Katharina Snyder is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has held several roles including Financial Representative and Relationship Manager prior to her current position. Before joining Fidelity, she worked as a Client Relationship Manager at Axiom Wealth Management from 2022 to 2023 and as a Financial Relationship Consultant at Regions Bank from 2019 to 2022. Her professional experience spans client relationship management and financial planning, with a focus on providing personalized guidance and thoughtful planning. Katharina emphasizes building trust by listening and translating complex financial information into clear advice, supporting clients as their financial situations evolve.

William Hotzfield is a financial advisor with Fidelity in Knoxville, TN, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked in construction and home repair, and he currently operates a handyman business as a partner. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jonathan Love is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2008. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and deliver model portfolios.

Riley Alexander is a Financial Consultant I at Fidelity Investments, a position held since 2025. Prior to this role, Riley has accumulated experience within Fidelity in various positions including Planning Consultant (2023-2025), Relationship Manager (2022-2023), and Workplace Planning Consultant (2021-2022). Riley's professional approach involves understanding each client's unique circumstances to guide them through the financial planning process with an emphasis on transparency, education, and efficient problem-solving. Their commitment is to ensure clients fully comprehend the support and services Fidelity offers, enabling informed financial decisions. Outside of work, Riley has interests in family activities, football, golf, pets, soccer, and traveling.

Travis Bigwood is a Financial Consultant who works with individuals and families to navigate their financial futures. He collaborates with clients to identify their specific goals and develop plans using Fidelity's tools and resources. He has experience as an Investment Consultant at Fidelity Investments since 2020 and previously served as a Financial Advisor at Blue Ridge Wealth Planners from 2017 to 2020. Outside of his professional work, Travis enjoys attending concerts, watching movies, listening to music, and photography.

Hunter Nicholson is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2024 and has progressed through roles including Financial Representative and Relationship Manager before his current role. In his work, Hunter focuses on understanding each client's individual story, motivations, concerns, and goals to create personalized and adaptable financial strategies. Hunter's experience spans several years within Fidelity Investments, where he has developed expertise in financial planning and client relationship management. His approach emphasizes building strategies that align with what matters most to his clients. Outside of his professional role, Hunter enjoys activities such as camping, fitness, golf, hiking, spending time with pets, and traveling.

William Albright is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Fidelity, he was involved with the University of Tennessee football program and has experience running a gutter cleaning business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Siragusa is Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team focused on assisting individuals, families, and organizations with their wealth decisions. He has been with Fidelity Investments since 2000, holding various positions including Regional Planning Consultant, Vice President and Branch Office Manager, Assistant Branch Manager, Financial Planning Consultant, Investment Consultant, Financial Representative, and Stock Transfer Representative. His extensive experience spans over two decades within the company. No additional information on education, credentials, personal interests, or community involvement was provided.

Amy McCarver is a Financial Consultant at Fidelity Investments, a position she has held since 2019. In her role, she works with individuals and families to assess their financial needs and goals through comprehensive financial planning. She aims to educate and empower her clients to make impactful wealth decisions throughout their lifetime. Amy's professional experience centers on financial consulting, where she applies her expertise to support clients in managing their financial futures. She brings a focus on personalized financial planning to her work at Fidelity Investments. Outside of her professional responsibilities, Amy has personal interests that include bowling, fitness, hiking, caring for pets, scuba diving, and traveling.

Bill Hankins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. In this role, he assists clients in working towards their financial goals by serving as a trusted partner throughout the financial planning process. His approach combines financial data analysis with in-depth discussions of clients' personal circumstances to tailor strategies that align with their definitions of success. Prior to joining Fidelity Investments, Bill gained experience as a Financial Advisor at several firms, including Office of Supervisory Jurisdiction Securities Service Network, Inc. from 2000 to 2010, CitiStreet Equities from 1999 to 2000, and American Express Financial Advisors from 1998 to 1999. He holds a California Insurance License, supporting his expertise in financial planning and insurance products. Outside of his professional work, Bill engages in family activities and maintains an active lifestyle through fitness, hiking, and running. He also participates in volunteering activities.

