David Counsellor is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop comprehensive financial plans aimed at achieving clients' financial goals. In addition to his planning responsibilities, he emphasizes building long-term relationships with clients to better understand and support them throughout their financial journeys. David joined Fidelity Investments in 2022, serving initially as a Financial Representative before progressing to a Relationship Manager role in 2023. He has held the position of Planning Consultant since 2025. Prior to his tenure at Fidelity, David worked at Everwise Credit Union as an Investment Coordinator Intern in 2021 and as a Universal Teller from 2020 to 2022. Outside of his professional work, David has interests in beach activities, fitness, golf, and traveling.

David Hale is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his role, he partners with individuals and families to help them make informed financial decisions and create actionable financial plans aimed at providing financial peace of mind. David has extensive experience at Fidelity Investments, having held various positions including Investment Consultant (2021-2022), Relationship Manager (2018-2021), Central Relationship Manager (2018), High Net Worth Representative (2016-2018), and Financial Representative (2016). This progression reflects his broad expertise in financial services and client relationship management. Outside of his professional responsibilities, David enjoys baseball, family activities, fitness, exploring food, and traveling.

Jonathan Thomas is a financial advisor at Fidelity with a Series 66 designation and one year of experience. His prior work includes roles at Winsor Development and various educational and recreational organizations. 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 to deliver model portfolios and fund advisory services.

Andy Colon is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2007. Outside of advising, he is a partner at Remedy and Company, LLC, where he is involved in property transactions including purchase, sale, and leasing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors and is noted for its use of algorithmic methods and its advisory roles with multiple registered investment companies.

Lauren Dickerson is Vice President and Financial Consultant at Fidelity Investments. In this role, she partners with clients to develop customized financial plans tailored to their family's needs, building strong relationships to support their financial goals. Lauren has been with Fidelity Investments since 2011, progressing through several positions including Financial Representative, Premium Relationship Associate, Investment Solutions Representative, Retirement Solutions Representative, and Retirement Relationship Manager before assuming her current role in 2017. Her experience encompasses a broad range of financial consulting and retirement planning services. No additional information on education, credentials, personal interests, or community involvement has been provided.

Chase Collins is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2021, progressing through positions including Investment Solutions Representative, Investment Solutions Help Desk, and Investment Consultant. Prior to joining Fidelity, he worked as a Registered Personal Banker at Wells Fargo Bank, N.A. from 2016 to 2021. In his current role, Chase focuses on understanding each client's holistic financial picture and partners with them to provide education and resources aimed at achieving their financial goals. He emphasizes establishing lasting relationships with clients and providing foundational financial education. Outside of his professional career, Chase's personal interests include family activities, fitness, football, pets, and running.

Mary Brown is a Series 66-registered financial advisor with Fidelity, based in Tampa, FL. She has been with Fidelity Investments since 2026 and previously operated Mary Brown Coaching, LLC for seven years. Brown also has experience working with Larimer County and the Church of Jesus Christ of Latter-day Saints. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Danielle Deehl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she currently serves as a primary point of contact for client service needs and inquiries. In this role, she focuses on providing clients and their families with a high level of service aimed at simplifying and easing their financial interactions. She has been with Fidelity Investments since 2021, progressing through several roles including Relationship Manager, Planning Consultant, and Wealth Management Planning Consultant before assuming her current position in 2026. Prior to joining Fidelity, Danielle worked as a Financial Advisor Assistant at LPF Financial Advisors from 2018 to 2021. Outside of her professional responsibilities, Danielle engages in activities such as biking, family activities, parenthood, reading, and swimming.

Taylor Pierce is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor worked as a Planning Consultant and Investment Consultant at Fidelity Investments from 2021 to 2024. Taylor has also held roles at Raymond James Financial as Vice President, Senior Asset Management Consultant from 2018 to 2020 and Assistant Vice President, Portfolio Specialist from 2017 to 2018. Earlier in their career, Taylor worked at Carillon Tower Advisors in various capacities from 2013 to 2017. Taylor approaches financial consulting with a focus on collaborative planning to align financial plans with clients' risk tolerance, time horizon, and investment selection. Taylor holds insurance licenses in Arkansas and California. Outside of work, Taylor has interests in food, football, golf, parenthood, pets, and traveling.

Chelsea Lopes is an Investment Consultant currently working at Fidelity Investments since 2025. She previously served as a Private Wealth Advisor at Kingsbury Financial Advisors from 2022 to 2024. Chelsea's professional focus involves guiding individuals and families through key financial decisions, including building wealth, retirement planning, and navigating life transitions. Chelsea is committed to serving as a trusted partner to her clients, helping them uncover personal financial strategies. Outside of her professional role, she has interests in art, the beach, fitness, gardening, museums, and writing.

Francesca Loeffler is Vice President and Branch Leader at Fidelity Investments. In her role, she leads and inspires a team of advisers to deliver a client-centered experience, focusing on personalized and holistic financial planning to help clients achieve their goals. She has held multiple roles at Fidelity Investments since 2016, including Financial Representative, Relationship Manager, Senior Relationship Manager, and Branch Leader before assuming her current position in 2026. Her progression within the company reflects her experience in financial advisory and branch management. Outside of her professional responsibilities, Francesca has interests that include beach activities, football, pets, pilates, traveling, and yoga.

Connor Joy is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial roadmaps and comprehensive plans. His approach emphasizes understanding clients' priorities related to their goals, family, and investments, utilizing Fidelity's resources to create personalized strategies. Connor has held several roles within Fidelity Investments, including Relationship Manager and Financial Representative, reflecting his progression in the financial services field. Prior to joining Fidelity, he worked as an Investment Planner at Florida Financial Advisors and began his career as a Teller at Freedom Credit Union. Outside of his professional work, Connor engages in fitness activities such as golf, running, skiing, and enjoys watching movies.