Robert Haug serves as a Branch Leader at Fidelity, a position he has held since 2025. Prior to this role, he gained experience as a Team Leader for Investment Solutions at Fidelity from 2021 to 2025 and briefly served as an Interim FC Leader in 2022. Before joining Fidelity, Robert worked as a Wealth Management Banker at US Bank from 2018 to 2021. His professional focus centers on understanding clients' unique financial needs through active listening and empathy. Robert emphasizes building strong relationships and creating an environment conducive to discussing financial goals. He prioritizes transparency and education to ensure clients are well-informed about their options and views financial planning as an ongoing process that requires regular reviews to adapt to changes. Robert aims to be a reliable partner to his clients, guiding them to pursue their long-term financial goals with confidence.

Lauren Holley is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2020. Prior to this role, she worked as a Financial Representative at Fidelity Investments from 2017 to 2020. Lauren focuses on providing support to clients and their families to foster long-term and meaningful relationships through high-quality and holistic services. Her professional experience at Fidelity Investments spans several years, during which she has developed expertise in wealth management planning and client relationship management. Lauren's approach centers on partnership and comprehensive financial planning to meet clients' needs. Outside of her professional work, Lauren has interests in fitness, food, music, reading, traveling, and volunteering.

Chris Dettling is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and their families to develop financial plans and investment strategies tailored to their unique objectives. His approach focuses on creating personalized plans designed to assist clients in working toward their personal goals and securing their financial future. Chris has been with Fidelity Investments since 2021, progressing through several positions including Workplace Planning Associate, Workplace Planning Consultant I and II, and Planning Consultant before becoming a Financial Consultant in 2026. This progression reflects his growing experience and expertise in financial planning within the organization. Outside of his professional career, Chris enjoys baseball, football, spending time with pets, and solving puzzles.

Trevor Jackson is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial plans and investment strategies aligned with their goals and values. He joined Fidelity Investments in 2024, initially serving as a Financial Representative before transitioning to his current role in 2025. In his role, Trevor focuses on understanding clients' priorities and co-creating tailored financial solutions to provide greater control over their present and future objectives. Outside of his professional duties, he enjoys activities such as beach outings, football, golf, hiking, and snowboarding.

Samuel Reeson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Wells Fargo and involvement with The Cranford Social and River and Rail Cantina. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Isaac Van Puffelen is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with wealth management teams to help clients gain clarity and confidence regarding their financial goals. Prior to his current role, Isaac gained experience within Fidelity Investments as an Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate from 2020 to 2023. This progression reflects his growing expertise in providing financial solutions and client service. Outside of his professional work, Isaac engages in family activities, social events with friends, as well as recreational pursuits such as golf, surfing, and traveling.

Samuel Cage is the Vice President and Financial Consultant at Fidelity Investments. He has held various roles within Fidelity Investments since 2014, progressing through positions such as Financial Consultant, Workplace Planning Consultant III, Retirement Relationship Manager, and several others related to financial representation and investment solutions. His professional experience spans over a decade, during which he has focused on helping clients and their families advance toward their financial goals through a client-centered planning process. Samuel's career reflects a consistent commitment to financial consulting and retirement solutions. Outside of his professional work, Samuel enjoys activities such as biking, family activities, golf, hiking, and running.

Luke Schultz is Vice President and Financial Consultant at Fidelity Investments. He began his career at Fidelity in 2012, progressing through roles including Trader, Premium Relationship Associate, Investment Solutions Representative, Retirement Solutions Representative, Retirement Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2022. Drawing on his professional start in the United States Marine Corps, Schultz applies discipline and attention to detail in his work. He follows a three-step process focused on understanding client situations and priorities, analyzing these situations, and partnering with clients to develop and maintain personalized financial strategies. Outside of his professional responsibilities, Schultz has interests in board games, fitness, hiking, outdoor adventures, military service, and parenthood.

Ryan Salisbury is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Adirondack Trust Company and Saratoga National. Outside of his advisory role, he is involved in a boat rental business based in Hilton Head Island, where he assists with various operational tasks. 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 to manage diversified portfolios and offer advisory solutions.

Libby Norris is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. In this position, she focuses on building deep relationships with clients to understand their unique financial goals and preferences. She employs a collaborative and educational approach to guide clients and their families in developing financial plans aimed at providing peace of mind. Prior to joining Fidelity Investments, Libby worked at Vanguard from 2017 to 2023, where she held several roles including Retail Sales Manager, Senior Sales Consultant, Sales Consultant, and Brokerage Investment Professional. This extensive experience has contributed to her expertise in wealth planning and client relationship management. Outside of her professional career, Libby has interests in cooking and baking, fitness, reading, and volunteering.

