Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Patrick Smith is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop and implement comprehensive financial plans. He focuses on understanding the unique complexities of each client's situation to provide actionable steps aligned with their long-term goals. His professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments, as well as a Workplace Planning Consultant at the same firm. Prior to joining Fidelity, he worked as a Benefits Coordinator at Aflac. Patrick holds an Arkansas Insurance License.

Erica Estes is a Financial Consultant at Fidelity Investments, where she has been employed since 2020. She has progressed through several roles within the company, starting as a Workplace Planning Associate, advancing through Workplace Planning Consultant levels I to III, and then serving as a Financial Consultant I before assuming her current position in 2024. As a CERTIFIED FINANCIAL PLANNER™ professional, Erica works with individuals and families to develop, implement, and maintain financial plans aimed at addressing their current needs and future objectives. She focuses on creating personalized financial strategies to help clients achieve financial stability and long-term success. Outside of her professional work, Erica enjoys camping, cooking and baking, gardening, kayaking, and spending time with her pets.

Morgan Gross is the Vice President and Branch Leader at Fidelity Investments, where they lead a team of financial professionals dedicated to providing wealth planning and financial services assistance to clients. In this role, Morgan oversees branch operations and ensures the delivery of comprehensive financial advice. Prior to their current position, Morgan served as a Team Leader for Workplace Planning and Advice at Fidelity Investments from 2018 to 2023. This experience provided them with expertise in managing teams focused on workplace financial planning and advisory services. Morgan's professional background is centered around leadership within Fidelity Investments, with a focus on wealth planning and financial services. No additional information about education, credentials, personal interests, or community involvement has been provided.

Eric Lee is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. In his role, he partners with clients to develop, implement, and maintain financial plans tailored to their individual goals. Prior to his current position, Eric held various roles at Fidelity Investments, including Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, and Financial Representative, gaining comprehensive experience in financial services over more than a decade. Eric's professional expertise encompasses financial planning and investment consulting. Outside of his work, he has interests in cooking and baking, fitness, golf, and traveling.

Nathan Utley is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. Prior to this role, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2022 at the same firm. Before joining Fidelity Investments, Nathan worked as a Commercial Lending Officer at Citizens National Bank from 2016 to 2020. In his financial planning practice, Nathan focuses on helping clients work toward their goals, maintain plans through market volatility, and strive for financial security. He emphasizes trust, integrity, and a strong commitment to clients' interests, acting as an advocate and planning partner throughout all stages of their financial lives. Outside of his professional work, Nathan has interests that include baseball, fitness, football, golf, music, and traveling.

Grayson Stidham is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant from 2021 to 2023 and as a Financial Representative from 2019 to 2021 within the same organization. Grayson is a Certified Financial Planner™ and holds an MBA. His areas of focus include retirement planning, investing, and estate planning considerations. Grayson works with clients to help guide them toward their financial futures. Outside of his professional work, he has interests in fitness, museums, outdoor adventures, running, and theater.

Douglas Lins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1993. With over 25 years of experience in the financial industry, he specializes in assisting clients with the development of personalized strategies to build and maintain their unique wealth plans. Throughout his career, Douglas has focused on providing tailored financial consulting services. He holds an Arkansas Insurance License, which supports his expertise in offering comprehensive financial advice. Outside of his professional role, Douglas engages in various personal interests including family activities, fitness, golf, traveling, and volunteering.

Michael Vargas is a Planning Consultant at Fidelity Investments, where he focuses on assisting clients in developing and maintaining personalized financial plans that adapt to their changing life circumstances. He emphasizes clear, values-based guidance and aims to build long-term relationships based on trust and transparency. His approach incorporates strategic thinking and a thorough understanding of each client's distinct financial priorities. Before joining Fidelity Investments in 2022, Michael worked as a Sports Medicine Therapist at Texas Sports Medicine & Orthopedic Group from 2018 to 2022. In addition to his professional pursuits, he has personal interests that include fitness, golf, skiing, soccer, and volunteering.

Adrian Immel is a Financial Consultant at Fidelity Investments, where he helps individuals and families develop personalized financial planning strategies aimed at supporting their long-term goals. He focuses on wealth building, retirement planning, and managing investment risk through a disciplined, planning-first approach. Adrian has held several roles at Fidelity Investments, including Planning Consultant since 2025, Investment Consultant from 2023 to 2025, and Financial Representative from 2022 to 2023. He offers appointment availability beyond traditional business hours to accommodate client needs.

