Timothy Collins is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Fidelity Investments in various roles since 2000. Strategic Advisers LLC, a Fidelity Investments company, offers 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jackson Geiser is a financial advisor at Fidelity with the Series 66 designation and two years of industry experience. Prior to joining Fidelity, he was involved with several businesses including HammerLinq Automation, where he serves as owner and independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it also serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Jennifer Brugnola is a Financial Consultant currently working at Fidelity Investments since 2021. She has been involved in the financial advisory field for over a decade, with a career that began as an Executive Assistant at Lincoln Financial Advisors from 2008 to 2010. Her experience includes roles at Charles Schwab, where she served as a Client Relationship Specialist from 2010 to 2014, Associate Financial Consultant from 2014 to 2017, and Vice President, Financial Consultant from 2017 to 2021. Throughout her career, Jennifer has focused on creating personalized financial strategies that align with her clients' goals, simplifying complex decisions and providing tailored guidance. Jennifer's approach centers on understanding what matters most to her clients to help them feel more in control and intentional about their financial futures.

Andrew Garbarini is the Vice President and Branch Leader at Fidelity Investments. He leads a team of associates who collaborate with clients to understand their unique situations and develop personalized financial plans. His professional experience includes serving as Vice President and Platinum Services Manager at Morgan Stanley from 2023 to 2025, and as Vice President and Branch Manager at E*TRADE from 2013 to 2023. outside of his professional role, Andrew has interests in baseball, cooking and baking, fishing, military service, parenthood, and volunteering.

Drew Wilson is a Wealth Management Planning Consultant currently working with Fidelity Investments since 2022. He focuses on helping clients and their families develop, implement, and maintain personalized financial plans that are comprehensive and easy to follow. He has over two decades of experience in the financial services industry, having held roles such as Internal Regional Consultant at Principal Global Investors from 2011 to 2022, Financial Consultant at Clarion Advisors, Inc from 2010 to 2011, and Financial Consultant at Wells Fargo Advisors from 2007 to 2010. Earlier in his career, he worked as a Fund Information Specialist at Franklin Templeton Investments from 1993 to 2007. Drew holds a California Insurance License. Further education details and personal interests were not provided.

Chaitanya Shinde is a financial advisor with Fidelity in Sarasota, FL, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Shinde held various roles including positions at the University of Florida and Bowland. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and multi-manager structures, and employs systematic methodologies across mutual funds, ETFs, and ETPs.

Cassandra Costa is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners closely with clients and their Financial Consultant to provide planning support, simplify financial complexity, and help connect current decisions with long-term goals. Before becoming a Planning Consultant, Cassandra served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Through these roles, she has developed experience in client relationship management and financial representation. Outside of her professional work, Cassandra enjoys art, barre, beach activities, painting, yoga, and spending time with her family.

Lindsey McCarthy is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments in various capacities since 2008, including positions as Investment Solutions Consultant - Insurance, Financial Consultant, Central Relationship Manager, Prime Services Manager, Prime Services Senior Associate, and Prime Services Associate. Prior to her tenure at Fidelity, Lindsey worked as an Equity Trader at Timucuan Asset Management from 2016 to 2019. Lindsey's professional focus is on empowering individuals and families to achieve financial security and independence through personalized financial planning. She employs a holistic approach that supports families at various life stages, encompassing education planning, retirement, and legacy building. She holds insurance licenses in Arkansas and California. Outside her professional career, Lindsey's personal interests include fitness, golf, horseback riding, Pilates, and yoga.

Tara Meyer is a Planning Consultant at Fidelity Investments. She has held multiple roles within the company, including Relationship Manager and Financial Representative, spanning from 2023 to 2026. Her work focuses on collaborating with clients to develop financial plans that prioritize their unique goals, values, and priorities. Tara emphasizes an approach to financial planning that empowers clients by providing the insight, tools, and strategies necessary to align their financial decisions with their long-term objectives. She is committed to supporting clients in managing their assets intentionally to achieve their financial goals. In her personal time, Tara enjoys activities such as beach outings, boating, fitness, outdoor adventures, and traveling.

Rani Jeffries is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2012. She began her role at Fidelity at The Park Avenue office in Manhattan. Prior to joining Fidelity, she worked as a Financial Consultant at AXA Advisors from 2008 to 2012. Rani has over 15 years of experience in the financial services industry. She partners with clients to develop and implement financial plans aimed at increasing confidence and reducing uncertainty. Building trusting relationships with clients is a fundamental part of her approach. Outside of her professional role, Rani and her husband enjoy boating, traveling, and exploring food. She also has personal interests in biking and Pilates.