Cassandra Holland is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2017, progressing through roles including Customer Relations Advocate, Active Trader Specialist, Active Trader VIP Specialist, Brokerage Consultant, and currently serving as Financial Consultant since 2024. With nearly a decade of experience in the financial industry and almost two decades of military service, Cassandra applies a disciplined and thoughtful approach to financial planning. She is a CERTIFIED FINANCIAL PLANNER® professional and holds a California Insurance License. Outside of her professional work, Cassandra has personal interests that include beach activities, fitness, outdoor adventures, parenthood, pets, and traveling.

James Stark is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. In this role, he collaborates with clients to develop personalized investment strategies aimed at achieving their financial goals. He works alongside clients to identify obstacles, evaluate available strategies, and implement plans in pursuit of financial freedom. Prior to his current position, Stark held several roles at Fidelity Investments, including Planning Consultant (2024-2025), Relationship Manager (2023-2024), High Net Worth Service Associate (2023), and Customer Relationship Advocate (2022-2023). These positions reflect his progressive experience in financial services and client relationship management. Outside of his professional work, Stark has interests in football, golf, soccer, and tennis.

Tim MacDougall is the Vice President and Branch Leader at Fidelity Investments in Hilton Head, SC. In this role, he leads the branch with a focus on building strong, trusting relationships with clients by understanding their unique financial goals and developing tailored strategies to help achieve long-term success. He emphasizes transparency and integrity to empower clients in making informed financial decisions. Tim has a range of experience in the financial services industry, including roles as Market Manager at Charles Schwab and TD Ameritrade, Branch Manager at TD Ameritrade, and various positions at Fidelity Investments such as Investment Solutions Representative and Trader. His career has encompassed both leadership and client-focused positions, highlighting his expertise in financial advising and market management. Outside of his professional role, Tim's personal interests include fishing, football, kayaking, and spending time with his pets.

Chad Cole is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2017, serving in various roles including Planning Consultant, Relationship Manager, Investment Solutions, High Net Worth, and Customer Relationship Advocate. Prior to his financial services career, Chad began his professional journey with the United States Army Guard. Chad applies principles of hard work and discipline learned during his military service to his work with clients. He partners with clients and their families to create financial plans and investment strategies aligned with their goals. He holds an Arkansas Insurance License.

Brandon Witt is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience serving as a Senior Financial Planning Strategist at Alliance Global Partners from 2021 to 2022, and as a Financial Planning Strategist at Aegis Capital Corp. from 2018 to 2021. His approach to financial planning emphasizes establishing strong personal relationships with clients to understand their priorities. Brandon works collaboratively with clients to develop customized plans and implement strategies aimed at achieving their vision of long-term financial stability and success. Outside of his professional career, Brandon has interests that include football, golf, music as an instrumentalist, movies, and parenthood.

Andre Marchesseault currently works as a Financial Consultant. In this role, he collaborates with clients to create personalized financial plans tailored to their individual goals and circumstances. He emphasizes understanding the full personal, professional, and financial picture of each client. Andre has experience in various roles at Fidelity Investments, including Investment Consultant (2024-2025), Central Relationship Manager (2023-2024), and Customer Relationship Advocate (2021-2023). He holds an Arkansas Insurance License. Outside of his professional work, Andre's personal interests include spending time at the beach, fishing, football, golf, and traveling.

Ashley Mayo is a Planning Consultant who collaborates with local advisors to enhance personalized relationships and investment goals. She has held various roles at Fidelity Investments, including Relationship Manager from 2024 to 2025, Investment Solutions Representative I from 2023 to 2024, Stock Plan Associate in 2023, and Customer Relationship Advocate from 2022 to 2023. These positions have provided her with experience in client relationship management and investment solutions.

Molly Pappalardo is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she held roles at Amazon and Clemson University Marketing and Communications. She also has experience working with community organizations such as the Ambler Area YMCA and Twin Spring Farm Day School and Camp. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios drawn from mutual funds, ETFs, and ETPs.

Sophia Short is a Planning Consultant at Fidelity Investments, based in the Hilton Head Island Investor Center. In this role, she provides planning guidance for both covered and uncovered clients, aiming to deliver service that fosters client confidence and strengthens client relationships. Sophia focuses on developing effective engagement strategies within the books of business she supports. Her professional experience includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Mortgage Broker at PMC Mortgage. These roles contribute to her understanding of financial planning and client management. Outside of her professional work, Sophia has interests in fitness, parenthood, and running.

Richard Schnurr is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2018 in various roles including Investment Consultant and Retirement Solutions Consultant. In his current capacity since 2021, he focuses on providing financial guidance to clients, particularly in areas such as tax-efficient investing, legacy planning, and retirement planning. Throughout his tenure at Fidelity Investments, Richard has developed expertise in helping clients pursue lasting financial freedom. He aims to collaborate with clients to design plans that reflect their commitment to saving and investing for the future, emphasizing a relationship grounded in trust and integrity. Richard holds a California Insurance License. Outside of his professional role, he engages in personal interests including family activities, football, golf, hiking, outdoor adventures, and traveling.