Jay Morris is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2018, serving in various roles including Relationship Manager, Financial Representative, and Central Relationship Manager. His professional focus is on working with individuals, families, business owners, and organizations to create customized, holistic financial plans. Jay emphasizes building strong relationships and sound planning to help clients pursue their goals and feel confident in managing life's uncertainties. His approach centers on earning clients' trust to serve as their primary financial advisor. Outside of his professional work, Jay enjoys family activities, exploring food, football, parenthood, reading, and volunteering.

Hunter Rock is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2018. His professional experience also includes work as a Financial Advisor at Merrill Lynch from 2014 to 2017 and as a Retirement Plan Consultant at The Meltzer Group from 2009 to 2014. Hunter focuses on gaining a comprehensive understanding of his clients and their families to develop customized financial strategies. He leverages Fidelity's resources and technology to create effective plans tailored to the various aspects of his clients' financial lives. Outside of his professional work, Hunter has personal interests that include cars, family activities, fishing, football, golf, and snowboarding.

Bobby Sass serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He joined Fidelity in 2013 as an Investment Consultant before advancing to his current role. Prior to joining Fidelity, Bobby worked as a Financial Advisor at Edward Jones from 2007 to 2013. In his role, Bobby and his team assist clients in making well-informed decisions regarding their wealth by educating and empowering them through the financial planning process. He holds a California Insurance License. Outside of his professional responsibilities, Bobby has personal interests in food and traveling.

Evan Anderson is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to support each client's unique planning needs. In this role, he collaborates with Financial Consultants to assist clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Evan has held several positions within Fidelity Investments, including Workplace Planning Consultant II starting in 2022, Team Leader of Client Services from 2023 to 2026, and earlier roles in Workplace Planning and Advice. His progression through these roles reflects his experience in client services and workplace planning. Outside of his professional responsibilities, Evan is interested in family activities, hiking, outdoor adventures, parenthood, and traveling.

Connor Boynton is an Investment Consultant at Fidelity Investments, where he works with clients to clarify their financial goals and preferences, supporting them in making important financial decisions. He has held this role since 2026. Prior to his current position, Connor served as a Central Relationship Manager at Fidelity Investments from 2022 to 2025. Before that, he gained experience as a Registered Client Service Associate at Desert Financial Wealth Management from 2020 to 2022. Connor's personal interests include cars, family activities, fishing, motorcycles, outdoor adventures, and parenthood.

Matt Hickey is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is committed to helping clients make confident, well-informed financial decisions by gaining a deep understanding of their unique situations, priorities, and goals. Matt works closely with clients to design personalized strategies tailored specifically to their needs, focusing on building, managing, and preserving wealth over time. Prior to his current role, Matt held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, Financial Representative, and Investor Center Intern. This range of experience has provided him with a comprehensive understanding of investment consulting and financial planning. Outside of his professional activities, Matt enjoys camping and hiking.

Robby Duncan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. In this role, he collaborates closely with clients to develop financial plans tailored to their individual needs throughout their working years and into retirement. Prior to joining Fidelity, he was a Financial Representative at First Tennessee Bank from 2009 to 2010. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Robby emphasizes building long-standing relationships with clients and their families by understanding their specific financial concerns and goals. Outside of his professional work, Robby enjoys activities such as beach outings, boating, cooking and baking, family activities, fitness, and traveling.

Alison Richardson is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process, serving a diverse client base through systematic methodologies and long-term asset allocation benchmarks.

Cord Johnson is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience as a Registered Representative with New York Life Insurance Company from 2021 to 2022. Cord focuses on helping clients establish financial plans tailored to their needs and preferences, emphasizing the importance of building relationships based on trust and respect as the foundation of the financial planning process. His professional background includes roles that involve advising clients on financial matters and developing personalized strategies. Outside of his professional work, Cord has interests in art, movies, music, parenthood, and running.

Sarah Hurley is a financial advisor with Fidelity in Knoxville, TN. She holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Fidelity, she worked at Vanderbilt Mortgage and Finance and Trustco Bank. Fidelity’s 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 model portfolios and fund advisory services.

