James Markley is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works with clients to develop dynamic financial plans tailored to their individual goals. Prior to this, he served as an Investment Consultant and a Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Financial Advisor at Raymond James from 2019 to 2022. James brings experience in financial planning and investment consulting to his current position. He applies his professional background to assist clients in achieving confidence in their financial decisions. Outside of his professional life, James is a husband and father of three, which informs his understanding of the complexities involved in creating financial plans for families. In his personal time, James enjoys attending concerts, participating in football, gardening, playing tennis, going to the theater, and volunteering.

Mary Kay Carter is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. In this capacity, she leads a team of advisors and support staff dedicated to providing personalized planning and guidance for investors across all stages of life. Her team focuses on understanding clients' needs and goals to ensure a consistent and high-quality customer experience. Her career at Fidelity Investments spans over two decades, during which she has held various positions including Director and Team Leader of Stock Plan Services, Customer Experience Manager, Retail Brokerage Trading Manager, and Retail Brokerage Trader. Prior to joining Fidelity, she worked as a Trainer in Credit Granting and as a Credit Analyst at FACS Group. Mary Kay's personal interests include cooking and baking, visiting museums, parenthood, traveling, and volunteering.

Danielle Sauter is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a commodity pool operator with a focus on systematic investment methodologies.

Brett Thornock is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including NYlife Securities LLC and Ohio National Financial Services. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI-driven methodologies in portfolio management.

Alexander Overcash is a Benefits & Planning Consultant specializing in Executive Services. In his role, he collaborates with clients to understand their short-term, intermediate, and long-term financial goals, aiming to create customized financial plans tailored to their unique needs. Since 2018, Alexander has worked as a Workplace Planning Consultant at Fidelity Investments. He emphasizes building strong, in-depth relationships with clients and their families, focusing on trust, reliability, and comprehensive knowledge to support effective financial planning. Outside of his professional work, Alexander has interests in cars, cooking and baking, fitness, golf, hiking, and kayaking.

Scott Richter is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2022. In this role, he collaborates with clients to develop financial plans by examining potential outcomes and strategies, providing education through data, insights, and research to support informed decision-making. His professional experience includes positions as Co-founder and Wealth Planner at OTIUMfinancial from 2020 to 2022, Wealth Management Advisor at TIAA from 2014 to 2020, Investment Representative at Fidelity Investments from 2010 to 2014, and Financial Advisor at Premier Wealth Group from 2008 to 2010. Throughout his career, he has focused on wealth planning and financial advisory services. No information about education, credentials, personal interests, or community involvement was provided.