Joshua Burnley is the Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014 in various roles culminating in his current position since 2020. In his role, Joshua analyzes each family's financial situation to develop plans that reflect their objectives, using a three-step process of understanding client values and goals, assessing their current financial situation, and providing guidance to achieve their goals. Before becoming Vice President, Joshua held multiple positions at Fidelity Investments, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab from 2007 to 2014 in roles such as High Net Worth Representative, Active Trader Representative, and Registered Representative.

RJ Hedinger is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to help them understand Fidelity's offerings, emphasizing the importance of forming strong relationships and maintaining trust, reliability, and competency. RJ has a progressive career at Fidelity Investments, starting as a Cost Basis and Tax Services Representative at National Financial Services in 2016-2017 before joining Fidelity as a Customer Relationship Advocate in 2017. He advanced through several roles including Financial Representative, Relationship Manager, Planning Consultant, and Wealth Management Planning Consultant before his current senior position. Outside of his professional responsibilities, RJ enjoys biking, attending concerts, golfing, hiking, skiing, and surfing.

Jaclyn Wuth is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2017. In this role, she coaches skilled professionals to deliver planning experiences tailored to clients' unique needs. Her career at Fidelity Investments began in 2004, and she has held various positions including Assistant Branch Leader, Branch Service Manager, Relationship Manager, Team Manager, Team Leader, Service Delivery Specialist, and Retirement Services Specialist. Throughout her tenure, Jaclyn has developed expertise in branch leadership and client relationship management, contributing to the firm's service delivery and planning capabilities. Her extensive experience within Fidelity Investments reflects a consistent progression through roles focused on client service and team leadership. Outside of her professional responsibilities, Jaclyn's interests include the beach, social events with friends, pets, singing, theater, and volunteering.

Matthew Magoon is a financial advisor at Fidelity with five years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co, along with earlier positions outside finance in the hospitality and education sectors. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and oversight of affiliated sub-advisers.

Cali Nuechterlein is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Over the years, she has advanced through several roles at Fidelity, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate, gaining comprehensive experience in financial services since 2018. As a CERTIFIED FINANCIAL PLANNER® professional, Cali focuses on partnering with clients to understand their financial goals and developing customized, comprehensive, and holistic financial plans. She emphasizes ongoing monitoring and adjustments to fit clients' changing circumstances. Her approach includes educating clients to foster comfort, confidence, and empowerment in financial decision-making. Cali holds a California Insurance License, supporting her capacity to provide insurance-related financial advice.

Chelsea Schutte is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. She supports clients with holistic financial planning needs, focusing on building lasting relationships based on trust and understanding each individual's goals and values. Her experience at Fidelity Investments spans several roles, including Help Desk positions in both Wealth Management Services and High Net Worth divisions, as well as Wealth Management Service Specialist II and High Net Worth Trading Associate. This progression reflects her growing expertise in wealth management and client support. No additional information about education, credentials, personal interests, or community involvement was provided.

Owen Weber is a Series 66-licensed financial advisor with Fidelity in Lakewood, CO, bringing three years of industry experience. He has been with Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory roles for multiple registered investment companies.

Sean Minett is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He is a Certified Financial Planner™ who collaborates with clients to develop, implement, and maintain financial plans tailored to their individual financial goals. Sean aims to help clients feel comfortable and confident in the value of their personalized financial planning. Sean's professional experience includes various roles at Fidelity Investments, including Planning Consultant, Relationship Manager, Workplace Planning Consultant, and Workplace Planning Associate, spanning from 2019 to the present. Prior to joining Fidelity, he was a Senior Investor Specialist at Janus Henderson Investors from 2016 to 2019. He holds insurance licenses in Arkansas and California.

Colten Hill is a Planning Consultant at Fidelity Investments, where he has been advancing his career since 2021. He has held several roles within the firm, including Investment Solutions Representative III, II, and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. In his current role, Colten partners with clients and their families to work towards their financial goals and visions, maintaining a focus on their concerns through goal-based financial planning. Colten holds an Arkansas Insurance License, supporting his advisory capabilities. Outside of his professional responsibilities, he enjoys boating, football, golf, spending time at the lake, outdoor adventures, and snowboarding.

