Jennifer Sims is a Planning Consultant at Fidelity Investments, where she focuses on implementing and maintaining customized financial plans to assist clients in achieving their financial goals. She collaborates closely with clients and their Financial Consultants to provide tailored financial planning services. Jennifer has been with Fidelity Investments since 1988, holding various roles including Financial Representative and Relationship Manager before assuming her current position in 2023. She holds insurance licenses in Arkansas and California. Outside of her professional work, Jennifer has interests in baseball, concerts, gardening, pets, and traveling.

Samuel Soderman is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving as a primary point of contact for ultra-high net worth individuals and their families. In this role, he assists clients in conversations about growing and maintaining wealth, as well as planning and gifting strategies. When deeper wealth planning support is necessary, he facilitates discussions with a Wealth Management Advisor to address specific client needs. Samuel's professional experience spans multiple roles in financial services, including his current position at Fidelity Investments since 2021, where he also served as a Planning Consultant. Prior to that, he was a Senior Financial Advisor at Vanguard and held branch management positions at TD Ameritrade and Scottrade Financial Services. His career in the industry began as a Financial Office Assistant at Scottrade in 2004. Outside of his professional responsibilities, Samuel enjoys outdoor activities such as camping, concerts, and hiking.

Katherine Hinnrichs is a financial advisor with Fidelity Investments in Houston, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been associated with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds regulatory registrations and advisory roles that distinguish it within the institutional investment space.

Lauren Hynes is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant I. Lauren partners with clients and their families to understand their personal and financial goals, working collaboratively to develop customized financial plans that address their unique needs. Lauren holds a California Insurance License, supporting her ability to provide comprehensive financial advice. Her professional experience spans multiple roles within Fidelity Investments, reflecting a focus on client relationship management and financial planning.

Nolo Bustos is a Financial Consultant at Fidelity Investments, a role he has held since 2015. In this position, he assists clients with a wide range of financial planning areas, including retirement and income planning. He leverages his experience and education to help clients develop financial plans that they and their families can understand and feel confident about. Bustos holds insurance licenses in Arkansas and California. He values the relationships he builds with clients and takes a genuine interest in their pursuit of financial success. Outside of his professional work, Bustos enjoys family activities, football, hiking, movies, outdoor adventures, and traveling.

Eric Zepeda is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their short and long-term needs. He has been with Fidelity Investments since 2018, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Throughout his tenure, Eric has gained experience in financial consulting and client relationship management. His approach involves partnering with clients to co-create strategies that align with their financial goals. Outside of his professional role, Eric has interests in baseball, concerts, food, pets, reading, and traveling.

Will Gerber is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Financial Consultant I, Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate. In his role as a Financial Consultant, Will works closely with clients to understand their financial goals and collaborates with them to develop tailored financial plans. He is licensed with an AR Insurance License. Outside of his professional work, Will has interests in cooking and baking, fitness, exploring food culture, visiting museums, traveling, and volunteering.

Andrew Gambardella is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he collaborates with clients and their advisors to develop financial plans tailored to individual needs. Prior to this, Andrew served in various roles at Fidelity Investments, including Relationship Manager (2024-2025), Financial Representative (2023-2024), and Client Relationship Advocate (2022-2023). Andrew holds a California Insurance License and brings experience in financial planning and client relationship management. Outside of his professional responsibilities, he has personal interests that include board games, football, golf, and hiking.

Amy Abens is a Financial Consultant at Fidelity Investments, where she has been working since 2018. Over the years, she has held various positions within Fidelity, including Vice President, Regional Planning Consultant, and Senior Manager Advisory Services, demonstrating a progressive career in financial consulting and planning. Her professional expertise encompasses financial planning and advisory services, with a focus on partnering with clients to understand their goals and develop adaptable plans. Amy holds a Certified Financial Planner™ designation and possesses an Arkansas Insurance License. Outside her professional role, Amy enjoys a range of personal interests including board games, family activities, movies, pets, reading, and traveling.

Jennifer Altemus is a Financial Consultant currently working at Fidelity Investments since 2023. She collaborates with clients to understand their short and long term financial goals and partners with them to develop tailored financial plans. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, Premier Banker at Wells Fargo from 2021 to 2022, Financial Consultant at TD Ameritrade from 2018 to 2021, and Financial Consultant at AIG-VALIC from 2015 to 2018. Jennifer holds a California Insurance License.

Vinh Chu is a Planning Consultant at Fidelity Investment, where he focuses on building meaningful relationships with clients to develop comprehensive financial plans. He works closely with clients to translate their financial goals into actionable and measurable strategies, serving as a trusted advisor through disciplined planning, thoughtful analysis, and informed financial decision-making. His professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investment, an Onboarding Specialist at Vanguard, and a Personal Investor Brokerage Investment Professional at Vanguard. He holds an Arkansas insurance license, supporting his expertise in financial and insurance planning. Outside of his professional work, Vinh Chu has personal interests in cooking and baking, tennis, traveling, and volunteering.