Cole Stephenson is a Planning Consultant specializing in investment consulting. He partners with clients to understand their financial goals as well as their values and aspirations, aiming to create financial plans that support long-term success. He has been with Fidelity Investments since 2023, starting as a Financial Representative before advancing to his current role as an Investment Consultant in 2025. His professional experience centers on client-focused financial planning and investment strategies. Outside of his professional work, Cole engages in interests including cars, football, golf, lake activities, outdoor adventures, and spending time with pets.

Andrew Almy is Vice President and Wealth Planner at Fidelity Investments, where he has been employed since 2011. He has held roles including Account Executive, Financial Consultant, and currently serves as Vice President, Wealth Planner. In his role, he partners with affluent families to create personalized financial plans. Andrew's professional experience is rooted in wealth planning and financial consulting, with a focus on building lasting relationships with clients. His tenure at Fidelity Investments spans over a decade, reflecting his ongoing commitment to the field. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Mileyshka Colon Cotto is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held various roles at Republic Finance, MK Empire Realty, and Stars & Spirit. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing portfolios that use a combination of fundamental research, quantitative analysis, and algorithmic construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic investment methodologies.

Jigar Raval is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity Investments in 2022, progressing through several positions including Customer Relationship Advocate, High Net Worth Service Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Mortgage Processor at Intelty Inc from 2020 to 2022. With extensive experience in the financial industry, Jigar assists clients by educating them and helping develop personalized investment strategies tailored to their unique financial goals and needs. Outside of his professional role, Jigar has personal interests in cooking and baking, gardening, and reading.

Callie Trujillo is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2017, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Relationship Manager, Planning Consultant, and Investment Consultant before her current position. Throughout her tenure, Callie has developed expertise in financial planning and investment consulting, working collaboratively with clients and her Wealth Management Team to create personalized strategies aligned with clients' goals. She emphasizes the importance of listening to clients to provide thoughtful financial guidance during significant life transitions. Outside of her professional role, Callie has interests in art, playing instruments, painting, pets, tennis, and traveling.

Russ Richey is a financial advisor with Fidelity in Irving, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career at Fidelity includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 1998. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering a range of discretionary and non-discretionary advisory services.

John Bunn is Vice President Private Wealth Management Advisor at Fidelity Investments, where he partners with high net worth families to align their life visions with wealth strategies. He has been with Fidelity Investments since 2006, progressing through roles including Trader, Investment Representative, Fixed Income Specialist, Relationship Manager, Financial Consultant, Executive Planning Consultant, and Wealth Management Advisor before assuming his current position in 2021. John holds an Arkansas Insurance License. Outside of his professional responsibilities, he has interests in baseball, fitness, museums, and traveling.

Sheila Simpsen is a Planning Consultant at Fidelity Investments. She has been with Fidelity Investments since 2023, initially serving as a Transition Services Specialist before moving into the role of Investment Consultant in 2024. In 2025, she became a Planning Consultant, focusing on assisting clients in developing clear financial plans and helping them navigate towards their goals with resilience. Throughout her career at Fidelity, Sheila has built experience in financial planning and investment consulting. She works closely with clients to help them pursue their desired lifestyles through crafted financial strategies. Outside of work, Sheila spends time with her husband and their adult children. She has personal interests that include fitness, football, kayaking, pets, pilates, and traveling.

Rachel Cethoute is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. Her prior work history includes roles outside the financial sector, including positions at SnapCare and CareerStaff Unlimited. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research, quantitative analysis, and systematic methodologies.

John Wright currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2017. In this role, he leads, develops, and coaches a team of financial professionals to engage clients effectively. Prior to this, he was Assistant Branch Manager at Fidelity Investments from 2015 to 2017 and Branch Service Manager from 2013 to 2015. His career at Fidelity demonstrates a progressive leadership trajectory within the company.

Travis Beck is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has built his career at Fidelity Investments, where he previously worked as a Planning Consultant from 2020 to 2021, a Relationship Manager in 2020, a Workplace Planning Consultant from 2018 to 2020, and a Financial Representative from 2017 to 2018. He focuses on creating and maintaining personalized financial plans tailored to meet the unique needs of his clients. Travis emphasizes understanding what matters most to each individual and partners with clients throughout their financial journeys with a commitment to integrity. Outside of his professional work, Travis enjoys activities such as baseball, football, kayaking, spending time at the lake, running, and traveling.

Grant Vlahos is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2016, serving in various positions including Financial Consultant, Investment Consultant, Relationship Manager, Investment Sales & Solutions Representative, and Financial Representative. Throughout his career, Grant has focused on financial planning and investment consulting. He holds an Arkansas Insurance License. Outside of his professional work, Grant enjoys golf, outdoor adventures, running, and parenthood.

