Nick Neely is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has worked with Fidelity Investments since 2022, with previous roles including Investment Solutions Representative from 2023 to 2025 and Customer Relationship Advocate from 2022 to 2023. Nick is a CERTIFIED FINANCIAL PLANNER® professional specializing in retirement planning and investment strategies. He collaborates with clients to develop personalized investment plans tailored to their financial goals. Outside of his professional work, Nick has interests in boating, camping, golf, and music, and is an instrumentalist.

Taylor Skees is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With over 14 years of industry experience, Taylor has developed long-term relationships with clients and their families, focusing on financial planning aligned with their lifestyle and goals. Taylor's approach involves utilizing Fidelity's resources to build and monitor comprehensive financial plans. Taylor's professional background includes roles as Director, Retirement Planner at Fidelity Investments from 2016 to 2021, Retirement Solutions Representative at Fidelity from 2014 to 2016, Registered Representative at Allstate Financial from 2013 to 2014, and Registered Representative at Western & Southern Financial Group from 2011 to 2013. Outside of work, Taylor enjoys family activities and golf.

Jonathan Phytrion is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Palladion Services, UPS, Alnylam Pharmaceuticals, and Amazon, as well as multiple positions at Skidmore College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Tyler Paxson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2020, progressing through several positions including Planning Consultant, Workplace Planning Consultant III, II, and I. His professional focus involves partnering with clients to understand their comprehensive financial objectives and developing tailored financial plans. Throughout his tenure at Fidelity, Tyler utilizes the company's resources to build and monitor financial plans aimed at helping clients achieve their family and lifestyle goals. His approach centers on aligning planning processes with clients' financial and lifestyle priorities. Outside of his professional work, Tyler has interests in baseball, football, golf, family activities, and social events with friends.

Amanda Wilkinson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked in the Controller's Office at The University of Toledo and managed a boutique and gallery. 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.

Liam Rabe is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2026, and as a Financial Associate at the same firm from 2020 to 2022. In his current position, Liam focuses on collaborating with individuals and families to develop financial plans aligned with their lifestyle values and goals. Liam's experience spans various facets of financial consulting within Fidelity Investments, where he has progressed through roles that emphasize workplace planning and financial association. His approach centers on understanding clients' unique situations to build confidence in their financial objectives. He encourages clients to engage in personalized planning to address their specific needs.

Blake Dunbar is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Stirlingshire Investments and Gluckle Insurance and Financial Services, as well as earlier positions spanning construction, services, and academia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Brittney Tebay is a Series 66-registered financial advisor with Fidelity in Perrysburg, Ohio, with two years of industry experience. Her work history includes roles at Fidelity Investments since 2023, TDC Investment Advisory from 2022 to 2023, and PNC Bank from 2015 to 2022. Outside of finance, she serves as a stand captain and sales representative for GreyKey Merchandising, a concert vending and merchandising business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Craig Calvin is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and maintain financial plans aimed at fostering confidence and providing peace of mind in their financial lives. He has been serving in this role since 2023. Craig's career at Fidelity Investments spans over a decade, beginning in 2011 as an Investment Consultant. He progressed to the position of Planning Consultant in 2020 before assuming his current role. His experience encompasses various aspects of financial consulting and planning within the firm.

Justin Lucik is a Financial Consultant at Fidelity Investments, where he partners with clients to develop customized financial plans aimed at addressing their specific needs. He encourages clients to initiate appointments to begin building these tailored strategies and supports them in achieving their financial goals. Justin's experience in the financial services industry includes roles as a Planning Consultant at Fidelity Investments from 2022 to 2024, an Associate Financial Advisor at Ameriprise Financial from 2020 to 2022, and a Client Service Representative at Rose Street Advisors from 2019 to 2020. Outside of his professional work, Justin enjoys outdoor activities such as camping, canoeing, football, hiking, and spending time at the lake.

Milton McClain is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients and their families to navigate the complexities of financial planning and develop personalized plans tailored to their financial goals and family priorities. Prior to his current role, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2025 and worked as a Personal Banker at KeyBank between 2020 and 2021. Milton emphasizes building strong relationships with clients through trust, reliability, and competency. He encourages collaboration to co-create financial strategies that meet clients' unique needs. Outside of his professional work, Milton has interests in comedy, football, golf, music, and traveling.

Stephen Hoss serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has progressively advanced within Fidelity, holding roles such as Branch Leader, Team Leader for Workplace Planning & Advice, Onboarding Team Leader, Regional Center Learning Lead, High Net Worth advisor, and Customer Relationship Advocate since 2017. Throughout his tenure, Stephen has developed expertise in workplace planning and advice, team leadership, and customer relationship management. He emphasizes helping individuals grow both personally and professionally, aligning with Fidelity’s commitment to brand, ethics, and access. Outside of his professional responsibilities, Stephen has interests in fitness, food, and traveling.