Dylan Landry is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on providing financial planning guidance tailored to each client's unique financial goals, priorities, and preferences. Prior to his current role, Dylan held positions at Fidelity Investments including Planning Consultant, Relationship Manager, and Customer Relationship Advocate, gaining a broad range of experience in client relationship management and financial planning. Dylan holds insurance licenses in Arkansas and California, which support his work in delivering comprehensive financial advice. Outside of his professional responsibilities, he enjoys activities such as fishing, fitness, football, golf, outdoor adventures, and spending time with pets.

Gregory Pasler is a Financial Consultant currently with Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in financial advisory roles, having worked with various firms including Merrill Lynch, USAA Financial Planning, Chase Investment Services, and others. His career spans roles such as Investment Consultant, Financial Solutions Advisor, and Financial Advisor across multiple organizations. Throughout his career, Gregory has focused on developing personalized financial plans by understanding clients' current situations and goals, and collaborating to create tailored solutions. He holds an Arkansas Insurance License and has experience in financial planning, investment consulting, and banking services. Additional details on his education or personal interests were not provided.

Negin Elmi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at Bank of America from 2019 to 2022 and has been with Fidelity since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages a range of discretionary and non-discretionary advisory services.

Wesley Blankman is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2011. He partners with clients to develop comprehensive financial plans focused on preparing for and transitioning through retirement years. His approach involves understanding each client's unique circumstances and working collaboratively to create and implement individualized action plans based on their needs, preferences, and timelines. Wesley's experience at Fidelity Investments includes roles as Financial Consultant from 2014 to 2018, Investment Representative from 2012 to 2014, and Private Client Specialist from 2011 to 2012. Prior to joining Fidelity, he worked as a Senior Associate Consultant at BancVue, Ltd from 2008 to 2011. Outside of his professional work, Wesley enjoys biking, camping, family activities, golf, motorcycles, and parenthood.

Karli Maddox is a Planning Consultant at Fidelity Investments, where she collaborates with clients to co-create plans aimed at strengthening their financial well-being. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience at Fidelity includes working closely with clients to understand their financial goals and developing strategies to help them achieve those objectives. Karli's professional journey reflects a focus on client engagement and financial planning. Outside of her professional work, Karli's interests include baseball, exploring food, social events with friends, hiking, parenthood, and traveling.

David Mitchell is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2009. He has been with Fidelity since 1998, progressing through positions including Financial Planning Consultant, Senior Investment Consultant, and Account Executive. Prior to joining Fidelity, he worked as an Account Executive at Bank United Securities Corp. and J.B. Oxford & Company in 1997. With over two decades of experience in the financial services industry, David specializes in partnering with clients to develop wealth planning strategies. He focuses on leveraging technology, cost-efficient investment options, and planning strategies to help clients work towards financial independence in retirement and beyond.

Kevin Vasquez is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025. Before joining Fidelity Investments, Kevin worked as a Financial Solutions Advisor at Merrill and Bank of America between 2020 and 2024. Kevin partners with his clients through a collaborative planning approach. He engages in holistic discussions around clients' financial situations and understands their unique preferences to help create customized financial plans tailored to their financial and emotional goals, needs, and objectives. Outside of his professional responsibilities, Kevin has interests in baseball, family activities, fitness, football, soccer, and traveling.

Tyler Kinchen is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Energy Capital Credit Union, JP Morgan Chase Bank, and various service and educational organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Sean Apostalo is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to create financial plans aimed at achieving their financial goals. Sean has been with Fidelity Investments since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, Workplace Planning Consultant II, Investment Solutions Representative, and High Net Worth Representative II. His extensive experience covers multiple aspects of financial consulting and client relationship management within Fidelity. Sean's career path reflects a deep engagement with investment solutions and financial planning. Outside of his professional role, he enjoys boating, fishing, gardening, scuba diving, and swimming.

Jacklyn Tobin is the Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads and collaborates with financial professionals to help clients develop personalized financial plans aimed at strengthening their financial well-being. She has worked with Fidelity Investments since 2014, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative I, Workplace Planning & Guidance Consultant, and Financial Representative. Throughout her career at Fidelity, Jacklyn has gained extensive experience in financial planning and client relationship management. Her expertise encompasses guiding clients through financial strategies tailored to their individual needs. Outside of her professional responsibilities, she engages in interests such as cooking and baking, family activities, golf, music, parenthood, and softball.

