Brandon Corvin is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. In his role, he partners with clients to understand their financial goals and develop tailored financial plans. Prior to becoming a Financial Consultant, he held positions as an Investment Consultant and Relationship Manager at Fidelity Investments from 2020 to 2021 and 2019 to 2020, respectively. Brandon's career in financial services began in 2015 as a Registered Associate at Morgan Stanley. He also worked as a Financial Advisor at Raymond James & Associates between 2018 and 2019. His experience spans various roles focused on client relationship management and investment consulting. Building strong relationships with clients and maintaining trust, reliability, and competency are central to Brandon's professional approach. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Connor Perry is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2014, progressing through various roles including Director and Retirement Planner, Fixed Income Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His career at Fidelity has provided him with extensive experience in retirement planning, fixed income, and investment solutions. Connor is committed to helping clients achieve their financial goals by leveraging Fidelity's brand, technology, and investment platform. He works collaboratively with his team to support clients and their families through different stages of financial planning, aiming to provide confidence and assurance. Outside of his professional work, Connor has personal interests that include fitness, food, football, golf, outdoor adventures, and pets.

Nick Allen is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2015 in various roles including Financial Consultant, Investment Consultant, and Relationship Manager. In his current position, Nick helps high net worth individuals and families co-create personalized financial plans that align with their goals and life milestones. Throughout his career at Fidelity, Nick has focused on identifying clients' financial objectives and supporting them in achieving successful retirement plans. His experience spans multiple aspects of financial consulting and retirement solutions. Nick holds a California insurance license. Outside of his professional work, he engages in family activities, fitness, football, gardening, music, and outdoor adventures.

Matt Livengood is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans. He aims to provide a trustworthy service that enhances clients' understanding of their investments and builds confidence in maintaining their financial strategies. Matt has been with Fidelity Investments since 2020, holding roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Associate at Optima Capital Management and Merrill Lynch. He holds a California Insurance License. Outside of his professional work, Matt has personal interests in bowling, fitness, football, and golf.

Jennifer Culhane is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company, with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Brokerage Services, Charles Schwab, Creative Planning, Merrill Edge, and TD Ameritrade. Strategic Advisers provides investment management and advisory services to a diverse client base, including retail and institutional investors, and uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also serves as advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Braden Wood is an Investment Consultant at Fidelity Investments, where he focuses on assisting clients and their families in developing and implementing personalized financial plans tailored to their financial objectives. He emphasizes building strong, ongoing relationships and gaining a clear understanding of each client's situation to identify appropriate strategies. Braden has held various roles at Fidelity Investments since 2022, including Planning Consultant, Relationship Manager, and Financial Representative, which have contributed to his experience and expertise in financial planning and client relationship management. Prior to joining Fidelity, he worked as a Customer Service Representative at Comerica Bank in 2021. Outside of his professional work, Braden has interests in baseball, board games, cars, football, social events with friends, and music.

Scott McKeever is a Financial Consultant currently working at Fidelity Investments since 2020. He has 10 years of experience in the financial services industry, including previous work as a Financial Planner at Northwestern Mutual from 2015 to 2020. Scott focuses on comprehensive planning, investment analysis, and providing ongoing guidance and support to clients and their families to improve their financial wellness. His approach centers on helping clients develop and maintain peace of mind by establishing a trusting advisory relationship. Outside of his professional role, Scott has personal interests that include beach activities, cooking and baking, fitness, football, golf, and horseback riding.

Adrianna Salazar is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She joined Fidelity in 2020 and has progressed through roles as a Financial Representative and an Investment Consultant before her current position. Her work focuses on providing clients with tailored financial planning and investment strategies, aiming to align their unique circumstances and goals with personalized solutions. Adrianna holds a California Insurance License, supporting her ability to offer comprehensive financial services. Further details about her education, credentials beyond her insurance license, personal interests, or community involvement have not been provided.

Adam Wold is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at various companies such as Arizona Home Based Services and Westpac Wealth Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and employs algorithmic methods and AI in its research processes.

