Kyrie Kons is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kyrie held roles at Phillips Medisize and the University of Wisconsin-River Falls, among other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining a broad range of experience within the company since 2021. Drawing on her background as a college professor, Lynne focuses on providing clients with a collaborative experience that helps simplify complex financial concepts. Her approach centers on empowering clients to make thoughtful decisions tailored to their individual financial goals. Outside of her professional work, Lynne enjoys engaging in fitness activities, visiting museums, listening to music, exploring outdoor adventures, attending theater performances, and traveling.

Troy Lemer is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has a professional background spanning over two decades in the financial services industry. Prior to his current position, Troy served as Branch Office Manager and Senior Financial Consultant at TD Ameritrade from 2010 to 2021. He also held roles at Ameriprise Financial, Wells Fargo Investments, and Thrivent Financial beginning in 1998. Throughout his career, Troy has focused on developing strong client relationships and constructing financial plans tailored to individual needs. He emphasizes empowering clients with knowledge and maintaining open communication to address their financial questions and concerns. His extensive experience covers various facets of financial consulting, sales, and branch management. Troy aims to provide an outstanding client experience customized to the unique situations of those he serves. He values ongoing relationships with clients and is committed to delivering personalized financial guidance.

Thomas Tracy is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He collaborates with clients to develop comprehensive financial plans that align with their unique goals, circumstances, and values. His approach involves constructing wealth strategies designed to meet the needs of clients and their families, emphasizing a focused and customized course of action toward financial security. Prior to his current position, Thomas served as an Investment Consultant at Fidelity Investments from 2018 to 2019 and as a Financial Representative at the same firm from 2016 to 2018. Before joining Fidelity Investments, he worked at TCF National Bank, where he was Retail Lending Manager from 2010 to 2016 and Consumer Lender from 2008 to 2010.

Ryan Weinzierl is the Vice President and Branch Leader at the Oakdale Investor Center. In this role, he leads a team of associates dedicated to serving clients by collaborating with planning and investment professionals to co-create and implement financial plans aimed at helping clients achieve their financial goals. He has been with Fidelity Investments since 2020, serving as Vice President and Branch Leader. Prior to this, Ryan held several positions at Ameriprise Financial, including Senior Director of Advisor Business Development from 2015 to 2020, Sales Manager from 2011 to 2015, and Financial Advisor from 2009 to 2011.

Grant Mohlenhoff is an Investment Consultant at Fidelity Investments. In this role, he assists clients in developing holistic financial plans, guiding them through various tools, approaches, and strategies offered by Fidelity. He focuses on understanding clients' needs and goals to provide tailored financial advice. Grant has been with Fidelity Investments since 2021, progressing through several roles including Investment Solutions Representative, Investment Solutions Representative II, and Relationship Manager before becoming an Investment Consultant in 2024. This experience has provided him with a broad understanding of investment solutions and client relationship management. Outside of his professional work, Grant enjoys family activities, fitness, golf, movies, snowboarding, and soccer.

Spencer Anderson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wilian Financial Group, Outback Steakhouse, and the University of Wisconsin-River Falls. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Anders Ahlberg is a financial advisor with Fidelity Investments in Oakdale, MN, holding a Series 66 designation and two years of industry experience. His prior roles include operating Anders R. Ahlberg LLC for five years and working at Whelan Security for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor for multiple registered investment funds.

Karl Hults is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2022, beginning his career there as a Financial Representative before advancing to Relationship Manager and then to his current role. Karl's work focuses on connecting with clients to understand their unique needs and guiding them through the planning process using Fidelity's resources. He aims to make financial planning approachable and collaborative, bringing together appropriate tools, specialists, and strategies. Outside of his professional role, Karl has interests in board games, comedy, football, spending time at the lake, movies, and caring for pets.

Maria Sandoz is a Planning Consultant at Fidelity Investments, where she collaborates with advisors to assist clients in working toward their financial goals. She emphasizes an educational approach to creating comprehensive retirement and investment plans, aiming to tailor strategies to what is most important to each client. Maria's professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments since 2024. Prior to that, she was a Supervision Specialist Client Service Advisor at Cetera Advisor Networks LLC and a Business Operations Senior Analyst Client Service Advisor at Securian Financial Services. She began her career as a Financial Representative with New York Life Insurance Company. Maria holds a California Insurance License. Outside of her professional work, she enjoys cooking and baking, participating in family activities, fitness, exploring food, gardening, and spending time with pets.

