Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Ethan Bailey is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Commerce Bank, Central Trust Company, and Delaware North. Fidelity’s Strategic Advisers LLC, where Bailey is based, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations such as CFTC commodity pool operator status.

Rick Bain is a Financial Consultant at Fidelity Investments, a position he has held since 2008. He assists clients in leveraging Fidelity's resources to develop, implement, and maintain their financial plans. He has extensive experience working with high net worth clients, drawing on a career that includes roles such as Financial Representative III at Fidelity Investments from 1995 to 2008, Investment Representative at Martket Street Securities from 1994 to 1995, Financial Representative at Commerce Bank from 1990 to 1994, and Stock Broker at Hibbard Brown in 1990. Outside of his professional work, Rick Bain enjoys biking, fishing, running, and swimming.

Emily Buchheit is a Wealth Management Senior Relationship Manager. She has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and Wealth Management Planning Consultant before assuming her current position. Her work centers on building long-lasting relationships based on trust, education, and financial planning, collaborating closely with Private Wealth Management advisors and specialists. Emily holds an Arkansas Insurance License. Outside of her professional responsibilities, Emily enjoys spending time at the beach, camping, playing golf, kayaking, traveling, and engaging in parenthood.

Amy Madura is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Senior Relationship Managers to deliver comprehensive wealth management services. In her current role since 2023, she focuses on providing a seamless experience for clients within the Private Wealth Management team. Amy has been with Fidelity Investments since 2016, progressing through roles including Relationship Manager from 2016 to 2021 and Wealth Management Service Specialist II from 2021 to 2023. Her experience spans various aspects of wealth management and client relationship services within the firm.

Mikayla Yeakey is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She previously worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. Mikayla's professional approach focuses on meaningful collaboration with clients, aiming to understand the motivations behind their financial decisions to clearly express and address their goals. She emphasizes strengthening the client-advisor relationship and introducing strategies clients may not have previously considered to foster a more informed and confident planning experience. Outside of her professional responsibilities, Mikayla has personal interests that include the beach, boating, golf, traveling, and exploring food.

William Erpelding is a financial advisor at Fidelity Investments with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at various organizations, including WIT Construction LLC, Amazon, and Emerson Electric Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio solutions that incorporate proprietary research, quantitative analysis, and systematic methodologies.

Gino Dodd is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bankers Life. Fidelity’s affiliate, 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Alex Winkelman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he focuses on understanding the priorities of clients and their families to develop financial plans tailored to their specific needs. He emphasizes the importance of having a financial plan that evolves with ongoing life events. Alex has been with Fidelity Investments since 2020, starting as a Financial Representative, then advancing to Investment Consultant in 2021 before becoming a Financial Consultant in 2022. His experience encompasses creating and implementing financial plans and monitoring them to help clients work toward their goals.

Daniel West is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. His professional experience centers on partnering with clients to develop financial plans tailored to their individual goals, preferences, and investment experience. Daniel's approach involves exploring each client's unique situation, conducting data and analysis related to investment and retirement planning, and assisting in identifying clear action steps. He holds an AR Insurance License, supporting his advisory capabilities. Outside of his professional work, Daniel engages in family activities and personal interests such as fitness, hiking, motorcycles, and parenthood.

Jack Buchholz is a financial advisor with Fidelity in St. Louis, MO, holding a Series 66 credential and with one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Hence Painting LLC and Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

John Fink is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Planning Consultant from 2024 to 2026, a Relationship Manager in 2024, and a Financial Representative from 2023 to 2024, all within Fidelity Investments. He also has experience as an Investor Services Representative at Charles Schwab from 2022 to 2023. John holds a California Insurance License. His professional approach focuses on providing a client-obsessed, holistic financial planning and service experience. Outside of his professional career, John enjoys activities such as going to the beach, cooking and baking, spending time with family, watching movies, caring for pets, and swimming.

Jessica Hejna is the Regional Director of Wealth Management at Fidelity Investments, where she leads a team and supports Planning Consultants within the Private Wealth Management organization. She has been in this role since 2025. Her experience in the financial industry spans over a decade, beginning as an Investment Specialist II at Edward Jones from 2010 to 2012. She then worked at Archer Wealth Management as an Operations & Investment Assistant from 2012 to 2013. Jessica joined Fidelity Investments in 2013 and has held various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, Wealth Management Planning Consultant, and Director of Managed Solutions before her current role. No information about her education, credentials, personal interests, or community involvement has been provided.

