Paul Tranckino is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. He began his career at Fidelity as a Financial Representative and progressed through roles including Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2023. Prior to joining Fidelity Investments, Paul gained experience as an Analyst at UMB Financial Services, Inc. and George K. Baum & Company, Prairie Capital Management. He also held positions as a Finance Intern at Mitchell Capital Management and as an Investment Advisory Assistant at Tromans Investment Advisors. Paul's professional approach centers on assisting clients in achieving their financial goals. Further educational background and personal interests were not provided.

Cameron Sproul is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2005. 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 also serves in advisory roles for multiple registered investment companies and develops model portfolios for intermediary platforms.

Brad Mock is a Financial Consultant at Fidelity, where he assists clients with retirement planning and investment strategy. He collaborates with clients to create plans aimed at meeting their reasonable goals and improving their family's financial future. Prior to joining Fidelity in 2022, Brad held positions as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2022, a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021, and a Financial Center Manager at Bank of America from 2017 to 2019. He holds an Arkansas Insurance License.

Maren Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Saint Ann YCC and held positions in educational institutions including Fisher Island Day School and Pembroke Hill School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Blake Limbaugh is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience as a Financial Advisor at Engage Wealth Advisors from 2022 to 2023 and as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022. In his role, Blake focuses on partnering with clients to understand their financial goals and aims to deliver a unique and world-class experience. His career reflects a progression through various positions within the financial services industry, providing him with a broad perspective on client financial planning and advisory services. Outside of his professional work, Blake's personal interests include baseball, golf, music, soccer, social events with friends, and parenthood.

Seth Gartland is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative. Seth specializes in wealth planning and building financial plans tailored to meet clients' unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional role, Seth's personal interests include camping, family activities, hiking, outdoor adventures, scuba diving, and enjoying food-related experiences.

Hayden Watts is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Blue Ridge Bank and Trust Co. He also served four years in the U.S. Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including fund-of-funds and model portfolios, with distinctive features such as CFTC registration and the use of AI-driven research methods.

Chad Burt serves as Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been employed since 2000. He has held various roles within the company, including Wealth Management Advisor since 2016, Vice President Financial Planning Consultant from 2007 to 2016, and Financial Planning Consultant from 2000 to 2007. Prior to joining Fidelity Investments, he worked as an Investment Representative at American Century from 1997 to 2000. In his role as a Wealth Management Advisor, Chad Burt assists families in developing comprehensive and personalized wealth plans aimed at the growth, preservation, and transfer of their wealth across generations. He holds an insurance license in Arkansas. Outside of his professional responsibilities, Chad Burt coaches baseball and softball teams for his three children and spends time with his family both locally and on their farm. His personal interests include baseball, football, softball, outdoor adventures, family activities, and social events with friends.

Patrick Haase is a Financial Consultant at Fidelity Investments, where he is involved in developing, implementing, and refining financial plans and investment strategies. He focuses on aligning financial plans with the realities of clients' lives to support their financial goals. He has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative, gaining experience across various aspects of financial consulting and client relationship management from 2021 to the present. Outside of his professional responsibilities, Patrick engages in family activities, fishing, hiking, outdoor adventures, and values his experiences related to military service and parenthood.

Lance Turpin is currently Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has worked in various capacities at Fidelity Investments since 2019, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Lance held several positions in the financial industry dating back to 1994, with experience as a Professional Trader, President and Head Trader of Starpoint Securities, Senior Equity Trader at Tradebot Systems, and Equity Trader roles at multiple firms. With three decades of experience in financial services, Lance partners with clients to develop financial plans and educate them on making informed decisions. His approach focuses on helping clients grow and protect their investments through tailored planning and investment strategies. He emphasizes the importance of working with a trusted advisor to develop, implement, and monitor long-term investment and retirement plans. Lance holds an AR Insurance License.

Dean Shatzer is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through various positions within Fidelity since 2020, gaining experience as an Investment Consultant, Planning Consultant, Sales Strategist, and in multiple planning and associate roles. Throughout his career at Fidelity Investments, Dean has been involved in diverse aspects of financial planning and consulting, supporting clients in developing strategies tailored to their unique financial goals and challenges. His professional approach focuses on simplifying and streamlining financial plans, placing clients' family goals, concerns, and passions as a central priority. Outside of his professional work, Dean has personal interests that include family activities, fitness, football, pets, skiing, and tennis.

