Connor Eastland is a Planning Consultant at Fidelity Investments, where he assists clients in making informed financial decisions through personalized planning tailored to their individual goals. He began his career with Fidelity Investments in 2020 and has held several roles within the company, including Financial Associate, Retirement Brokerage Services, Investment Solutions Representative, and now Planning Consultant. Throughout his tenure at Fidelity, Connor has gained experience in various aspects of financial services, focusing on developing and implementing strategies that support clients' financial objectives. His progression within the company reflects his commitment to his profession and clients. Connor is dedicated to making a meaningful difference in the lives of the people he works with by providing personalized, knowledgeable financial guidance.

Keanna Franklin is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she collaborates with clients and advisors to develop financial plans tailored to individual goals and circumstances. Prior to becoming a Planning Consultant, she worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Her professional experience is focused on financial planning and client relationship management within Fidelity Investments. Outside of her professional work, Keanna has interests that include cooking and baking, exploring food as a foodie, caring for pets, attending theater, volunteering, and practicing yoga.

Robert Marquardt is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2004, progressing through various roles including Financial Consultant, Investment Consultant, and Fixed Income Specialist. With 20 years of experience in the financial services industry, Robert specializes in delivering trusted financial guidance and solutions to clients. He emphasizes ethics and personalized service, treating clients with the care he would extend to his own family. Outside of his professional work, Robert enjoys camping, golf, hiking, skiing, and spending time with his family and pets.

Hank Alven is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he spent ten years working with Dallas ISD and DSD Energy. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool operations and advisory services for multiple registered funds.

Troy Estacion is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2021, progressing through roles including Investment Management Consultant, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his career at Fidelity Investments, Troy has gained experience in investment consulting and financial representation. He focuses on creating comprehensive financial plans tailored to his clients' unique goals. Outside of his professional work, Troy has interests in beach activities, fitness, football, pets, and running.

Jack Dean is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held roles at several firms, including Ifratelli and Ebb & Flow, alongside periods as a student. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Mike Gresham is a Financial Consultant at Fidelity Investments. In this role, he works closely with clients to develop financial plans tailored to their goals and unique circumstances. Mike emphasizes understanding what matters most to his clients to help shape their financial futures. He has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Financial Consultant I before becoming a Financial Consultant in 2024.

Josh Botana is a Financial Consultant at Fidelity Investments, where he collaborates with clients to pursue their financial and retirement goals. He emphasizes building trust and creating personalized plans to help clients strive for their financial objectives and gain confidence in their retirement outlook. Josh has held various roles at Fidelity Investments since 2018, including positions as a Financial Consultant, Financial Consultant I, Planning Consultant, Workplace Planning Consultant, and Customer Relationship Advocate. This progression reflects his experience in financial planning and client relationship management. Outside of his professional work, Josh has interests in art, family activities, movies, parenthood, traveling, and writing.

James Bradshaw is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2023. Prior to his advisory role, he had various engagements including positions at The University of Oklahoma and Strake Jesuit College Preparatory. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing multiple registered investment companies and using systematic methodologies alongside AI in its investment process.

Winifred Holzwarth is currently a Financial Consultant I at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has served in roles including Investment Consultant and Planning Consultant before her current appointment. Prior to her tenure at Fidelity Investments, she worked as a Financial Planner at Mid Atlantic Financial Group from 2019 to 2023. Her approach to financial planning emphasizes a proactive and strategic methodology, focusing on integrity, collaboration, and addressing the client's entire financial picture. She aims to provide clients with reassurance by considering all aspects of their financial plans, designed to perform under varying market conditions. Outside of her professional work, Winifred engages in activities such as art, attending concerts, fitness, skiing, traveling, and volunteering.

Kuntal Hazari is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations. Outside of advising, Hazari is involved in quick service restaurant operations and education through his roles overseeing multiple businesses, including Kittu Foods, The Sandwich Store, and Ariadne Academy. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Matthew Adams is a Planning Consultant at Fidelity Investments, where he partners with local clients and their families to develop financial plans aimed at achieving their financial goals. He has held several positions within Fidelity Investments, starting as a Customer Relationship Advocate in 2023, followed by roles as Investment Solution Representative I and Investment Consultant before becoming a Planning Consultant in 2026. His professional experience reflects a progression within the financial services industry, focused on investment consulting and planning. Outside of his professional role, Matthew enjoys football, hiking, music, outdoor adventures, reading, and running.

Louis Satisky is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity divisions since 1998. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Zaccai Leininger is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has worked with firms including Fidelity Investments and Republic Finance. Outside of finance, he operated a lawncare business for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including multi-manager and fund-of-funds structures.