Katie Van Koski is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2019. In her current role, she collaborates closely with Wealth Management Advisors, Regional Planning Consultants, and the broader Private Wealth Management team to assist clients in protecting, growing, and transferring their wealth. She emphasizes the importance of building strong relationships with clients and their families to develop a deep understanding of their financial goals. Katie's experience at Fidelity Investments spans several roles, beginning as a Financial Representative from 2015 to 2017, followed by a position as a Relationship Manager from 2017 to 2019, before assuming her current consulting role. Outside of her professional work, she has personal interests in board games, cooking and baking, and yoga.

Cade Gulick is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Fidelity, he worked briefly at Greenwing Wealth Management and has experience in education and small business operations, including roles at Texas A&M Corpus Christi and managing Gulick Pressure Washing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across retail and institutional platforms.

Ben Rickhuss is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he partners with ultra-high-net-worth individuals and their families to guide conversations around growing, preserving, and transferring wealth. He focuses on delivering a personalized, high-touch service experience aligned with each client's goals and preferences. Ben has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Senior Relationship Manager. His experience centers on wealth management and client relationship development. Outside of his professional responsibilities, Ben enjoys concerts, fishing, music, outdoor adventures, soccer, and traveling.

Dago Nunez Nieto is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop and implement comprehensive financial plans addressing both short-term needs and long-term financial goals. In his current role, he utilizes Fidelity's platforms to offer tailored financial solutions in collaboration with his team. Dago has extensive experience within Fidelity Investments, having held multiple positions since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects his broad understanding of financial services and client relationship management. Outside of his professional work, Dago has interests in fitness, movies, music, soccer, and traveling.

Wyatt Hales is a Planning Consultant based in Dallas, currently working with Fidelity Investments since 2024. He focuses on understanding each client's unique situation to develop personalized financial strategies. Wyatt has progressively advanced within Fidelity Investments, starting as an Investment Planning Intern in 2021, then serving as an Investment Solutions Representative from 2022 to 2023, followed by a role as an Investment Consultant from 2023 to 2024 before assuming his current position. His experience encompasses various aspects of investment consulting and planning. Outside of his professional work, Wyatt engages in biking, music, and running.

Brandyn Hinnrichs currently serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, and Financial Representative. In his capacity as a Wealth Planner, Brandyn is dedicated to helping clients build, implement, and maintain financial plans tailored to their unique visions of success. He leverages Fidelity's technology and investment platform to develop wealth strategies that benefit clients and their families. Outside of his professional work, Brandyn enjoys fishing, fitness, football, golf, spending time at the lake, and reading.

Mark Underwood is a Financial Consultant at Fidelity Investments, where he has been employed since 1999. Throughout his tenure, he has held various roles including Financial Consultant, Vice President Executive Planning Consultant, Vice President Branch Manager, Regional Planning Consultant, Vice President Senior Account Executive, and Investment Representative. Mark's experience spans over two decades within Fidelity Investments, providing him with extensive knowledge in investment planning, client service, and personalized financial guidance. His commitment is to leverage Fidelity's diverse investment options and resources to assist clients in working toward their financial objectives. No specific information regarding his education, credentials, personal interests, or community involvement has been provided.

Samuel Burton is Vice President and Branch Leader at Fidelity Investments. In his role, he leads a team of financial professionals dedicated to providing exceptional client experiences and assisting individuals in pursuing their financial objectives. Samuel has experience in various positions at Fidelity Investments since 2014, including Vice President and Regional Planning Consultant (2021-2026), Managed Solutions Consultant (2019-2021), Fixed Income Specialist (2017-2019), Retirement Solutions Representative (2015-2017), Investment Solutions Representative (2015), and Financial Representative (2014-2015).

David Wicker is a Planning Consultant at Fidelity Investments, where he is part of a wealth management team focused on developing customized financial plans tailored to meet the unique needs of families. In his role, he collaborates with clients to build and enhance financial strategies aimed at achieving their financial goals. David has held multiple positions at Fidelity Investments since 2021, progressing through roles including Launch Associate, Planning Associate, and several levels of Workplace Planning Consultant before his current position. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo from 2020 to 2021. Outside of his professional work, David has interests in cars, football, golf, music, and social events with friends.

