Erica Licon is a Planning Consultant at Fidelity Investments. In this role, she works with clients to assist them in pursuing their financial goals, leveraging the resources available at Fidelity. Erica emphasizes building long-term relationships by recognizing the unique circumstances and needs of each client. Her professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as Financial Advisor and Office Assistant positions at Thrivent Financial. These roles have contributed to her expertise in financial planning and client relationship management. Outside of her professional work, Erica enjoys family activities, golf, movies, soccer, and traveling.

Cristy Rivera Romero is an Investment Consultant at Fidelity Investments, where she has been employed since 2025. Prior to this role, she served as a Financial Representative at Fidelity Investments from 2024 to 2025. She began her financial services career as a Relationship Banker at Bank of America from 2023 to 2024. Cristy focuses on partnering with clients to develop tailored financial strategies and plans that provide clarity, direction, and purpose for their financial futures.

James Li is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been involved in various roles at Fidelity Investments since 2021, including positions as Workplace Planning Consultant I and II, and Regional Center Financial Representative. Throughout his career, James has focused on creating comprehensive financial plans tailored to clients' unique goals, aiming to provide clarity and direction for those seeking dedicated financial advice. James partners with clients to support them in building, protecting, and distributing their wealth. His approach involves helping clients navigate financial planning with a dedicated team to we work towards their objectives effectively. Outside of his professional responsibilities, James is interested in camping, cars, fitness, outdoor adventures, photography, and traveling.

Jonathan Rigby is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

John Nolan is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2020. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2015 to 2019. His background also includes various roles at USAA Financial Planning Services, where he worked from 2008 to 2014, including positions as a Financial Services Group Representative, Financial Advisor, and participating in a Professional Rotation program. John's experience spans a range of financial advisory and investment consulting roles, providing him with a comprehensive understanding of financial planning and client service. His approach involves collaborating with clients to understand their financial situations and lifestyle goals, enabling the creation of tailored financial plans with clear milestones and ongoing adjustments as needed. No information regarding his education, credentials, personal interests, or community involvement was provided.

Jaime Villarreal is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Jaime partners with clients to transform their financial goals into actionable plans, focusing on providing clarity and strategic insight. Jaime's professional experience includes previous roles as a Private Client Banker at JP Morgan Chase from 2022 to 2026 and as a Premier Banker at Wells Fargo from 2021 to 2022. This background contributes to a comprehensive understanding of client financial needs and portfolio management. Outside of professional commitments, Jaime engages in activities such as fitness, kayaking, outdoor adventures, and reading.

Brock Gallegos is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Texas A&M University and Blinn College. Outside of finance, he was involved with Bellows Window Cleaning for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Andrew Paz is a Financial Consultant with a focus on retirement planning. He guides clients through every stage of their financial journey, aligning strategies with personal goals to help create a secure future. Andrew emphasizes transparency and confidence, aiming to empower clients to make informed decisions that reflect their values and long-term aspirations. He has experience as a Financial Planner at Mission Financial Planners from 2023 to 2024 and as a Financial Advisor at Cetera Investors from 2019 to 2022. Andrew holds a Certified Financial Planner® designation and a California Insurance License. Outside of his professional work, Andrew has interests in board games, music, pets, and tennis.

Garrett Hargis is an Investment Consultant at Fidelity Investments, where he partners with clients to establish their financial goals and create personalized investment strategies aimed at long-term success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity, Garrett has developed expertise in client relationship management and investment solutions. His experience spans multiple facets of financial services, enabling him to support clients effectively in achieving their financial objectives. Outside of his professional work, Garrett has interests in baseball, football, golf, music, and skiing.

Leonardo Rivera is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at firms including Equitable Advisors and has operated small businesses providing notary services and power washing in San Antonio, TX. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of mandates including model portfolios, fund advisory, and discretionary management.

Linda Hernandez is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Her professional experience includes positions as an Investment Representative at Cuellar & Associates, LLC, and JP Morgan Chase, as well as roles in investment sales and service at Victory Capital and data analytics at JP Morgan Chase. Linda's expertise spans financial consulting, planning, investment representation, and data analytics. She is dedicated to simplifying the financial planning process for clients by guiding them through each step and addressing their concerns. She values building long-term relationships with clients to help them develop and implement financial plans aligned with their financial goals. Outside of her professional work, Linda has interests in fitness, military service, and running.

Tony Dolan is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016, advancing through roles such as Investment Consultant and Financial Consultant before his current position starting in 2025. Prior to Fidelity, Tony held various roles in financial advisory and wealth management at USAA from 2009 to 2016 and served as Regional Consultant at ING Funds from 2006 to 2009. With over 20 years of experience in financial services, Tony focuses on guiding individuals, families, and professionals in tax-efficient investing, retirement planning, and wealth protection. He emphasizes a personalized approach by understanding client goals and developing tailored strategies for building, preserving, and transferring wealth. Tony holds an AR Insurance License. Outside of his professional work, Tony enjoys outdoor activities such as beach visits, football, photography, traveling, and exploring culinary interests as a foodie.

