Tia Safford is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, she supports ultra-high net worth families in co-creating comprehensive financial plans that address complex needs including tax-efficient investing and estate planning considerations. She is a Certified Financial Planner (TM) and focuses on ensuring that every detail of financial and multi-generational wealth plans is cultivated and considered holistically. Tia has been with Fidelity Investments since 2005, progressing through roles including Financial Representative, Investments Consultant, Financial Consultant, and Vice President, Financial Consultant before assuming her current position in 2023. She holds an Arkansas Insurance License.

Mitch Malaby is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity Investments since 2013, serving in various roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, and Investment Solution. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2012 to 2013. Throughout his career, Mitch has focused on providing financial guidance centered on the needs and goals of his clients and their families. His professional approach emphasizes integrity and personalized service to help clients work toward their financial objectives. Outside of his professional life, Mitch enjoys activities such as biking, boating, spending time with family, enjoying the lake, watching movies, and snowboarding.

Sean Kremin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2015, holding various roles including Financial Consultant and Investment Solutions. Prior to joining Fidelity, Sean worked at Nylife Securities, Ameriprise Financial, and David Lerner Associates, gaining extensive experience in financial advising and investment management. Sean holds insurance licenses in Arkansas and California. He employs a personalized approach with clients, dedicating time to understand their individual and family needs in order to develop tailored financial plans. Outside of his professional work, Sean enjoys art, boating, fishing, golf, outdoor adventures, and skiing.

Melanie McGinness is currently a Planning Consultant at Fidelity Investments, a position she has held since 2026. In her role, she focuses on providing clients with education and resources to enhance their understanding and management of financial matters. Her professional commitment centers on bringing clarity, confidence, and simplicity to clients' financial lives through effective planning and consultation. This approach reflects her dedicated mission as a financial advisor. Outside of her professional responsibilities, Melanie has interests in art, cooking and baking, movies, music, pilates, and theater.

George Prate is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. He has worked at Fidelity since 2010, including roles with Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages Bradley Long Ventures, LLC, a rental property partnership. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Jessica Phelps is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In her current role, she leads a team of financial professionals dedicated to helping clients pursue their financial goals through the cocreation and implementation of financial plans. Jessica has extensive experience within Fidelity Investments, having served in various leadership roles including Assistant Branch Leader from 2022 to 2024, Team Leader in Advisory Services from 2021 to 2022, and Team Leader in Investment Solutions from 2020 to 2021. Her career at Fidelity began in 2016 as a Financial Representative and Full Trader, progressing through multiple positions that provided her with broad expertise in investment solutions and relationship management. Details regarding her education, credentials, personal interests, and community involvement have not been provided.

Nirvana Fahmy is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2015. She has been with Fidelity Investments since 2007 in various roles including Financial Consultant, Investments Representative, and Financial Representative. Prior to her tenure at Fidelity, Fahmy worked as a Financial Advisor at Morgan Stanley from 2005 to 2007. With over 21 years of experience, Fahmy partners with clients and their families to create customized and flexible financial plans that address their unique situations. Her practice is built on the values of trust, integrity, and prioritizing clients' needs. She holds insurance licenses in Arkansas and California. Outside of her professional career, Fahmy's personal interests include art, food, social events with friends, museums, traveling, and yoga.

Robert Cruz is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2020, serving previously as a Financial Consultant and Workplace Planning Consultant. He brings over 32 years of experience in the financial industry, having held various positions including Executive Vice President and Managing Director at Financial Fitness for Life from 2018 to 2020, Director and Retirement Consultant at Allianz Global Investors from 2014 to 2018, Vice President and Defined Contribution Consultant at BlackRock from 2010 to 2014, and Institutional Advisor at AllianceBernstein from 1999 to 2010. His career also includes roles as a Retirement Plan Wholesaler at John Hancock Investments, Financial Institution Wholesaler at Invesco, and Sales Service Representative at USAA. Robert holds an Arkansas Insurance License. He applies a disciplined and personal approach to his work, influenced by his time as a collegiate wrestler and his roles as a husband and father.

Alan Dull is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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 to deliver model portfolios, with a focus on multi-manager and fund-of-funds structures.

Charles Ryan is a financial advisor with Fidelity in Plano, TX, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining Fidelity, he worked at KB Home and Outback Steakhouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies and fund‑of‑funds, use of AI and algorithmic methods in research, and established governance procedures.

