Michael Anisimov is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has previously served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2022 through 2025. Before joining Fidelity, Michael worked as a Financial Representative at Edelman Financial Engines in 2022. In his role, Michael focuses on understanding his clients' needs and collaborating with them to develop financial plans aimed at achieving their investment goals. He engages with clients to assess their current financial situation and provides guidance on planning for retirement.

Maxwell Farquhar is a Series 66-credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity in 2025, he worked at Van Gordan Investments and held various roles in education, including positions at the University of Oregon and Portland Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as advisory services for registered investment companies and charitable funds.

Gabriel Schade is a financial advisor with Fidelity in Tigard, Oregon, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Fidelity, he worked in various roles including positions at Klaus Roofing Systems of Oregon and Zerorez of Portland. 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 also manages multi-manager funds and model portfolios, utilizing AI and systematic methodologies in its investment approach.

Robert Wood-Hammack is a Financial Consultant at Fidelity Investments, where he has been serving since 2018. He has a professional background that includes roles as an Investment Consultant and Financial Representative at Fidelity Investments, as well as experience as a Financial Representative at Country Financial. Robert focuses on helping individuals and families pursue their financial goals through a collaborative, needs-based, and educational approach. He partners with clients to create and implement plans designed to help them work toward their financial objectives.

Thomas Glascock is an Investment Consultant at Fidelity Investments. He works collaboratively with individuals and families to develop financial plans that support their financial objectives. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Planning Consultant before becoming an Investment Consultant in 2026. Thomas holds a California Insurance License.

Scott Reinke is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works with individuals and families to develop financial plans aimed at addressing their financial needs and goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Scott focuses on educating and empowering his clients to make informed financial decisions. Scott has extensive experience in financial services, having held several positions at Fidelity Investments since 2019 including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc., a Private Client Banker at JPMorgan Chase Bank, N.A., and a Registered Representative at Vanguard Group, Inc. Outside of his professional work, Scott enjoys cooking and baking, as well as participating in football and golf.

Levon McMullen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to develop and implement financial plans tailored to their short- and long-term goals. Levon has held several positions at Fidelity Investments since 2017, progressing through roles such as Client Management Representative, Planning Consultant, Investment Consultant, and Vice President, Wealth Planner before assuming his current position in 2025. He holds the Certified Financial Planner™ professional and Certified Private Wealth Advisor® designations. Outside of his professional work, Levon enjoys activities including board games, comedy, reading, snowboarding, traveling, and volunteering.

Evan Pia is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as a Financial Representative at Fidelity Investments from 2024 to 2025. Evan emphasizes the importance of active listening and collaboration in financial planning, aiming to prioritize the client's interests throughout the process. His professional experience at Fidelity Investments has involved working closely with clients to develop financial plans tailored to their individual needs and goals. Evan's approach centers on building meaningful relationships that support effective and client-focused financial strategies. Outside of his professional work, Evan has interests in comedy, fitness, golf, and music.

Drew Ness is a Financial Consultant currently working at Fidelity Investments. He has progressed through various roles within the financial services industry, including positions such as Investment Consultant and Planning Consultant at Fidelity Investments, as well as Wealth Strategy Associate, Registered Client Service Associate, and Client Service Associate at UBS Financial Services, Inc. In his role, Drew specializes in creating personalized financial strategies that align with the unique goals and circumstances of his clients. He focuses on providing clear guidance, education, and resources to help individuals make informed decisions regarding retirement planning, investment management, and preparation for significant life events. Outside of his professional work, Drew has personal interests that include family activities, football, golf, and traveling.

Michael Zahler is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has worked at Fidelity Investments since 2012, including seven years with Fidelity Personal and Workplace Advisors. Zahler holds Series 63 and Series 65 licenses and is based in Tigard, Oregon. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Jim Campbell is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2013, progressing from Financial Consultant to his current role. Prior to joining Fidelity, Jim worked in various financial advisory and consulting roles at firms including D.A. Davidson, Norris, Beggs & Simpson, TD Ameritrade, R. V. Kuhns & Associates, UBS Wealth Management, and PaineWebber. With over 25 years of experience in the financial industry, Jim has worked with both individual and corporate clients to assist them in making important financial decisions. His expertise includes building customized financial plans to help clients pursue their financial goals. Outside of his professional work, Jim enjoys baseball, concerts, football, and spending time with family.