Taylor Pina is a financial advisor with Fidelity Investments holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, The Federal Savings Bank, and The Leona Group, as well as positions related to the University of Arizona. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, and it serves in advisory roles that are less common among large institutional peers.

Thaddeus Heck is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked exclusively with Fidelity Investments since 2023, following prior experience at Heck Capital Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

David Nurczynski is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2014, advancing to his current role in 2020. He collaborates with local clients and their families to help define and pursue their personal visions of wealth. Throughout his career, he has worked in various positions across financial services. Prior to his current position, David held roles at Merrill Lynch as a Financial Solutions Consultant and at Quicken Loans, where he progressed from Mortgage Banker to Director of Mortgage Banking and subsequently Senior Director of Mortgage Banking. He holds a California Insurance License. Outside of his professional duties, David enjoys fitness, football, golf, outdoor adventures, social events with friends, and parenthood.

Lauren Smith is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2019, progressing through roles including Investment Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Lauren focuses on building strong interpersonal relationships with her clients, emphasizing the importance of understanding the individual behind financial decisions to provide meaningful financial planning. Her professional experience spans various facets of financial advising and client relationship management, allowing her to engage deeply with clients' financial goals and circumstances. Lauren believes that effective financial planning involves comprehending clients' hopes, dreams, beliefs, fears, and sacrifices, facilitating conversations that are both effective and meaningful. Outside of her professional career, Lauren enjoys family activities, exploring culinary experiences as a foodie, music, Pilates, tennis, and traveling.

Addy LaRue currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, Addy collaborates with advisors and leverages Fidelity's resources to develop and implement financial engagement strategies tailored to the unique needs and goals of clients and their families. Addy has been with Fidelity Investments since 2018, progressing through various roles including Customer Experience Associate, Financial Representative, Relationship Manager, and Planning Consultant before assuming the current position in 2023. This experience has contributed to a comprehensive understanding of wealth management and client service. Outside of professional responsibilities, Addy has interests in concerts, lakes, music, pets, reading, and traveling.

Darby Maley is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes four years at the University of Arizona before joining Fidelity in 2017. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio solutions, with distinctive features including registration as a commodity pool operator and formal advisory roles to multiple registered investment companies.

Owen Pasvogel is a Financial Consultant at Fidelity Investments. In this role, he guides individuals and families through the company's financial planning process, working closely with clients to deliver personalized strategies and long-term guidance. Owen's experience at Fidelity Investments includes positions as Investment Consultant, Planning Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate, reflecting a comprehensive background in financial services and client relationship management. Outside of his professional work, Owen's interests include fitness, social events with friends, golf, outdoor adventures, and skiing.

Ashley Baka is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, she held positions at Hightower Advisors and has been involved in various roles outside finance, including work with White Eagle Golf Club and involvement in fitness-related ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Chet Ortman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has a career spanning over two decades in the financial services industry, with previous roles including Regional Specialist at Time Financial from 2012 to 2014, Financial Advisor at Raymond James from 2008 to 2012, and Financial Consultant at A.G. Edwards from 2002 to 2008. As a Certified Financial Planner® practitioner, Chet works with clients to develop and implement disciplined financial plans tailored to their unique goals, focusing on understanding what is most important to them to help create balance in their financial lives. Additionally, he holds a California Insurance License.

Rebecca Gurney is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Farmers Insurance and a brief period of unemployment before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including a Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, employing systematic methodologies and oversight controls.

Caleb Santos is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their individual planning needs. He has been with Fidelity Investments since 2023, progressing through roles from Financial Representative to Relationship Manager before assuming his current position in 2026. Throughout his tenure, Caleb has applied his knowledge to support clients' financial objectives. Prior to becoming a Planning Consultant, Caleb gained experience as a Financial Representative and Relationship Manager, roles that involved direct client engagement and financial relationship management. His career progression within Fidelity Investments reflects his ongoing commitment to financial planning and client service. Outside of his professional responsibilities, Caleb has interests in beach activities, cooking and baking, football, hiking, and traveling.

