Eric Black is a Planning Consultant currently working at Fidelity Investments. He assists clients in identifying suitable investment options to help them achieve their financial goals and manage their financial resources effectively. He has experience as a Planning Consultant at Fidelity Investments since 2023. Prior to this role, he worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Eric was a Financial Advisor at Thrivent Financial from 2018 to 2021. Outside of his professional work, Eric has interests in cooking and baking, exploring food as a foodie, participating in social events with friends, hiking, singing, and traveling.

Kyle Tait serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. He is dedicated to helping investors develop, implement, and maintain financial plans that address their objectives, with a focus on guiding clients toward financial independence with confidence. Kyle has been with Fidelity Investments since 2001, progressing through various positions including Vice President, Financial Consultant (2012-2018), Account Executive (2011-2012), Investment Representative (2009-2011), Relationship Manager (2009), Financial Representative (2008-2009), and roles in Investments and Service Trading from 2001 to 2004. He holds a California Insurance License.