Zachary Yanker is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked for U.S. Bancorp Investments, Inc. and Edward Jones. Outside of his advisory role, he is the sole member of Workhorse Industries, LLC, a business with no active duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

John Kriegshauser is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020. His positions have included Investment Consultant, Workplace Financial Consultant, and Director, Retirement Planner. In his current role, he focuses on creating clear, actionable, and personalized financial plans to help clients pursue their significant life aspirations. John holds an Arkansas Insurance License and brings extensive experience in retirement planning and investment consulting. His approach emphasizes educating and empowering clients to efficiently manage their financial resources. Outside of his professional work, John engages in family activities and enjoys outdoor pursuits such as golf, hiking, skiing, and traveling.

Kyle Corley is an Investment Consultant currently working at Fidelity Investments. He partners with clients to help them achieve their financial goals by implementing personalized planning strategies. His approach involves building trust and understanding to create plans tailored to individual needs and continuously monitoring them as circumstances change. Kyle has experience in various roles at Fidelity Investments, including Planning Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative in 2024. Prior to joining Fidelity, he worked as a Financial Service Representative at Charles Schwab from 2023 to 2024. Outside of his professional work, Kyle has personal interests in board games, cars, fitness, and football.

Alexander Miller is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on advanced financial planning strategies and provides guidance to clients to help improve their financial well-being. Alexander has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising, reflecting a deep engagement with markets, economics, and policy. He emphasizes making complex financial concepts simple and treats clients with the same respect and care he would expect for himself. Alexander finds fulfillment in utilizing his knowledge to positively impact the lives of his clients and their families.

Cameron Mcelhaney is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Before joining Fidelity, he held various roles at Dick's Sporting Goods and worked briefly at Arsenal Business Growth. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive capabilities including commodity pool operation registration and use of AI-driven research methodologies.

Kelly Curland is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. In this capacity, she addresses the financial concerns of high net worth clients and assists with their service and planning needs. She collaborates closely with her Wealth Management Advisor to build relationships and support clients in achieving their personal and financial goals. Kelly has been with Fidelity Investments since 2018, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Wealth Management Planning Consultant. This experience has provided her with a comprehensive understanding of wealth management and client relationship management.

Chris Growe is a Financial Consultant currently working at Fidelity Investments. In this role, he partners directly with clients and their families to develop customized financial plans aligned with their goals, timelines, and risk tolerance. He emphasizes putting clients' interests first to help them pursue their financial objectives with confidence and peace of mind. Chris has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before transitioning to his current position. Prior to joining Fidelity, he was a Senior Financial Consultant at TD Ameritrade from 2014 to 2021. He holds an Arkansas Insurance License.

Zachary Heath is a Financial Consultant at Fidelity Investments, where he collaborates with clients to plan for their financial futures. He focuses on understanding each client's unique financial needs, goals, and preferences to co-create and implement comprehensive plans aimed at achieving their objectives. Over time, he assists clients in refining their plans and investment strategies as their needs evolve. Prior to his current role, Zachary held positions at Fidelity Investments as an Investment Consultant and Planning Consultant, and he was a Senior Financial Advisor at Wells Fargo Advisors from 2009 to 2022. His experience spans various aspects of financial advising and consulting. Outside of his professional work, Zachary engages in family activities, fitness, social events with friends, golf, soccer, and traveling.

Andrew Babin is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads advisors and their teams to understand each client's unique financial goals and collaborates with them to build and implement personalized financial plans utilizing Fidelity's resources. Andrew's professional experience includes various roles at Fidelity Investments since 2021, such as Financial Consultant, Investment Consultant, and Planning Consultant. Prior to that, he held positions at Citigroup Global Markets and TD Ameritrade, covering wealth servicing, wealth relationship management, new client development, and investor services. He holds an Arkansas Insurance License.

Veronica Swearingen is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has also served in several roles at Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2023 to 2024, Relationship Manager in 2023, and Financial Representative in 2022. In her role as a financial consultant, Veronica partners with clients to develop personalized financial plans tailored to their unique goals and needs. Her process is focused on providing clients with comprehensive information to support confident financial decision-making. Outside of her professional work, Veronica enjoys hiking, spending time with pets, reading, skiing, traveling, and practicing yoga.

Avery Braun is a Financial Consultant who collaborates with clients to develop customized financial plans tailored to their family's specific financial situations, goals, and needs. In this role, Avery provides clients with tools and resources and aims to build trusting and reliable relationships. From 2020 to 2022, Avery worked as an Advanced Trading Specialist at TD Ameritrade, gaining experience in trading and financial markets. In personal time, Avery engages in activities such as baseball, family activities, fishing, fitness, hiking, and traveling.

James Brigman is a Financial Consultant currently working at Fidelity Investments. In his role, he collaborates with clients to develop and adjust their financial plans in response to changes in their goals and lives. James has professional experience as a Financial Consultant at Fidelity from 2021 to 2025, as well as serving as a Senior Financial Advisor at Wells Fargo Advisors from 2015 to 2021.

