Claire Erickson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes positions at UBS, Bank of New York, and various educational institutions, including Rollins College and Westminster Academy. Outside of finance, she has experience running Erickson Chiropractic. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Lee is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He assists clients in building financial plans and educates them on various financial options, aiming to simplify concepts to focus on application and execution. He has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Christopher worked as an Operations Consultant at Bank of America from 2011 to 2014 and as a Credit Risk Analyst at United Bank from 2010 to 2011. Outside of his professional career, Christopher's personal interests include cars, family activities, golf, snowboarding, and traveling.

John Hill is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2017, progressing through various positions including Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, Personalized Planning & Advice, and Customer Relationship Advocate. John specializes in financial planning and investment guidance, partnering with families to develop comprehensive financial plans aimed at achieving financial freedom and resilience across varying market conditions. His approach focuses on empowering clients to make measurable changes in their financial lives through robust strategies. Outside of his professional work, John has interests in cars, family activities, and golf.

Canaan Yemane is currently a Financial Consultant I at Fidelity Investments. He has been with Fidelity since 2020 and has held several roles including Planning Consultant and Senior Regional Investment Consultant. Prior to Fidelity, Canaan worked as a Financial Service Representative at TD Ameritrade. His experience spans various aspects of financial planning and investment consulting. Canaan's professional philosophy centers on providing clear and empowering financial guidance to help clients understand their options and make informed decisions. Outside of his professional work, Canaan enjoys family activities, social events with friends, music, soccer, and tennis.

Ben Gibson is currently the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments in various financial consulting roles since 2008, gaining extensive experience in financial planning and client relationship management. Over his 17-year career, Ben has partnered with clients to develop personalized financial plans aimed at building and protecting their financial needs. His approach involves understanding clients on a personal level to tailor strategies that address both prosperous and challenging times, striving to present these strategies in an accessible and stress-free manner. Outside of his professional responsibilities, Ben has interests in biking, music as an instrumentalist, parenthood, and pets.

Ryder Jensen is a Vice President and Financial Consultant at Fidelity Investments, currently serving in this role since 2026. He has been with Fidelity Investments in various capacities since 2011, gaining extensive experience in financial consulting and investment solutions. His career progression includes positions such as Financial Consultant, Investment Consultant, Financial Representative, and Investment Solutions Representative, all within Fidelity Investments. Ryder focuses on helping families manage their resources to navigate both prosperous and challenging economic times. He emphasizes the importance of understanding the fundamental components of financial planning. He values the support and resources provided by Fidelity and his team in Plano, Texas.

Nate Pena-Alfaro is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2021, progressing through positions including Investment Consultant, Planning Consultant, and Central Relationship Manager. Before joining Fidelity, he worked as a Financial Advisor at Equitable Advisors from 2019 to 2021. Throughout his career, Nate has partnered with individuals and families to help align their financial decisions with their personal goals and values. His approach emphasizes collaboration and transparency to build enduring client relationships. Outside of his professional work, Nate has interests in camping, cars, fishing, fitness, golf, and outdoor adventures.

Laura Rodriguez is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2014, advancing through various roles including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Service Representative, and Inside Sales Representative. With over a decade of experience in the financial services industry, Laura focuses on providing a personalized and high-touch experience to sophisticated families. Her approach emphasizes attentiveness, detail, and a forward-thinking mindset aimed at delivering an elevated client experience. Outside of her professional career, Laura enjoys football, tennis, music, singing, and participating in social events with friends. She is also involved in volunteering activities.

William Caldwell is a Planning Consultant who collaborates with Financial Consultants to assist clients in understanding key financial concepts and establishing goals tailored to their needs. He emphasizes integrity, positivity, and professionalism in his client interactions, aiming to build long-lasting relationships with each individual he serves alongside his advisor. His professional experience includes roles such as Investment Solutions Representative at Fidelity Investments from 2024 to 2025, and Workplace Planning Associate at Fidelity Investments from 2022 to 2024. Prior to that, he worked as a Mortgage Loan Originator at PennyMac between 2021 and 2022, and as a Home Advisor at Mr. Cooper from 2020 to 2021. Outside of his professional responsibilities, William enjoys attending concerts, participating in family activities, fitness, football, golf, and watching movies.

Matthew Fortado is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been part of Fidelity Investments since 2018, serving in various roles including Planning Consultant, Workplace Planning Consultant, and Securities Trader. Prior to joining Fidelity, he worked as an Insurance Advisor at Statefarm Insurance from 2016 to 2018. Throughout his career, Matthew has focused on providing financial planning and consulting services. His approach emphasizes creating customized financial plans that balance opportunities with risk management to help clients achieve their life goals and build confidence in their financial futures.

