirement goals. He works to identify potential obstacles and monitors progress regularly to assist clients in navigating toward their objectives. His professional experience spans wealth planning, relationship management, financial advising, and commercial banking. Outside of his professional work, Robert enjoys boating, playing musical instruments, surfing, and spending time with his pets.

Edgar Anguiano-Estrada is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to assist them in working towards their financial goals by providing tools, implementation, and knowledge to help clients feel more confident in their financial situation. He emphasizes building long-term relationships based on trust, transparency, and education to empower clients in making informed financial decisions. Prior to his current position, Edgar was a Manager at Ameriprise Financial Inc from 2018 to 2020 and served as a Financial Advisor at the same company from 2015 to 2018. He holds a California Insurance License. Outside of his professional work, Edgar enjoys camping, family activities, hiking, and reading.

Ronald Reyes is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, LLC, Automotive Finance Corporation, and Carmax Auto Superstores. Outside of his advisory work, he is an independent contractor delivering food orders for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Kendell Schoen is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, Kendell partners with clients to identify and progress toward their financial goals, focusing on increasing overall financial confidence. Kendell aims to build trusted relationships that meet clients' needs in an environment where they feel heard, with an emphasis on educating and implementing retirement planning strategies tailored to clients' current situations. Prior to joining Fidelity Investments, Kendell held several roles at Ameriprise Financial, including Client Relationship Manager from 2020 to 2022, Client Support Associate from 2019 to 2020, and Client Service Coordinator from 2018 to 2019. These positions provided Kendell with extensive experience in client service and relationship management within the financial services industry.

Alexandria Romain is an Investment Consultant at Fidelity Investments, where she has been serving since 2026. In her role, she partners with clients to empower them and provide confidence in their financial futures through education and thoughtful planning. Prior to this, she worked as a Financial Representative at Fidelity Investments from 2024 to 2026. Alexandria focuses on understanding the individuals behind the portfolios and aims to simplify complex financial decisions. Her approach emphasizes client education and personalized strategies to meet financial goals.

Kenneth McDowall is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2022 to 2024. In his current position, he works closely with clients to simplify their financial journeys and assist them in achieving their financial goals through Fidelity's offerings. Kenneth aims to help each client develop a meaningful financial plan that provides a clear path toward their objectives. Outside of his professional work, he has personal interests that include baseball, camping, fitness, golf, and traveling.

Charles Barley is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through several roles within the company, including Relationship Manager (2024-2025), Customer Relationship Advocate (2023-2024), and Soar Program Associate (2022-2023). In his career at Fidelity Investments, Charles focuses on developing financial plans tailored to clients' unique goals. He emphasizes attentive listening and collaboration to build effective strategies, aiming to foster a supportive environment for his clients throughout the planning process. Outside of his professional work, Charles has interests in comedy, fitness, football, socializing with friends, music, and traveling.

Justin McMillan is a Financial Consultant at Fidelity Investments, a role he has held since 2016. He has worked in financial services for over 17 years, focusing on building client relationships and promoting financial literacy and comprehensive wellness. His career at Fidelity includes positions as Investment Consultant, Relationship Manager, and Financial Representative spanning from 2011 to the present. Prior to joining Fidelity Investments, Justin worked as an Institutional Fixed Income Broker at Multi-Bank Securities, Inc. from 2009 to 2011. His experience encompasses a range of roles within the financial services industry, equipping him with broad expertise to serve his clients. Outside of his professional work, Justin enjoys concerts, golf, movies, outdoor adventures, reading, and traveling.

Ken Finkelson serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 1998, progressing through various positions including Financial Consultant and Investments Representative. Throughout his tenure, Ken has worked with a diverse client base, providing financial planning and guidance to help clients and their families pursue their financial goals. His approach focuses on ensuring each client has a solid plan tailored to their unique situation. Ken has extensive experience in the financial services industry, having spent over two decades in roles that have equipped him with a broad understanding of investment and financial planning. His career at Fidelity Investments reflects a sustained commitment to client service and financial consultancy. Outside of his professional duties, Ken enjoys baseball, golf, hiking, music, and exploring food as a foodie.

Karl Ferazzi is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2026. Prior to this role, he has held various positions within Fidelity Investments, including Planning Consultant, Financial Consultant, Investment Consultant, and Financial Representative from 2021 to 2026. Before joining Fidelity, Karl worked at Morgan Stanley as a Financial Advisor from 2018 to 2021 and as a Portfolio Associate from 2005 to 2018. Throughout his career, Karl has focused on providing guidance and financial planning to clients, assisting with both short-term and long-term financial decisions. His approach involves developing comprehensive wealth strategies aimed at growing and preserving assets in an integrated and coordinated manner, customized to meet each client's specific needs. Outside of his professional work, Karl enjoys a variety of personal interests including cars, family activities, hiking, movies, music, and outdoor adventures.

Warren Castor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career in the financial services industry in 2004 and has accumulated extensive experience working with a diverse range of clients. His approach involves understanding each client's unique financial situation and helping them develop a plan to achieve their financial goals. Prior to his current role, Warren served as a Financial Consultant at Fidelity Investments from 2012 to 2018. He also worked as an Investment Consultant at TD Ameritrade from 2007 to 2012, and held financial advisor positions at Equity Services and Leonard & Company between 2004 and 2007.

Carlos David Escobar Alvarez is a Series 66-licensed financial advisor at Fidelity Investments with one year of industry experience. He previously worked at Northwestern Mutual and has a background that includes roles in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.