Andrew Guzman is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to assist in making educated decisions regarding their financial plans. His work involves considering appropriate investment strategies aligned with clients' future goals, including tax-efficient investing and estate planning, as well as co-creating customized retirement plans to ensure a sound financial structure. Andrew has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, Investment Solutions Representative, Workplace Planning Consultant II, Investment Consultant, and Financial Consultant before his current position. This progression reflects his growing experience in financial consulting and investment management.

Travis Skavlan is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Prior to his current role, Travis held several positions including Planning Consultant at Fidelity Investments from 2022 to 2023, Assistant Vice President and Product Manager at AllianceBernstein from 2020 to 2022, Senior ETF and Model Portfolio Specialist at Fidelity Investments from 2017 to 2020, and Regional Investment Consultant at Fidelity Investments from 2013 to 2017. Travis is a Certified Financial Planning Professional who focuses on partnering with clients and their families to understand their personal and financial priorities. His approach involves creating tailored plans designed to provide peace of mind over the long term. Outside of his professional work, Travis has interests in art, museums, painting, and traveling.

Dan Kingma is an Investment Consultant at Fidelity Investments, where he has been working since 2021. In his role, he focuses on providing investment consulting services to clients. Prior to joining Fidelity, Dan worked as an Associate Financial Consultant at Charles Schwab & Co. from 2019 to 2021, and as a Financial Advisor at Pacific Capital from 2018 to 2019. His professional experience spans multiple firms within the financial advisory and investment consulting industry. Outside of his professional work, Dan enjoys golf, hiking, and traveling.

Dean Yoder is a Financial Consultant at Fidelity Investments, where he partners with individuals and their families to understand their long-term financial goals. He assists clients in navigating their finances, analyzing investment options, and building financial plans tailored to their objectives. Dean has held several roles within Fidelity Investments, including Investment Solutions Consultant and Investment Consultant, since 2022. Prior to joining Fidelity, he worked as a Consultant at DPL Financial Partners, a Wholesaler at Jackson National, and a Sales Analyst at Nationwide Financial. Outside of his professional work, Dean has interests in concerts, fitness, food, football, and movies.

Jayce Melby is a Financial Consultant I at Fidelity Investments, where he utilizes his Certified Financial Planning Professional credentials to assist clients in aligning their financial decisions with their life goals. He aims to build meaningful relationships and develop personalized plans that provide clarity, confidence, and long-term direction. He has held various roles within Fidelity Investments, including Planning Consultant since 2024, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, Jayce gained experience as a Credit Analyst at First National Bank of Omaha from 2021 to 2022 and as an Internal Wholesaler at Jackson National Life Insurance Co. from 2019 to 2020. Outside of his professional work, Jayce is interested in fitness, football, hiking, outdoor adventures, skiing, and soccer.

Mitch Riddle is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He brings experience from his previous roles within Fidelity Investments, including Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, he worked as a Junior Financial Advisor at Freedom Wealth Management from 2021 to 2022. As a CERTIFIED FINANCIAL PLANNER, Mitch partners with clients to co-create financial plans tailored to their unique situations. He focuses on understanding what matters most to clients and their families to develop financial strategies that provide confidence moving forward. Outside of his professional role, Mitch enjoys spending time with friends and attending social events, as well as hiking and reading.

Daniel Banks is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he worked at Vanguard Group in various roles such as Retirement Specialist, Series 7 Licensing Instructor, and Client Service Associate from 2017 to 2019. As a Certified Financial Planning Professional, Daniel focuses on collaborating with clients to create personalized financial plans. His experience has reinforced his commitment to helping families build clear and reliable plans that provide peace of mind. Outside of his professional duties, Daniel's personal interests include cooking and baking, family activities, exploring food as a foodie, football, parenthood, and spending time with pets.

Regan Calvert is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016, progressing through roles including Financial Representative, Investment Solutions Representative, Fixed Income Specialist, Investment Consultant, and Financial Consultant before his current position. In his role, Regan focuses on helping clients plan for retirement by analyzing their complete financial picture and implementing tailored strategies. He works closely with clients to understand their family life, work, concerns, hopes, and dreams to provide personalized financial guidance. Outside of his professional responsibilities, Regan has interests in baseball, bowling, comedy, football, golf, and traveling.

Ian Jones is an Investment Consultant at Fidelity Investments, where he has been working since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative from 2023 to 2025. Ian connects with individuals and families to provide personalized support and guidance aimed at helping them work towards their financial goals. He focuses on aligning the right financial tools with what matters most to his clients in pursuit of their objectives. Outside of his professional work, Ian has interests in cars, hiking, music, and soccer.

Katie Clayton is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. In this role, she focuses on fostering a collaborative, engaged, and inclusive work culture to support associates in their career development and to help clients achieve their financial goals and well-being. Katie has a long-standing career at Fidelity Investments, beginning in 2005. Her experience encompasses various leadership roles including Regional Center Support Leader, Talent Champion, and multiple team leader positions across Workplace Planning and Advice, Investment Solutions, Premium Relationship, College Planning, and Client Service. This breadth of roles reflects her comprehensive experience within the firm and the financial services industry. The information provided does not include details regarding Katie's education, credentials, personal interests, or community involvement.

Joe McCranie is a Financial Consultant at Fidelity Investments, where he has been working since 2024. In this role, he focuses on creating an educative and collaborative environment tailored to the unique needs of his clients, aiming to help them build personalized financial plans. His experience at Fidelity Investments includes roles as an Investment Consultant (2023-2024), Investment Solutions Representative (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, Joe worked as a Personal Banker at Ameris Bank from 2018 to 2021.

Gavin Tarquinio is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he helps generations of families create comprehensive and personalized wealth strategies focused on the growth, preservation, and transfer of their wealth. He coordinates a team of specialists, including an Investment Manager, a member of the Advanced Planning team, and a Trust Officer, to enhance the planning process as needed. Gavin has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President Financial Consultant before assuming his current position in 2018. His experience encompasses a broad range of wealth management and financial consulting responsibilities. Outside of his professional work, Gavin has interests in art, family activities, social events with friends, music, surfing, and traveling.

Graham Kennedy III is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Shamrock Trading Corporation and Raymond James Financial, Inc. Outside of finance, he has held positions at various organizations including Amsterdam Cafe and Auburn University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, delegated management approaches, and advisory roles to multiple registered investment companies and fund-of-funds.

Alma Rostagni is a Planning Consultant at Fidelity Investments, where she collaborates closely with financial consultants to identify meaningful opportunities within each client's financial picture. She focuses on bringing clarity and thoughtfulness to the planning process, ensuring that clients feel informed, confident, and supported as their goals evolve. Alma joined Fidelity Investments in 2024, initially serving as a Customer Relationship Advocate and then as an Investment Solutions Representative before taking on her current role in 2026. Through these positions, she has gained experience in client relations and investment solutions, contributing to her expertise in financial planning. Outside of her professional work, Alma has personal interests that include enjoying the beach, fitness activities, exploring food, and caring for pets.

Hunter Snauwaert is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he focuses on helping individuals and families in Nashville by understanding their goals and what matters most to them. He develops personalized strategies to guide clients toward building wealth, planning for the future, and securing peace of mind. Hunter has accumulated experience in various positions within Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Representative at Wealth Strategies from 2020 to 2021. Outside of his professional work, Hunter has interests in fitness and golf.

Victoria Kindma is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, she worked at Cbiz and Publix and has a background that includes experience outside finance, such as modeling for a Miami-based agency and freelance pet sitting in Nashville. Strategic Advisers LLC, a Fidelity Investments company where she is affiliated, provides investment management and advisory services to a broad client base, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.