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Cooper K

Series 66

Overland Park, KS

Fidelity

Cooper Kaemmer is a financial advisor with Fidelity Investments in Overland Park, KS, holding a Series 66 designation and two years of industry experience. He has worked within Fidelity since 2023 and has prior experience that includes roles at Fry-Wagner and Kansas State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Charitable giving & philanthropy Active portfolio management
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Cameron S

Series 66, Series 63

Overland Park, KS

Fidelity

Cameron Simmons is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, Cameron focuses on understanding clients' financial situations and advocates for their short and long term financial goals by identifying and modifying strategies tailored to individual plans. Prior to this, Cameron served as a Senior Financial Consultant at TD Ameritrade from 2018 to 2020, and as a Retirement Solutions Representative at Fidelity Investments from 2013 to 2018. This experience reflects a background in financial consulting and retirement planning. Outside of professional responsibilities, Cameron has interests in art, family activities, parenthood, and writing.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Parents
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Kayla M

Series 65, Series 63

Overland Park, KS

Fidelity

Kayla Moore is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2024. She joined Fidelity in 2021 as a Financial Consultant and has prior experience as a Financial Advisor at MML Investor Services - Twin Financial from 2020 to 2021, as well as an Associate Wealth Advisor at Mariner Wealth Advisors between 2018 and 2020. Her professional background includes expertise in tax efficient investing and financial planning, utilizing Fidelity's resources to develop strategies tailored to clients' preferences and goals. She holds an Arkansas Insurance License. Outside of her professional work, Kayla enjoys attending concerts, visiting museums, practicing yoga, and spending time with her pets.

Tax-loss harvesting Wealth management General tax planning
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Aaron S

Series 66

Overland Park, KS

Fidelity

Aaron Schmeltz is a Planning Consultant at Fidelity Investments, where he partners with clients and Financial Consultants to develop strategies tailored to each client's unique personal needs. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before his current position starting in 2024. Prior to joining Fidelity, Aaron worked as a Personal Banker at Commerce Bank from 2021 to 2022. Outside of his professional responsibilities, Aaron enjoys outdoor activities such as camping, fishing, golf, hiking, and other adventures. He also has an interest in pets.

Charitable giving & philanthropy Active portfolio management Financial Professional
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Matthew C

Series 66

Overland Park, KS

Fidelity

Matthew Chance is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at AT&T for 15 years. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Charitable giving & philanthropy Active portfolio management
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Javier O

Series 66

Overland Park, KS

Fidelity

Javier Ornelas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with clients to help them navigate the complexities of building wealth and work towards their financial goals. Prior to this, he served as a Workplace Planning Consultant at Fidelity Investments from 2020 to 2023 and worked in Tax Services Brokerage Operations at the same company from 2017 to 2020. Throughout his career at Fidelity Investments, Javier has developed expertise in financial consulting and workplace planning. He is committed to understanding the priorities of his clients and assisting them in building a secure financial future. Outside of his professional work, Javier has interests in music, parenthood, and soccer.

Wealth management General tax planning Cash flow / budgeting Parents
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Briley B

Series 66

Overland Park, KS

Fidelity

Briley Burrow is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual, Go Local Interactive, and Real Media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in portfolio management.

Charitable giving & philanthropy Active portfolio management
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Sean D

Series 63, Series 66

Overland Park, KS

Fidelity

Sean Devlin is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. He has over 20 years of experience in the financial services industry in Kansas City. Sean has held various roles including Vice President of Client Relations at Change Path, Client Relations Supervisor at ClientOne Securities, Annuity Sales Consultant at CreativeOne, Priority Investor Client Specialist at American Century Investments, Loan Consultant at Capital One Home Loans, and Financial Advisor at Ameriprise Financial. Sean's experience spans client relations, annuity sales, loan consultation, and financial advising, focusing on educating clients to work toward their financial goals. He is committed to assisting clients in selecting wealth strategies that benefit them and their families both now and in the future. Sean holds an Arkansas Insurance License. Outside of his professional work, Sean enjoys cooking and baking, participating in family activities, and engaging in fitness-related pursuits including football, golf, and softball.

