Bob Ewing is a Financial Consultant currently working at Fidelity Investments since 2015. He has over 25 years of experience in the financial services industry, specializing in working with individuals and families to help them define and achieve their financial goals. Throughout his career, Bob has held various roles including Vice President at JP Morgan Chase and Oak Ridge Financial, Retirement Consultant at Allianz Financial Services, and Financial Advisor positions at Morgan Stanley and Morgan Stanley Smith Barney. Bob's approach emphasizes challenging clients to think critically about what they want their wealth to accomplish, enabling the development and implementation of tailored financial strategies. His extensive experience across multiple reputable financial institutions underscores his expertise in financial consulting and retirement planning.

Elias Spence is a financial advisor with Fidelity, holding a Series 66 designation and based in Tucson, AZ. He joined Fidelity in 2025 and has held various roles in related firms since then. Prior to his career in finance, he worked in the food service and hospitality industries, including positions at DoorDash and Bob Morris' Paradise Cove and Beach Cafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery across a broad range of investment products.

Ben Young is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. Prior to this role, he worked as a Financial Advisor at NYLIFE Securities LLC from 2010 to 2015 and as an Agent at New York Life from 2009 to 2010. His professional journey reflects a sustained commitment to financial consulting and client service. Ben is a native of Tucson and focuses on helping clients achieve financial freedom for themselves and their families. He holds insurance licenses in Arkansas and California, supporting his work in financial planning and consulting. His approach centers on client goals and financial education. Outside of his professional career, Ben enjoys activities such as comedy, concerts, social events with friends, golf, skiing, and traveling.

Miguel Salazar is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Transition Support Services Inc, the University of Incarnate Word, and Amazon. He also coaches soccer players through his own soccer training business in Tucson, Arizona. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Kevin Peasley is an Investment Consultant at Fidelity Investments, where he works closely with clients to develop and maintain financial planning strategies. He focuses on understanding each client's unique situation and goals to co-create customized financial plans that align with their vision for the future. Kevin's professional experience includes serving as a Financial Representative at Fidelity Investments from 2023 to 2024 before becoming an Investment Consultant in 2024. His work encompasses planning for retirement, wealth accumulation, and risk management through methodical analysis and thoughtful recommendations. Outside of his professional role, Kevin enjoys board games, cooking and baking, puzzles, and snowboarding.

Mike Green is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. In his role, he focuses on relationship building and financial planning, emphasizing holistic planning tailored to individual client goals. He leverages 18 years of experience and the broad range of Fidelity's offerings to assist clients in working toward their financial objectives. His career includes positions as Financial Consultant, Investment Consultant, and Financial Representative at Fidelity, as well as Brokerage Representative at Charles Schwab and Company from 2008 to 2010. He holds an Arkansas Insurance License. Outside of his professional work, Mike enjoys comedy, concerts, golf, movies, tennis, and traveling.

Alicia Riddle serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. She began her tenure at Fidelity in 2020 as a Financial Consultant before advancing to her current leadership position. Prior to joining Fidelity, Alicia worked as a Financial Advisor at JP Morgan from 2019 to 2020 and as a Financial Solutions Advisor at Merrill from 2016 to 2019. Her career in financial advisory started at Edward Jones, where she was employed from 2014 to 2016. Throughout her career, Alicia has focused on assisting individuals and families in achieving financial peace of mind. Her professional experience spans various facets of financial advising and consulting, reflecting a commitment to client service and financial planning. Outside of her professional responsibilities, Alicia engages in activities such as biking, playing musical instruments, caring for pets, reading, and traveling.

Ashley Zamora is a Financial Consultant at Fidelity Investments, where she helps clients develop long-term financial plans by understanding their family and financial needs. She has been in this role since 2023. Prior to this, Ashley served as a Relationship Manager at Fidelity Investments from 2022 to 2023. Before joining Fidelity, she worked as a Premier Banker at Wells Fargo from 2012 to 2022. Outside of her professional career, Ashley's personal interests include visiting museums, parenthood, reading, soccer, traveling, and volunteering.