Adam Barclay is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He specializes in working with families to develop tailored financial strategies, focusing on investment management, retirement planning, and risk mitigation. Adam emphasizes a client-first approach and is dedicated to maintaining high ethical standards in his practice. Adam's career in financial consulting began in 2015, with roles at M Barc Investment Group, Scottrade, TD Ameritrade, and Fidelity Investments. Throughout his professional journey, he has built a strong foundation in financial planning principles and continuously seeks to expand his knowledge to address the evolving needs of his clients. Outside of his professional work, Adam enjoys baseball, fitness, football, golf, and outdoor adventures.

Kelsey Lebeda is the Vice President and Branch Leader at the Sarasota Fidelity Investor Centers. In this role, Kelsey leads a team of financial professionals dedicated to assisting clients in creating and working toward their financial goals. Kelsey focuses on delivering a positive experience for every client. Kelsey's experience at Fidelity Investments spans over a decade, beginning in 2012. Prior to becoming Vice President and Branch Leader in 2022, Kelsey held positions as Assistant Branch Manager from 2017 to 2018, Financial Consultant from 2014 to 2017, Investments Representative from 2013 to 2014, and Financial Representative from 2012 to 2013.

Felipe Lewis is a Financial Consultant at Fidelity Investments, where he assists clients in understanding and navigating the company's offerings to develop and implement personalized financial plans. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current position. Prior to joining Fidelity, Felipe held positions in the banking industry, including Branch Manager at Credit Union 1 from 2012 to 2017, Licensed Personal Banker at JPMorgan Chase Bank from 2009 to 2012, and Senior Personal Banker at Parkway Bank & Trust Co. from 2003 to 2009. His experience spans various aspects of financial services, emphasizing client relationships and investment consulting.

Marco Herrera is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Pershing Advisor Solutions, Charles Schwab & Co., Inc., and Insight Global LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Anastasiya Rybak is Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she coaches and mentors associates in their professional development and career growth, fostering a culture of trust and support to help clients pursue their goals. Anastasiya's career at Fidelity Investments began in 2018, where she has held several roles including Assistant Branch Leader, Financial Consultant I, Planning Consultant, Relationship Manager, and Financial Representative. Before joining Fidelity, Anastasiya worked at Global Financial Private Capital as a Compliance Officer from 2016 to 2018 and as a Broker Dealer Home Office Representative from 2015 to 2016. Her extensive experience spans compliance, client relationship management, and financial consulting. Outside of her professional responsibilities, Anastasiya enjoys camping, fitness, gardening, visiting museums, running, and spending time with pets.

Paige Woodlock is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she was a PGA Tour Professional from 2019 to 2024. Fidelity’s affiliate, Strategic Advisers LLC, serves retail and institutional clients with investment management and advisory services that combine fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also employs algorithmic and AI-driven methodologies and acts as an advisor to multiple registered investment companies and fund-of-funds.

Marc Slone is currently serving as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2026. In this role, he focuses on helping families simplify financial complexity and build confidence in managing their wealth. He prioritizes understanding clients' values beyond their financial statements to provide collaborative planning and genuine partnership, assisting them in making informed decisions about their life, family, and legacy goals. His professional experience includes previous roles within Fidelity Investments, such as Financial Consultant from 2021 to 2025, Investment Consultant from 2019 to 2021, and Customer Relationship Advocate from 2017 to 2019. Marc also worked as a Portfolio Counselor at Fisher Investments during 2025 to 2026. Outside of his professional work, Marc enjoys activities such as spending time at the beach, attending concerts, cooking and baking, exploring food, socializing with friends, and playing golf.

Braden Coe is a financial advisor at Fidelity with Series 63 and Series 65 licenses and less than one year of industry experience. Prior to joining Fidelity, his background includes positions at OSAIC Wealth Management and various roles in education and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Givan Tineo is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Workplace Planning Consultant from 2023 to 2025 and as a Workplace Planning Associate from 2022 to 2023 within the same organization. His professional identity centers on helping clients pursue their financial objectives through personalized financial planning. In his approach, Givan partners with clients to co-create tailored plans focused on long-term strategies, diversification, and ongoing monitoring to support the achievement of their financial goals. His experience spans multiple progressive roles at Fidelity Investments, contributing to his expertise in workplace financial planning and client partnership. Outside of his professional work, Givan has interests that include cars, cooking and baking, fitness, exploring food as a foodie, attending social events with friends, and traveling.