Garrett Beeson is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he leads a team of advisors focused on delivering a financial planning experience to clients and the community. Prior to his current role, Garrett served as Vice President Regional Planning Consultant at Fidelity Investments from 2023 to 2026. His experience with Fidelity Investments spans from 2015, starting as a Financial Representative, and progressing through roles including Financial Consultant and Relationship Manager. Garrett's professional background is concentrated within Fidelity Investments, where he has developed expertise in financial planning and advisory services. No additional information on his education, credentials, or personal interests has been provided.

Andrew Thompson is a Financial Consultant currently with Fidelity Investments, where he has been employed since 2014. His roles at Fidelity include Financial Representative, Relationship Manager, Investment Consultant, Planning Consultant, and Financial Consultant. Prior to joining Fidelity Investments, Andrew worked as a Financial Representative at Northwestern Mutual in 2014. Andrew's experience encompasses various aspects of financial planning and investment consulting. He holds an Arkansas Insurance License, which supports his work in providing comprehensive financial advice tailored to clients' needs. Outside of his professional career, Andrew is engaged in activities such as biking, golf, running, swimming, and family activities, reflecting his interests in both personal fitness and family life.

David Hartman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Relationship Manager, and various Workplace Planning Consultant roles. Prior to joining Fidelity, he worked as a Financial Services Officer at State Employees Credit Union from 2018 to 2021. David focuses on partnering with individuals and families to understand their needs and preferences, aiming to co-create holistic financial plans. His approach involves uncovering what is important to clients and providing support to implement plans aligned with their goals. Outside of his professional work, David's personal interests include boating, fitness, football, parenthood, and pets.

Roger Dolan is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2023, previously serving as a Financial Representative and Relationship Manager. Prior to joining Fidelity, he was an Account Executive at BHG Financial in 2022. In his current role, Roger works closely with clients to develop financial plans tailored to their needs during their working years and into retirement. He emphasizes understanding client concerns and building long-term relationships with clients and their families. Roger leverages both his experience and Fidelity's resources to support various investment strategies. Outside of his professional responsibilities, Roger has interests in baseball, cars, fishing, football, golf, and pets.

Derek McCubbins is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2020, serving in various positions including Investment Consultant, Investment Solutions Representative I, Stock Plan Consultant, High Net Worth Associate I, and Customer Relationship Advocate. Prior to joining Fidelity, Derek worked as a Producer at Family First Life and as an Agent at Mass Mutual in 2019. Derek's professional experience spans a range of financial consulting and investment roles. His approach involves helping clients create financial plans tailored to their most important goals, utilizing Fidelity's resources to support their financial journeys. Outside of his professional life, Derek enjoys boating, bowling, golf, outdoor adventures, and skiing.

Taylor Chandler is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Chandler worked at UBS Financial Services and spent six years in the retail sector with Lamon Jewelers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios. The firm engages in discretionary and non-discretionary management, fund advisory, and uses algorithmic methods and AI in its investment process.

Laila Zeman is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. In her role, she works with clients to guide them through their financial journeys by having open conversations to understand their needs and help them work toward their financial goals in an approachable and judgment-free manner. Laila's professional experience includes positions as a Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Advisor at Visions Investment Services. Prior to that, she held roles at Visions Federal Credit Union, including Service and Sales Representative and Branch Member Account Specialist. Outside of her professional work, Laila enjoys attending concerts, cooking and baking, spending time with friends at social events, music, pets, and traveling.

James Coffey is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Prior to joining Fidelity Investments, James worked as an Associate Wealth Management Advisor at TIAA from 2016 to 2020. His experience in these roles reflects a focus on financial planning and wealth management.

Kevin Miller is Vice President, Wealth Planner at Fidelity Investments, where he focuses on comprehensive financial planning to help clients pursue peace of mind. He joined Fidelity Investments in 2022 and has held several roles including Financial Representative, Relationship Manager, and Planning Consultant before his current position. Prior to Fidelity, Kevin worked as a Client Service Associate at Asset Planning Corp from 2021 to 2022. He holds a California Insurance License. Outside of his professional responsibilities, Kevin enjoys camping, football, golf, hiking, reading, and values his role in parenthood.