Josh Pena is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals, values, and lifestyle. He employs a collaborative and holistic planning approach to help clients make informed decisions aimed at achieving financial independence and long-term peace of mind. Josh has been with Fidelity Investments since 2014, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, Investment Solutions Representative, and High Net Worth Associate. His extensive experience at Fidelity has provided him with a thorough understanding of financial planning and investment strategies. Outside of his professional work, Josh's personal interests include fitness, golf, reading, and snowboarding.

Rod Rizile is a Financial Consultant with experience at Fidelity Investments, where he held various roles including Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate from 2019 to 2025. His professional background encompasses a range of responsibilities related to investment consulting, financial planning, and client relationship management. Rod's approach to financial planning is centered on understanding clients' unique financial goals. He emphasizes listening attentively and analyzing specific needs to develop personalized investment strategies aligned with long-term objectives. Outside of his professional work, Rod has personal interests in fitness, food, football, museums, and traveling.

Michael Beck is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2025. In his role, he focuses on understanding clients' family dynamics and their intentions for managing their wealth, engaging regularly with them throughout their financial planning journey. Prior to his current position, Michael held various roles at Fidelity Investments, including Planning Consultant from 2021 to 2025, Relationship Manager from 2018 to 2021, and Financial Representative from 2017 to 2018. Through these positions, he has accumulated experience in financial planning and client relationship management. Outside of his professional commitments, Michael is involved in family activities and enjoys fishing, gardening, kayaking, and volunteering.

Christopher Thompson is Vice President and Branch Leader at the The Woodlands Investor Center with Fidelity Investments. In this role, he coaches, leads, and develops a team of financial professionals. He supervises branch activities, engages clients, and collaborates with advisors to help clients pursue their financial goals through Fidelity's financial planning capabilities and process. Christopher has held several positions at Fidelity Investments since 2018, including Branch Leader from 2023 to 2025, Managing Director from 2022 to 2023, Team Leader in Client Services from 2020 to 2022, Workplace Planning Consultant from 2019 to 2020, and Client Relationship Advocate from 2018 to 2019. Outside of his professional responsibilities, Christopher enjoys beach activities, family time, fishing, football, and photography.

Sean Jaussi is a Vice President and Branch Leader at Fidelity Investments. In his role, he helps coach and support associates who partner with clients to co-create personal financial plans. Sean has been with Fidelity Investments since 2014, progressing through various positions including Client Services Representative, Workplace Planning Consultant, Regional Center Learning Lead, Team Leader for Workplace Planning and Advice, and Branch Leader before assuming his current role in 2024. His experience encompasses leadership and workplace planning within the financial services industry. Outside of his professional career, Sean is involved in activities such as family activities, football, parenthood, reading, volunteering, and writing.

Alban Derieux is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He works closely with clients to build comprehensive financial plans, with a particular focus on preparing for and transitioning through retirement years. His approach involves understanding each client's unique circumstances to develop and implement an action plan tailored to their individual needs, preferences, and timeline. Prior to his current position, Alban served as an Investment Consultant and Client Management Representative at Fidelity Investments from 2021 to 2024. Before joining Fidelity, he was a Financial Solutions Advisor at Merrill Lynch from 2018 to 2021. Alban holds a California Insurance License. Outside of his professional work, Alban has interests in biking, cars, cooking and baking, hiking, military service, and motorcycles.

Jacob Watson is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, advancing through roles from Investment Consultant to Financial Consultant before his current vice presidential role. Prior to joining Fidelity, he worked as a New Client Development Specialist at TD Ameritrade in 2019. Jacob focuses on understanding the various financial decisions his clients face during different life events. He approaches financial planning by considering his clients' current life circumstances and strives to provide clear explanations for his recommendations. His goal is to support clients through changing situations with straightforward and tailored financial plans. Outside of his professional work, Jacob enjoys cooking and baking, fitness activities, socializing with friends, gardening, hiking, and traveling.

Pablo Vazquez Flores is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Invesco Investment Services. His earlier experience includes roles outside finance, such as at Brown Family Health Center and Stephen F. Austin State University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-fund structures.

Devin Thurmond is an Investment Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Relationship Manager and Financial Representative at Fidelity Investments, gaining experience in financial services since 2023. Before joining Fidelity, Devin worked as a Financial Services Representative at E*TRADE From Morgan Stanley in 2022 and 2023. Devin approaches investment consulting with a focus on preparation, clear planning, and disciplined execution. He collaborates with clients to understand their short and long-term goals and develops customized financial plans tailored to their needs. Outside of his professional responsibilities, Devin engages in family activities, fitness, football, yoga, and social events with friends.