Alisa Arredondo is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has previously worked at Human Investing, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad range of investment vehicles.

Erik Esch is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He has a history of roles within Fidelity Investments, including Financial Consultant from 2023 to 2025 and Investment Consultant from 2022 to 2023. Prior to joining Fidelity, Erik gained experience as a Customer Service Associate at LPL Financial from 2021 to 2022 and as a Financial Professional at Equitable Advisors from 2019 to 2021. In his current role, Erik focuses on empowering clients to define their financial goals through personalized planning and strategic investment strategies. He emphasizes understanding each client's unique circumstances to provide tailored solutions that support their long-term financial aspirations. Erik holds a California Insurance License. Outside of his professional work, Erik enjoys golf, hiking, skiing, and surfing.

Jason Rizk is a Financial Consultant currently working at Fidelity Investments, where he has been since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments in 2023, and has held positions including Associate Advisor at Avier Advisors from 2021 to 2022 and Financial Consultant at Equitable Advisors from 2017 to 2021. Jason is a Certified Financial Planner™ certificant and holds a California Insurance License. He focuses on helping clients make well-informed financial decisions through thoughtful conversations and leveraging his experience. Outside of his professional work, Jason has interests in fitness, football, golf, hiking, outdoor adventures, and running.

Kurt Kallien is currently serving as Vice President, Wealth Planner at Fidelity Investments. In this role, he works closely with individuals and families to develop comprehensive financial plans tailored to their unique goals and challenges. His approach involves active and ongoing engagement to build a deep understanding of each client's financial objectives. Kurt has extensive experience in the financial industry, having held various positions including Financial Consultant and Relationship Manager at Fidelity Investments, Branch Manager at Scottrade, and roles as Senior Trader and Broker at Bidwell & Company. He holds a California Insurance License. Outside of his professional work, Kurt has interests in baseball, football, music, scuba diving, and soccer.

Linda Ly is a Planning Consultant with experience as a Financial Advisor at Edward Jones from 2023 to 2024. She holds a California Insurance License and brings a unique perspective to financial planning, influenced by her background in emergency medical services and business development at Google. Linda's approach to financial planning is comprehensive and values-based, emphasizing authenticity and alignment in values to build lasting relationships. Her professional experience combines elements of client service and business development, providing a broad foundation for her current role. Outside of her professional work, Linda has interests that include gardening, kayaking, motorcycles, snowboarding, traveling, and volunteering.

Zarykk Davis is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, his work history includes roles outside of the financial services industry. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Ryan Worthley is a Financial Consultant at Fidelity Investments. In this role, he provides financial guidance and education to help individuals and families work toward their long-term goals. He is committed to assisting clients in navigating the complexities of the financial landscape. Ryan's professional experience includes several positions at Fidelity Investments, such as Investment Consultant, Planning Consultant, and Financial Representative, spanning from 2022 to the present. Prior to joining Fidelity, he worked as a Financial Wellness Consultant at KeyBank from 2021 to 2022.

Bryan Brumund is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He has over 25 years of experience in financial services, focusing on helping individuals achieve their personal financial goals through customized planning. Bryan's professional background includes positions such as Vice President of Sales at Resource Securities from 2016 to 2019, Regional Director roles at Steben & Company, Structured Investment Products America, LLC, Goldman Sachs, and AFBA Investment Management Company, as well as a Regional Sales Representative at Scudder Investments. Earlier in his career, he worked as a Chicago Board of Trade Runner at Linnco Futures Group. He holds a California Insurance License.

Michael Smelser is the Market Leader for the Oregon and Idaho markets at Fidelity Investments, a role he has held since 2021. In this capacity, he oversees market operations and works to deliver a comprehensive financial planning experience. His career in financial services spans over two decades, beginning as a Senior Financial Planner at Wunch Financial Services in 1998. He has held various roles including Financial Consultant positions at Charles Schwab and RBC Dain Rauscher, and multiple leadership positions at Fidelity Investments, progressing from Investment Representative to Vice President and Branch Leader prior to his current role. Further details about his education, credentials, and personal interests are not provided.