Joe Insinna is a Financial Consultant currently working at Fidelity Investments. He has held multiple roles at Fidelity since 2023, including Investment Consultant and Planning Consultant. Prior to joining Fidelity, Joe worked as a Financial Advisor at Larson Financial Group from 2020 to 2023 and as a Registered Client Associate at Wells Fargo from 2018 to 2020. Joe focuses on helping families build sound financial plans through efficient investment strategies. His experience spans financial consulting, investment advising, and client planning. Outside of his professional work, Joe has interests in biking, fitness, golf, music, reading, and running.

Charles Parrish is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, Parrish operates Parrish Running Development LLC, providing online coaching to high school athletes and adults. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in discretionary portfolio management, fund advisory, and delivers model portfolios for intermediary platforms.

Michael Dwyer is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. Prior to this position, he held various roles at Fidelity Investments, including Financial Consultant from 2014 to 2020, Investment Consultant from 2013 to 2014, Relationship Manager from 2012 to 2013, Fixed Income Specialist from 2008 to 2009, and other client-facing roles dating back to 2007. He also worked as an Advisor Solutions Representative at Scottrade in 2011 and briefly as an Associate at Plancorp the same year. Michael approaches financial planning by identifying clients' main priorities and goals, then leveraging his knowledge of the financial sector to develop plans addressing both present needs and retirement objectives. His professional experience encompasses both client relationship management and investment consulting. Outside of his professional work, Michael enjoys family activities, hiking, kayaking, reading, and skiing.

Mark Damron is a Financial Consultant at Fidelity Investments, where he currently works to assist clients in achieving their financial goals. He emphasizes understanding clients' priorities by actively listening to them, enabling a collaborative approach toward reaching desired financial outcomes. Mark's professional experience includes roles such as Investment Consultant and IMC at Fidelity Investments since 2021. Prior to that, he served as an Associate Wealth Management Advisor at Northwestern Mutual from 2020 to 2021 and worked in Financial Services at TD Ameritrade in 2019. This background reflects his involvement in various aspects of financial consulting and wealth management. Outside of his professional work, Mark has personal interests that include beach activities, fishing, football, hiking, parenthood, and traveling.

Noah Foreman is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized investment plans that align with their long-term financial goals. He focuses on providing thoughtful guidance and helping clients navigate financial decisions with clarity and confidence. Prior to his current role, Noah gained experience as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Registered Representative at Charles Schwab. This progression has equipped him with a broad understanding of client needs and investment strategies. Outside of his professional career, Noah enjoys beach activities, comedy, football, social events with friends, golf, and traveling.

Ethan Parrott is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He is committed to building long-lasting relationships and helping individuals and families work towards financial confidence through personalized and strategic planning. Ethan's professional experience includes roles such as Investment Consultant and Relationship Manager at Fidelity Investments, as well as Financial Representative at the same firm. Prior to joining Fidelity Investments, he worked as a Wealth Management Intern at Adams Brown from 2021 to 2022. Outside of his professional work, Ethan has interests in board games, fitness, football, and golf.

Trevor Stiefvater is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In his role, he helps clients align their financial decisions with their long-term goals through personalized investment strategies, focusing on building strong relationships and providing clear, practical guidance. Trevor has accumulated experience in the financial services industry through various roles at Fidelity Investments, including Relationship Manager from 2023 to 2026, Financial Representative from 2021 to 2023, and Customer Relationship Advocate from 2020 to 2021. His professional background supports his commitment to helping clients achieve lasting financial confidence. He holds an Arkansas Insurance License. Outside of his professional work, Trevor has interests in activities such as the beach, cars, fitness, golf, hiking, and spending time at the lake.

Frazier Ott is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Millikin University, Ipi Wealth Management, and the St. Louis County Courthouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Dominick Viviano is a financial advisor with Fidelity, holding a Series 66 designation and based in St. Louis, MO. He joined Fidelity in 2024 and has prior experience in education, including roles at Lewisville Independent School District and several universities. Strategic Advisers LLC, a Fidelity Investments company, offers 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 portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Justin Adkins is a Financial Consultant at Fidelity Investments, a role he has held since 2018. In this capacity, he is responsible for guiding clients through the development and implementation of financial plans aimed at achieving their personal financial goals. Justin has been with Fidelity Investments since 2015, beginning as a Financial Representative before serving as an Investment Consultant from 2017 to 2018. His experience within the firm encompasses various aspects of financial consulting and investment advising. No additional information about his education, credentials, personal interests, or community involvement was provided.