Kenny Calvird is an Investment Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on collaborating with clients to develop and execute personalized financial plans tailored to their specific goals. Prior to his current position, Kenny held several roles at Ameriprise Financial, including Client Relationship Manager from 2020 to 2024, Client Support Associate from 2019 to 2020, and Client Service Coordinator from 2018 to 2019. He holds a California Insurance License.

Zach Stewart is an Investment Consultant who focuses on educating and empowering clients by utilizing the tools and resources available at Fidelity. He employs a holistic planning approach, collaborating with clients to develop plans tailored to their specific goals and needs both presently and in the future. His professional experience includes positions as a Tax Associate at Olsen Thielen CPA's from 2023 to 2024 and as an Investments Intern at Morgan Stanley from 2021 to 2022. These roles have contributed to his understanding of tax and investment strategies. Outside of his professional work, Zach has interests in fishing, gardening, golf, hiking, pets, and traveling.

Rick Straub is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments for 19 years and has more than three decades of experience in the financial services industry. Rick's professional experience includes positions as Financial Consultant, Planning Consultant, Branch Service Manager, and Financial Representative at Fidelity Investments. Prior to joining Fidelity, he held roles such as Operations Manager - Principal at TCF Investments, Compliance Officer at Northland Securities, and Investments Practice Officer-VP Regional Compliance Principal at Marsh & McLennan Companies. Throughout his career, Rick has focused on helping individuals and families navigate specific financial needs. He emphasizes co-creating financial plans tailored to clients' priorities, such as wealth growth, income generation, preservation of assets, or legacy planning. Rick's extensive experience covers compliance, branch management, and financial consulting, reflecting a comprehensive understanding of the financial services sector. Outside of his professional work, Rick enjoys camping, cooking and baking, and photography.

Tyler Henrichs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012 in various roles including Account Executive and Investments Representative. Prior to joining Fidelity, he gained experience as a Financial Advisor at Edward Jones from 2010 to 2012 and as a Financial Representative at UBS Financial Services from 2008 to 2010. As a CFP® practitioner, Tyler focuses on helping clients comprehensively plan for their financial goals by understanding their unique circumstances and priorities. He develops customized strategies to assist with wealth planning needs, emphasizing experience, dedication, and integrity in his client relationships. Outside of his professional work, Tyler's personal interests include cooking and baking, family activities, fitness, golf, outdoor adventures, and traveling.

Zsolt Papp is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has built his career in financial services with a focus on client-centered planning, emphasizing understanding clients' goals, values, and unique circumstances to develop personalized financial strategies. Prior to his current role, Zsolt held various positions at Ameriprise Financial Services, LLC, including Registered Principal from 2019 to 2025, Annuity Specialist in 2019, Client Relationship Manager from 2017 to 2019, Client Support Associate from 2016 to 2017, and Client Service Coordinator in 2016. His experience encompasses retirement planning, wealth building, and navigating financial transitions. Zsolt holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in cars, comedy, fitness, football, social events with friends, and music.

Jordan Fowler is a Financial Consultant at Fidelity Investments, bringing a focus on simplifying complex financial matters. In this role, Jordan collaborates with clients to organize their financial situations and develop customized financial plans utilizing Fidelity's tools and resources. Jordan has accumulated experience in various financial advisory positions including roles as an Investment Consultant, Planning Consultant, and Investments Solutions Representative at Fidelity Investments, as well as an Investment Counselor at Fisher Investments. This progression reflects a deepening expertise in financial planning and investment strategies. Outside of professional responsibilities, Jordan enjoys activities such as camping, fitness, spending time at the lake, outdoor adventures, skiing, and caring for pets.

