Jonathan Pollack is a Financial Consultant currently serving clients at Fidelity. He has held several roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial Services LLC from 2022 to 2023. His professional background is complemented by his service as a U.S. Army Special Forces Green Beret, which has contributed to his strategic approach to financial planning. Jonathan holds a California Insurance License, supporting his work in financial consulting. Born and raised in Northern Nevada, Jonathan is committed to serving his community. His personal interests include family activities, fitness, football, military service, pets, and volunteering.

Bill Harkey is currently employed as a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Manager at Fidelity Investment from 2019 to 2021 and as a Financial Advisor at Edward Jones from 2017 to 2019. He holds a California Insurance License. Bill focuses on developing long-lasting relationships with clients to understand what is important to them and to assist them in working toward their financial goals. His experience spans client relationship management and financial advising. Outside of his professional work, Bill has interests in baseball, concerts, golf, reading, theater, and traveling.

David Marquez is a financial advisor with Fidelity, holding a Series 66 designation. He has prior work experience at Zions Bancorporation, Wells Fargo Bank, Candle Science Inc., OnTrac, and Save Mart Supermarkets. Marquez is based in Reno, NV, and has been with Fidelity since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Justin Boucher is a Planning Consultant at Fidelity Investments, where he has worked since 2024. He has held various roles within Fidelity Investments, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Justin gained experience as a Financial Planner at Prudential Financial and has held positions such as Associate Financial Advisor, Financial Advisor, and Paraplanner at multiple firms including Open Window Financial Solutions, Ameriprise, Merrill Lynch, and Waddell and Reed. He also owned Justin Boucher Advisory Services from 2017 to 2018. Justin holds a California Insurance License. His professional approach focuses on collaboration, active listening, and empathy to build long-term partnerships with clients. He emphasizes open communication and a holistic strategy to address clients' financial needs while maintaining transparency and reliability throughout their financial journey. Outside of his professional life, Justin has interests in board games, football, parenthood, pets, and snowboarding.

Wylie Nelson is a Planning Consultant at Fidelity Investments where he partners with clients and their Financial Consultant to co-create personalized financial plans aligned with their unique goals. His role involves supporting clients with a range of financial needs. Prior to his current position, Nelson held roles at Fidelity Investments including Investment Solutions Advisor and Financial Representative. He has also worked as a Financial Solutions Advisor at Merrill, Financial Advisor at Edward Jones, and Investment Consultant at Scottrade, gaining diverse experience across the financial services industry. Nelson holds a California Insurance License and brings practical expertise from his various positions within the financial sector. His career reflects a commitment to assisting clients through tailored financial planning and investment strategies.

John Halki is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of experience in the industry, having joined Fidelity Investments in 2026. Prior to his current role, his background includes positions at FedEx Ground, Wade Metal Works, Skyline Kitchen, Eldorado Resorts, and the University of Nevada, Reno. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and offers model portfolios utilizing systematic methodologies.

Michael Ciocca is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. He has accumulated experience in the financial services industry through positions such as Vice President Financial Consultant at Charles Schwab Inc. from 2023 to 2024, Senior Associate Wealth Advisor at Schwab Wealth Advisory from 2021 to 2023, and Financial Advisor at LPL Financial from 2018 to 2021. Michael holds a California Insurance License and applies his core business beliefs and values to treat clients with care, emphasizing proactive planning to prevent reactive repair. Outside of his professional work, Michael enjoys attending concerts, fitness activities, golf, snowboarding, and traveling.

Robert Hallowell Jr. is a financial advisor with Fidelity in Reno, NV, holding Series 63 and Series 66 licenses. He has no prior industry experience but has worked in roles outside of finance, including at Palisades Tahoe and TowPro Lifts, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Shawn Hight is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. His professional focus centers on assisting clients in achieving their financial goals through a client-oriented approach. Prior to his current position, Shawn served as an Associate Financial Advisor at Ameriprise Financial from 2017 to 2020. He has also held roles including Director of Financial Planning and Operations at Haydel Biel and Associates, Investment Operations Associate at Northwestern Mutual, and Analyst - Loan Service Technician at Sabal Financial Group. Shawn holds a California Insurance License, supporting his expertise in financial consulting and insurance. Outside of his professional work, he engages in activities such as football, golf, hiking, outdoor adventures, snowboarding, and values parenthood.

Jared Landis is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Charles Schwab Bank. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Matthew Moore is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has held several roles within Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. His professional focus is on developing financial plans and investment strategies in partnership with his clients to help them achieve their financial goals. Matthew holds a California Insurance License, supporting his role in financial services. He emphasizes building meaningful relationships with clients and their families through the wealth planning process, ensuring clients feel heard and valued. Outside of his professional career, Matthew enjoys biking, camping, fishing, golf, hiking, and skiing.

