Courtney Jones is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity Investments in 2023 as a Financial Representative, then served as an Investment Consultant from 2024 to 2025 before advancing to her current position. In her work, Courtney focuses on understanding each client's unique background and goals to identify the opportunities that wealth can provide. She collaborates with clients to analyze strengths and vulnerabilities within their financial plans to help build a future with careful consideration. Outside of her professional role, Courtney has interests in camping, cooking and baking, hiking, parenthood, swimming, and yoga.

Ian Kelly-Hedrick is a Planning Consultant at Fidelity Investments. In his current role, he focuses on understanding clients' goals and situations to create personalized comprehensive financial plans tailored to their priorities. Ian has been with Fidelity Investments since 2021, progressing through various roles including High Net Worth Service Associate, Workplace Planning Consultant, Relationship Manager, and now Planning Consultant. This experience has provided him with a broad perspective on client service and financial planning within the firm.