Emma Biasotti is a financial advisor with Fidelity Investments based in Houston, TX. She holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, she was involved in various entrepreneurial and community-focused activities, including managing EM's Lash Lounge, teaching at Pearland School of Music, and operating Zen Kids Yoga. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios utilizing mutual funds, ETFs, and ETPs.

Caleb Liao is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he helps clients design and implement detailed financial plans aimed at pursuing their long-term goals while managing risks that could impede progress. Prior to his current position, Caleb served as a Relationship Manager and a Financial Representative at Fidelity Investments during 2021. Caleb holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial services. He focuses on developing strategies that align with clients' objectives and risk tolerance to facilitate their financial well-being.

Lindsey Brice is a Financial Consultant at Fidelity Investments, a position she has held since 2026. Prior to this role, she served in various capacities within Fidelity Investments, including Financial Consultant I from 2025 to 2026, Planning Consultant from 2023 to 2025, Relationship Manager from 2021 to 2023, and Financial Representative in 2021. Her career in financial services began at Schramm Financial Group, where she worked as a Client Service Associate from 2020 to 2021 and as a Financial Intern from 2019 to 2020. In her role as a financial consultant, Lindsey focuses on developing tailored financial plans that align with her clients' needs and objectives. She emphasizes building foundational trust and understanding with her clients to facilitate effective and unique planning conversations. Lindsey holds insurance licenses in Arkansas and California.

Dan Brochu is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2009. He began his career at Fidelity as a Financial Representative and progressed through roles including Relationship Manager and Financial Consultant before being named Vice President in 2019. Prior to joining Fidelity, Dan served as a Financial Advisor at UBS Financial Services from 2008 to 2009. Dan works with clients using a detailed approach to their financial situations, providing frank and honest options aimed at achieving their long-term goals. He emphasizes partnering with clients for long-term financial planning while addressing various risks that can arise over time. He holds a California Insurance License.

Zoe Nielsen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Blue Raven Solar, Quick Quack Car Wash, and educational work at Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis. The firm is notable for its algorithmic portfolio construction, multi-manager fund advisory, and regulatory registrations, including with the CFTC as a commodity pool operator.

Alex Bryan is a financial advisor at Fidelity with Series 63 and Series 65 licenses. He has recently begun his career in the industry, joining Fidelity in 2026. Prior to this, he held various roles including positions at Rice University, J.P. Morgan Chase & Co, and the Alvin Independent School District. Outside of finance, he has experience working with Rice Basketball Camps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, supporting both intermediaries and registered investment companies.

Vatti Richardson is Vice President and Financial Consultant at Fidelity Investments, where he partners with clients and their families to build financial plans. He works closely with clients to help them achieve their financial goals through Fidelity's investment platform and resources. Richardson has been with Fidelity Investments since 2014, progressing through roles including Service Representative, Investment Solutions Representative, Retirement Solutions Representative, Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. He holds insurance licenses in Arkansas and California and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of his professional work, Richardson has interests in fitness, music, and traveling.

Derek Draper is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aimed at achieving their financial goals. He has been in this role since 2023. Prior to his current position, Derek served as a Retirement Specialist at VALIC Financial Advisors Inc. from 2017 to 2023. His experience spans areas related to retirement planning and investment consulting. No additional information on education, credentials, personal interests, or community involvement was provided.

Cody Long is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to develop, implement, and maintain complex financial plans. He focuses on providing an unbiased approach centered around each client's unique needs and goals, aiming to create lifetime relationships through credibility and trust. Cody Long has been with Fidelity Investments since 2012, progressing through roles including Investments Representative, Financial Consultant, Wealth Planner, and currently Vice President Private Wealth Management Advisor. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors from 2009 to 2012.

Jake McDonald is a Planning Consultant at Fidelity Investments. In his role, he collaborates with financial consultants to assist clients in working towards their financial goals and aims to provide an excellent client experience. Jake joined Fidelity Investments in 2024 and has held roles as a Financial Representative, Relationship Manager, and currently serves as a Planning Consultant. Jake's progression within Fidelity Investments highlights his experience in client relationship management and financial planning. His professional focus is on supporting clients through comprehensive financial planning services. Outside of his professional work, Jake has personal interests that include fishing, fitness, football, music, and snowboarding.

Alex Ogden is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Pennington Wealth Management and Addison Group and has experience outside finance in the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios from a broad investable universe, supports multiple registered investment companies, and uses systematic methodologies alongside established governance procedures.