Brian Carpenter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2010, serving in various roles including Vice President Branch Leader, Regional Planning Consultant, and Executive Planning Consultant. Prior to joining Fidelity, Brian worked at T. Rowe Price from 2003 to 2010 and at Charles Schwab from 2000 to 2001. Brian holds a California Insurance License. His professional experience spans financial consulting, investment counseling, and retirement planning. Outside of his professional career, Brian enjoys baseball, concerts, movies, music, traveling, and family activities. He is a father of two daughters and married to a healthcare professional.

Heather Lafranchi is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at Ameriprise Financial Services and MWA Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios delivered to intermediary platforms.

Blake Rossman is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on understanding clients' unique financial situations and guiding them towards their financial goals. He emphasizes educating clients to ensure they feel comfortable and confident in their financial decisions. Blake has held several positions in the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Solutions Advisor at Merrill Lynch from 2021 to 2023, Investment Solutions Representative at Fidelity Investments in 2021, and Paraplanner at TrueWealth Financial Partners from 2019 to 2021. Outside of his professional work, Blake has personal interests that include boating, camping, motorcycles, photography, and surfing.