Pablo Salinas is a Financial Consultant currently working at Fidelity Investments since 2018. He has been involved in financial consulting and investment advisory roles since 2011, with previous experience as an Investment Consultant at Fidelity Investments from 2017 to 2018 and as a Financial Advisor at AXA Advisors from 2011 to 2017. Pablo collaborates with clients to build financial plans aimed at helping them work towards their life goals. He focuses on ensuring that clients understand and feel confident in their financial plans and futures.

Justin Dehn is a Vice President and Financial Consultant at Fidelity Investments. He has held various positions within the company since 2019, progressing from Financial Representative to his current role since 2025. Justin partners with clients through a collaborative planning approach, engaging in holistic discussions to understand their financial situations and unique preferences. This process enables him to create customized financial plans tailored to clients' financial and emotional goals, needs, and objectives. Outside of his professional work, Justin has interests in baseball, cars, fitness, golf, parenthood, and volunteering.

Noah Clark is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles in the hospitality sector, including positions at Fogo de Chao and Landry's Seafood. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Kurt Kula is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018. He partners with Fidelity's High Net Worth families to educate them on different financial paths with the intent to work toward financial independence. Kurt has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 1999. His previous positions include Financial Consultant, Investment Consultant, Financial Representative, and Financial Service-Trading Representative. Prior to his tenure at Fidelity, he worked as a Licensed Relationship Manager at Key Bank from 2006 to 2010 and as a Licensed Financial Consultant at PNC Financial Group, Inc. from 2003 to 2006.

Kyle Baker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Consultant I at Fidelity Investments from 2024 to 2026. His professional experience also includes positions as a Relationship Banker at JPMorgan Chase & Co from 2022 to 2024 and as an Account Executive at Goosehead Insurance in 2022. In his role as Financial Consultant, Kyle partners with clients to understand their short and long-term financial goals and helps to construct financial plans tailored to their unique needs. He prioritizes forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional work, Kyle has interests in cars, food, football, traveling, and volunteering.

Ashley Fitts is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Belk and Convergys. 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. The firm serves a diverse client base and is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI in its research processes.

David Morado is a Series 66-licensed financial advisor with Fidelity, based in The Woodlands, TX, and has one year of industry experience. His background includes roles at Fidelity Brokerage Services LLC, Strategic Advisers LLC, and prior military service in the United States Marine Corps. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Christopher Moebest is a Financial Consultant I at Fidelity Investments. In his role, he works with clients by first understanding their unique situations and financial goals, then collaborating with them to develop customized strategies and overall financial plans tailored to their individual needs. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Christopher holds a California Insurance License.

Joseph Leblanc is a financial advisor with Fidelity Investments based in The Woodlands, TX, holding Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity and prior positions involving Louisiana State University, Mitek, and Peoples Bank. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive roles in fund advisory and use of advanced methodologies such as AI and algorithmic research.

Jeffrey Stephens is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He brings extensive experience in financial services, having worked at Fidelity Investments since 2015 in various capacities including Relationship Manager and Financial Representative. Prior to his tenure at Fidelity, he served as a Financial Professional at AXA Advisors from 2013 to 2014. In his current position, Jeffrey focuses on understanding clients' financial situations and goals to provide tailored planning and guidance. He facilitates discussions on the various options Fidelity offers to help clients grow and protect their savings.

Carl McGee serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has a professional background in financial consulting and investment advising, with experience encompassing roles such as Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments since 2014. Prior to his tenure at Fidelity, he worked as a Financial Advisor at Axa Equitable from 2013 to 2014. In his current role, Carl focuses on providing value to his clients by offering suggestions, ideas, and alternatives to assist with their financial situations. He leverages the extensive resources available at Fidelity to support clients in making informed financial decisions. Outside of his professional responsibilities, Carl is interested in family activities and hiking.

Jared Chamberlain is a Financial Consultant currently working at Fidelity Investments since 2019. He partners with clients to develop financial plans tailored to their family's specific needs and goals. Prior to his current role, Jared held positions as an Investment Consultant from 2017 to 2019 and as a Relationship Manager from 2015 to 2017, both at Fidelity Investments. He also gained experience as a Financial Services Representative at E*trade Financial from 2013 to 2014. Jared holds an Arkansas Insurance License, supporting his professional qualifications in the financial services industry.