Derek Devon is an Executive Planning Consultant at Fidelity Investments. In this role, he focuses on building long-term relationships with clients by understanding their personal and professional goals to provide a customized wealth planning experience. Derek's approach centers on trust, competency, and care as he supports clients in their financial journeys. Derek has been with Fidelity Investments since 2019, progressing through various positions including Workplace Planning Associate, Workplace Planning Consultant levels 1 through 3, and Benefits & Planning Consultant in Executive Services before assuming his current position. This progression highlights his experience in different facets of financial planning and consulting within the company. Outside of his professional responsibilities, Derek enjoys hiking, scuba diving, and skiing.

Nick Butters is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Nordstrom, Jane Restaurant, The Black Sheep SB, and Riptide Lacrosse. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across a variety of investment vehicles.

Andrew Karnes is a Planning Consultant at Fidelity Investments, where he supports two books of clients and collaborates with two Financial Consultants as part of their Wealth Management Teams. In his role, he meets with new and existing clients to understand their financial goals and needs, assists in building and analyzing comprehensive financial analyses, and reviews strategies to improve their financial well-being. Andrew has been with Fidelity Investments since 2020, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant, Investment Consultant, and currently Planning Consultant. He holds licenses as an insurance agent in Arkansas and California, and is a registered investment advisor associate. Outside of his professional responsibilities, Andrew enjoys camping, fitness, golf, hiking, music, and spending time with his pets.

Holly Alger is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity Investments in 2024 and advanced through roles including Financial Services Representative and Financial Consultant 1 before her current appointment. Holly approaches financial planning by engaging deeply with clients to understand not only their financial objectives but also the values and concerns that influence those goals. She employs a combination of empathy and problem-solving skills to develop financial plans tailored to each client's specific needs. Her career at Fidelity Investments reflects a progression through increasingly responsible financial consulting roles, emphasizing client-focused service and collaborative planning. Outside of her professional work, Holly has interests that include biking, exploring culinary experiences, visiting museums, engaging in parenthood, and participating in soccer.

Blake Finlayson is a Planning Consultant at Fidelity Investments, where he partners with clients to develop comprehensive plans aimed at helping them achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles from High Net Worth Service Associate to Financial Representative before assuming his current position. Prior to joining Fidelity, he gained experience as a Service Banker at Bank of the West from 2020 to 2021. Blake's professional background spans client service and financial planning, with a focus on high net worth clients and individual financial consultation. His role involves working closely with clients to understand their financial situations and developing tailored strategies to meet their objectives. Outside of his professional responsibilities, Blake enjoys activities such as spending time with family, exploring food interests, socializing with friends, golfing, and engaging in outdoor adventures.

Nicole Schmidt is an Executive Planning Consultant at Fidelity Investments. In her current role, she partners with clients to build and implement financial plans aimed at strengthening their financial well-being and achieving their financial goals through benefits optimization and holistic wealth planning. Nicole has extensive experience in wealth management and financial planning. She has held various roles at Fidelity Investments since 2022, including Benefits & Planning Consultant. Prior to that, she worked at TIAA from 2014 to 2020 in positions such as Wealth Management Client Relationship Consultant, Money Movement Specialist, and Client Service Assistant. Outside of her professional responsibilities, Nicole enjoys camping, outdoor adventures, parenting, sailing, skiing, and traveling.

Andrew Thibodeau is a Planning Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their goals, lifestyles, and needs. He focuses on building relationships through education and trust to help clients work toward financial freedom. Andrew has held multiple roles at Fidelity Investments since 2021, including Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans various client service and financial planning capacities within the firm. Outside of his professional work, Andrew enjoys spending time with friends at social events and engaging in outdoor activities such as golf, skiing, soccer, and lake adventures.

Whitney Redler is a Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she leads teams that collaborate with clients to develop financial plans by understanding their goals, concerns, and investment experience. Her teams provide personalized guidance and strategies aimed at helping clients achieve their financial objectives. Her experience at Fidelity Investments spans from 2020 to the present, including roles such as Team Leader in Advisory Services and Investment Solutions, Onboarding Team Leader, and Customer Relationship Advocate. This progression reflects a focus on client service and leadership within the financial services sector. Outside of her professional responsibilities, Whitney's interests include comedy, cooking and baking, fitness, reading, and volunteering.

James Grisanti is a Financial Consultant at Fidelity Investments. He supports individuals and their families by providing personalized financial strategies tailored to their unique goals. Through building trusted and long-standing relationships, he enables his clients to make informed and data-driven decisions regarding their financial future. He has been with Fidelity Investments since 2021, holding roles as Workplace Planning Consultant, Planning Consultant, and currently as Financial Consultant. He holds a California Insurance License.

