Ethan Godsey is a Financial Consultant at Fidelity, a position he has held since 2026. Prior to this role, he worked as an Investment Consultant at Fidelity from 2024 to 2026 and briefly served as a Financial Representative there in 2024. Before joining Fidelity, Ethan was an Associate Advisor at WorthWhile Wealth Council from 2021 to 2024. Ethan holds a California Insurance License, which supports his work in financial consulting and investment advising. His approach centers on understanding clients' financial goals and exploring how Fidelity's resources can assist in achieving them. Outside of his professional work, Ethan has personal interests that include football, golf, spending time at the lake, movies, and pets.

Chris Fields is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Hungate Business Services, BrightSpeed, AT&T, Verizon, and the Bristol Chamber of Commerce. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios and serves as a registered investment adviser to multiple funds, utilizing systematic methodologies and oversight controls.

Sarah Newman is a Financial Consultant at Fidelity Investments. She partners with clients to build, implement, and maintain financial plans tailored to their specific financial goals. Sarah has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has developed expertise in comprehensive financial planning and client relationship management. Sarah's approach focuses on understanding individual client needs to deliver personalized financial solutions. Outside of her professional work, Sarah enjoys spending time with her family, engaging in activities such as gardening, reading, playing board games, and visiting the beach.

Chad Rutherford is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to build, implement, and maintain financial plans tailored to their specific financial goals. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2014 to 2015.

Daniel Parks is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles in banking, healthcare, and the hospitality industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Carter Lawrence is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop customized wealth management plans tailored to clients' future goals. He joined Fidelity Investments in 2023 and has held roles including Financial Representative and Relationship Manager before assuming his current position in 2024. In his role, Carter focuses on helping clients plan for their financial futures by working as part of a wealth management team. His experience spans various aspects of client relationship management and financial representation, providing a foundation for his consulting work. Outside of his professional work, Carter enjoys cooking and baking, participating in family activities, playing football, and engaging with music and movies as an instrumentalist and enthusiast.

James Humphrey is a Financial Consultant at Fidelity Investments, where he partners with clients to create, implement, and continuously monitor customized financial plans designed to help them work towards their financial goals. He has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. His experience spans various aspects of financial consulting, with a focus on personalized financial planning and client relationship management. Outside of his professional career, James enjoys family activities, football, golf, and music.

Anthony Tevis is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Anthony worked as a Financial Advisor at Stifel, Nicolaus & Company, Incorporated from 2012 to 2013 and at Wells Fargo Advisors, LLC from 2009 to 2012. Anthony focuses on understanding the unique needs and concerns of each client to develop tailored strategies. His approach addresses goals related to protecting savings, generating income, managing risk, tax-efficient investments, and wealth transfer. He aims to help clients replace worry with a comprehensive financial plan. No information on education, credentials, personal interests, or community involvement was provided.

Joshua Stevenson is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their needs. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before his current position. Throughout his tenure at Fidelity, Joshua has gained experience in various aspects of financial planning and client relationship management. His approach focuses on partnering with clients to create financial strategies they find both reliable and comfortable. Outside of his professional life, Joshua enjoys baseball, football, family activities, and exploring culinary experiences.

Andrew Houman is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Citi for five years and held positions at Allied Dispatch Solution and O'Reilly Auto Parts. He holds a Series 66 designation. Fidelity’s affiliate, Strategic Advisers LLC, 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 assets and delivers model portfolios to intermediary platforms.

Ethan Parsons is Vice President and Wealth Planner at Fidelity Investments, a role he assumed in 2024. He has been with Fidelity since 2006, progressing through positions including Client Service Representative, Investment Consultant, Financial Consultant, and now Vice President. Over his career, Ethan has focused on working with high-net-worth families to develop, implement, and maintain lifetime financial plans. Ethan's expertise lies in comprehensive financial planning aimed at helping clients manage stress related to investing and focus on their personal goals, dreams, and interests. His approach emphasizes stability and long-term planning, regardless of market conditions. Outside of his professional work, Ethan engages in family activities and enjoys outdoor adventures such as skiing and traveling. He also pursues photography and spends time at the lake.

Jake Dennis is a Planning Consultant at Fidelity Investments, where he collaborates as part of the Wealth Management Team to support clients' financial planning needs. He partners with Financial Consultants to address and manage various aspects of clients' financial situations. Jake has held multiple roles at Fidelity Investments since 2020, including Relationship Manager, Financial Representative, Brokerage Operations Specialist, Retirement Representative, and Customer Relationship Associate. This progression reflects his broad experience within the company and his familiarity with different facets of financial services. No additional information regarding Jake's education, credentials, personal interests, or community involvement has been provided.

Chris Millburn is Vice President and Branch Leader at Fidelity Investments. He has held this role since 2019, overseeing branch operations and fostering a collaborative and inclusive work environment to support both associates and clients. Chris has been with Fidelity Investments since 1993, progressing through various positions including Vice President of Portfolio Advisory Services, Senior Director of Service, and Director roles within Portfolio Advisory Services and Active Trader Services. His extensive experience spans portfolio advisory, active trader services, brokerage management, and client service. Outside of his professional life, Chris enjoys outdoor activities such as camping, fishing, hiking, skiing, and traveling.

Katie Sikkenga is a Planning Consultant at Fidelity Investments, where she has been working since 2026. She specializes in developing personalized financial planning strategies that align with clients' unique goals and priorities, focusing on supporting their vision for retirement. Prior to her current role, Katie served as a Life Events Consultant III at Fidelity Investments from 2021 to 2026. In this capacity, she gained experience assisting clients through significant life changes and providing tailored financial guidance. Outside of her professional work, Katie enjoys reading and traveling.

Lindsey Higgins is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2012, initially serving as a Financial Consultant until 2024. Prior to joining Fidelity, Lindsey worked as a Financial Advisor at Raymond James in 2012 and held roles at Edward Jones from 1995 to 2011, progressing from Branch Assistant to Financial Consultant. With over 25 years of experience in the financial industry, Lindsey specializes in wealth planning and helping clients achieve their financial goals. She leverages Fidelity's technology and investment platform to create and execute personalized financial plans for her clients and their families.

Cara Murray is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She works closely with clients to develop financial plans that align with their individual goals and life circumstances, aiming to support their confidence in making informed decisions regarding retirement strategies. Cara has experience across multiple roles within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2025), and Financial Service Representative (2024-2025). Prior to joining Fidelity, she worked as a College Financial Representative at Northwestern Mutual from 2022 to 2023. Outside of her professional work, Cara has interests in cooking and baking, fitness, exploring food, gardening, hiking, and reading.

Casey Sheffield is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Casey works closely with clients to understand their individual needs and goals, assisting in the co-creation of personalized retirement plans. Casey has accumulated experience in the financial services industry through previous roles including Registered Wealth Management Client Associate at Merrill Lynch from 2021 to 2024, Financial Advisor at Edward Jones from 2019 to 2020, and Financial Relationship Senior Consultant - Team Lead at Regions Bank from 2017 to 2019. Outside of work, Casey's interests include baseball, cars, concerts, family activities, parenthood, and traveling.