Anna Morrison is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2014, progressing through various positions including Relationship Manager, Financial Representative, and roles focused on fraud prevention and customer response, demonstrating extensive experience within the financial services industry. Anna also worked as a Financial Advisor at Thrivent from 2024 to 2025. Throughout her career, Anna has engaged in client-focused financial planning, emphasizing conversations that help clients build plans aligned with their goals and values. She seeks to educate clients to enhance their understanding of financial options, regardless of their background or experience. Outside of her professional commitments, Anna has interests that include art, camping, family activities, outdoor adventures, softball, and table tennis.

Tony Mohawk is a Financial Consultant currently working with Fidelity Investments since 2023. He has more than 30 years of experience in the financial services industry, having previously held roles including Managing Director and Vice President at Fidelity Investments from 2006 to 2023, and Relationship Manager at The Vanguard Group between 1995 and 2006. Tony focuses on helping clients pursue their financial goals by identifying their objectives, risk tolerance, and evaluating appropriate options to create personalized financial plans. His extensive background in the industry equips him with the knowledge to collaborate effectively with clients in developing strategies that align with their financial aspirations. Outside of his professional commitments, Tony enjoys activities such as cooking and baking, golfing, hiking, visiting museums, engaging in outdoor adventures, and traveling.

Jason Dean is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to plan, craft, and implement financial strategies aimed at providing peace of mind and progress toward their financial goals. His approach emphasizes trust, collaboration, transparency, and ongoing plan adjustments. Jason has accumulated extensive experience within Fidelity Investments, serving as an Investment Consultant from 2019 to 2021, an Investment Solutions Representative from 2018 to 2019, and a Service Representative Equity Trader from 2017 to 2018. Prior to his tenure at Fidelity, he was a QDRO Specialist at Empower Retirement from 2014 to 2017. Outside of his professional work, Jason enjoys a range of personal interests including food, golf, hiking, outdoor adventures, scuba diving, and traveling.

William Strong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Fidelity Investments and multiple positions in diverse fields such as education and foodservice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing assets.

Travis Jacobs is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, where he focuses on helping clients build comprehensive retirement plans. Travis's expertise includes income planning, tax-efficient investing, healthcare, equity compensation considerations, and estate planning considerations. Prior to joining Fidelity, he worked as a Financial Advisor at Transamerica Investor Securities Corporation from 2014 to 2015 and at Transamerica Financial Advisors, Inc from 2009 to 2013.

Tu Lu is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role held since 2020. She has been with Fidelity for over 18 years, progressing through various positions including Financial Consultant, Investment Consultant, Manager, Operations Analyst, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Representative at SunTrust Bank from 2005 to 2007. As a CERTIFIED FINANCIAL PLANNER™ professional, Tu Lu specializes in developing, implementing, and maintaining financial plans tailored to clients' personal goals. She emphasizes integrity, honest communication, and consideration of each client's unique circumstances in her approach. Outside of her professional commitments, Tu Lu engages in activities such as family activities, fitness, enjoying food, golf, caring for pets, and reading.

Austin Franz is a Financial Consultant at Fidelity Investments, where he currently helps clients understand their unique financial situations and develop tailored retirement plans and investment strategies. He joined Fidelity Investments in 2020 and has held multiple roles within the company, progressing from Financial Representative to Financial Consultant. Prior to joining Fidelity, Austin gained experience as a Client Relationship Specialist at Charles Schwab and as a Financial Specialist at UW Credit Union. Throughout his career, Austin has worked collaboratively with clients to navigate complex financial landscapes aimed at achieving their personal financial goals. His professional experience spans financial consultation, investment advising, planning, and relationship management. Outside of his professional commitments, Austin has personal interests that include boating, cars, fitness, lake activities, motorcycles, and parenthood.

Schuyler Olson is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, he served as an Investment Consultant and Relationship Manager at Fidelity Investments from 2024 to 2025 and 2022 to 2024, respectively. His career in financial advising began in 2018, with roles at Edward Jones, Primerica Financial Services, and Equitable Advisors, LLC. In his current role, Schuyler works closely with clients to help them understand their financial position and develop strategies tailored to their goals within a complex environment. He emphasizes education and collaboration to create plans that clients feel comfortable with. Outside of his professional work, Schuyler has interests in board games, camping, hiking, military service, pets, and volunteering.

