Kyle Burleson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Burleson has been with Fidelity Investments since 2013. Fidelity’s Strategic Advisers LLC 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Nicole Elmquist is a Vice President and Financial Consultant at Fidelity Investments. She joined Fidelity in 2015 and has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position in 2024. In her role, Nicole works closely with clients to understand their priorities and goals, using Fidelity's planning tools and resources to develop individualized financial plans. She holds a California Insurance License. Outside of work, Nicole enjoys hiking and outdoor adventures.

Davis Klund is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Solutions Advisor at Merrill Lynch in 2023 and as a Financial Advisor at Equitable Advisors from 2021 to 2023. His professional experience encompasses a range of financial advisory and planning services. Davis holds a California Insurance License, supporting his work in financial and insurance planning. He is motivated by personal experiences with family financial challenges and is committed to assisting clients in pursuing their financial goals through tailored support and connections. Outside of his professional life, Davis enjoys fitness, football, social events with friends, movies, and snowboarding.

Chris Amsden is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans tailored to their individual needs and preferences. He leverages Fidelity's extensive planning expertise and offers clients a broad range of tools, strategies, and services. Chris has experience in various roles within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative from 2021 to 2024. Prior to joining Fidelity, he worked in Capital Markets Trading at Ameriprise Financial Services from 2019 to 2021.

Mitchell Bebus is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans that align with their financial goals. Mitchell has accumulated professional experience in the financial services industry, including positions as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 through 2023, as well as prior experience as a Financial Advisor at Northwestern Mutual from 2014 to 2019. Outside of his professional career, Mitchell has interests that include comedy, concerts, family activities, golf, military service, and movies.

Matthew Hanson is a Financial Consultant at Fidelity Investments, where he currently works to provide financial guidance and planning services. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, Investment Consultant, and now Financial Consultant. Matthew holds the designation of CERTIFIED FINANCIAL PLANNER™ professional. Over his years of experience in the financial industry, he has developed expertise in both simple and complex financial situations. He focuses on understanding clients' unique circumstances to create straightforward and effective financial plans.

Nick Heithoff is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity since 2020, including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. Nick works with clients of diverse backgrounds, focusing on understanding their unique financial situations and collaborating to develop clear and thoughtful financial plans. His approach aims to help clients gain confidence in their financial futures, whether they are new to planning or experienced investors. Outside of his professional work, Nick enjoys family activities, hiking, spending time at the lake, music, and pets.

Nick Plaza is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, he gained experience as a Premier Banker at Wells Fargo from 2020 to 2024. Nick focuses on helping individuals and families navigate important financial decisions through personalized planning and ongoing guidance. His approach emphasizes understanding each person's goals, priorities, and circumstances to develop strategies that align with their unique needs. He values building trusted relationships through open communication, education, and thoughtful planning. Outside of his professional work, Nick enjoys activities such as fitness, enjoying food, social events with friends, outdoor adventures, reading, and running.

Will Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise and has held various roles across multiple industries, including operations and event services. Gilbert attended Arizona State University from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

Drew Rudlong is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients to design and implement personalized retirement and financial planning strategies that align with their long-term goals. He provides comprehensive guidance on investment allocation, risk management, and wealth accumulation, helping clients navigate complex financial decisions. Drew joined Fidelity Investments in 2023 and has held several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial consulting. Prior to joining Fidelity Investments, Drew worked as a Client Support Associate at Ameriprise Financial from 2022 to 2023.

Nancy Aadalen is a Financial Consultant currently working at Fidelity Investments since 2017. She has over 33 years of experience in the Financial Services Industry, focusing on wealth planning and assisting clients in pursuing their financial goals. Her professional approach is centered on understanding her clients both personally and professionally. Nancy's prior roles include Investment Consultant at Fidelity Investments from 2013 to 2017, Director of Business Development at Geraty Investments between 2010 and 2011, and several positions at Ameriprise Financial including Business Development & Sales (2006-2009), Director of Investment Analytics (2000-2006), and Marketing Manager (1996-2000). Earlier in her career, she was a Mutual Fund Analyst and Marketing Associate at John G. Kinnard & Co. from 1990 to 1996. Outside of her professional work, Nancy has interests in fitness, golf, hiking, kayaking, outdoor adventures, and yoga.