Brady Lindauer is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He partners with clients and their families to develop tailored financial plans aimed at providing peace of mind. Brady's experience at Fidelity Investments includes roles as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Investor Center Intern from 2022 to 2023. This progression reflects his growing expertise in financial planning and client relationship management. Outside of his professional responsibilities, Brady enjoys fishing, fitness, social events with friends, golf, and traveling.

Vanja Mikanovic is a Financial Consultant at Fidelity Investments, a position she has held since 2015. She has been with Fidelity Investments since 2011, progressing through roles including Investment Consultant, Retirement Representative, Private Client Specialist, and Financial Representative. Her professional focus is on collaborating with families and business owners to build financial freedom, utilizing her skills, knowledge, and experience to assist clients in achieving their financial goals. Vanja aims to serve as a lifetime resource for her clients. Outside of her professional work, Vanja has personal interests in cooking and baking, skiing, soccer, and traveling.

Hayden Viviano is a Financial Consultant at Fidelity Investments, a position he has held since 2019. His professional experience at Fidelity Investments spans several roles, including Investment Consultant from 2017 to 2019, Investment Solutions Representative from 2016 to 2017, and Financial Representative from 2015 to 2016. Throughout his career, Hayden has focused on assisting clients and their families in working towards their financial goals. He emphasizes placing clients' priorities at the center of financial decision-making to help achieve long-term success. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Claudio Ceron is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2012, progressing through positions as Investments Representative and Financial Consultant. Prior to his tenure at Fidelity, Claudio worked as a Financial Advisor with Edward Jones from 2010 to 2012. Claudio brings over 15 years of experience in financial consulting, focusing on partnering with clients to understand their goals and develop clear, realistic plans. His approach centers on providing straightforward guidance and utilizing Fidelity's resources to benefit clients, with an emphasis on open and consistent communication. He holds a California Insurance License. Outside of his professional work, Claudio has interests in comedy, family activities, food, snowboarding, soccer, and traveling.

Joshua Garfin is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2012, progressing through roles including Investment Representative, Financial Consultant, and Vice President, Wealth Planner before assuming his current position in 2024. Prior to Fidelity, he worked as an Investment Counselor at T. Rowe Price from 2007 to 2012 and as a Financial Planner at Peak Capital Management from 2006 to 2007. Throughout his career, Joshua has focused on wealth management and financial planning, building deep relationships with clients by involving their entire families and addressing their specific goals and concerns. He emphasizes providing world-class service and planning to support his clients' financial objectives. Outside of his professional work, Joshua enjoys cooking and baking, family activities, fitness, hiking, tennis, and volunteering.

Ryan Felker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through various positions within Fidelity, including Financial Consultant I (2025-2026), Planning Consultant (2024-2025), and Financial Representative (2023-2024). Prior to joining Fidelity, Ryan completed a Rotational Banking Internship at FirstBank in 2022. Ryan focuses on helping individuals and families pursue their financial goals through personalized and collaborative planning. He emphasizes understanding each client's unique goals, values, and circumstances to provide tailored guidance and evaluate strategies related to retirement, sustainable income, wealth accumulation, and long-term financial objectives. Outside of his professional work, Ryan has interests in the beach, cars, fitness, food, football, and traveling.

Greg Neatrour is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2023. He has also served as a Financial Advisor at Morgan Stanley from 2020 to 2021 and at Merrill Lynch from 2018 to 2020. Greg's professional philosophy centers on building trust through individualized financial planning. His career is motivated by a commitment to developing lasting relationships by helping people address their financial needs. He holds a California Insurance License as part of his professional credentials. Outside of his professional work, Greg engages in activities such as fitness, social events with friends, outdoor adventures, snowboarding, and volunteering.

Michael Gibson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He focuses on helping clients protect and strengthen their financial security through planning and guidance. Michael emphasizes the importance of consistent and long-lasting relationships in implementing sound financial plans. His professional experience includes serving as Regional Director at Principal Financial Group from 2012 to 2017, and as Founder and President of Redwood Investments from 2005 to 2012. Prior to that, he worked as an Investment Representative at Edward Jones Investments from 2001 to 2005. Michael has been serving clients in the financial industry since 2001. Michael holds a California Insurance License.

