Matthew Wallace is a Benefits & Planning Consultant with the Executive Services team at Fidelity Investments. In his current role, he supports Executive Planning Consultants by meeting with clients to help them understand and maximize their employer-sponsored benefits, including 401(k) plans, pension benefits, and company stock programs. Matthew has been with Fidelity Investments since 2022, beginning his tenure as a Workplace Planning Consultant III before transitioning to his current position in 2026. His work focuses on providing education and guidance regarding available benefits, answering client questions, and assisting clients in making informed decisions to maximize the value of their benefits. Outside of his professional role, Matthew enjoys bowling, spending time with pets, snowboarding, and traveling.

Eric Wellford is a Benefits & Planning Consultant in Executive Services. He provides benefits guidance and planning support for executives. Eric has been with Fidelity Investments since 2021, starting as a Workplace Planning Consultant I-3 before becoming a Benefits & Planning Consultant in 2026. In his personal time, Eric enjoys art, camping, hiking, photography, and traveling.

Shawn Ingram is a Planning Consultant who assists clients in achieving their financial goals by collaborating with them to create actionable and accessible financial plans. He currently works at Fidelity Investments, where he has held several roles since 2023. His positions have included Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, reflecting his experience in various aspects of client relationship management and investment solutions within the firm.

Larry Melton Jr. is a CFP® with 13 years of industry experience currently practicing at Fidelity in Raleigh, NC. His career includes prior roles at Facet Wealth, Charles Schwab, and TIAA, as well as multiple periods with Fidelity Investments. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Michael Compitello is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Workplace Planning Consultant I, II, and III. As a Certified Financial Planner, Michael collaborates with clients to develop personalized financial plans aimed at achieving their specific goals and aspirations. He emphasizes empathy, attentive listening, and building trust to create a welcoming environment for his clients. His approach involves strategizing and implementing financial solutions that support clients' definitions of success. Outside of his professional role, Michael has personal interests in cooking and baking, fitness, hiking, pets, soccer, and traveling.

Quintin Ellis is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining the financial industry, he spent six years with the Frisco RoughRiders. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Dario Martinez is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. He has held several positions at Fidelity Investments since 2021, including Investment Solutions Representative II, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, Dario worked as a Relationship Banker at Bank of America from 2020 to 2021 and as a Junior Associate at Sterling Financial Group from 2017 to 2020.

Evan Weiss is a Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients develop comprehensive financial plans through communication, thoughtful planning, and detailed analysis, aiming to serve as a reliable resource for his clients throughout their financial journeys. Prior to his current role, Evan was a Financial Solutions Advisor at Merrill Lynch from 2017 to 2021 and a Financial Analyst at RE1 Advisor from 2015 to 2017. His experience spans various aspects of financial planning and analysis. Outside of his professional work, Evan has interests including camping, cars, hiking, photography, traveling, and volunteering.

Earl Snyder is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. He has held various roles at Fidelity, beginning as a Workplace Planning Consultant I in 2022 and progressing through Workplace Planning Consultant II and III positions before assuming his current role in 2026. Throughout his career, Earl focuses on building genuine relationships to co-create personalized financial strategies that align with his clients' goals and values. He emphasizes consistent support and clear communication in his client interactions. Outside of his professional responsibilities, Earl engages in activities such as football, hiking, traveling, and volunteering.

Lyndsay Larkin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, she worked at Whole Foods and in healthcare organizations including UnityPoint Health and CarePartners. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles for multiple registered investment companies, and incorporation of AI in its research.

Eric Svenson is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios.

Kyle Tricarick is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, and multiple levels of Investment Solutions Representative before assuming his current consultant role. Prior to Fidelity, he was a Broker Trainee at Aegis Capital Corp from 2020 to 2021. Kyle focuses on leveraging planning tools and disciplined investment principles to assist clients in navigating their benefits and establishing a clear path toward their financial goals. His approach emphasizes structure, thoughtful analysis, and maintaining a long-term perspective. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle enjoys board games, family activities, fitness, social events with friends, and playing tennis.

Jessica Nycz is a Planning Consultant at Fidelity Investments, where she collaborates with advisers and clients to develop and implement comprehensive financial plans aimed at achieving clients' financial goals. She provides clients with the knowledge and resources necessary to make informed financial decisions. Jessica has held various roles within Fidelity Investments since 2022, including Workplace Planning Consultant I, Workplace Planning Consultant II & Help Desk, and currently, Planning Consultant. Through these positions, she has gained experience in financial planning and client support. Outside of her professional responsibilities, Jessica enjoys engaging in family activities, watching movies, visiting museums, solving puzzles, reading, and traveling.

Angelica Villafana-Maria is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, advancing through several roles including Investment Consultant, Relationship Manager, and Workplace Planning Consultant. Prior to joining Fidelity, she worked as a Financial Representative at NCSECU. With over a decade of experience in financial services, Angelica specializes in partnering with individuals and families to develop personalized financial plans that align with their goals. Her approach emphasizes understanding clients' priorities to create strategies that support their financial futures. Outside of her professional work, Angelica enjoys beach activities, spending time with family, and traveling.

Shaun Rowell is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2021. In his current capacity, he focuses on providing a comprehensive approach to managing wealth, emphasizing a holistic understanding of clients and their financial goals. Shaun collaborates with clients to build personalized financial plans that remain flexible to accommodate changing needs and market conditions. His work is centered on delivering an excellent client experience and supporting clients in pursuing their financial objectives. Outside of his professional responsibilities, Shaun enjoys activities such as biking, camping, scuba diving, skiing, surfing, and exploring food.

Chase Hill is an Investment Consultant at Fidelity Investments, a position he has held since 2024. In this role, he assists clients in navigating a seamless planning process by understanding their current financial situation and future goals to co-create tailored financial plans. Prior to this, he served in various positions at Fidelity Investments, including Relationship Manager, Workplace Planning Consultant II, Workplace Planning Consultant I, and Workplace Planning Associate from 2021 to 2024. Before joining Fidelity, Chase was a Financial Representative at Northwestern Mutual from 2018 to 2019. Chase holds an Arkansas Insurance License, which supports his expertise in financial planning and investment consulting. His professional experience spans across different facets of financial services, focusing on collaborative planning and aligning strategies with clients' life events and objectives.

Joshua Soucy is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a hybrid approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and maintaining oversight of delegated sub-advisers.