Steven Nessler is a financial professional with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he worked at Guide Wealth Partners and served as a police officer with the Eden Prairie Police Department for seven years. Outside of finance, he has experience in law enforcement and public service. Steven is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Jessica Bridgeman is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, and Ameriprise Financial Services. Fidelity, through its Strategic Advisers LLC affiliate, offers 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 model portfolios across mutual funds, ETFs, and ETPs.

Matthew Ekman is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in financial consulting and advising, having previously held positions at E*Trade from Morgan Stanley from 2019 to 2022 and Merrill Lynch from 2017 to 2019. Matthew focuses on a goals-based approach to financial planning, partnering with clients to understand their priorities and co-creating strategies to meet their needs. He emphasizes ongoing communication and meetings to ensure clients' financial plans remain on track. Outside of his professional work, Matthew has personal interests that include family activities, fitness, parenthood, and traveling.

Brandon Evancevich is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with clients to co-create and implement comprehensive financial plans tailored to their unique circumstances and goals. He focuses on simplifying complex financial matters to empower clients in pursuing their aspirations. Prior to his current role, Brandon was a Financial Advisor at Edward Jones from 2021 to 2025, and he gained experience as a Financial Analyst Intern at Wells Fargo in 2019. His professional background encompasses a range of financial planning and advisory services. Outside of his professional work, Brandon has personal interests that include fitness, football, golf, movies, outdoor adventures, and spending time with pets.

Grant Thayer is Vice President and Branch Leader at Fidelity. In this role, he develops and leads a team of associates who assist clients in creating holistic financial plans aimed at achieving their individual and family goals. He emphasizes co-creating clear and understandable plans to support clients in enjoying a confident retirement. His experience at Fidelity includes positions as Vice President, Regional Planning Consultant from 2023 to 2025; Vice President, Financial Consultant from 2022 to 2023; Financial Consultant from 2019 to 2022; Investment Consultant in 2019; Relationship Manager from 2018 to 2019; and Financial Representative from 2017 to 2018. Prior to Fidelity, he worked as a Financial Planner at Minneapolis Financial Group from 2015 to 2017.

John Leach is a Financial Consultant currently serving clients with a commitment to understanding their financial goals and developing personalized strategies to help them spend and invest confidently. He has been a Financial Advisor at Fidelity Investments since 2022, following his tenure as a Financial Advisor at Ameriprise Financial from 2019 to 2022. Prior to his advisory roles, John gained experience as a Tax Preparer at Copeland Buhl & Company in 2018. Outside of his professional career, John enjoys spending time with his wife and their 6-month-old Wirehaired Pointing Griffon. His personal interests include baseball, biking, fitness, golf, lake activities, and skiing. He often spends time outdoors, whether on a lake, in the mountains, or with his extended family, including eight nieces and nephews.

Ryan Juliot is a financial advisor with Fidelity Investments in Minnetonka, MN. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Fidelity in 2026, he worked at Wells Fargo for two years and has held positions at several other financial and related firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and maintaining a formal advisory role to multiple registered investment companies.

Kathryn Gunderman is a Series 66-credentialed advisor at Fidelity with one year of industry experience. Her prior roles include positions at Googins Advisors, Potbelly, and the University of Wisconsin-Madison. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.

Shane Davis is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 1995, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. He is also a partner in a family limited partnership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on model portfolios and advisory services to multiple registered funds.

Nate Meyer is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity Investments since 2025, including Investment Consultant, Financial Representative, Planning Consultant, and Relationship Manager. His experience within the company has provided him with insight into helping clients navigate the complexities of personal finance. Nate emphasizes understanding his clients' goals, values, and unique circumstances to develop personalized financial plans. He aims to assist clients in balancing financial decisions with the demands of everyday life and strives to make a meaningful impact in their lives. Outside of his professional work, Nate has interests in fitness, food, football, social events with friends, golf, and traveling.

