Christopher Allred is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through positions including Customer Relationship Advocate, Regional Investment Consultant, and Investment Consultant. His professional experience centers on collaborating with clients to identify financial strategies that align with their individual needs and profiles. Christopher holds an Arkansas Insurance License, which supports his work in providing financial consultation. Outside of his professional duties, Christopher has personal interests that include attending concerts, fishing, following football, watching movies, and traveling.

Kevin Sanford is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Investment Consultant, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Waddell & Reed from 2009 to 2010. Kevin is a Certified Financial Planner (CFP4) with over 15 years of experience specializing in comprehensive wealth planning. His expertise focuses on tax-efficient investment strategies and legacy planning considerations, leveraging Fidelity's tools and resources to help clients work toward their financial goals. Outside of his professional responsibilities, Kevin's personal interests include baseball, family activities, hiking, music, parenthood, and traveling.

Austin Hoag is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He joined Fidelity in 2022 as a Financial Consultant before advancing to his current role. Prior to joining Fidelity, Austin worked as a Wealth Management Advisor at The Roth Companies, Inc. from 2017 to 2022. In his role, Austin focuses on building relationships centered around trust, transparency, and integrity. He collaborates with clients to develop financial plans tailored to their specific goals and values, aiming to support the lifestyles they strive for. Outside of his professional work, Austin enjoys fitness, football, golf, hiking, and outdoor adventures.

Athanie Leeviraphan is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Athanie worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Athanie began their career as a Financial Service Representative at Mutual of Omaha from 2022 to 2023. Throughout their career, Athanie has focused on providing clients with clear information and support to help them make confident financial decisions. They emphasize aligning financial plans with clients' individual goals and fostering a collaborative approach to investment consulting. No additional educational background or personal interests have been provided.

Morgan Jones is a financial advisor at Fidelity with 18 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. He serves as a subcommittee member of the Missouri State University Foundation, contributing to scholarship fundraising efforts in an advisory capacity. Morgan works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products, including model portfolios used by intermediary platforms.

Thomas Hoy is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience in wealth management and financial solutions, having previously served as a Wealth Management Advisor at US Bancorp Investments from 2021 to 2022 and as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. Prior to his financial services career, he was the owner of T&G Commercial from 2006 to 2014. Thomas focuses on developing individualized financial plans tailored to his clients' specific short-term and long-term goals. He aims to provide peace of mind by managing his clients' financial lives so they can concentrate on what they value most. Outside of his professional work, Thomas has interests in beach activities, comedy, cooking and baking, fitness, lakes, and museums.

Ryan Schrick is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Planners to assist clients in developing personalized financial plans and strategies aligned with their goals. Since joining Fidelity Investments in 2022, he has held roles including Financial Representative and Relationship Manager, gaining a broad understanding of client financial needs and services. Throughout his tenure at Fidelity, Ryan has focused on providing tailored financial planning services, emphasizing partnership with clients to address their unique planning requirements. His progression within Fidelity reflects his commitment to supporting clients through various stages of their financial journey. Outside of work, Ryan enjoys activities such as football, golf, spending time at the lake, reading, skiing, and soccer.

Steven Sperry is Vice President and Branch Leader at Fidelity Investments, where he collaborates with his team to grow the Fidelity brand in the Kansas City area. He has held this role since 2022. Prior to joining Fidelity, Steven held several positions at Bank of America Merrill Lynch from 2010 to 2022, including Vice President, Investments Market Leader; Vice President, Financial Solutions Advisor; Vice President, Financial Center Manager; Officer, Assistant Financial Center Manager; and Personal Banker. Earlier in his career, he worked as an Agent at New York Life from 2008 to 2009. Throughout his career, Steven has developed expertise in investment management, financial solutions, and branch leadership. Outside of his professional activities, he enjoys biking, cooking and baking, hiking, outdoor adventures, and traveling.

Daniel Berman is a financial advisor at Fidelity with Series 63 and Series 66 designations and 29 years of industry experience. His prior roles include positions at Charles Schwab and New York Life Insurance Co. He is based in Overland Park, KS. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Michael Lewis is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. In this role, he focuses on wealth planning and assisting clients in achieving their financial goals. Prior to his current position, he held roles at Fidelity as Account Executive and Investment Representative, gaining experience in client service and investment management. Before joining Fidelity, Michael worked as a Registered Representative at Transamerica Financial Advisors from 2006 to 2010 and at New England Financial from 2004 to 2006. His professional background encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Michael enjoys cooking and baking, participating in family activities, and engaging in sports such as football and golf. He is also involved in volunteering activities.

Luke Harding is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to understand their financial goals and develop tailored investment strategies. He has extensive experience within Fidelity Investments, having served in various capacities including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. These roles have provided him with a broad perspective on financial planning and client relationship management. Outside of his professional work, Luke enjoys activities such as comedy, spending time with family, fitness, football, movies, and traveling.