Cynthia Romagnolo is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with the firm since 1992, holding various positions including Vice President, Senior Account Executive, Financial Planning Consultant, and Financial Representative. In her current role since 2014, she works alongside her team to assist affluent individuals and their families with their wealth planning needs. Cynthia is a Certified Financial Planner® with over 30 years of experience in the financial services industry. She focuses on understanding her clients' needs, goals, and preferences to help them make prudent decisions regarding their wealth in the complex environment of investments and financial planning. Outside of her professional work, Cynthia's personal interests include fitness, pets, reading, traveling, and volunteering.

Anna Daly is a Series 66–licensed financial advisor with Fidelity in Scottsdale, AZ, having one year of industry experience. Prior to joining Fidelity, she worked in various roles across logistics, hospitality, and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing systematic methodologies and algorithmic portfolio construction.

Sam Bello is a Financial Consultant who focuses on partnering with clients and their families to build collaborative and long-standing financial relationships. Sam and his team utilize the range of Fidelity Investments products to support clients in working towards their financial goals. Sam's professional experience includes roles as an Ultra High Net Worth Relationship Manager at Merrill from 2018 to 2022, a High Net Worth Relationship Manager at Merrill from 2015 to 2018, an Active Trader Broker at Charles Schwab from 2014 to 2015, and an Entry Level Stock Broker at Charles Schwab in 2014. Outside of his professional work, Sam's personal interests include family activities, social events with friends, golf, music, and traveling.

Molly Andoe is Vice President and Branch Leader at Fidelity Investments. She has over a decade of experience in the personal financial planning industry, including roles as VP Regional Planning Consultant and Financial Consultant at Fidelity Investments, as well as Financial Advisor at Edward Jones. Molly is a CERTIFIED FINANCIAL PLANNER (TM) who leads and coaches Fidelity's Financial Advisors to deliver high standards of client care. Her team focuses on understanding clients' priorities and utilizes Fidelity's resources and investment platforms to assist with significant financial decisions. Outside of her professional role, Molly's personal interests include comedy, cooking and baking, social events with friends, outdoor adventures, pets, and traveling.

Derek Glasscock is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2022. He works with clients and their families to build and maintain evolving financial plans based on principles of honesty and transparency. Derek has been with Fidelity Investments since 2013, progressing through several roles including Financial Representative, Senior Relationship Manager, and Planning Consultant prior to his current role. This experience has provided him with a broad understanding of wealth management and client relationship management. No information regarding Derek's education, credentials, personal interests, or community involvement was provided.

Jackson Roder is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Grand Canyon Education and involvement with nonprofit organizations such as Impact of Oregon and Kids NW. He also has experience in the food service sector with Pizza Ranch LLC. 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 proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Nicholas Beeter is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. He has previously worked at Edward Jones Investments and First Western Bank and Trust. Outside of his advisory work, he operates a social media account focused on creating and posting videos. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Loren Doheny is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as a director and employee at Flight Facilities, Inc., where he participates in long-range planning and board meetings. Fidelity’s Strategic Advisers LLC 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a broad range of clients including registered investment companies and charitable funds.

Sean Burke is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Adam Gooch is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2012, including roles with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and deliver model portfolios.

Gay Melynne Writer is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she manages client relationships and serves as the primary point of contact for Private Wealth Management clients and their families. She focuses on delivering personalized service and facilitating wealth planning discussions to enhance client experience. Her professional experience spans multiple roles in the financial services industry, including positions as a Financial Consultant at Fidelity Investments and Charles Schwab & Co., a Financial Solutions Advisor at Bank of America Merrill Lynch, and roles at TD Ameritrade, Boeing Employees Credit Union, and Wells Fargo Bank. This background encompasses client service, financial consulting, and relationship management. Outside of her professional work, Gay enjoys beach activities, hiking, puzzles, skiing, traveling, and yoga.

