Joanna Beltran is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. She also spent seven years at the University of Texas at Arlington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies, employing systematic methodologies and long-term asset allocation benchmarks.

Bronwyn Cordiak is a Planning Consultant who focuses on creating successful financial plans by connecting with clients and understanding their unique experiences. She utilizes the tools and resources available through Fidelity to build lifelong relationships that align clients with their goals and dreams. Bronwyn's professional experience includes serving as a Financial Advisor at RBC Wealth Management from 2021 to 2025 and as an Associate Financial Advisor at the same firm from 2020 to 2021. She has developed expertise in financial planning during her tenure in these roles. Outside of her professional work, Bronwyn engages in family activities, fitness, horseback riding, and skiing.

Peter McMahon is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2000, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Over this time, he has developed expertise in helping clients create customized financial plans tailored to their individual needs. Throughout his career at Fidelity, Peter has worked closely with clients to understand their financial goals and deliver appropriate investment and insurance solutions. He holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial advice. Peter is committed to collaborating with clients and their families to develop financial strategies that align with their objectives.

Alan Voskuil is a financial advisor with Fidelity Investments based in Southlake, TX, holding Series 63 and Series 66 licenses and having five years of industry experience. His career includes multiple roles within Fidelity since 2020 and prior work with Randers Basket, Bakery Basket, Blu Basket, and Viola Basket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs, with distinct capabilities such as registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Edgar Espitia is a Planning Consultant who works closely with clients to develop personalized financial plans tailored to their unique goals and values. He focuses on building meaningful and lasting relationships to provide guidance suited to each stage of their financial journey. Edgar's approach aims to empower clients with clarity and confidence in their financial planning. Prior to his current role, Edgar gained experience at Fidelity Investments, where he served as an Investment Solutions Representative from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023. These positions provided him with a foundation in investment solutions and client relationship management.

Clint Spradlin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2009. He has been with Fidelity for 16 years, focusing on partnering with clients and their families to create investment and financial plans aimed at helping them pursue their goals. Prior to his career in financial services, Clint served five years in the Marine Corps, where he was a presidential guard at the White House under President George W. Bush. Clint holds an Arkansas Insurance License and brings a disciplined approach to his financial consulting, drawing on his military background. Outside of his professional responsibilities, he is engaged in family activities and enjoys fishing, golf, and reflecting on his military service. Parenthood is also a significant part of his personal life.

Robert Venable is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 1999, including Fidelity Brokerage Services Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages model portfolios composed of mutual funds, ETFs, and ETPs, often delegating day-to-day management to sub-advisers.

Oscar Barillas is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He brings more than two decades of experience in the financial services industry, having held various roles at Fidelity Investments since 1997, including Financial Consultant, Investment Consultant, and Retirement Specialist. Throughout his career, Oscar has focused on delivering thoughtful financial planning tailored to the unique needs of his clients. He holds a California Insurance License, which supports his expertise in financial consulting. Outside of his professional work, Oscar is interested in family activities, fitness, football, parenthood, and traveling.

Adam Thornton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2000, holding various roles including Branch Investment Consultant, Site Insurance Consultant, Financial Consultant, Fixed Income Specialist, and Service Trader. With twenty-five years in the financial industry, Adam focuses on partnering with clients to create personalized plans. He aims to help clients navigate the complexities of investing while making it simpler to understand and manage. Adam works to understand clients' dreams and goals and assist them in making the most of their lives. He holds an Arkansas Insurance License.

Tate Roueche is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He has a history of roles within Fidelity, including Investment Consultant, Team Leader in both Workplace Planning and Advice as well as Client Services, Help Desk in Client Services, and High Net Worth Associate, spanning from 2017 through 2022. Tate assists clients in creating comprehensive financial plans focused on achieving their personal financial goals. In his role, Tate emphasizes starting with clients' objectives and collaboratively developing strategies aimed at realizing those goals. His experience encompasses various aspects of financial consulting and client service within the investment management industry. Outside of his professional work, Tate has interests in boating, attending concerts, fitness, golf, spending time at the lake, and traveling.

Kristina Williams is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2019, serving in various roles including Planning Consultant, Workplace Planning Consultant, and Customer Relationship Advocate. Her professional focus is on partnering with individuals to help create strong financial plans, guided by integrity and Fidelity's client commitment standards. Kristina holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys board games, cooking and baking, social events with friends, gardening, pilates, and reading.