Jake Ulrich is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked in various roles including managing retail sales at a golf shop. Outside of advising, he is involved with Oak Glen Golf in Stillwater, Minnesota, where he manages golf shop operations and retail sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Trevor Paradise is an Investment Consultant at Fidelity Investments. He is dedicated to providing customer service and assisting clients in exploring the tools, resources, and strategies available through Fidelity. He focuses on connecting with clients personally to help identify strategies for improving their financial plans. Trevor has worked at Fidelity Investments since 2022, beginning as a Financial Representative, then serving as a Relationship Manager from 2023 to 2025 before becoming an Investment Consultant in 2025. His experience covers various roles within the firm, contributing to his expertise in client relationship management and investment consulting. Outside of his professional work, Trevor engages in activities such as fitness, golf, outdoor adventures, and running. He also participates in volunteering.

Emily Enriquez is Vice President and Financial Consultant at Fidelity Investments, where she has been serving clients since 2013. In her current role, she helps clients develop comprehensive financial plans tailored to their specific investment goals, with a specialization in retirement planning utilizing robust planning tools. She emphasizes providing clients with confidence and peace of mind as they navigate their personal financial plans through varying market conditions. Emily's professional experience spans over a decade in the financial services industry, including roles as Financial Advisor at Merrill Lynch and Morgan Stanley Smith Barney. Her career progression at Fidelity Investments includes positions as Account Executive, Financial Consultant, and now Vice President, Financial Consultant. Outside of her professional work, Emily engages in family activities, golf, outdoor adventures, traveling, and volunteering. She also enjoys spending time with her pets.

Kristin Wanser is a Financial Consultant at Fidelity Investments, a role she has held since 2023. Prior to this position, she served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Representative in 2021. In her professional capacity, Kristin collaborates with clients to develop personalized financial plans tailored to their unique goals, values, and preferences. She emphasizes trust, open communication, and ongoing learning in building long-term client relationships, focusing on protecting, growing, and spending wealth across various market conditions. Outside of her professional work, Kristin engages in activities such as biking, fitness, social events with friends, outdoor adventures, traveling, and yoga.

Melissa Garcia is a Planning Consultant at Fidelity Investments, a position she has held since 2022. She partners with clients to help them pursue their financial goals by developing comprehensive plans that manage risk and align with their priorities. Her approach is focused on creating strategies that work toward clients' financial success and provide peace of mind. Melissa has extensive experience in the financial industry. Prior to her current role, she served as an Associate Advisor at RSM Wealth Management from 2015 to 2020 and was a Vice President Financial Consultant at Charles Schwab from 1995 to 2015. This background has provided her with a broad perspective on financial planning and client advisory services. Outside of her professional work, Melissa enjoys boating, family activities, kayaking, and outdoor adventures.

Tim Bridgeman is the Vice President and Branch Leader at the Oakdale Investor Center, where he leads a team of financial professionals dedicated to serving clients. In his role, he partners with clients to develop personalized financial plans and assists in their implementation. Tim has extensive experience in the financial services industry, having held various positions including Sales Director, Senior Sales Manager, Sales Manager, and Financial Advisor at Ameriprise Financial from 2011 to 2022 before joining Fidelity Investments in 2022. Outside of his professional responsibilities, Tim enjoys outdoor activities such as camping, golf, hiking, kayaking, and traveling. He is also involved in volunteering.

Micah Ziemke is a financial advisor at Fidelity with a Series 66 designation. He has one year of industry experience and previously worked at Ameriprise and Helpstone, Inc. Fidelity’s affiliated Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s notable activities include serving as a commodity pool operator, advising multiple funds, and employing AI-driven research methods.

Jen Pietka is a Financial Consultant at Fidelity Investments. She has held multiple roles within the firm, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Prior to joining Fidelity, she worked as an Agent Account Representative at State Farm from 2020 to 2023. Throughout her career, Jen has focused on partnering with clients to plan holistically and support them at various stages of their financial journeys. She aims to be a resource for education and to assist clients in achieving their unique financial goals through appropriate tools, strategies, and relationships. Outside of her professional work, Jen enjoys camping, exploring food, outdoor adventures, skiing, practicing yoga, and spending time with her pets.