Kathryn Alexander is a Financial Consultant currently working at Fidelity Investments since 2019. She has held previous roles as a Financial Planner at Community America Financial Solutions from 2018 to 2019, and as a Financial Advisor at Bank of America and Merrill Lynch from 2016 to 2018. Kathryn focuses on building strong client relationships and tailoring financial strategies to meet individual client needs. She emphasizes creating financial plans that align with the goals of clients and their families at every stage of life. Throughout her career, Kathryn has gained experience in financial consulting and planning by working with diverse clients to develop customized financial strategies. Her professional experience encompasses financial advising and planning in various financial institutions. Outside of her professional work, Kathryn's interests include family activities, football, social events with friends, parenthood, pets, and Pilates.

Ryan Wiens is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Prior to this position, Ryan has held various roles at Fidelity Investments, including Financial Consultant and Investment Representative, demonstrating a progressive career within the firm. Ryan's professional experience in financial advisory spans over two decades, beginning as a Financial Representative at Thrivent Financial in 2002. He has also served as a Financial Advisor at Smith Barney and Waddell and Reed before joining Fidelity Investments. This extensive background reflects his expertise in wealth planning and financial consulting. Outside of his professional responsibilities, Ryan enjoys boating, family activities, golf, spending time at the lake, soccer, and traveling.

Lance Wade serves as Vice President and Branch Leader at Fidelity Investments, where he partners with a team of financial professionals to enhance and maintain the Fidelity brand in the greater Kansas City area. He has held this leadership role since 2017. Prior to his current position, Lance gained experience within Fidelity Investments as Assistant Branch Office Manager from 2016 to 2017, Regional Planning Consultant from 2013 to 2016, and Account Executive from 2010 to 2013. Throughout his career at Fidelity, Lance has developed expertise in branch management and financial planning, contributing to the firm's operations and client service. Outside of his professional responsibilities, Lance has personal interests that include food, football, golf, soccer, and traveling.

Isabel Engelbert is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Wells Fargo Advisors for three years and Rye Plaza for two years. Outside of finance, she has held positions at Radius Brewing Company and has experience in both educational and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Reed Stark is a Financial Consultant who partners with clients to build financial plans and strategies tailored to their individual needs. He focuses on understanding clients' overall situations to develop customized financial plans for them and their families. His professional experience includes roles at Fidelity Investments, where he worked as an Investment Consultant from 2025 to 2026, Planning Consultant from 2023 to 2025, and Relationship Manager from 2022 to 2023. Prior to that, Reed served as a Client Relationship Manager at Tall Oaks Advisors LLC between 2020 and 2021, and as a Paraplanner at BMG Advisors from 2019 to 2020. He began his career as a Branch Intern at TD Ameritrade from 2017 to 2019. Outside of his professional work, Reed's personal interests include boating, attending concerts, football, spending time by the lake, music, and traveling.

Devan Savner is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several capacities at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Service Representative from 2023 to 2024. In his career, Devan focuses on building strong, lasting relationships with clients and their families, emphasizing trust and reliability. He works collaboratively with clients to develop financial plans tailored to their unique near and long-term goals. Outside of his professional responsibilities, Devan engages in family activities and maintains an active lifestyle through fitness and running. He also enjoys puzzles and reading.

Austin Turner is a Financial Consultant currently working with Fidelity Investments since 2022. He partners with individuals and families to understand their unique situations and goals, collaborating to develop sound financial strategies. His approach emphasizes long-term, collaborative relationships built around a shared vision of success. Prior to his current role, Austin held positions as a Financial Plan Manager at LPL from 2021 to 2022, a Financial Planning Consultant at Waddell & Reed from 2020 to 2021, and a Regional Sales Consultant at Ivy Investments from 2011 to 2019. He holds an Arkansas Insurance License. Outside of his professional work, Austin has interests in camping, cooking and baking, gardening, military service, music, and parenthood.

Noah Nemiccolo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Community America Credit Union and Morgan Hunter. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including a Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Ashley Gardonia is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she focuses on enhancing the client experience by supporting advisors through strategic partnerships and continuous improvement initiatives. Prior to this, she served as Market Leader for the Advisor Development Program and Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. Her professional background includes roles at Bank of America as a Relationship Manager and Relationship Banker between 2016 and 2018, as well as experience as a Product Support Assistant at First State Bank of St. Charles, MO from 2010 to 2016. Ashley's career reflects a progression through various positions in financial services, emphasizing advisor support and client relationship management. Outside of her professional endeavors, Ashley has interests in cooking and baking, fitness, and running.