David Tate is a Planning Consultant at Fidelity Investments, where he has been working since 2023. In this role, he focuses on developing and implementing financial plans to assist clients in achieving their individual financial goals. David's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments, as well as positions as a Financial Representative at Robinhood and TD Ameritrade. Through these roles, he has gained knowledge across various areas of financial services, enabling him to build long-lasting client relationships. Further details about David's education, credentials, personal interests, or community involvement have not been provided.

Jared Weaver is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and advisory solutions.

Christopher Bolisay is a CFP® and holds a Series 66 license, with 21 years of experience in the financial services industry. He is currently with Fidelity and has prior experience at USAA financial planning and investment management firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and its advisory role to multiple registered investment companies.

Jack Pinkston is a Planning Consultant at Fidelity Investments, where he focuses on helping clients develop and maintain personalized financial plans. He aims to build lasting relationships with clients across different life stages and provides clear financial guidance aligned with their key priorities. Jack has held several roles at Fidelity Investments since 2022, including Relationship Manager, Financial Representative, and Workplace Investment Representative. These positions have contributed to his experience in financial planning and client relationship management. Outside of his professional work, Jack's personal interests include cooking and baking, fitness, football, movies, and spending time with pets.

Nelson Thomas is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services, LLC since 2019. Prior to his current role, he held positions at Patterson Nissan, Texas A&M Texarkana, and Walmart Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves as an advisor to multiple registered investment companies, employing systematic methods and governance procedures.

Sean Smith is a CFP® professional with 14 years of experience in the financial services industry. He has been with Fidelity since 2014, working across various roles within Fidelity Brokerage Services LLC and Fidelity Investments. Sean is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, with distinctive features including its registration as a commodity pool operator and its use of AI-driven research methods.

Dawn Austin is a Financial Consultant currently working at Fidelity Investments. She has held multiple roles within the company since 2021, including Financial Advisor, Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative I. Prior to joining Fidelity Investments, she worked as a Life Health and Annuities Insurance Broker at Health Exchange Agency from 2014 to 2021. Dawn partners with clients to develop personalized financial plans that balance growth, protection, and income. Her experience spans education, insurance, fixed income, and comprehensive planning, enabling her to take a holistic approach in helping clients protect their assets and progress toward their financial goals across different stages of life. Outside of her professional responsibilities, Dawn enjoys family activities, exploring food, horseback riding, watching movies, caring for pets, and traveling.

Eben Uys is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His background includes roles in property management, sports instruction, and retail food services. He has previous involvement with PureGolf Academy and US Kids Golf South Africa. 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 across mutual funds, ETFs, and ETPs.

Joseph Ware is a Vice President and Financial Consultant at Fidelity Investments. He has been with the firm since 1993, working closely with High Net Worth clients. Joseph partners with his clients to develop strategies and customize plans tailored to their financial goals. He holds an Arkansas Insurance License, which supports his work in providing comprehensive financial advice. Joseph's long tenure at Fidelity Investments reflects his commitment to the financial consulting profession.

Bradley Meyer is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various capacities within Fidelity since 1996. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers, while also serving as an advisor to multiple registered investment companies and fund-of-funds.

Braeden Baller is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at Enterprise Mobility and worked in educational settings including The Tutoring Center and Texas Wesleyan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Kristi Tomlinson is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has over 25 years of experience in client-facing roles focused on retirement planning and financial consulting. Throughout her career, Kristi has developed relationships with clients to build and implement customized financial plans that support their individual goals. Her professional experience includes roles as a Financial Consultant at Fidelity Investments from 2018 to 2025, Partner and Financial Advisor at Preservation Financial-Quester Capital Corp from 2013 to 2018, and Financial Advisor positions at Prosperity Financial Services-LPL Financial, UVest from 2009 to 2013, Edward Jones from 2002 to 2009, and The First National Bank of Athens-Primevest from 2000 to 2001.

Trent Brezovsky is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has progressed through several roles within the organization, including Relationship Manager, Financial Representative, and Financial Service Representative, gaining comprehensive experience in financial services. Trent's professional journey at Fidelity Investments, beginning in 2023, reflects his commitment to guiding clients toward their financial goals with clarity and confidence. His approach emphasizes understanding each client's unique situation to develop effective financial plans. Outside of his professional responsibilities, Trent has interests in football, hiking, music, and traveling.