James Beaulieu serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2017. He works with affluent families to co-create comprehensive financial plans and develops individualized strategies aimed at helping them achieve their financial aspirations. His practice includes meeting clients in various settings, including in-office, remote, virtual, and by phone. James's professional approach is characterized by his dedication, authenticity, and a focus on making a positive impact in the lives of those he works with. Additional details about his education, credentials, personal interests, or community involvement have not been provided.

Scott Miller is a Vice President and Financial Consultant currently working with Fidelity Investments since 2023. He has held leadership roles in the financial services industry, including serving as Vice President and Branch Manager at Charles Schwab from 2020 to 2023, and as Branch Manager at TD Ameritrade from 2013 to 2020. Prior to his management roles, he was a Senior Financial Consultant at TD Ameritrade from 2010 to 2013. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Scott focuses on partnering with clients and their families to pursue their unique financial goals. He is committed to helping clients attain their objectives through personalized financial planning and consultation.

Kyle Langford is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to develop and implement sustainable financial plans aimed at providing confidence and security. He emphasizes building long-lasting relationships grounded in trust and dependability to support clients through important life events. Kyle has been with Fidelity Investments since 2020, progressing through several roles including Financial Representative, Planning Consultant, and Financial Consultant before his current position as Vice President. This experience has provided him with a comprehensive understanding of financial planning and client service within the firm.

Rebecca Montes is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She previously served as a Financial Consultant I at Fidelity Investments from 2024 to 2025. Prior to joining Fidelity, Rebecca worked as a Portfolio Manager at WestStar Bank from 2023 to 2024 and as a Client Specialist at Edge Capital Group from 2017 to 2022. In her role, Rebecca helps clients create, implement, and adhere to financial plans designed to provide peace of mind. She focuses on building long-lasting relationships based on trust and aims to be a reliable advisor for clients at any stage of their life. Outside of her professional work, Rebecca's personal interests include fitness activities such as Pilates, running, and snowboarding, as well as spending time with pets and traveling.

Kent Clark is a CFP® with 22 years of industry experience, currently serving at Fidelity Investments. His work history includes roles at Fidelity and Charles Schwab, with over eight years at FIDELITY Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds unique roles such as registration with the CFTC and advisory positions to multiple fund-of-funds.

Charlie De Leon is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through roles including Fidelity Representative I, Financial Representative II, and Financial Consultant. Prior to joining Fidelity, he held financial representative positions at US Global Investors and Morgan Stanley. Charlie focuses on helping clients identify and articulate their financial goals, guiding them through complex financial planning processes to build customized plans and manage risks. He emphasizes ongoing client engagement, regularly reviewing plans to ensure alignment with clients' evolving needs and preferences, and collaborates with teammates and business partners to provide responsive customer service. Outside of his professional work, Charlie has personal interests in cars, comedy, golf, music, tennis, and traveling.

Catherine Blyden is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2015, with additional experience at Agile Group USA. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Kyle Irwin is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He focuses on understanding clients' individual financial situations, concerns, and goals to effectively address their priorities. Kyle collaborates with clients to create personalized financial plans and shares ideas aimed at enhancing their financial future. He emphasizes working ethically and diligently for the people of South Texas and their families. Kyle has extensive experience within Fidelity Investments, having held various roles since 2009, including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Case Manager, PCG Relationship Manager, Premium Service Representative, and Financial Service Representative. Prior to joining Fidelity, he worked as an Insurance Sales Representative at Western & Southern Financial Group from 2008 to 2009. Kyle holds a California Insurance License. Outside of his professional work, he has personal interests in baseball, football, family activities, movies, social events with friends, and parenthood.

Sebastian Barraza is a financial advisor with Fidelity in San Antonio, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Redwood Residential and held various roles in other companies. Outside of his advisory work, he is an independent contractor assisting with real estate leasing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David DeCorrevont is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I at Fidelity from 2024 to 2025. Before joining Fidelity, David worked as a Financial Advisor at Robert W. Baird & Co. Inc. from 2018 to 2024 and started his career there as a PWM Foundations Associate from 2016 to 2018. David focuses on providing personalized, hands-on service tailored to each client's unique needs, emphasizing thoughtful planning and clear communication. He prioritizes building relationships and helping clients define meaningful financial goals with clarity and confidence. Outside of his professional work, David has interests in fitness, football, outdoor adventures, parenthood, scuba diving, and skiing.