Max Moriarty is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Scheels, Keith Ollie Ltd, and various other positions outside the investment industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and delivers model portfolios to intermediary platforms.

Brant Gustafson is currently a Planning Consultant at Fidelity, where he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. His role involves working closely with clients to tailor strategies that align with their individual objectives. Before his current position, Brant served as a Relationship Manager at Fidelity from 2024 to 2025 and worked as a Financial Advisor at Magnifi Financial from 2023 to 2024. These roles have provided him with experience in client relationship management and financial advisory services. Outside of his professional activities, Brant has personal interests that include beach activities, camping, football, and traveling.

William Pelto is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Hy-Vee, Gustavus Adolphus College, and Running Aces Casino, Hotel & Racetrack. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm’s investment process combines fundamental research with quantitative analysis and uses systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Jessica Cripps is a Financial Consultant currently working at Fidelity Investments, where she has been since 2022. In her role, she collaborates with clients to provide a holistic experience and helps to simplify complex financial concepts. Jessica partners and aligns with clients to empower them to make well thought out decisions based on their unique, individual needs. Her professional experience includes positions as an Investment Consultant and Planning Consultant at Fidelity Investments, an Associate Client Account Manager at Stevens Foster Financial Advisors, a Wealth Advisor at Ovation Wealth Advisors, and a Senior Registered Client Associate at UBS Financial Services. This range of experience has contributed to her expertise in financial consulting. Outside of her professional work, Jessica has interests in board games, gardening, movies, music, pets, and singing.

Alysha Parotti is Vice President, Wealth Planner at Fidelity, a role she has held since 2025. In this position, she leads a team focused on guiding individuals and families in making informed decisions involving wealth growth, protection, enjoyment, and transfer. Prior to this, Alysha held various roles at Fidelity including Financial Consultant from 2022 to 2025 and Investment Consultant from 2021 to 2022. She also has experience as an Adjunct Professor of Business at the University of Northwestern - St. Paul in 2021 and worked with Thrivent as an Associate Producer 1 from 2020 to 2021, and as an Associate Representative in 2020. Alysha holds a California Insurance License, supporting her work in financial planning and consulting.

Garrett Bassett serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. Prior to joining Fidelity, he worked as a Financial Consultant at Ameriprise Financial from 2012 to 2016. In his current position, he focuses on building long-term relationships with clients by developing personalized financial plans tailored to their goals, concerns, and priorities. As a Certified Financial Planner (CFP®) professional, Bassett provides guidance in areas including retirement planning, investment management, and broader financial planning needs. He is committed to offering ongoing support to clients and is available for in-person, phone, or virtual meetings.

Kyle Christensen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fastenal, 3M, and Fenix Pest Control. Kyle 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 blend of proprietary fundamental research and quantitative analysis to construct model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Sam Rutherford is a Financial Consultant at Fidelity Investments, where he began working in 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments in the same year and was the Director of Financial Planning at Northwestern Mutual from 2012 to 2022. His professional experience includes retirement planning, investment strategies, tax-efficient investing, and income generation. His approach involves understanding clients, co-creating plans, educating clients on their options, and assisting with implementation. Outside of his professional work, Sam enjoys boating, bowling, golf, spending time at the lake, parenthood, and solving puzzles.

J.R. Ryder is a Vice President Financial Consultant at Fidelity Investments, a position he has held since 2019. He brings over 25 years of experience in the financial services industry, specializing in wealth planning and helping clients navigate uncertain markets. His approach involves identifying risks and developing strategies to simplify clients' financial lives through unbiased financial planning and education. Prior to his current role, J.R. served as Branch Office Manager at TD Ameritrade from 2018 to 2019 and at Scottrade Financial Services from 2000 to 2018. He began his career as a Financial Consultant with Morgan Stanley Dean Witter in 1998, continuing in similar roles with Scottrade Financial Services until 2000. Outside of his professional life, J.R. has interests that include boating, football, social events with friends, spending time at the lake, caring for pets, and traveling.