Heather Roach is the Vice President and Branch Leader at Fidelity Investments, where she leads the local Investor Center. In her role, she provides financial and investment guidance to clients, including one-on-one retirement planning, wealth planning, income strategies, college planning services, and integrated employee benefits strategies. Heather has been with Fidelity Investments since 2018, progressing from Financial Consultant to Assistant Branch Leader before assuming her current position in 2022. Her experience encompasses various aspects of financial consulting and branch leadership within the firm.

Zahid Rizvi is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2003. He has held the position of Vice President, Financial Consultant since 2008. Over his career at Fidelity, Zahid has developed a comprehensive understanding of financial markets and wealth planning. Zahid specializes in guiding families through complex financial situations by implementing strategies that are responsive to life's challenges. His experience encompasses over two decades of partnering with clients to address their financial needs. Outside of his professional role, Zahid has interests in cars, running, soccer, traveling, and volunteering.

John Barrett is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2018, initially serving as a Financial Consultant before his current position. In his role, John collaborates with clients to develop adaptable financial plans tailored to their evolving family situations and priorities. John's professional experience centers on financial consulting, guiding clients toward their financial objectives through personalized strategies. He emphasizes understanding individual client preferences to build plans that can adjust over time. Outside of his professional work, John has personal interests that include food, football, golf, hiking, and traveling.

Lee Moodley is a Vice President, Financial Consultant at Fidelity Investments. In this role, Lee collaborates with clients and their families to understand their individual goals and co-create tailored financial plans designed to provide clarity, support, and peace of mind throughout their financial journeys. Lee's professional experience at Fidelity Investments includes serving as Vice President, Financial Consultant from 2020 to 2024, Vice President, Regional Planning Consultant from 2024 to 2026, and Vice President, Financial Consultant again in 2026. Lee began with Fidelity Investments as a Financial Consultant from 2018 to 2020. No additional information on education, credentials, personal interests, or community involvement has been provided.

Briana Gonzalez is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Her prior work includes roles at Whitestone REIT and as a graphic designer. She has also been involved with educational institutions including The University of Houston and Lone Star College. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Drake Knapik is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2015. 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 create model portfolios across mutual funds, ETFs, and ETPs, and it maintains oversight through affiliated and unaffiliated sub-advisers.

Christopher Lai is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to develop goals-based financial plans aimed at unlocking the full potential of their wealth. He focuses on empowering clients with strategies that help them work towards their lifestyle and legacy objectives, emphasizing wealth planning and family governance to build, preserve, and strengthen family wealth across generations. Christopher has extensive experience in wealth management, having held several positions at Fidelity Investments since 2011, including Vice President Wealth Planner, Private Wealth Management Relationship Manager, and Investments Consultant. He also worked as a Wealth Manager at USAA Wealth Management and began his career as a Licensed Personal Banker at Chase Investment Services Corp. Outside of his professional commitments, Christopher enjoys activities such as beach outings, biking, running, swimming, traveling, and exploring food cultures.

Kristen Rieger is a Wealth Management Senior Relationship Manager at Fidelity Investments. She has held this role since 2026, focusing on delivering personalized service and long-term partnership to her clients. Prior to her current position, Kristen worked as a Financial Consultant at Fidelity Investments from 2024 to 2026. Before joining Fidelity, she was a Financial Solutions Advisor at Merrill Lynch - Bank of America from 2022 to 2024, gaining experience in wealth management and financial consulting. Kristen emphasizes a commitment to her clients' goals and legacy, ensuring a service experience characterized by discretion and foresight.

Elizabeth Ares is a financial advisor at Fidelity with 7 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2023. Her prior experience includes positions at PNC Bank, BBVA USA, BBVA Compass, and Compass Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Cole Robbins is a Financial Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans tailored to their goals and unique needs. He focuses on building strong relationships and trust with clients and their families. Cole has held various roles at Fidelity Investments since 2021, progressing from Customer Relationship Advocate to Financial Consultant. Prior to this, he gained experience in banking as a Client Service Associate at Zions Bank and as an On-Site Banker at US Bank. He holds insurance licenses for Arkansas and California.

Benjamin Whitty is a Planning Consultant at Fidelity Investments, where he collaborates with high net worth clients and their families to develop customized financial plans aimed at achieving long-term goals. He has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Central Relationship Manager, and Relationship Manager before his current position. Benjamin holds an AR Insurance License, supporting his expertise in financial planning and client relationship management. Outside of his professional work, he has interests in the beach, cooking and baking, fitness, football, and spending time with pets.

Vivian Griffith is a CFP® with 14 years of industry experience, currently advising at Fidelity in Houston, TX. She has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methodologies, its role as a registered commodity pool operator, and its advisory services to multiple registered investment companies.

Bonnie Akiri is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has been with Fidelity Investments since 2000, serving in various roles including Financial Consultant, Regional Consultant, and Premium Service Representative. Prior to Fidelity, Bonnie worked as an Investment Consultant at Citizens Financial Services Inc and as a Branch Manager at Citizens Bank. Bonnie helps clients work toward financial security and peace of mind by creating thorough, well thought-out financial plans aimed at mitigating risk. She holds insurance licenses in both Arkansas and California. Outside of her professional work, Bonnie enjoys board games, concerts, family activities, and puzzles.

Jenny Rickhuss is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners with the Fidelity Wealth Management team to assist families in creating personalized wealth plans across generations, ensuring comprehensive service throughout their relationship with Fidelity. Jenny has been with Fidelity Investments since 2014, progressing through roles as Relationship Manager (2014-2017), Senior Relationship Manager (2017-2019), and Planning Consultant (2019 to present). Her experience encompasses client relationship management and wealth planning within the financial services industry. Outside of her professional work, Jenny's personal interests include cooking and baking, caring for pets, singing, and traveling.