Tristan Alvarado is a Planning Consultant with experience in the financial services sector. He has worked as a Financial Advisor at Equitable from 2021 to 2025. Tristan transitioned from studying medicine in high school and college to pursue his passion for personal finance, beginning his career in a financial firm after graduation. He focuses on connecting with clients to understand their goals and dreams, helping them plan for their future and that of their loved ones. Outside of his professional role, Tristan has interests in baseball, fitness, football, attending social events with friends, and playing musical instruments.

Riley Rodman is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also serves as a commodity pool operator and advises multiple registered investment companies, incorporating AI and established governance procedures in its operations.

Luke Peretti is a Series 66-licensed financial advisor with Fidelity Investments in San Antonio, TX. He has experience working at several firms, including Prolific and Hilltop Securities, and has held roles outside finance, such as with Aggieland Executive Transportation and Texas A&M University. He occasionally conducts research studies outside his primary advisory duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies across various investment vehicles.

Chance Stephenson is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their unique goals and situations. He began his career at Kennedy Financial Services as a Client Advocate from 2021 to 2022 before joining Fidelity Investments. At Fidelity, he has held multiple roles including Client Relationship Advocate, Investment Solutions Representative 1, Investment Consultant, and Planning Consultant, demonstrating a progressive career within the firm. Throughout his tenure at Fidelity Investments, Chance has gained experience in client advocacy, investment solutions, and financial planning. His approach focuses on understanding individual client needs to create customized financial strategies. Outside of his professional work, Chance enjoys camping, cars, fitness, hiking, and running.

David Doutre is a Financial Consultant currently with Fidelity Investments, a role he has held since 2020. He began his career in the financial services industry following years of military service. Prior to his current position, David was an Investment Consultant at Charles Schwab & Co., Inc. in 2020 and served as a Financial Advisor at USAA Financial Advisors, Inc. from 2010 to 2020. With over 15 years of experience, David focuses on understanding each client's unique situation to collaboratively develop personalized financial roadmaps. He holds insurance licenses in Arkansas and California, which support his advisory services. His approach emphasizes providing clients with clarity, confidence, and conviction as they work toward their financial goals. Outside of his professional life, David engages in activities such as family time, hiking, reading, volunteering, and maintains a connection to his military background and parenthood.

Philip Krebsbach is an Investment Consultant with experience as a Wealth Advisor at Fidelity Investments since 2022. Prior to this, he served as a Wealth Advisor at USAA from 2017 to 2022. In his roles, he focuses on understanding client goals to work towards making those dreams a reality. Outside of his professional responsibilities, Philip has interests in food, golf, parenthood, and traveling.

Mo Rhadbane is a Planning Consultant at Fidelity Investments, where he currently works with clients to develop and implement comprehensive financial plans. He emphasizes the importance of understanding each client's unique financial and personal goals to build strong, trust-based relationships. Mo has extensive experience in the financial services industry, having worked in various consultant roles. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2022 to 2024 and at Charles Schwab from 2017 to 2022. His career with Fidelity Investments began in 2001, where he held roles including Investment Consultant and Financial Representative. Throughout his career, Mo has focused on helping clients articulate their goals and navigate evolving financial needs through collaborative planning processes.

Ben Pruett is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2001. He has been with Fidelity Investments since 1993, beginning as a Financial Representative III before advancing to his current role. With over two decades of experience at the firm, he works with clients to assist them in pursuing their financial goals. Ben emphasizes building long-term relationships with his clients and their families, recognizing that each client has unique circumstances and needs. He utilizes the breadth of resources available at Fidelity to support his clients effectively. No information about his education, credentials, personal interests, or community involvement has been provided.

Jaron Lewandowski is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to understand their financial goals, develop personalized investment plans, and provide guidance on portfolio management. His approach emphasizes transparent communication regarding investment performance and associated costs, leveraging Fidelity's research and specialist resources. Prior to his current position, Jaron accumulated financial advisory experience at Fidelity Investments starting in 2022, and previously held various roles at Charles Schwab from 2016 to 2022. His positions there ranged from Brokerage Service Representative to Senior Financial Consultant and Vice President, Financial Consultant. This progression reflects his background in client financial services and investment consulting. Details regarding his educational background, credentials, and personal interests have not been provided.

Jackson Hairston is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. He has a background that includes work at Equitable Advisors and academic involvement at Southern Methodist University’s Cox School of Business. Outside of his advisory role, he has experience with the Indian Hill Club and a golf-related venture called Power of the Golf Ball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including institutional and retail investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies incorporating AI and long-term asset allocation strategies.

Daniel Santoyo is a financial advisor with Fidelity in San Antonio, TX, holding Series 63 and Series 66 registrations and one year of industry experience. His prior work includes roles at BMO Bank US and Spectrum (Charter Communications), among others. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients through discretionary portfolio management, advisory services, and fund advisory. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Audrey Kimball is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she served as a Planning Consultant from 2021 to 2024 and as an Investment Solutions Representative from 2019 to 2021, all within Fidelity Investments. Her professional focus involves helping clients navigate complex financial decisions by analyzing risks and developing comprehensive financial plans. Audrey holds a California Insurance License, supporting her ability to offer informed advice on insurance-related financial matters. She is dedicated to empowering individuals to simplify their financial lives and create strategies for building, preserving, and distributing wealth. Outside of her professional work, Audrey enjoys a variety of personal interests including board games, food, movies, music, reading, and singing.