Casey Haggard is a Financial Consultant at Fidelity Investments, a position held since 2019. In this role, Casey guides clients through a planning process that helps define and prioritize their financial goals. By gaining a thorough understanding of clients' current situations and aspirations, Casey collaborates with them to implement strategies that support their financial journeys. Regular meetings are held to review progress and adjust plans as needed, aiming to provide clients with confidence and peace of mind for their retirement. Casey has extensive experience in the financial services industry, having worked in various advisory roles since 2008. Previous positions include Wealth Management Advisor at TIAA from 2014 to 2019, Investment Consultant at TD Ameritrade from 2013 to 2014, Financial Advisor at Merrill Lynch from 2010 to 2013 and again from 2008 to 2009, and Financial Consultant at PNC Investments from 2009 to 2010.

Luke Tannariello is a PWM, Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. Luke has extensive experience in investment management, having held various positions at Fidelity Investments since 2007. His career progression includes roles such as Investment Management Consultant III, Portfolio Specialist, Client Management Representative, and several others, demonstrating a broad understanding of investment solutions and client services. Outside of his professional work, Luke's personal interests include spending time at the beach, boating, parenthood, and caring for pets.

Nathan Esterline is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jacob Claton is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held several positions at Fidelity Investments, including Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate between 2022 and 2025. Before joining Fidelity, Jacob worked in retail account management at T Rowe Price from 2019 to 2021 and was a Licensed Sales Producer at Allstate Insurance from 2018 to 2019. His professional experience spans investment consulting, client relationship management, and sales within the financial services industry. Jacob focuses on collaborating with clients to build financial plans that align with their goals. Outside of his professional work, he has interests in baseball, fitness, and football.

Michael Galliano is a Financial Consultant currently with Fidelity Investments, where he has been serving the Sarasota branch since 2013. He brings a total of 19 years of financial advisory experience, having previously worked as a Financial Advisor at MetLife Securities from 2009 to 2013 and at Merrill Lynch from 2007 to 2009. Michael’s professional focus is on assisting families and business owners in building financial freedom by leveraging his skills and knowledge to help clients work towards their established financial goals. He aims to be a lifetime resource for each client he serves. He holds a California Insurance License. Outside of his professional commitments, Michael engages in personal interests such as boating, cooking and baking, family activities, skiing, tennis, and traveling.

Justin Salom is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he works closely with clients to develop tailored financial plans that align with their individual needs. Prior to this, he held the position of Investment Consultant at Fidelity Investments from 2024 to 2026. Justin's professional background includes experience as an Assistant Vice President - Private Client Banker at JPMorgan Chase from 2023 to 2024, and as an Investment Specialist at Merrill Lynch from 2022 to 2023. Throughout his career, he has focused on fostering long-term client relationships and maintaining open communication channels to continuously improve financial plans over time.

Nate Bennett is a Financial Consultant at Fidelity Investments, where he focuses on delivering a high-quality planning experience. He works closely with clients to understand their goals, evaluate options, and create clear, actionable strategies. Through personalized guidance, Fidelity's resources, and consistent communication, he helps clients make confident financial decisions and build long-term trust. Nate has held several roles at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), Client Services Help Desk Tier 1 (2023-2024), High Net Worth Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, he was an Intern at Ryan Insurance Strategy Consultants from 2020 to 2021. Outside of his professional career, Nate enjoys attending concerts, fitness activities, football, social events with friends, music, and parenthood.

Ryan Bloom is a Financial Consultant currently working at Fidelity Investments. He has held several roles within Fidelity, including Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors. Throughout his career, Ryan has developed expertise in financial planning and investment solutions. He focuses on understanding and prioritizing his clients' goals to co-create financial roadmaps that align with their objectives. Outside of his professional work, Ryan has personal interests that include spending time at the beach, enjoying food, watching football, playing golf, and caring for pets.

Jack Matuszewski is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he held positions at Lakeland Valet, Whole Foods, and Balch Lake Marina. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and deliver model solutions through intermediary platforms.

Edward Thomas is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity since 2006, progressing through several positions including Investment Solutions Consultant - Managed Accounts, Portfolio Specialist, and Premium Services Representative. His long tenure at Fidelity reflects a deep familiarity with the company's tools and resources aimed at helping clients achieve their financial goals. Throughout his career, Edward has developed expertise in financial consulting and investment solutions. He emphasizes a compassionate, dedicated approach with a family-first attitude in his work with clients. This approach is supported by his extensive experience across multiple roles within Fidelity. Outside of his professional responsibilities, Edward enjoys football, golf, outdoor adventures, spending time with pets, and traveling.