Alison Silva is a Financial Consultant currently working at Fidelity Investments since 2021. She has been with Fidelity Investments since 2020, initially serving as a Financial Consultant I before her current role. Prior to joining Fidelity, Alison held several positions including National Accounts Director at NexPoint Securities from 2019 to 2020, Vice President Broker Dealer Relations at Legendary Capital from 2018 to 2019, and Vice President Product Management at SC Distributors from 2014 to 2018. Her professional background encompasses financial planning, investment strategies, and risk management. Alison's approach focuses on building trust and lasting relationships while developing tailored financial strategies aligned with clients' goals. She emphasizes client confidence and empowerment throughout the financial planning process.

Ira Goble is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles in hospitality and education, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios through a systematic process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered investment company advisor and employs AI-driven methods in its investment approach.

Nolan Myers is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. In his current position, Nolan focuses on helping clients understand complex financial strategies and develop clear, actionable plans that reflect their individual goals, values, and long-term vision. Throughout his tenure at Fidelity Investments, Nolan has concentrated on providing tailored financial guidance to support clients' planning needs. His approach centers on clarity and confidence, ensuring clients are well-informed and comfortable with their financial decisions. Outside of his professional responsibilities, Nolan has interests in baseball, cooking and baking, football, and golf.

Tyrus Hill is a Financial Consultant at the Plano, Texas Investor Center with Fidelity Investments. In his role, he focuses on creating a warm and approachable environment to help clients feel comfortable discussing their financial matters. He emphasizes clear communication by removing jargon, enabling clients to better understand complex financial concepts and collaborate on developing strong financial plans. Tyrus has been with Fidelity Investments since 2018, holding various positions including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2015 to 2017.

Samuel Kayse is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at the University of Kentucky and various organizations in the Lexington area before joining Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction for its investment strategies.

Brent Truelove is the Vice President and Branch Leader at Fidelity Investments in Plano, where he focuses on fostering a Culture of Excellence. In his role, he partners with advisors and clients to develop trusted, lifelong relationships and create holistic financial plans tailored to client needs. Brent has held various positions at Fidelity Investments since 1995, including Branch Leader, Assistant Branch Office Manager, Regional FILI Sales Director, Senior Manager in PAS and Financial Planning, Operations Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Ed Jones. Outside of his professional career, Brent enjoys boating, fishing, golf, football, and spending time with his family at the lake.

Justin Pierce is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2012, progressing through several positions including Financial Consultant, Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Financial Representative. Throughout his tenure at Fidelity, Justin has developed a diverse understanding of financial advising and investment strategies. He emphasizes integrity and aims to understand what is most important to his clients to effectively partner with them on their financial journeys. Outside of his professional work, Justin has personal interests that include biking, cars, concerts, cooking and baking, family activities, and traveling.

Shawn Casey is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 1993. Outside of his advisory role, he maintains a landscaping and lawn service business in Allen, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers 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 to manage portfolios and serves as an adviser to multiple registered investment companies.

Stephen Sabino is currently serving as a Market Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to helping clients make sound financial decisions for themselves, their families, and loved ones. Since joining Fidelity Investments in 2015, Stephen has progressed through several leadership roles, including Regional Vice President in the Executive Service from 2022 to 2025, Vice President and Branch Leader from 2020 to 2022, Assistant Branch Leader from 2019 to 2020, and Team Leader in Investment Solutions from 2015 to 2019. His career reflects extensive experience in financial leadership and client advisory services. Outside of his professional role, Stephen has a diverse range of personal interests including boating, cooking and baking, being a foodie, parenthood, soccer, and traveling.

Lauren Fabry is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2018. She collaborates with individuals and families to develop financial plans aimed at meeting their unique goals and objectives. Building long-term relationships across multiple generations forms the foundation of her practice, where she acts not only as a trusted adviser but also as a partner guiding clients through life's changes. With over 20 years of experience in the financial services industry, Lauren's career includes positions as Financial Consultant and Investment Consultant at Fidelity Investments, as well as roles at UBS Wealth Management including Financial Advisor and Wealth Planning Analyst. She also worked in investor relations and marketing at Carlson Capital, L.P. from 2004 to 2012. Outside of her professional work, Lauren's personal interests include beach activities, cooking and baking, family activities, fitness, parenthood, and volunteering.