Andy Jamieson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He assists clients and their families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Andy aims to build strong relationships with his clients based on trust, reliability, and competency. Andy has extensive experience in the financial industry, having held roles such as Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2018 to 2021, and Financial Advisor at AXA Equitable from 2016 to 2018. His background reflects a consistent focus on investment and financial advisory services. Outside of his professional work, Andy engages in family activities, social events with friends, and volunteering.

Christopher Mata is a Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients to develop and implement financial plans using a variety of financial planning tools and investment options available at Fidelity. He focuses on wealth planning and aims to help clients work toward achieving their financial goals while providing customer service. Christopher has a broad background in financial services, with experience dating back to 2002. Prior to his current role, he held positions including Investment Representative and Relationship Manager at Fidelity Investments, Account Executive at JP Morgan Chase Private Bank, Personal Banker at Chase Bank, and Financial Advisor at American Express Financial Advisors. Outside of his professional work, Christopher enjoys family activities, fitness, exploring food, hiking, and traveling.

Sven Liane is a financial advisor at Fidelity with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. In addition to his advisory role, he engages in part-time executive coaching as a sole proprietor. Fidelity, through its Strategic Advisers division, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Luis Carrillo is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2009 to 2013. Luis's approach to financial consulting emphasizes the importance of creating individualized financial plans. He collaborates with clients to articulate their financial and personal goals and develop comprehensive plans tailored to their unique situations. This collaborative process aims to build strong client relationships based on trust, which he considers essential for addressing clients' evolving financial needs.

Kendall Villarreal is a financial advisor with Fidelity Investments in San Antonio, TX. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Heb, Tomball Ford, Texas A&M University, and Incarnate Word High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Desmond Daigle is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Retirement Solutions Representative. Throughout his career, Desmond has focused on financial planning and wealth management, assisting clients in navigating major financial decisions and avoiding critical mistakes. He approaches his work with integrity and a servant mindset. Outside of his professional responsibilities, Desmond has interests in concerts, fitness, music as an instrumentalist, outdoor adventures, and parenthood.

Ashley Simpson is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she works with clients to develop personalized, goal-based financial plans by delivering guidance on investments, retirement readiness, and long-term strategy to support confident, informed financial decision-making. Ashley has been with Fidelity Investments since 2022, progressing through various roles including Defined Contributions Representative, Customer Relationship Advocate, and Relationship Manager. This experience has provided her with a broad understanding of client needs and financial services. Outside of her professional work, Ashley enjoys cooking and baking, outdoor adventures, parenthood, and traveling.

Clay Crosby is a Financial Consultant at Fidelity Investments, where he has been working since 2025. His professional journey at Fidelity began in 2022 and includes roles as a Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity Investments, Clay worked in Private Wealth Management at Rockefeller Capital Management from 2021 to 2022. He believes that financial planning extends beyond building wealth to transforming financial complexity into clarity, allowing clients to focus on what matters most. Clay develops personalized strategies by understanding each client's unique goals and circumstances, helping them navigate life's financial opportunities and challenges with confidence. Outside of his professional life, Clay enjoys football, golf, skiing, and spending time with his pets.

Robert Davila is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes roles at USAA and various positions related to higher education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Hugh Armstrong currently serves as Vice President and Branch Leader at Fidelity Investments, where he leads and develops a team of financial professionals at the San Antonio Investor Center. In his role, he focuses on partnering with clients to plan for their financial goals by building strong relationships and providing a customized planning experience tailored to each client's story. Armstrong has held multiple leadership positions at Fidelity Investments since 2014, including Team Leader roles in Advisory Services, Service Support Group, and Client Services. His progression through these roles reflects his experience in managing teams and supporting client-focused financial services. No additional information on education, credentials, personal interests, or community involvement has been provided.

Steven Hart is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has developed over 27 years of experience in the financial industry, focusing on creating and maintaining comprehensive financial plans tailored to the unique needs of his clients. Steven emphasizes the importance of communication and personal relationships in effectively assisting clients with their financial goals. His career at Fidelity Investments includes roles such as Senior Relationship Officer, Financial Planning Consultant, Investment Solutions Representative, and Brokerage Trading Representative. This extensive experience has contributed to his expertise in financial consulting and client relationship management. Steven holds an insurance license in Arkansas. Outside of his professional work, Steven enjoys activities such as going to the beach, biking, cooking and baking, socializing with friends, photography, and traveling.