Henry Maxwell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, Senior Relationship Manager, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as an Ownership Transition Specialist at Bank of America - Merrill Edge from 2015 to 2016. In his role, Henry focuses on helping clients develop and maintain comprehensive financial plans tailored to their unique needs. He emphasizes educating clients on their current financial status to empower informed decision-making for their future. Outside of his professional work, Henry enjoys golf, music, skiing, and snowboarding.

Cory Niver is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2014, serving in various capacities including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Cory held financial advisory positions at LearnVest, USAA, Chase Investment Services Corp, and Edward Jones. With over 21 years of experience in financial planning and investment services, Cory focuses on developing, executing, and maintaining financial plans for clients across different market conditions. His professional background encompasses wealth planning and investment consulting. Outside of his professional career, Cory enjoys biking, hiking, and snowboarding.

Kirk Strang is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity since 2015, initially joining as a Financial Consultant before his current role. Prior to his tenure at Fidelity, Kirk worked as a Financial Advisor and Portfolio Manager at Merrill, Lynch, Pierce, Fenner & Smith Incorporation from 2012 to 2015, and at Morgan Stanley Smith Barney from 2009 to 2012. He began his career as a Financial Advisor at Morgan Stanley & Co Incorporated in 2007. Kirk has extensive experience in the financial services industry, having served in advisory and portfolio management roles across multiple investment firms. He focuses on educating clients about the variety of strategies available at Fidelity and is committed to helping them navigate their financial goals. Outside of his professional work, Kirk enjoys family activities, hiking, visiting museums, outdoor adventures, spending time with pets, and traveling.

Maggie Babicke is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this position, she collaborates directly with clients and their advisors to understand unique family goals and co-create strategies to work towards those goals, utilizing Fidelity's resources to provide a personal and professional experience. Prior to her current role, Maggie served as a Relationship Manager at Fidelity Investments in 2022 and as a Financial Representative at Fidelity Investments from 2021 to 2022. This progression reflects her experience within Fidelity and her development in financial planning and client relationship management.

Paul Choi is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works with clients to identify their financial goals and objectives, aiming to create a strong foundation for their financial plans and assist them in progressing towards their goals. Paul has experience in various roles within the financial services industry. Prior to his current role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021, a Relationship Manager at Fidelity Investments from 2019 to 2020, and a Financial Representative at Fidelity Investments from 2018 to 2019. Before joining Fidelity, he was an Associate Financial Advisor at Northwestern Mutual from 2012 to 2018.

Drake Manuello is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He currently works at Strategic Advisors, LLC, a Fidelity Investments company, and has prior experience with Fidelity Brokerage Services, LLC. Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a notable role in advisory services to registered investment companies and the use of AI-driven methodologies.

Dominique Serge is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has prior work experience at Centaurus Financial Inc., Catalina Wealth Management, and Union Public House. Strategic Advisers LLC, a Fidelity Investments company, 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 discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Dave LePeau is a Financial Consultant at Fidelity Investments. He began his career with Fidelity in 2022 as a Financial Representative and progressed to Investment Consultant before assuming his current role in 2026. Drawing on his background as an educator, Dave focuses on understanding clients' financial goals to provide tailored resources and support. He collaborates with clients to develop financial plans aligned with their values.

Carlota Larson is currently a Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she focuses on developing financial plans that align with the goals and priorities of her clients and their families. She emphasizes building strong and trusting relationships by understanding what is important to her clients. Her professional experience spans several roles in the financial services industry. Prior to her current position, she was an Administrative Manager at Ridgway Private Wealth from 2021 to 2023. Before that, she served as Vice President, Premier Banker II at Wells Fargo Bank from 2009 to 2021, and began her career as a Teller at Chase Bank from 2006 to 2009. No additional information about her education, credentials, personal interests, or community involvement has been provided.

Christopher Schneider is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Planning Consultant, Relationship Manager, Financial Representative, and High Net Worth Associate. Christopher focuses on building trust with clients and providing value through his knowledge of Fidelity's wealth planning offerings. He believes that financial decisions are attempts to reach emotional goals and aims to keep interactions simple and transparent to maximize clients' time.