Layla Adams is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has a background in wealth management and financial analysis, with prior experience as a Wealth Advisor at Citigroup Global Markets Inc. from 2021 to 2023 and as a Portfolio Analyst at True North Advisors between 2020 and 2021. Her career also includes positions in trading and client service roles within the financial sector. Ms. Adams holds a California Insurance License, enabling her to provide insurance-related financial advice. She began her career in the financial industry in 2016 as a Bank Teller at Fort Worth Community Credit Union and has since built experience across various facets of finance. Outside of her professional work, Layla engages in activities such as comedy, reading, and running.

Corbin Treibs is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His background includes service in the United States Army Reserves and roles within academic library environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a quantitative and algorithmic approach to portfolio construction across mutual funds, ETFs, and ETPs.

Jerrod Shearer is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity and affiliated firms since 2014, including a prior position at National Charitable Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios with a focus on multisector strategies and operates as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Alysa Dillard is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2024, previously serving as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2024 to 2025. Prior to joining Fidelity Investments, Alysa was a Licensed Financial Representative at Charles Schwab from 2022 to 2023. Alysa focuses on building meaningful and lasting relationships with clients by understanding their priorities and providing personalized financial support. She aims to help clients feel informed and confident as they navigate various stages of their financial journey. Outside of her professional work, Alysa enjoys engaging in board games, fitness activities, exploring food, spending time with friends and attending social events, reading, and traveling.

Mike Guthals is a Financial Consultant at Fidelity Investments. He collaborates with clients to develop tailored financial plans that address their unique goals and needs, providing guidance and goal-based strategies aligned with individual situations. He has been with Fidelity Investments since 2015, progressing through roles including Workplace Planning Consultant, Investment Consultant, and currently Financial Consultant. His professional experience spans financial consulting and workplace planning. Mike holds insurance licenses in Arkansas and California. Outside of work, he enjoys biking, board games, family activities, puzzles, reading, and soccer.

Zach Atkinson is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions. In his current role, Zach focuses on empowering individuals and families to plan for and save toward their retirement goals and financial future. Zach holds insurance licenses in Arkansas and California. His approach is informed by his life experiences, which enhance his ability to communicate effectively and support clients in pursuing their financial objectives. He is passionate about the financial services industry and the role it plays in helping people plan for their futures. Outside of his professional work, Zach is engaged in family activities, fitness, outdoor adventures, parenthood, and volunteering.

Scott Boyd is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He works closely with clients to understand their needs and goals, aiming to maximize the benefits of their relationship with Fidelity by leveraging the firm's tools and resources. Scott dedicates time to learning about his clients' families, businesses, and future objectives to provide tailored financial planning support. Scott has extensive experience within Fidelity Investments, having served in multiple roles since 2020, including Benefits & Planning Consultant, Investment Solutions Representative III, Investment Consultant, Investment Solutions Representative, and Customer Relationship Advocate. His career progression reflects a broad understanding of investment solutions and client advisory services. Outside of his professional responsibilities, Scott engages in activities such as baseball, family activities, social events with friends, outdoor adventures, parenthood, and caring for pets.

Armando Garcia is a Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as an Investment Consultant from 2015 to 2017 and as a Portfolio Specialist from 2013 to 2015, all with Fidelity Investments. His professional experience spans various areas within the financial sector, enabling him to build long-lasting relationships with clients by developing and implementing financial plans tailored to their goals. Armando holds an Arkansas Insurance License. Outside of his professional life, Armando enjoys biking, family activities, exploring food, football, hiking, and outdoor adventures.

Victor Price is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing from Investment Consultant to Financial Consultant, and currently serves in his Vice President role since 2021. Victor works with clients to address their unique financial goals through a consultative planning process, aiming to provide responsive and relevant guidance tailored to their needs. His experience spans various aspects of financial consulting within the highly regulated financial services industry. Victor holds an Arkansas Insurance License, supporting his ability to advise clients on insurance-related matters. Victor emphasizes understanding the story behind the numbers to help clients achieve peace of mind. Further details about his education, credentials beyond his insurance license, personal interests, or community involvement have not been provided.