James Strate is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been helping clients with their personal and financial goals for 19 years, assisting them in establishing, analyzing, developing, and maintaining their financial plans and investment strategies. His approach is collaborative, taking into account his clients' priorities and expectations. Prior to his current role, James worked as a Financial Advisor at Ameriprise Financial from 2006 to 2013 and served as a Registered Representative at Woodbury Financial in 2006. He holds a California Insurance License. Outside of his professional work, James enjoys biking, family activities, golf, parenthood, snowboarding, and traveling.

Ryan Morton is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on assisting clients with retirement planning and customizing investment strategies to help achieve their financial goals. He emphasizes detailed future planning and making confident decisions in the present to support clients' personal objectives. Ryan has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client relationship management. No information about his education, credentials, personal interests, or community involvement has been provided.

Theresa Mederich is a Financial Consultant at Fidelity Investments, where she has been employed since 2025. Prior to this role, she held positions at Fidelity Investments including Investment Consultant in 2025, Planning Consultant from 2022 to 2025, Relationship Manager from 2021 to 2022, and Financial Representative in 2021. As a CERTIFIED FINANCIAL PLANNER™ professional, Theresa focuses on developing personalized and holistic financial plans by understanding her clients' goals, priorities, and preferences. She aims to simplify the complexities of personal finance to help clients work toward their financial objectives. Outside of her professional activities, Theresa enjoys cooking and baking, exploring culinary interests as a foodie, spending time with pets, attending theater, and traveling.

Ben Boots is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on comprehensive financial and retirement planning, tax-efficient investing, and consolidating assets into coordinated strategies for individuals and families. Ben has experience spanning several positions at Fidelity Investments since 2019, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to his current role, he held positions as an Associate Financial Planner at Lincoln Financial Group and an Investment Analyst Intern at North Star Asset Management.

Ryan Honken is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to develop synchronized wealth planning strategies tailored to families. He focuses on providing service that is flexible and timely to meet the specific needs of clients. Prior to his current role, Ryan worked as a Financial Consultant at Ameriprise Financial Services LLC from 2020 to 2023. His experience includes working closely with clients to manage their financial goals and planning. Ryan emphasizes delivering a business experience that fosters comfort and trust for those he serves. No additional information about his education, credentials, or personal interests has been provided.

Brady Mickolichek currently serves as Vice President and Financial Consultant. He is a Certified Financial Planner® with over a decade of experience in the investment industry. Brady has held various roles including Financial Consultant and Investment Consultant at Fidelity Investments from 2022 to 2025. Prior to that, he held positions such as Financial Advisor at Ameriprise Financial, Associate Wealth Manager at All Star Financial, and Financial Advisor at Merrill Lynch. Throughout his career, Brady has developed expertise in delivering personalized financial guidance by understanding clients' goals and preferences. He values building lasting relationships through meaningful interactions and is dedicated to enhancing his clients' well-being. Outside of his professional work, Brady enjoys biking, family activities, fitness, exploring food, and skiing.

Jonah Hoeg is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments, the University of St. Thomas, and The Town and Country Club. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model strategies, and fund advisory services.

Brandon Enriquez is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked in roles at Lifetime Fitness, Landscape Structures, and the University of Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Carson Lee is a Planning Consultant who collaborates with advisors to develop personalized financial plans tailored to clients' family and personal goals. He focuses on making the planning process clear and comfortable to instill confidence in clients' financial futures. His professional experience includes roles such as Relationship Manager and Financial Service Representative at Fidelity Investments, Retirement Consultant at Heartland Retirement Group, Associate Accountant at The Berg Group, and Financial Representative at Northwestern Mutual. These positions have contributed to his understanding of financial planning and client relationship management. Outside of his professional work, Carson enjoys boating, fishing, spending time at the lake, outdoor adventures, and caring for pets.

Jennifer Sellwood is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. In this role, she works closely with clients to help them and their families work toward their financial goals by providing access to Fidelity's brand, technology, and investment platform. Her professional experience includes positions as a Financial Advisor at Merrill Lynch from 2012 to 2013 and at Thrivent Financial from 2008 to 2010. Jennifer has a focus on wealth planning and emphasizes integrity in her advisory services. Outside of her professional work, Jennifer enjoys family activities, fitness, hiking, outdoor adventures, traveling, and yoga.

Ethan Voss is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2021, including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. In his current role, he collaborates with clients to develop personalized financial plans that align with their goals and priorities. Ethan emphasizes understanding what is most important to his clients and their families to create financial plans that reduce stress and provide comfort. His experience at Fidelity Investments spans multiple facets of financial consulting, reflecting his commitment to supporting clients in managing their financial needs.

Steinar Johnson is an Investment Consultant with experience at Fidelity Investments where he held roles including Planning Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Services Representative in 2023. He focuses on building trust-driven relationships by understanding clients' individual goals, providing clear and personalized financial guidance. Johnson works alongside clients to develop financial strategies tailored to their needs, acting as a knowledgeable partner through various stages of life. His professional approach centers on attentive listening and thoughtful planning to effectively support clients in achieving their financial objectives. Outside of his professional duties, Johnson has personal interests including fitness, football, social events with friends, outdoor adventures, skiing, and traveling.

Ryan Prescher is the Vice President and Financial Consultant at Fidelity Investments. In this role, he works directly with clients to develop personalized financial plans that consider their present circumstances. He emphasizes clear and collaborative guidance to help clients understand their options and make informed financial decisions. Ryan has been with Fidelity Investments since 2014, bringing extensive experience from his previous position as a Financial Consultant at Ameriprise Financial from 2011 to 2014. His professional background has equipped him with expertise in financial planning and client consultation. Details about Ryan's education, credentials, personal interests, or community involvement were not provided.

Garret Bartel is Vice President Private Wealth Management Advisor at Fidelity Investments. He partners with clients to understand their short- and long-term family goals and works with them to develop plans that align with their needs. Garret has held several roles at Fidelity Investments, including Vice President, Wealth Planner from 2022 to 2024 and Financial Consultant from 2018 to 2022. Prior to Fidelity, he was a Senior Financial Advisor at BCU Wealth Advisors from 2017 to 2018 and a Financial Advisor at Ameriprise Financial from 2011 to 2017.

Lex Yeado is Vice President and Branch Leader at Fidelity Investments, a position held since 2022. In this role, Lex oversees branch operations and leads a team focused on delivering financial planning services to clients. Prior to joining Fidelity Investments, Lex worked as a Financial Advisor at Edward Jones Investments from 2020 to 2022. Throughout their career, Lex emphasizes the importance of understanding clients' financial goals and connecting them with appropriate strategies and resources. Lex is committed to helping both clients and team members achieve their potential through careful planning and collaboration.

Drew McGuire is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Planners and Financial Consultants to assist clients in developing financial plans aimed at achieving their financial goals. His role involves partnering with clients to accumulate wealth and create reliable lifetime income plans for retirement. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative (2021-2022), Relationship Manager (2022-2023), and Planning Consultant (2024-present). Prior to joining Fidelity, Drew worked in Investor Services at TD Ameritrade from 2019 to 2021. Outside of his professional career, Drew's personal interests include football, golf, spending time with friends, traveling, enjoying lake activities, and volunteering.

Alex Peterson is a Financial Consultant I at Fidelity Investments, where he partners with clients to develop personalized financial plans aligned with their family and personal goals. He focuses on making the financial planning process clear and comfortable, aiming to provide clients with confidence in their financial future. Alex has experience in various roles at Fidelity Investments, including Financial Consultant since 2025, Planning Consultant from 2024 to 2025, Relationship Manager in 2024, and Financial Representative from 2023 to 2024.

Dante DAquila is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop unique financial plans and investment strategies. He focuses on understanding each client's individual situation and simplifying complex financial concepts to aid informed decision-making. Dante has gained extensive experience in the financial industry through various roles, including Investment Consultant and Investment Solutions Representative at Fidelity Investments, as well as Senior Internal Consultant at Janus Henderson Investors. His background provides him with insight into handling both straightforward and complex financial situations. Outside of his professional work, Dante enjoys activities such as fishing, golf, movies, music, snowboarding, and traveling.