Kevin Rupprecht is the Regional Vice President of Executive Services at Fidelity Investments, where he leads and coaches a team of Vice Presidents, Executive Planning Consultants, and Executive Services Leaders supporting clients in Northern California. In his role, he focuses on benefits optimization, equity compensation analysis, and wealth management strategies to assist clients in achieving their key financial objectives. He emphasizes financial planning and delivering a consistent client experience to establish long-term relationships with clients and plan sponsors. Kevin's professional career includes a progressive tenure at Fidelity Investments, starting as an Investment Consultant in 2008 and advancing through various leadership roles, including Vice President, Financial Consultant; Branch Leader; and Workplace Regional Leader. Prior to this, he served as Associate Vice President of Investment Services at Greenberg Financial Group from 2004 to 2008.

Michael Conover is a Financial Consultant currently working with Fidelity Investments, a role he has held since 2023. He partners with clients to understand their financial goals and helps build customized financial plans. He also provides education on various financial options and strategies. Michael brings experience from previous positions including Investment Consultant at Fidelity Investments from 2021 to 2023, Financial Advisor at Morgan Stanley from 2020 to 2021, and Brokerage Service Representative at Charles Schwab & Co from 2016 to 2020. His background spans multiple roles in financial services, contributing to his expertise. Outside of his professional work, Michael is interested in board games, family activities, social events with friends, and golf.

Bernardo Aguirre is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018 in various roles culminating in his current position starting in 2025. In his role, he provides comprehensive financial planning and investment guidance, utilizing Fidelity's technology, research, and insights to assist clients in planning for their financial goals and desired lifestyles. Bernardo has held multiple positions within Fidelity Investments, including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative, demonstrating a broad range of experience in financial services. Prior to joining Fidelity, he gained experience as an intern at Nova Financial and Insurance Services from 2015 to 2016. As a native of Tucson, Bernardo leverages his deep community roots to understand and address the unique needs of local clients. Outside of his professional work, he has interests in fitness, football, hiking, and traveling.

Amy Braunz is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She draws on her background as an engineer to assist clients in designing and implementing financial plans that align with their goals and values. Amy has previous experience as a Private Wealth Advisor at Goldman Sachs, where she worked from 2012 to 2015. She holds a California Insurance License. Her approach focuses on building trust and dependability through attentive listening and disciplined execution of financial strategies.

Mikey Marquez is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked at Fidelity Investments as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Before joining Fidelity, Mikey was a Financial Professional at MassMutual from 2019 to 2023. Mikey emphasizes providing each client with a world-class experience, leading interactions with empathy and genuine candor to ensure clients feel welcome and secure. He believes in meeting clients where they are to create financial plans that can lead to positive changes. Outside of his professional work, Mikey enjoys football, golf, hiking, movies, outdoor adventures, and yoga.

Alison Lush is the Vice President and Branch Leader at Fidelity Investments in Tucson, AZ. In this role, she leads and coaches a team of financial advisors dedicated to providing clients with a high-quality experience through meaningful relationships. She has been with Fidelity Investments since 2016 and has held several positions, including Assistant Branch Leader, Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, Alison worked as a Financial Services Professional at New York Life from 2013 to 2016. With 13 years of experience in financial services, Alison has developed expertise in managing client relationships and team leadership. She is committed to talent development and contributing positively to her local community, where she and her family reside. Outside of her professional responsibilities, Alison enjoys attending concerts, fitness activities, yoga, and spending time with her family.

Thomas Whited is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2026. In his position, he focuses on leading and developing associates to collaborate effectively with clients, ensuring their long-term financial well-being. Prior to this, he served as Team Leader for Advisory Services at Fidelity Investments from 2022 to 2026. Thomas emphasizes the importance of clients feeling heard and supported in their financial decisions. His approach centers on understanding clients' priorities to provide tailored financial guidance. Outside of his professional role, Thomas has interests in fitness, football, golf, and outdoor adventures.

Gabrielle Marek is a financial advisor with Fidelity in Tucson, AZ, holding a Series 66 designation and one year of industry experience. Her professional background includes roles at Fidelity Investments, Vuori, and experience in insurance and training. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed using proprietary research, quantitative analysis, and systematic methodologies. The firm serves a diverse client base including charitable funds and registered investment companies, and utilizes algorithmic methods and AI in its investment process.