Annuities Wealth management
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Michael F

CFP®, Series 63, Series 66

Overland Park, KS

Fidelity

Michael Foy is a Financial Consultant at Fidelity Investments, where he has been providing financial services since 2022. He focuses on establishing trusting partnerships with clients by maintaining open communication and setting clear expectations. Michael emphasizes the importance of understanding his clients' complete financial picture to offer suitable and logical planning strategies. His professional experience includes roles as a Financial Coach at GoalPath Solutions from 2021 to 2022, a Wealth Advisor at CommunityAmerica from 2019 to 2021, and a Branch Manager at TD Ameritrade from 2013 to 2019. This background has contributed to his expertise in financial consulting and wealth management. Outside of his professional work, Michael enjoys family activities and outdoor pursuits such as running, snowboarding, tennis, and traveling.

General retirement planning Income planning Wealth management Cash flow / budgeting
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Jared P

Series 66

Overland Park, KS

Fidelity

Jared Patterson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior experience includes roles at Precision Craft and various positions during his time at Kansas State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base with systematic investment approaches.

Charitable giving & philanthropy Active portfolio management
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Ryan L

Series 66

Overland Park, KS

Fidelity

Ryan Lane is a Wealth Management Planning Consultant at Fidelity Investments. He works as part of a private wealth management team, collaborating with clients and their advisors to ensure comfort with financial plans tailored to individual and family goals. Ryan aims to build long-term relationships and supports clients' children and grandchildren as they begin their financial journeys. His professional experience includes roles as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments since 2021. He also held positions at Northwestern Mutual from 2012 to 2014, progressing from Financial Representative Intern to Financial Representative. Ryan holds an Arkansas Insurance License. Outside of his professional responsibilities, Ryan has personal interests in golf, music, parenthood, and pets.

Wealth management Parents
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Blake S

Series 66

Overland Park, KS

Fidelity

Blake Schulze is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Charles Schwab and involvement with Artists in Christian Testimony. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Brenda T

Series 66

Overland Park, KS

Fidelity

Brenda Tollett is a Financial Consultant at Fidelity Investments, a position she has held since 2020. Prior to this role, she worked as a Relationship Manager at Fidelity Investments from 2017 to 2020. Her earlier experience includes roles as an Investment Consultant at Scottrade from 2016 to 2017 and a Financial Advisor at Edward Jones from 2012 to 2016. Brenda's professional approach focuses on putting clients first by tailoring processes to individual goals. She aims to help clients and their families live confidently both now and in the future by understanding their preferences, analyzing financial efficiency, and providing strategic planning. Outside of her professional work, Brenda has interests in cooking and baking, gardening, horseback riding, parenthood, reading, and traveling.

Wealth management Passive / index investing Active portfolio management Parents
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Blake W

Series 63, Series 66

Overland Park, KS

Fidelity

Blake Webb is a financial advisor at Fidelity with five years of industry experience. He has held roles at firms including New York Life Insurance Company and American Century Investment Services. Prior to his advisory career, Webb worked in various positions at companies such as DoorDash and Bank Midwest. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Charitable giving & philanthropy Active portfolio management
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Ronald H

Series 66

Overland Park, KS

Fidelity

Ron Hall is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He works with clients, families, and businesses to identify their short- and long-term financial goals and assists them in implementing strategies to pursue those goals. Building trust and maintaining reliable relationships with clients is a key aspect of his professional approach. Before joining Fidelity Investments, Ron served as a Financial Solutions Advisor at Merrill Lynch from 2010 to 2022. His professional experience includes financial consulting and advising, with a focus on client-centered financial planning and strategy. Outside of his professional work, Ron's personal interests include baseball, football, golf, spending time at the lake, social events with friends, and caring for pets.

Wealth management Cash flow / budgeting
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Leah B

Series 66

Overland Park, KS

Fidelity

Leah Bullinger is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work history includes roles in higher education at McPherson College, Kansas Wesleyan University, and Kirkwood Community College. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management
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Clifford M

Series 66

Overland Park, KS

Fidelity

Brice Moore is a Financial Consultant currently working at Fidelity Investments since 2024. He specializes in helping clients prepare for financial milestones and decisions by building trust and working collaboratively to develop personalized financial plans. His professional experience includes roles as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2020 and again from 2022 to 2024, as well as serving as a Private Client Advisor at JP Morgan Chase from 2020 to 2022. Across these positions, he has focused on creating strategies aligned with clients' unique investment needs and goals. Outside of his professional work, Brice enjoys baseball, football, golf, and participating in family activities.

General retirement planning Wealth management Cash flow / budgeting Financial Professional
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