Brian Nervino is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. In his current role, he works closely with clients and their families to develop financial plans that align with their near and long-term goals. He also reviews, implements, and monitors investment strategies to ensure they remain effective over time. Brian's professional experience at Fidelity Investments spans several roles, including Investment Consultant from 2020 to 2021 and Financial Representative from 2015 to 2020. He holds a California Insurance License, supporting his ability to provide comprehensive financial services. Outside of his professional work, Brian enjoys various outdoor activities such as biking, camping, fishing, hiking, outdoor adventures, and skiing.

Sean Reardon is a Financial Consultant currently with Fidelity Investments, a position he has held since 2023. He has over a decade of experience in the financial advisory field, having worked previously as a Financial Advisor at Wells Fargo Advisors from 2015 to 2023, Merrill Lynch from 2012 to 2015, and as a Financial Representative at Country Capital from 2011 to 2012. Throughout his career, Sean has focused on building lasting relationships with clients and providing financial guidance tailored to their specific investment objectives. He employs a collaborative process to implement wealth-building strategies, emphasizing professional integrity and personal service. Sean holds a California Insurance License. Outside of his professional life, Sean enjoys traveling with his wife and four children. His personal interests include cars, golf, sailing, scuba diving, and skiing.

Christina Haddix is an Investment Consultant at Fidelity Investments, where she provides financial guidance tailored to clients' individual goals. She aims to simplify complex financial topics, build client confidence, and create personalized strategies to support long-term financial well-being. Christina has held various roles at Fidelity Investments since 2021, including Customer Relations Associate, High Net Worth Associate, Investment Solutions Representative 1, and Relationship Manager. Her experience spans multiple facets of investment management and client relations. She holds a California Insurance License. Outside of work, Christina enjoys camping, concerts, hiking, museums, snowboarding, and traveling.

Massimo Hoffmann is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at JP Morgan Chase and Greater Nevada Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Kevin Dunn is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2008. He has worked with Fidelity for 25 years, including time as a Financial Representative from 1999 to 2007. His work centers on wealth planning and assisting clients in pursuing their financial goals through strategies tailored for various investor styles. Kevin holds a California Insurance License, supporting his expertise in financial consulting. Throughout his tenure at Fidelity, he has focused on delivering trusted financial strategies aligned with the firm's reputation. No additional information regarding education or personal interests has been provided.

Mark Mitchell is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he has worked with a diverse client base including young professionals aiming to build wealth and retirees focused on preserving their assets and planning for retirement. He emphasizes tailored financial services to address each client's unique needs and goals. Mark holds a California Insurance License. Outside of his professional work, he engages in family activities as well as hobbies such as fishing, golf, outdoor adventures, skiing, and traveling.

Shane Dean is a Financial Consultant currently working at Fidelity Investments since 2022. He has accumulated experience in various roles within the financial services industry, including Investment Consultant at Charles Schwab in 2022, Relationship Manager at Fidelity Investments from 2020 to 2022, Financial Representative at Fidelity Investments from 2019 to 2020, and Originating Loan Officer Assistant at Guild Mortgage from 2017 to 2019. Born and raised in Nevada and an alumnus of the University of Nevada, Shane is a CERTIFIED FINANCIAL PLANNER® professional. He holds a California Insurance License. His professional focus is on developing comprehensive financial plans tailored to his clients' needs. Outside of his professional work, Shane enjoys camping, hiking, snowboarding, traveling, exploring culinary experiences as a foodie, and spending time with his pets.

McKay Robbins currently serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. Prior to this position, he was a Senior Manager at Morgan Stanley in 2023 and has held several branch management roles, including Branch Manager at E*TRADE from 2018 to 2023 and at Scottrade from 2014 to 2018. He began his career as a Financial Consultant at E*TRADE from 2006 to 2011 and then at TD Ameritrade from 2011 to 2014. Throughout his career, McKay has worked closely with financial consultants and support associates to assist clients in preparing, planning, and pursuing their financial goals. His experience spans various leadership roles in well-known financial institutions. Outside of his professional life, McKay enjoys football, golf, hiking, motorcycles, outdoor adventures, and volunteering.

Christopher Knight is a Financial Consultant currently working with Fidelity Investments since 2020. He has held various roles in the financial services industry, including Vice President and Financial Consultant at Charles Schwab from 2018 to 2020, and Associate Financial Consultant at Charles Schwab from 2017 to 2018. Prior to that, he served as a Financial Representative at Fidelity Investments from 2015 to 2017. His professional experience encompasses a range of financial consulting roles, reflecting a commitment to helping clients pursue their financial goals. Christopher holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Christopher has personal interests in fitness and music, specifically as an instrumentalist.