Parker Westover is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Parker progressed through several positions within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2024-2025), and Customer Relationship Advocate (2023-2024). Parker began their career as a Wealth Management Intern at Merrill Financial Associates from 2021 to 2023. Parker believes that effective financial plans start with building meaningful relationships. By understanding each client's goals, values, and aspirations, Parker provides personalized guidance and ongoing support to help clients navigate life's changes with confidence. Outside of their professional work, Parker enjoys spending time at the beach and playing golf.

Austin Treptow is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His background includes various roles in education and retail prior to joining Fidelity. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Marc Flamer is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works collaboratively with clients to develop comprehensive financial plans, utilizing the expertise of his team and the resources available at Fidelity. Prior to his current role, Marc served as a Planning Consultant at Fidelity Investments from 2021 to 2023, a Relationship Manager at Fidelity from 2020 to 2021, and a Financial Advisor at Equitable Advisors from 2017 to 2020. Throughout his career, Marc has focused on providing valuable financial planning experiences to his clients. His approach involves leveraging team knowledge and company resources to tailor financial strategies that meet individual client needs. Outside of his professional work, Marc has interests in cars and football.

Tam Tran-Minh is Vice President and Wealth Planner at Fidelity Investments, a role held since 2018. In this capacity, Tam focuses on helping clients and their families develop strategies aimed at achieving financial independence, utilizing Fidelity's planning resources, technology, and investment options. Tam has been with Fidelity Investments since 2000, holding various positions including Financial Consultant, Investment Solutions Consultant, Annuity Sales Representative, Senior Investments Representative, and Investments Representative. Prior to joining Fidelity, Tam worked as a Financial Advisor at American Express Financial Advisors from 1999 to 2000. Outside of professional commitments, Tam enjoys family activities, fitness, visiting museums, traveling, and volunteering.

Sam Van Leuven is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, Sam collaborates with clients to identify and plan for their financial goals through a disciplined and goal-based planning process. Sam has accumulated experience in financial consulting through positions at several firms, including Senior Financial Consultant and Financial Consultant roles at TD Ameritrade from 2018 to 2020, Financial Consultant at Scottrade from 2017 to 2018, and Financial Solutions Advisor at Merrill Edge from 2015 to 2017.

Jordan Casillas Amador is a Planning Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with holistic financial planning. He is committed to delivering personalized guidance and developing long-term strategies that align with his clients' priorities. Jordan has progressed through various roles at Fidelity Investments, beginning as a Financial Representative in 2022, advancing to Relationship Manager in 2023, then Investment Consultant in 2024, before assuming his current position in 2025. This experience has provided him with a broad understanding of client relationship management and investment consulting. Outside of his professional responsibilities, Jordan enjoys board games, fitness, hiking, soccer, and volunteering.

Tyler Wesseler is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to develop comprehensive and tailored wealth plans aimed at achieving both short- and long-term financial goals. He emphasizes building strong, trusted relationships by understanding the priorities of clients and their families. Tyler has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2025. His experience spans multiple facets of wealth management and client relationship development. Outside of his professional responsibilities, Tyler has interests in food, outdoor adventures, and table tennis.

James Graham is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager from 2024 to 2026 and as a Financial Representative from 2023 to 2024, all within Fidelity Investments. His career progression at Fidelity Investments reflects his continued commitment to providing financial planning and advisory services. James emphasizes the importance of trust, communication, and understanding clients' goals in building effective financial plans. He dedicates time to get to know each client individually and offers personalized planning support to assist them in making informed financial decisions at every stage of their lives. Outside of his professional life, James enjoys boating, golf, sailing, skiing, snowboarding, and traveling.

Hugo Perez is a Financial Consultant at Fidelity Investments, where he collaborates with clients to define and work towards their financial goals, specializing in retirement planning and investment guidance. He joined Fidelity Investments in 2022 and has held roles including Relationship Manager and Investment Consultant before becoming a Financial Consultant in 2024. Prior to Fidelity, he worked as an Investment Consultant at Charles Schwab from 2019 to 2021. Outside of his professional role, Hugo has interests in beach activities, cars, golf, pets, soccer, and tennis.

Patrick Hynes is currently the Market Leader at Fidelity Investments, where he leads a team of leaders, financial advisors, and support associates. His role involves providing clients with education and guidance to help them make more confident financial planning decisions. Patrick has been with Fidelity Investments since 1999, progressing through various roles including Vice President and Branch Leader, Assistant Branch Manager, Vice President and Financial Consultant, Insurance Wholesaler, Financial Consultant, Insurance Specialist, Investments Associate, and Internship-Operations Specialist. This extensive experience within the company spans over two decades and encompasses a broad range of financial services and leadership positions.