Chance Meeks is Vice President and Branch Leader at Fidelity Investments, where he has held several leadership roles since 2018. His current responsibilities include overseeing branch operations and leading associate development to maximize potential and client service. He began his career at Fidelity Investments in 2012 and has progressed through various positions including Inside Sales Representative, Regional Investment Consultant, Financial Consultant, and Wealth Planner. His experience encompasses investment consulting and branch leadership. Outside of his professional role, Chance enjoys board games, family activities, horseback riding, music, parenthood, and reading.

Anne Medich is a financial advisor with Fidelity in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked in retail at Freebird Stores and Altar'd State and has a background that includes roles with Ballet Arizona, Oklahoma City Ballet, and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Brenna Davis is Vice President Private Wealth Management Advisor at Fidelity Investments, a position she has held since 2022. She focuses on families and multi-generational financial planning, aiming to simplify complex subjects and tasks for clients. She has been with Fidelity Investments since 2011, serving in roles including Relationship Manager and Private Wealth Management Planning Consultant before her current position. Her experience encompasses various aspects of private wealth management and client relationship development.

Diego Renteria is an Investment Consultant at Fidelity Investments, where he supports clients in developing comprehensive financial plans tailored to their individual needs and goals. He collaborates directly with clients to co-create, implement, and maintain their investment strategies using Fidelity's resources. Diego has accumulated experience in the financial services industry through various roles. Prior to his current position, he served as a Planning Consultant and Relationship Manager at Fidelity Investments. His earlier experience includes roles as a Financial Representative at Fidelity, an Investments Specialist at Vanguard, and a Retirement Service Consultant at Ascensus. Outside of his professional work, Diego enjoys baseball, football, spending time with family, and participating in social events with friends.

Stephanie Zavos is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2017. She has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Stephanie worked as a Registered Client Relationship Specialist at Robert W. Baird from 2011 to 2013. Stephanie's role focuses on partnering with clients and their families to develop and maintain comprehensive financial plans. She employs a detailed five-step process in collaboration with clients to address their relationship to wealth and long-term financial goals. Her approach is rooted in principles of integrity, dedication, and commitment. Outside of her professional work, Stephanie enjoys biking, gardening, parenthood, snowboarding, and traveling.

Jacob Hames is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to each client's unique planning needs. He has been in this role since 2026. Jacob has extensive experience in financial services, having held various positions at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Services Representative at Nationwide from 2020 to 2021 and as an Account Manager at Discover Card from 2019 to 2020.

James Packes is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2019 in various capacities, including Financial Consultant and Investment Consultant. Prior to joining Fidelity, James worked at Vanguard Group from 2011 to 2019, serving in roles such as UHNW Wealth Consultant and HNW Investment Consultant. James holds a California Insurance License. His career has focused on financial consulting and investment management, assisting clients in developing personalized financial plans. He aims to help clients achieve financial freedom by leveraging the resources available through Fidelity. Outside of his professional work, James's personal interests include cars, family activities, fitness, social events with friends, and swimming.

Gregory Osselaer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Atlas Capital LLC and self-employment, as well as seasonal positions at Friendly Pines Camp. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, its role as a commodity pool operator, and its advisory services to multiple registered investment companies and fund‑of‑funds.

Cole Gendreau is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since September 2001, progressing through various roles including Service Trader, Financial Representative, Investment Representative, Financial Planning Consultant, and currently Vice President, Financial Consultant. Throughout his tenure, Cole has worked with Fidelity's high net worth clients, assisting them in developing, implementing, and maintaining financial plans in challenging market conditions. His work focuses on helping clients achieve their overall wealth planning goals by leveraging Fidelity's investment platform and technology. Outside of his professional role, Cole has interests in fitness, football, golf, lake activities, and parenthood.