Rosa Llivina is a Financial Consultant currently working with Fidelity Investments since 2005. She has been assisting High Net Worth investors with developing, implementing, and monitoring financial plans. Prior to her current role, Rosa worked as a Financial Advisor at UBS Financial Services, Inc. from 2001 to 2005 and at Prudential Securities from 1998 to 2001. She holds insurance licenses in Arkansas and California. Outside of her professional work, Rosa has personal interests in pets, tennis, and traveling.

Rachel Havins currently serves as a Wealth Management Planning Consultant at Fidelity Private Wealth Management. In her role, she focuses on improving the efficiency of client interactions by Wealth Management Advisors. She emphasizes customer care and service, fostering a transparent team environment to instill confidence in clients regarding their financial questions and planning. Her professional experience includes roles at Fidelity Investments as a Planning Consultant since 2023, Relationship Manager from 2021 to 2023, and Financial Representative from 2020 to 2021. Prior to that, she worked as a Financial Associate at Edward Jones from 2018 to 2019. Outside of her professional responsibilities, Rachel has interests in beach activities, fishing, gardening, horseback riding, and music.

Joshua Lozano is a Planning Consultant at Fidelity Investments, where he currently works to guide clients through various stages of their financial planning journey. He joined Fidelity Investments in 2024 and has held roles as a Financial Representative, Relationship Manager, and Planning Consultant. Throughout his time at Fidelity Investments, Joshua has developed expertise in financial planning and client relationship management. He approaches financial planning with a focus on understanding the client's unique story and aspirations. Outside of his professional work, Joshua has interests in art, football, golf, music, and outdoor adventures.

Joey Vu is a Planning Consultant at the Houston Highland Village Investor Center, where he is part of a wealth management team assisting clients in reaching their financial goals. He has been with Fidelity Investments since 2015, initially serving as a Relationship Manager before becoming a Planning Consultant in 2020. Prior to his current role, Joey gained experience as a Personal Planning Analyst at Northwestern Mutual and as a Financial Advisor at Merrill Lynch in 2014. His background also includes various positions in banking and financial services, such as Small Business Specialist-Relationship Banker and Relationship Banker at JP Morgan Chase, as well as roles at Bank of America. Joey's career reflects a progression through multiple roles in financial advising and banking, providing him with a broad perspective on client financial needs and planning.

Patrick Cruz is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2015, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant. Patrick collaborates with clients to develop, implement, and maintain comprehensive financial plans aimed at pursuing their financial goals. At Fidelity, Patrick leverages the company's technology and cost-efficient platform to provide tailored financial services. His professional experience centers on creating wealth plans in partnership with clients, ensuring alignment with their financial objectives.

Matthew Comer is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2000. He specializes in assisting clients and their families with tax efficient investing, retirement savings, income planning, and wealth transfer strategies. His role focuses on helping clients work toward their financial goals throughout different life stages. Matthew has held the position of Vice President, Financial Consultant since 2012, following 12 years as a Senior Investment Representative at Fidelity Investments. He holds insurance licenses in Arkansas and California.

Niegel Stevens is a financial advisor at Fidelity with five years of industry experience holding Series 63 and Series 66 credentials. His prior roles include positions at VALIC Financial Advisors and multiple engagements with the University of Houston, as well as a brief tenure with the Office of the Comptroller of the Currency and the Federal Reserve Bank of Dallas. He is the sole proprietor of New Legacy Ventures LLC, a holding company for potential future business activities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jorge Martinez is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works with clients to develop financial plans that align with their needs and goals, focusing on providing a positive financial planning experience. He has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant. Prior to joining Fidelity, Jorge worked as a Financial Advisor at Equitable Advisors from 2021 to 2022.

Graham Forssman is a Financial Consultant at Fidelity Investments, where he collaborates with clients on financial planning, strategic discussions, and investment guidance. His approach focuses on co-creating and implementing strategies tailored to clients' priorities and family needs. He has held multiple roles within Fidelity Investments, including Financial Consultant, Investment Management Consultant II, and Investment Management Consultant I from 2021 to 2024. Prior to joining Fidelity, Graham worked as an Internal Wholesaler at Crossmark Global Investments in 2021 and as a Regional Advisor Consultant at Invesco Investments from 2015 to 2021. He holds an Arkansas Insurance License. Outside his professional work, Graham has personal interests in fitness, golf, running, traveling, parenthood, and exploring food.