Joshua Mahoney is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various capacities at Fidelity since 2015. Outside of his advisory role, he is co-owner of Lewis Expedition Company, a business that restores and sells classic off-road vehicles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Julie Prinkey is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. She has over 35 years of experience in the financial industry, having worked in various roles focused on client services, marketing, and financial planning. Prior to her current role, she served as a Financial Consultant, Senior Relationship Manager, and Relationship Manager at Fidelity Investments between 2014 and 2018. Her professional background includes positions such as Director of Marketing & Client Services at Northwestern Mutual, Senior Sales Advisor at American First Financial, and Director of Client Services at several financial firms. She began her financial career at Edward Jones as a Stockbroker and Investment Representative from 1987 to 1995. Julie is committed to helping clients work towards their financial goals by creating and executing plans tailored to individual needs. Fidelity provides investment choices suited to all styles, and clients value her experience, dedication, and integrity.

George Jochens currently serves as a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2021 to 2024. In his professional capacity, George helps clients align their financial decisions with their long-term goals through personalized investment strategies. He focuses on building strong relationships, understanding client priorities, and providing clear and practical guidance to support lasting financial confidence. Beyond his professional responsibilities, George has an interest in baseball, fitness, football, spending time with friends and attending social events, outdoor adventures, and yoga.

Michael Williams is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at TD Ameritrade and various positions outside finance, such as at Roco's Pizza and Holy Spirit Parish. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios for intermediary platforms.

Ross McNabb is Vice President and Branch Leader at Fidelity, a role he has held since 2020. He focuses on helping people plan for their financial future. In his position, Ross oversees branch operations and supports clients in achieving their financial goals. Outside of his professional responsibilities, Ross enjoys family activities, fitness, social events with friends, outdoor adventures, caring for pets, and traveling.

Shaila Korte is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She joined Fidelity Investments in 2020, progressing from Investment Consultant to Financial Consultant before assuming her current role. Prior to joining Fidelity, she worked as a Financial Advisor at MassMutual from 2017 to 2020. In her role, Shaila focuses on building customized financial plans tailored to individual needs, emphasizing education to help clients gain confidence and understanding of their strategies. She holds an Arkansas Insurance License, supporting her work in financial consultation. Outside of her professional responsibilities, Shaila enjoys biking, cooking and baking, outdoor adventures, skiing, and traveling.

Mick Metzger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He previously worked as a Financial Consultant at Fidelity from 2011 to 2018 and as an Investment Representative at the same firm from 2010 to 2011. Prior to joining Fidelity, he was a Financial Advisor at Ameriprise Financial from 2005 to 2010. In his role at Fidelity, Mick helps clients and their families develop personalized financial plans aimed at providing confidence in their financial future. He utilizes Fidelity's technology, investment platform, and planning strategies to assist clients in pursuing their financial goals and making informed decisions. Outside of his professional work, Mick's personal interests include biking, camping, fitness, golf, pets, and tennis.

Kate O'Toole is currently a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to assess clients' financial situations and help them achieve their financial goals. Her approach focuses on establishing trust to build strong, long-term relationships with clients and their families. She has held several roles at Fidelity Investments, including Relationship Manager and Financial Representative, starting in 2024. Prior to joining Fidelity, she worked as a Financial Consultant at Green Bridge Wealth Advisors from 2021 to 2024. Outside of her professional responsibilities, Kate enjoys spending time at the beach, attending concerts, playing golf, and softball.

Steven Sledge is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he works with self-directed high-net worth families, utilizing the resources of the Private Wealth Management team and Fidelity to provide a seamless and efficient business experience. Steven has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 1993. His roles have included Premium Brokerage Service Representative, Relationship Manager, Branch Service Manager, Planning Consultant, and currently Senior Relationship Manager. Prior to joining Fidelity, he worked as an Insurance Salesperson at Axa Equitable Financial from 1992 to 1993.

Christopher Bracy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He joined Fidelity Investments in 2010, initially serving as an Investment Consultant before advancing to Financial Consultant in 2011 and subsequently to his current role. Prior to his tenure at Fidelity, Christopher worked as a Financial Advisor at Ameriprise Financial from 2006 to 2009. His professional experience encompasses financial consulting and investment advising, focusing on developing and implementing customized financial plans. Christopher emphasizes understanding client priorities and providing a collaborative planning experience to help clients achieve their financial goals. There is no additional information provided regarding his education, credentials, personal interests, or community involvement.

Caleb Wilkerson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. He began his career as a Financial Representative at MassMutual in 2016. Caleb specializes in building client relationships by understanding unique financial goals and creating tailored plans and strategies. His approach focuses on continuous progress and personalized guidance to help clients navigate their financial journeys. Outside of his professional work, Caleb enjoys baseball, golf, outdoor adventures, traveling, and volunteering. He also values spending time with his family.

Tyler Mcallister is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity in 2026, he worked five years at UMB Bank and held various roles at Renaissance Financial, Evergy, and Synergy Wealth Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.