Aidan Mueller is a financial advisor with Fidelity in Lakewood, CO, holding a Series 66 designation. He has held positions at Reynders McVeigh Capital Management, Beauport Financial, and the Town of Rockport, and has experience working at Boston College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its models and utilizes delegated management and oversight to address potential conflicts of interest.

Matthew Arminio is a Financial Consultant at Fidelity Investments. He works with clients and families to understand their unique needs and collaborates with them to create plans that align their financial goals with their financial strategies. Matthew has been with Fidelity Investments since 2021. He has held roles including Investment Solutions Representative, Investment Consultant, and currently Financial Consultant. His experience spans various aspects of investment consulting and financial planning. No information about his education, credentials, personal interests, or community involvement has been provided.

Brandt Kidwell is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients to enhance their financial wellbeing by understanding their unique goals and challenges. Prior to this, he served as a Benefits & Planning Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same firm from 2021 to 2023. Before joining Fidelity Investments, Brandt worked as a Mortgage Banking Consultant at Carrington Holdings from 2016 to 2020. Throughout his career, he has focused on helping clients understand their executive benefits and integrate them into personalized financial plans. His approach centers on building long-lasting relationships based on trust, reliability, and competence.

John Williams is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He focuses on providing relationship-based financial planning for a select group of clients, utilizing advanced financial planning software to model unique client scenarios. He has been with Fidelity Investments since 2009, holding various positions including PWM, Investment Management Consultant; Senior Portfolio Specialist; Portfolio Specialist; PAS - Client Management Representative; Regional Sales Consultant; Senior Investments Help Desk; Investment Solutions Representative; and Financial Representative. Prior to Fidelity, he completed internships at First Southwest Company in 2004 and 2005. John holds a California Insurance License. Outside of his professional work, he enjoys family activities and running.

Shelley Herold is a Financial Consultant with Fidelity Investments, serving clients in the greater Denver area since 2022. She brings to her current role a comprehensive background in finance and investments, emphasizing client-centered financial planning. With 37 years of experience, Ms. Herold has held various positions across the financial sector, including roles as a Planning Consultant and Investment Consultant at Fidelity Investments, Central Relationship Manager at Fidelity Investments, and Senior Institutional Equity positions at Noble Capital Markets, Cirrus Research LLC, First Analysis Corp, and A.G. Edwards & Sons, Inc. Her career also includes experience at Merrill Lynch & Co., Inc., and Boettcher & Co., Inc. This extensive experience spans institutional equity, capital markets, private equity, and financial planning, equipping her to develop comprehensive financial strategies for her clients.

Lisa Purcell is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2013, previously serving as a Financial Consultant. Prior to joining Fidelity, Lisa held various positions at TIAA-CREF from 1995 to 2013, including Wealth Management Advisor, Senior Individual Consultant, Personal Investment & Trust Consultant, and Individual Consultant. Her professional experience spans benefits consulting, financial consulting, wealth management, and individual consulting. Lisa holds insurance licenses in Arkansas and California.

Lorena Frank is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018. Prior to that, she was employed at Rhein Haus from 2016 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Tanner Terry is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024. Tanner has accumulated experience in various roles within the financial industry, including Analyst at Goldman Sachs from 2021 to 2023, Investment Solutions Representative at Fidelity Investments from 2020 to 2021, and Customer Relationship Advocate at Fidelity Investments from 2019 to 2020. As a first-generation college graduate, Tanner has developed a commitment to educating and guiding individuals in making informed financial decisions. He emphasizes building trust and understanding with clients to identify unique priorities and establish relevant financial goals. Tanner's approach focuses on collaboration to work toward a better financial future.

Huy Nguyen is a financial advisor at Fidelity with credentials including Series 66 and Series 63 and four years of industry experience. His prior roles include positions at Charles Schwab and the Tennyson Center for Children. He was also involved with the Vietnamese Eucharistic Youth Movement for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios. The firm is known for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI in research.

Brett Schmit is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive plans aimed at helping them achieve their financial goals. He has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Financial Representative, and Planning Consultant before assuming his current position in 2022. Throughout his tenure at Fidelity Investments, Brett has gained experience in financial planning and client relationship management. His work focuses on collaborating with clients to create tailored financial strategies that support their long-term objectives. Further information regarding his education, credentials, or personal interests has not been provided.