Brian Hensley is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2020. In this capacity, he works with clients and their families to grow and protect their wealth, assist with investment decisions, and simplify financial lives through customized financial planning. Prior to joining Fidelity Investments, Brian served as a Financial Advisor at Intellicents Advisory Services from 2017 to 2019 and at Intego Financial Group, LLC from 2013 to 2017. He began his career as a Legacy Advisor at Water Street Solutions, where he worked from 2011 to 2013. His professional experience spans over a decade in wealth planning and financial advisory. Outside of his professional work, Brian has personal interests in boating, concerts, football, and scuba diving.

Aaron Chao is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial services industry, including Financial Consultant Partner and High Net Worth Broker Specialist at Charles Schwab from 2018 to 2022, and Financial Representative at Northwestern Mutual from 2017 to 2018. Aaron focuses on helping individuals and families develop and understand their retirement plans, aiming to provide a clear roadmap for clients to achieve their financial goals. He values open and honest communication as a foundation for building lifelong relationships with clients and their families. Outside of his professional work, Aaron has interests in camping, cooking and baking, food, music, pets, and skiing.

Katie Guyton is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2017. Prior to her career in finance, she held positions in education and the restaurant industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary portfolio management as well as fund advisory services.

Robert Andy is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to his current role, he held positions at Cap City Cincinnati and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Ryleigh Taylor is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Ryleigh assists with onboarding new clients, identifying areas of opportunity, and maintaining the current book of business. Prior to becoming a Planning Consultant, Ryleigh worked as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative at the same firm from 2023 to 2024. Additional information regarding Ryleigh's education, credentials, personal interests, or community involvement has not been provided.

Austin Nixon is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He supports local clients in achieving their financial goals and focuses on creating plans that provide confidence and peace of mind. His experience at Fidelity Investments includes several positions that demonstrate progression in financial consulting. He has served as an Investor Center Planning Consultant from 2023 to 2024, Workplace Planning Consultant II from 2022 to 2023, Workplace Planning Consultant I in 2022, and Workplace Planning Associate from 2021 to 2022. Austin's mission centers on helping people pursue financial peace of mind through tailored planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Lucy Sowers is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She began her career in the financial industry in 1998 and has accumulated extensive experience in various advisory and planning roles across multiple firms. Prior to her current role, Lucy served in positions including Financial Consultant and Investment Consultant at Fidelity Investments, Director Retirement Planner, Sr. Financial Advisor at Merrill Lynch and Santander Investments, Financial Advisor II at Citizens Investment Services, and Financial Investment Officer at Susquehanna Wealth Strategies. Throughout her career, Lucy has developed expertise in financial planning and investment consulting. She leverages her years of experience to create comprehensive financial plans tailored to meet clients' goals. Her work emphasizes understanding client priorities as a foundational element in the planning process. Outside of her professional responsibilities, Lucy has personal interests that include beach activities, boating, cooking and baking, supporting military service, and caring for pets.

Kirk Reimer is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2013. In his role, he partners with individuals, business owners, and organizations to develop personalized financial strategies aligned with their goals and priorities. Kirk provides clear guidance on available options and focuses on implementing tax-efficient investment strategies. He brings 18 years of industry experience, including financial advisory roles at USAA Financial Advisors, Inc from 2009 to 2013, and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2007 to 2008. Kirk holds a California Insurance License. Outside of his professional work, Kirk has interests that include the beach, boating, cars, fishing, fitness, and pets.

Ethan Ridener is a financial advisor with Fidelity Investments in Sarasota, FL, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Mauricio Vargas is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He works collaboratively with clients and their families to understand their financial goals, develop tailored financial plans, and maintain ongoing relationships to monitor progress. Mauricio has been with Fidelity Investments since 2014, progressing through various roles including Investment Consultant, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative. This experience has provided him with a broad understanding of investment and retirement solutions. No information regarding Mauricio's education, credentials, personal interests, or community involvement was provided.

Jonathan Morris is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various roles including Fixed Income Specialist, Investment Solutions Representative 1, Retirement Representative, and Customer Relationship Advocate. Jonathan's experience spans multiple areas within financial services, focusing on planning and investment solutions. He is committed to helping clients by serving as a trusted partner who understands their goals and supports them in working towards their envisioned future. Outside of his professional responsibilities, Jonathan has personal interests in boating, cars, fishing, golf, soccer, and tennis.