Sandy Stewart is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Sandy gained experience within Fidelity Investments as a Planning Consultant from 2024 to 2025, and as a Relationship Manager and Financial Representative during 2023. Sandy's earlier career includes positions as a Private Client Banker from 2020 to 2023 and Relationship Banker from 2018 to 2020, both at JP Morgan Chase. In Sandy's work, partnering with clients to understand their goals and build customized financial plans is a central focus. Providing education and quality service to clients and their families is emphasized as an important aspect of their professional approach. Outside of work, Sandy has personal interests that include cooking and baking, hiking, caring for pets, reading, and running.

Travis Barzee is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to assist clients in achieving their personal financial goals. He focuses on empowering clients through financial planning by building positive relationships and understanding their unique needs, situations, and objectives. Barzee has been with Fidelity Investments since 2024, holding positions as Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to joining Fidelity, he was a Financial Advisor at Thrivent from 2024 to 2025. Outside of his professional role, Barzee's interests include family activities, golf, playing instruments, movies, pets, and running.

Robert Starr is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained experience within Fidelity in several capacities including Planning Consultant from 2022 to 2026, Relationship Manager in 2022, High Net Worth Associate from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. He focuses on collaborating with clients to develop financial plans that align with their individual definitions of success, emphasizing trust and clear communication throughout the process. Throughout his career at Fidelity, Robert has built expertise in investment consulting and financial planning. His approach centers on understanding clients' priorities and providing ongoing support to help them achieve their financial goals. Outside of his professional work, Robert's interests include football, golf, pets, skiing, soccer, and traveling.

Slayd Casey is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His career includes experience as a Financial Advisor at Summit Pointe Financial Group from 2021 to 2022, as well as roles as a Personal Banker at PNC Bank in 2021 and BBVA Bank from 2017 to 2021. Throughout his career, Slayd has worked closely with clients to help them navigate their financial and retirement journeys. He focuses on discussing clients' goals and dreams and co-creating solid financial plans tailored to their needs.

Jeremy Collins is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on improving clients' financial outlooks by providing guidance on retirement planning and investments, and developing tailored financial plans. He has been with Fidelity Investments since 2018, progressing from Investment Solutions Representative to Investment Consultant, and currently serving as a Financial Consultant since 2022. Jeremy holds an Arkansas Insurance License.

Mechelle Frazier is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She joined Fidelity in 2020 and has progressed through positions including Financial Representative and Financial Consultant. Prior to her tenure at Fidelity, Mechelle worked as a Learning and Organizational Advisor at JP Morgan Retirement Plan Services from 2002 to 2005 and as a Mutual Fund Representative at American Century Investments from 1999 to 2002. Mechelle's approach to financial consulting focuses on understanding her clients' priorities and co-creating financial plans that align with their present circumstances and future goals. She provides personalized recommendations, tools, and resources tailored to meet the unique needs of each client. Outside of her professional work, Mechelle's personal interests include attending concerts, participating in family activities, gardening, visiting museums, and parenthood.

Adam Thies is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various roles since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Adam worked as a Financial Professional at AXA Advisors in 2019 and 2020. Adam focuses on collaborating with families to develop financial plans tailored to their goals, needs, and family dynamics. His approach involves guiding clients toward wealth planning strategies that may provide benefits to them and future generations. Outside of his professional work, Adam has interests in baseball, family activities, food, football, golf, and movies.

Maguire Copeland is a Planning Consultant at Fidelity Investments, where they provide personalized financial planning services tailored to clients' goals, needs, and priorities. In this role, Maguire collaborates with the Wealth Management Team to offer guidance and strategies aimed at helping clients build confidence and maintain progress toward their financial objectives. Maguire has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to Relationship Manager before assuming the current position of Planning Consultant. This experience has contributed to a broad understanding of client needs and relationship management within the financial services industry. Outside of their professional role, Maguire has interests in bowling, comedy, food, football, and golf.

Joshua Nickle is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2003, progressing through various roles including Financial Consultant, Investment Solutions Consultant, Annuity Specialist, and Investments Representative. Prior to joining Fidelity, he worked as a Relationship Manager at H&R Block Financial Advisors, Inc., a Product and Service Specialist at American Century Investment Services Inc., and in customer service roles at IDS Life Insurance and American Express Financial Advisors. With 22 years of experience in the financial industry, Joshua applies his knowledge to develop personalized financial plans and investment strategies tailored to different styles of investors. He holds an Arkansas Insurance License and works closely with families to guide them through financial decisions across various stages of life, offering consultations in person, by phone, or via Zoom. Outside of his professional work, Joshua has interests in baseball, football, pets, reading, and traveling.