Tyler Lahey is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Financial Advisor at Raymond James in 2025. Tyler focuses on working closely with clients to help them make financial decisions with confidence. He takes the time to understand what is most important to his clients and provides thoughtful, responsive guidance through a collaborative planning process. His professional experience includes roles that emphasize client collaboration and personalized financial planning. Outside of his professional work, Tyler has personal interests in fitness, football, golf, and music.

Austin Skipper is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2010, progressing through various positions including Senior Manager from 2021 to 2025, Learning Lead from 2011 to 2021, and Customer Relationship Advocate from 2010 to 2011. His professional experience encompasses client service and financial planning. Austin's approach to client service emphasizes creating an environment where clients can share their authentic stories and vulnerabilities. This enables the development of financial plans tailored to clients' preferences and confidence in their long-term strategies. Outside of his professional responsibilities, Austin's interests include comedy, concerts, family activities, football, parenthood, and reading.

Sarah Sherman is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2011. Fidelity’s 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 discretionary and non-discretionary portfolios, fund advisory activities, and model portfolio delivery.

Kaela Ware is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Blue Goose and Orlando's Italian Restaurant, as well as time at Texas Tech University. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Cathy Schultz is the Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2018. She brings over fifteen years of experience in the financial industry, focusing on partnering with investors who seek holistic planning. Cathy holds the Certified Financial Planner (CFP®) designation. Her professional background includes roles such as Financial Consultant at Fidelity Investments from 2015 to 2018, 401K Plan Manager at Great West Financial Services from 2011 to 2015, Financial Advisor at both Advised Assets Group and Edward Jones, as well as Branch Office Administrator at Edward Jones. Cathy is licensed to provide insurance services in California.

James Eroh is a Financial Consultant at Fidelity Investments, where he has worked since 2013 in various roles. His current position as Financial Consultant began in 2023. Prior to this, he held several roles at Fidelity Investments including Investment Solutions Consultant, Portfolio Specialist, Director of Retirement Planner, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, High Opportunity, and Financial Representative. James holds insurance licenses for Arkansas and California. His professional approach combines the knowledge of a CERTIFIED FINANCIAL PLANNER™ with a commitment to helping clients achieve peace of mind and work towards their life's purpose. This perspective is influenced by his personal experience as a father, emphasizing compassion in his client relationships.

Shane Dennis is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has previously held roles within the company including PAS Portfolio Specialist from 2021 to 2023, Director Retirement Planner from 2014 to 2021, and Retirement Solutions from 2013 to 2014. Throughout his career at Fidelity Investments, Shane has focused on helping clients work toward their financial objectives and guiding them through the complexities of finance. He emphasizes building strong relationships by listening closely to clients' needs and understanding their true financial goals.

Chance Krainik is a Financial Consultant at Fidelity Investments, where he has been working since 2015. He has a background in financial advising, having previously served as an Investment Consultant from 2014 to 2015 and as a Private Client Specialist from 2011 to 2014 within the same organization. His approach to financial planning involves helping clients identify their financial goals, guiding them through the complexities of financial planning, and building customized plans to manage risks. He maintains ongoing relationships with clients to ensure their plans remain aligned with their needs and preferences. Outside of his professional work, Chance enjoys activities such as boating, family activities, fitness, hiking, skiing, and traveling.

Tobe Mccann is a financial advisor at Fidelity with 13 years of industry experience and holds Series 63 and Series 66 licenses. His work history includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Mass Mutual Life, Insurance Connection USA, and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Paul Johnson is a Financial Consultant currently working at Fidelity Investments. He partners with clients by understanding their financial needs and concerns to customize financial plans through tailored services and strategies. He has held several roles at Fidelity Investments, including Investment Consultant from 2023 to 2024 and Workplace Planning Consultant from 2020 to 2023. Prior to that, he worked in Investment Management Service at TD Ameritrade from 2017 to 2020.

Sydney Gonzalez is a financial advisor with Fidelity in Southlake, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, Gonzalez was affiliated with Centre College and operated as self-employed during 2024-2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base including an IRS-qualified Charitable Gift Fund and registered investment companies, with notable roles in fund advisory and model portfolio delivery.

Shelley Stanyer is a financial advisor with Fidelity and holds a Series 66 designation. She has two years of industry experience, including roles at Fidelity Investments since 2023 and prior positions at Gap Inc and Bath & Body Works. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary investment portfolios, including multi-manager and fund-of-funds structures.

Mary Beth Murphy is an Investment Consultant at Fidelity Investments, where she works closely with clients to clarify their financial goals and provide personalized retirement planning and investment guidance. She has been with Fidelity Investments since 2015, holding roles including Workplace Planning and Advice Consultant from 2015 to 2017 and Director, Retirement Planner from 2017 to 2022 before her current position. Mary Beth holds an AR Insurance License. Outside of her professional work, she has interests in the beach, skiing, traveling, pets, and exploring food.

Meghan Evans is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates closely with a Wealth Management Advisor to understand clients' goals and priorities. In her role, she focuses on anticipating the complex needs of affluent families and advocating for better outcomes while delivering service. Meghan has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before assuming her current position in Private Wealth Management Planning. Her experience spans several years within the firm, providing her with insight into client relationship management and financial planning. Outside of her professional responsibilities, Meghan enjoys cooking and baking, exploring culinary experiences as a foodie, and spending time with friends and pets. She is also involved in volunteering activities.

Kelly Carpenter is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity affiliates since 2015. He is part of 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 research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios for intermediary platforms.

Geselle Avalos is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has worked at several firms including Inspiration Co. and Keener Financial Planning. 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 uses a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its advisory roles to multiple registered investment companies.

Spencer Drennan is a Financial Consultant at Fidelity Investments, based in Southlake. He serves as a primary point of contact for clients, assisting with financial planning, addressing questions and concerns, and acting in a fiduciary capacity to help develop and maintain personalized financial plans. Spencer also facilitates communication between clients and Fidelity. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2026. Spencer holds a Bachelor's Degree in Finance and Real Estate from Texas Christian University and possesses a California Insurance License. Outside of his professional responsibilities, Spencer enjoys activities such as going to the beach, fishing, football, attending social events with friends, skiing, and traveling.

Luis Ortiz is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at JP Morgan Chase and Wells Fargo. Ortiz has also been involved in operating Cast Castro Painting LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in managing multiple registered investment companies and constructing model portfolios for Fidelity Institutional Wealth Adviser.

Jonathan Michael is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a lessor involved in oil and gas production with Bluestone Natural Resources. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Vanessa Polcari is a Financial Consultant at Fidelity Investments, where she currently works with clients to build financial plans and assist them in planning for their future. She has held several roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, Central Relationship Manager, and Customer Relationship Advocate. Her experience spans various client relationship and planning positions within Fidelity Investments, providing her with a comprehensive understanding of financial consulting and client service. Outside of her professional work, Vanessa has interests in beach activities, fitness, pets, Pilates, reading, and yoga.