Peter Paolilli is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he serves as a lead trusted advisor for affluent individuals and families. He holds the Certified Financial Planner™ and Certified Private Wealth Advisor™ designations. With 30 years of experience in the financial services industry, Peter has held multiple roles including Director of Wealth Management at Altair Advisers, Senior Director of Wealth Management at BNY Mellon, and Vice President positions at Northern Trust and Bank of America. His career spans private equity, commercial banking, and investment management. Outside of his professional career, Peter enjoys hiking and volunteering.

Ryan Mahoney is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, advancing through roles including Financial Consultant, Senior Relationship Manager, Relationship Manager, and Financial Representative. Ryan focuses on building long-lasting relationships with his clients based on mutual respect and trust. He partners with clients and their families to develop and maintain financial plans aimed at achieving financial security and peace of mind. He holds a California Insurance License.

Jeffrey Whipple is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund advisory services.

Rebecca Sanchez is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held multiple roles within Fidelity, including Investment Consultant from 2022 to 2023, Planning Consultant from 2021 to 2022, and Relationship Manager in 2021. Prior to joining Fidelity, she worked at Charles Schwab as an Associate Financial Consultant from 2019 to 2021 and as a Financial Consultant Academy Trainee from 2018 to 2019. Rebecca's professional focus involves collaborating with clients to understand their current financial situations and identifying gaps that may hinder their progress toward their financial goals. She aims to partner with clients to establish more financially efficient futures and acts as an advocate for clients and their loved ones. She holds a California Insurance License.

Jacob Bluth is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2015, progressing through various positions including Investment Consultant, Retirement Planner, Relationship Manager, Premium Relationship Associate, and Customer Relationship Advocate. His experience spans multiple facets of financial services, allowing him to support clients in working toward their financial goals through personalized planning and partnership. Jacob holds a California Insurance License, enabling him to provide clients with informed guidance on insurance matters as part of comprehensive financial planning. He emphasizes loyalty and integrity in his work, striving to serve clients as he would his own family by understanding their personal and professional priorities and utilizing Fidelity's resources and strategies to help achieve financial success.

Michael Wendlandt is a Financial Consultant at Fidelity Investments, where he has been working since 2018. He partners with clients and their families to understand their financial goals, develop comprehensive financial plans, and provide guidance on investment strategies. Michael began his career as a Credit Analyst at JPMorgan Chase from 2012 to 2014 before joining Fidelity Investments. At Fidelity, he served as a Financial Representative from 2014 to 2016 and then as a Relationship Manager from 2016 to 2018, gaining extensive experience in client management and financial advisory services.

Todd Orgill is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has been with Fidelity Investments since 2001, serving in various roles including Financial Planning Consultant, Senior Investment Representative, Fixed Income Specialist, Investment Representative, Retirement Specialist, and Service Trader. Prior to joining Fidelity, he was a Registered Representative at Entirety Inc. in 1993. His professional experience encompasses financial consulting, investment representation, fixed income specialization, and retirement planning. Todd holds a California Insurance License, supporting his expertise in insurance-related financial services. Todd emphasizes the importance of establishing trust-based relationships with clients, maintaining integrity, and providing open communication. He is committed to delivering competent and knowledgeable guidance and values world-class service in his role as a financial advisor.

Philip Kolb is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has progressed through various roles within the company, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), Financial Representative (2023-2024), and Financial Services Representative (2023). In his work, Philip focuses on transparent communication and understanding clients' financial goals to build financial knowledge and confidence. He and his team work with integrity to provide personalized solutions aimed at long-term financial planning. Outside of his professional role, Philip has interests in movies, outdoor adventures, skiing, theater, and volunteering.

Ashlyn Bussing is currently a Planning Consultant, where she collaborates with clients and Financial Consultants to identify financial goals and develop comprehensive plans tailored to individual needs. She focuses on understanding clients both personally and financially and maintains proactive communication to keep financial plans current through life's changes. Prior to her current role, Ashlyn served as a Relationship Manager and Workplace Planning Consultant at Fidelity Investments during 2022 and 2023. Through these positions, she gained experience in client relationship management and financial planning. Outside of her professional work, Ashlyn has interests in music, reading, and traveling.