Kinsley Schaff is a Wealth Management Planning Consultant. In this role, Kinsley works in strategic partnership with Wealth Management Advisor Josh Ecroyd to develop a thorough understanding of clients' objectives and long-term priorities. Kinsley is responsible for proactively identifying and addressing the intricate needs of the firm's most affluent families while acting as a trusted advocate and steward of service excellence. Kinsley has held positions at Fidelity Investments, serving as a Planning Consultant from 2025 to 2026 and as a Relationship Manager in 2025. Further details regarding education, credentials, personal interests, or community involvement have not been provided.

Benjamin Velasquez is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and Western & Southern Brokerage and Life. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Onisa Treibs currently serves as Vice President and Branch Leader at Fidelity Investments, a role held since 2025. In this capacity, she leads a team of financial professionals focused on delivering comprehensive financial planning services to Fidelity's customers. Her objective is to establish Fidelity and the Houston team as trusted lifetime advisors for individuals, their families, and friends. Her tenure at Fidelity Investments spans over a decade, including previous roles such as Vice President Branch Office Manager from 2016 to 2020, Assistant Branch Office Manager from 2014 to 2016, Investments Solutions Manager for Managed Accounts from 2012 to 2014, and Retirement Solutions Manager from 2010 to 2012. This progression reflects extensive experience in financial planning and investment management within the company.

Abhay Nair is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of his advisory role, he is the sole proprietor of Azure Expanse Homes LLC, a real estate wholesaling and AI business based in Houston. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis, delivering model portfolios constructed with long-term asset allocation strategies.

Sara Halstead is a financial advisor with Fidelity in Houston, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in various roles including at Bay Area Aquanauts Inc. and The Lemonade Circle. Outside of advising, she is involved as an employee in marine transportation with Boone Towing Inc. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Sam Whitaker is a Financial Consultant at Fidelity Investments, where he supports clients in navigating their financial journeys through personalized planning, guidance, and tailored investment strategies. He utilizes Fidelity's resources and expertise to assist individuals and families in making informed decisions toward their long-term financial goals.\n\nPrior to his current role, Sam served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2023. These roles have contributed to his experience in the investment and financial services field.\n\nOutside of his professional work, Sam engages in social activities with friends, enjoys playing tennis, and traveling.

Daniel Guido is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has held several roles within Fidelity, including Director, Retirement Planner from 2023 to 2025, Workplace Planning Consultant from 2022 to 2023, and High Net Worth Service Associate from 2021 to 2022. Prior to joining Fidelity, Daniel was a Financial Associate at Thrivent from 2020 to 2021 and worked in banking at Newtown Savings Bank as a Bank Teller and Loan Servicing Officer from 2012 to 2015. Daniel's professional focus is on helping clients and their families achieve their long-term financial goals through principles of sound financial planning presented in a collaborative and actionable manner. He emphasizes building relationships based on mutual trust, transparency, and honesty. Daniel is passionate about aligning financial outcomes with clients' core values. Outside of his professional work, Daniel spends time engaged in activities such as board games, family activities, visiting museums, reading, writing, and parenthood.

Patrick Ward is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2026. He initially joined Fidelity in 2011 and has progressed through various positions within the company, including Financial Representative, Investment Consultant, and Financial Consultant. As Branch Leader since 2023, Patrick focuses on fostering a culture of excellence, collaboration, and inclusion within his branch. Throughout his tenure at Fidelity, Patrick has supported his team in developing their skills and growing their business while encouraging autonomy in their approaches. He collaborates with other leaders and stakeholders across the organization to drive strategic initiatives and enhance Fidelity's competitive position.

Frank Diamond is a financial advisor with Fidelity Investments, holding a Series 66 credential and based in Houston, TX. He has one year of industry experience, with prior roles including work on several political campaigns and involvement with Congregation Beth Israel. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles.

Matthew Benton is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity Investments, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual Strategic Financial Group from 2022 to 2023. Matthew's approach emphasizes understanding each client's individual needs and priorities to assist them in making informed financial decisions. His experience spans multiple facets of financial planning and client relationship management, enabling him to support clients in preparing for significant life steps. Outside of his professional work, Matthew enjoys activities such as baseball, football, spending time at the beach, cooking and baking, family activities, and social events with friends.

Joe Chen is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and is based in Houston, TX. Chen has been with Fidelity since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies.