Holly Hollar is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2025. She has been with Fidelity since 2010, with a career that includes positions as Head of Coaching and Development from 2020 to 2024, Regional Coaching Consultant from 2018 to 2020, and Regional Planning Consultant and Financial Advisor from 2010 to 2018. Throughout her tenure at Fidelity, Holly has focused on supporting advisors and clients to achieve their financial goals. She values the commitment to kindness, respect, and lifelong learning instilled by her parents and finds alignment with Fidelity’s values in her professional work. Outside of her professional life, Holly enjoys cooking and baking, fitness activities, exploring food-related interests, music, outdoor adventures, and spending time with pets.

Michael McCay is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments in various roles since 2012, gaining extensive experience in financial consulting and retirement planning. Prior to his current role, Michael worked as a Financial Consultant at Fidelity from 2019 to 2022 and has also held positions such as Dedicated Retirement Planner and Retirement Relationship Manager at the firm. His career includes experience at Vanguard and Linden Thomas & Company, as well as roles in audit and accounting early on. With over 20 years of experience in finance, Michael has developed a deep knowledge of financial markets and the challenges clients face in pursuing retirement goals. He partners with clients to create integrated financial plans tailored to their unique needs and preferences, aiming to help them pursue their goals with confidence. His background includes positions in financial advisory, wealth advising, client service, and trading. Outside of his professional work, Michael has interests in fitness, football, golf, music, sailing, and surfing.

Melissa Horne is the Vice President, Wealth Planner at Fidelity Investments. In this role, she works with high net worth individuals and families to help preserve and grow their wealth while aligning financial strategies with clients' personal values, family goals, and long-term legacy plans. She emphasizes delivering clarity, structure, and confidence across all aspects of a client's financial life. Ms. Horne has extensive experience in financial services, having held positions as a Financial Consultant at Fidelity Investments from 2022 to 2023, a Senior Registered Associate at Morgan Stanley from 2020 to 2022, and an Equity Salestrader at Deutsche Bank from 2005 to 2018. Her personal interests include boating, cars, concerts, food, and traveling.

Emma Bieling is a Planning Consultant at the Mount Pleasant Investor Center, where she collaborates with clients to provide education and support throughout their financial journeys. In her role, she focuses on helping individuals develop confidence in their financial goals by fostering long-term relationships built on trust, connection, and collaboration. Emma's professional experience includes her current position as Planning Consultant at Fidelity Investments since 2024. Prior to this, she worked at Fidelity Investments in several roles, including Planning and Advice Help Desk from 2023 to 2024 and Investment Solutions Representative from 2021 to 2023. She also served as a Financial Advisor at UBS Financial Services in 2021. Outside of her professional work, Emma enjoys spending time at the beach, staying active through fitness and Pilates, engaging in social events with friends, caring for pets, and traveling.

Jon Seward is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions at Smartsheet and AT&T. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Nicole Duvall is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, she works with a team of specialists to design comprehensive, customized wealth strategies aligned with each family's unique goals and priorities. She focuses on building enduring relationships based on trust and transparency and provides disciplined, forward-looking guidance to help clients navigate complexity and preserve wealth across generations. Nicole has extensive experience in wealth management and financial advising, having held various roles at Fidelity Investments since 2010, including Vice President and Branch Leader. Prior to joining Fidelity, she worked as a Financial Advisor at Wells Fargo Advisors and as a Private Risk Advisor at Wachovia Bank. She began her career as a State Farm Agent. Outside of her professional work, Nicole enjoys playing golf, table tennis, and tennis.

Mitchell Kramer is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to develop financial plans aimed at meeting their personal definitions of success. He has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Through these positions, he has gained extensive knowledge of the resources and services available to clients, enabling him to implement and maintain comprehensive financial plans. Additional information regarding Mitchell Kramer's education, credentials, personal interests, or community involvement is not provided.

Joseph Miller is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Carpenter & Associates and CREATIVE Financial Group. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Kayla Bailey is a Planning Consultant who collaborates with Financial Consultants to support clients in achieving confidence about their financial futures. She focuses on making financial planning approachable and ensuring clients feel supported throughout the process. Her professional experience includes roles as a Relationship Manager at Fidelity Investments in 2025, a Financial Representative at Fidelity Investments from 2023 to 2025, and a Financial Representative at Western and Southern in 2023.

Cole Bridges is a Wealth Management Planning Consultant at Fidelity Investments, where he supports clients by gathering and discussing financial planning information, handling service requests, and coordinating with all parties involved in the planning process. He prioritizes ensuring clients receive the highest level of care to accomplish their financial tasks and goals. Cole has worked at Fidelity Investments in various roles since 2018, beginning as a Workplace Planning Consultant and progressing through positions including Personalized Planning and Advice Representative and Investment Management Consultant before becoming a Wealth Management Planning Consultant in 2026. His experience spans client advisory and investment management support within the organization. Outside of his professional role, Cole has personal interests that include camping, concerts, golf, music, painting, and snowboarding.

Alexa Alchevsky is a Planning Consultant at Fidelity Investments, based in the Mount Pleasant office. In her current role, she supports advisors by conducting annual plan reviews to help clients stay on track with their financial goals. Prior to this, she worked as a Relationship Manager at Fidelity Investments from 2024 to 2025. Alexa has a professional background focused on financial planning and client relationship management. Outside of work, she has interests in music, soccer, and traveling.

Todd Lowen is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In his role, he collaborates with clients to develop financial plans tailored to their unique needs and goals, focusing on actionable steps and consistent follow-through to help clients achieve their objectives. Todd has accumulated extensive experience at Fidelity Investments, holding various positions since 2015, including Investment Consultant, Planning Consultant, Central Relationship Manager, Investment Solutions Representative, and Portfolio Advisory Service Representative. This progression reflects his comprehensive understanding of financial services and client relationship management. Outside of his professional work, Todd has personal interests that include board games, football, music, and parenthood.

Howard Bridges is a financial advisor with Fidelity Investments in Mount Pleasant, SC, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career at Fidelity includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and conflicts of interest with established governance procedures.

Colten Brewer is an Investment Consultant who collaborates with clients to develop personalized retirement and investment strategies aimed at supporting their long-term financial objectives. His approach involves assessing clients' current financial situations and future aspirations to create tailored plans. He assists clients in crafting retirement roadmaps, evaluating investment opportunities, and making informed financial decisions. From 2024 to 2026, Colten worked as a Workplace Planning Consultant at Fidelity Investments. His experience includes helping clients with workplace financial planning and investment solutions. Outside of his professional work, Colten has personal interests that include spending time at the beach, boating, enjoying food, following football, caring for pets, and reading.

Anthony Allegro is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with individuals and their families to develop tailored financial plans that address their unique goals. Anthony focuses on creating personalized strategies that encompass investment portfolios, retirement planning, and long-term financial planning. Prior to his current role, Anthony served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Workplace Planning Consultant from 2022 to 2024. His experience spans various aspects of financial consulting, enabling him to guide clients through the accumulation, preservation, and distribution phases of life. Outside of his professional responsibilities, Anthony enjoys activities such as beach outings, camping, cars, fishing, golf, and outdoor adventures.

Josh Lucarelli is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He specializes in assisting clients with understanding their finances and developing personalized plans that align with their goals and lifestyles. His work involves simplifying complex financial topics and providing clear guidance tailored to clients' evolving needs and priorities. Prior to his current role, Josh served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Relationship Manager at the same company from 2021 to 2024. Through these roles, he has gained experience in financial planning, investment management, and client relationship management. Outside of his professional responsibilities, Josh has interests in beach activities, boating, golf, snowboarding, soccer, and traveling.

Gary Rivano is Vice President and Branch Leader at Fidelity Investments, where he leads a team of investment professionals focused on helping clients achieve their financial goals through comprehensive financial planning. He emphasizes the importance of strong relationships with clients and values the contributions of both employees and clients to foster an inclusive culture and provide an outstanding client experience. Gary has held multiple roles at Fidelity Investments since 2005, progressing from Support Specialist to his current leadership position. His experience includes positions as Financial Consultant, Investment Consultant, Investment Representative, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, he worked as Assistant Vice President at Deutsche Bank from 2014 to 2016 and as Private Client Adviser at JP Morgan Chase from 2012 to 2014.

Victoria DuPre is a Planning Consultant at Fidelity Investments. She supports clients and advisors through collaborative financial planning focused on trust, transparency, and relationship-building. Victoria helps translate goals into actionable strategies and supports the implementation of thoughtful, client-centered plans. Victoria has been with Fidelity Investments since 2023, holding roles including Customer Relationship Advocate, Relationship Manager, and Investment Solutions Representative. Her experience spans client support and relationship management within the financial services industry. Outside of her professional work, Victoria enjoys board games, fitness, social events with friends, outdoor adventures, pets, and puzzles.

Collin Graves is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He joined Fidelity in 2018 and has held various positions including Financial Consultant and Investment Solutions Consultant, bringing a broad understanding of financial planning and investment strategies. Prior to joining Fidelity, Collin worked as a Financial Consultant at AXA Advisors from 2014 to 2018. Throughout his career, Collin has focused on partnering with clients to identify their unique financial goals and provide guidance tailored to their complex needs. His approach emphasizes collaborative planning aimed at helping clients attain peace of mind by understanding the story behind the numbers. Outside of his professional responsibilities, Collin enjoys outdoor activities such as camping, fishing, football, hiking, kayaking, and sailing.

Jake Wynn serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their families to develop financial plans aimed at achieving their financial goals and providing peace of mind. He emphasizes building strong relationships and maintaining trust, reliability, and competency through open communication and ongoing plan evaluation. Prior to joining Fidelity Investments, Jake worked as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020 and as a Financial Advisor at Prudential Financial between 2015 and 2017. His career also includes experience as an Operations Manager at Palmetto from 2013 to 2016.

James Crews V is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Guild Mortgage Company for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee discretionary and non-discretionary advisory services.

Alex Peterson is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various roles in the financial services industry, including Financial Advisor at Edward Jones from 2019 to 2020, Investment Counselor at Fisher Investments from 2018 to 2019, Ultra High-Net-Worth Broker at The Vanguard Group from 2013 to 2017, and Operations Supervisor at Bank of America from 2008 to 2013. Alex began his career during the 2008 recession, which influenced his approach to financial planning. He emphasizes adaptable and forward-looking plans that focus on resilience, trust, and building lasting relationships with the families he serves. His professional experience spans financial consulting, advising, investment counseling, and brokerage services. He invites clients to connect with him to explore his planning approach centered on helping families prepare for life's changes through comprehensive financial planning.

Charlie Stephenson is a Planning Consultant at Fidelity Investments. He has held various roles at Fidelity Investments since 2022, including Relationship Manager, Financial Representative, and Client Relationship Advocate. Prior to his current role, Charlie gained experience in client relationship management and financial representation. As a veteran and former fighter jet technician, he applies discipline and steady focus to his professional relationships. His approach emphasizes service, integrity, and accountability, aiming to understand client goals and values to co-create personalized financial plans. Outside of his professional work, Charlie's interests include golf, music as an instrumentalist and singer, military service, reading, and traveling.

Karissa Rucki is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes roles at Medical University Hospital Authority and various service industry positions. Outside of finance, she works as a server’s assistant at Post House in Mount Pleasant, SC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Croft Chestnut serves as a Financial Consultant at Fidelity Investments, a position he has held since 2026. His approach centers on aligning client goals with sound investments and planning, emphasizing a collaborative process that addresses clients' unique situations and adopts a holistic view of their financial picture. Croft's experience at Fidelity Investments spans several roles, including Investment Consultant, Planning Consultant, Relationship Manager, Central Relationship Manager, College Planning Specialist, and Customer Relationship Advocate, reflecting a comprehensive background in financial services and client relationship management. Outside of his professional responsibilities, Croft has interests in baseball, comedy, fitness, football, social events with friends, and golf.