Alexis Safie serves as the Regional Director of Wealth Management at Fidelity Investments, a role she has held since 2022. In this capacity, she leads and supports Planning Consultants, Wealth Management Advisors, and Senior Relationship Managers who collaborate with affluent families to develop comprehensive wealth strategies. Her work focuses on legacy planning, family engagement, and providing a team-based approach to connecting clients with resources. Prior to joining Fidelity Investments, Alexis worked at JP Morgan from 2018 to 2022 as an Account and Operations Manager, Vice President, where she gained experience in managing client accounts and operations. Outside of her professional responsibilities, Alexis has personal interests in fitness, golf, and parenthood.

Ian Bevan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in the restaurant industry, including management positions at The Yard X33 Restaurant Group LLC and JC's Burger House. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Daniel Huynh is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans aimed at achieving their long-term goals. In his role, he focuses on creating clear financial visions, simplifying the planning process, and guiding clients through meaningful steps aligned with their priorities. Daniel has extensive experience with Fidelity Investments, having held various positions since 2014. His roles have included Investment Consultant, Relationship Manager, Central Relationship Manager, Personal Planning Consultant, Investment Solutions Representative, Quality and Control Specialist, Workplace Planning and Guidance Consultant, and Defined Contribution Representative. This breadth of experience underpins his comprehensive understanding of financial services and client relationship management.

Sergio De Paoli is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop individualized financial strategies tailored to their unique circumstances, priorities, and objectives. He focuses on helping clients achieve both short- and long-term goals while considering investment risks, emphasizing professional and long-term client relationships. Sergio has progressed through several roles within Fidelity Investments, including Investment Solutions Representative at multiple levels from 2023 to 2026, and Customer Relationship Advocate from 2022 to 2023. His experience encompasses providing attentive support and balanced guidance to enable informed financial decision-making. Outside of his professional work, Sergio enjoys baseball, beach activities, fitness, football, social events with friends, and soccer.

Claire Plouffe is an Investment Consultant at Fidelity Investments, where she currently focuses on navigating complex financial landscapes and partnering with clients to find tailored strategies. She has been with Fidelity Investments since 2021, holding various roles that have contributed to her comprehensive understanding of the financial industry. Her professional experience at Fidelity includes positions as Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects her development in investment consulting and client relationship management. Additional information regarding her education, credentials, personal interests, or community involvement is not provided.

Shruti Mehta is an Investment Consultant at Fidelity Investments, where she has been working since 2025. She has a professional background spanning 17 years in the financial services industry, specializing in personalized financial planning to help clients pursue financial freedom and peace of mind. Shruti's experience includes roles such as Planning Consultant at Fidelity Investments from 2021 to 2025, AVP-Relationship Manager at BBVA USA from 2015 to 2020, Tax Advisor at H&R Block in the United States from 2014 to 2015, and various positions in the Indian financial sector including Senior Manager-Premier Banking at Kotak Mahindra Bank, Manager at IDBI Bank, Financial Consultant at Bajaj Allianz Life Insurance Company, and Sales Consultant at ICICI Prudential Asset Management Company. Outside of her professional career, Shruti is interested in fitness, singing, and yoga.

TJ Gawalis is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2019, progressing through various positions including Financial Consultant I, Investment Consultant, PAS Portfolio Specialist, PAS Client Management Representative, Workplace Planning Consultant, and Workplace Planning Associate. This progression reflects his growing experience and expertise in financial consulting and investment management. In his current role, TJ works with clients to develop financial plans aimed at building, preserving, and distributing wealth. His objective is to help clients feel more comfortable and confident as they work towards their financial goals. Outside of his professional responsibilities, TJ has interests in fitness, hiking, music, outdoor adventures, reading, and volunteering.

Scott Henry is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1996. In his current role, he works with Fidelity High Net Worth Clients and their families to develop, implement, and maintain financial plans tailored to navigating various market conditions. He engages clients through a personal one-to-one Private Client relationship model. Over nearly three decades at Fidelity Investments, Scott has held multiple positions, progressing from Fidelity Brokerage Representative to Vice President and Financial Consultant. His areas of expertise include financial planning and client relationship management for high net worth individuals. Outside of his professional work, Scott has interests in baseball, fitness, social events with friends, golf, music, and tennis.

Alex Boyce is a Wealth Management Planning Consultant at Fidelity Investments in Plano. In this role, Alex collaborates with the Wealth Management Team to provide clients with the necessary resources for planning their financial futures. Alex's approach focuses on ensuring clients and their families have confidence in their advisors and Fidelity. Alex has been with Fidelity Investments since 2014, initially serving as a Senior Relationship Manager until 2019, before transitioning to the current role. This experience has contributed to a comprehensive understanding of wealth management and client relations. Outside of work, Alex has interests that include cooking and baking, socializing with friends, spending time at the lake, parenthood, caring for pets, and traveling.

Brad Kniff is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 33 years of industry experience. He has worked across various Fidelity entities since 1993, most recently joining Fidelity Investments in 2025. 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’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.