Rachel Covey is an Investment Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2022, progressing through roles including Investment Management Consultant II, Investment Management Consultant I, Central Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, Rachel worked as an Insurance Agent and Registered Representative at New York Life Insurance Company from 2020 to 2022. Rachel is a Certified Financial Planner dedicated to assisting clients in achieving their personal life goals through financial wellness. She emphasizes an approachable and committed approach to guiding individuals through their financial journeys with confidence and clarity. Outside of her professional work, Rachel enjoys activities involving family, fitness, food, pets, reading, and traveling.

Sara Watson is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has experience in various capacities within the financial services industry, including positions as a Relationship Manager at Fidelity Investments, Operations Specialist II at TCI Wealth Advisors, Client Services Associate at UBS Financial Services, and Financial Representative at Fidelity Investments. This range of experience has provided her with practical knowledge in client relationship management, operations, and financial planning. Sara holds a background in Philosophy and an MBA, which she integrates into her professional approach to financial consulting. Her method emphasizes ethical insight and strategic thinking to assist clients in making informed, value-driven financial decisions. She focuses on combining critical analysis with practical financial expertise to deliver personalized planning that supports clients' long-term goals. Outside of her professional commitments, Sara's interests include board games, concerts, family activities, social events, music, and parenthood.

Jeff Dinning is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to Fidelity, Jeff held financial advisory and management roles at Lincoln Financial, Merrill Lynch, Bank of America, Wells Fargo Financial, and Chase. With over 20 years of experience in financial services, Jeff specializes in developing customized financial plans that align with clients' unique goals and adapt to their changing needs across different life phases. He is a Certified Financial Planner™ practitioner and a University of Arizona graduate. Outside of his professional work, Jeff enjoys activities such as biking, fitness, hiking, music, snowboarding, and traveling.

Sal Cabibo is a Financial Consultant currently working at Fidelity Investments. He collaborates with a diverse group of clients to create personalized financial plans that align with their values and objectives. Sal is committed to helping clients work towards financial success and security by providing dedicated service and support. His professional experience includes roles as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, spanning from 2021 to the present. Prior to this, he worked as a Private Client Banker at JPMorgan Chase Bank from 2018 to 2021 and as a Financial Professional at AXA Advisors from 2015 to 2018. Outside of his professional work, Sal enjoys activities such as baseball, spending time with family and friends, attending social events, and traveling.

Jason Marchant is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to understand their goals and develop personalized wealth strategies. He coordinates the involvement of a team including an Investment Manager, Planning Consultant, and members of the Advanced Planning team to provide service to his clients. Jason has been with Fidelity Investments since 1998 and has held several positions within the company. His experience includes roles as Vice President, Financial Consultant; Financial Planning Consultant; Retirement Income Planner and Account Executive; and Investments Representative. He holds an insurance license in Arkansas. No additional information regarding education or personal interests was provided.

Frank Almada is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Frank has extensive experience in the financial services industry, having worked as a Senior Financial Advisor at Union Capital Company from 2018 to 2023 and as an Operations Manager at the same firm from 2014 to 2018. His professional focus includes providing personalized financial guidance and co-creating financial plans that align with clients' priorities. Frank emphasizes an educational approach to financial planning, utilizing Fidelity's technology, insights, and principles to support clients and their families. Further details regarding his education, credentials, personal interests, or community involvement were not provided.

Colton Todd is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Northwestern Mutual and the University of Arizona. 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 portfolios that include mutual funds, ETFs, and ETPs.

Juan Salido is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He supports clients through a collaborative planning process, helping them develop financial strategies aligned with their priorities and goals. Prior to this position, he worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative at the same firm from 2024 to 2025. In 2021, he served as a Financial Representative at Northwestern Mutual. Throughout his career, Juan has gained experience in client relationship management and financial planning. His work focuses on assisting clients in defining and achieving their financial objectives through tailored strategies. Outside of his professional responsibilities, Juan has interests in baseball, cooking and baking, attending social events with friends, golf, and music.

Elizabeth Leadon is the Regional Director of Wealth Management at Fidelity Investments. In her current leadership role, she focuses on supporting Senior Relationship Managers and Planning Consultants, emphasizing client relationships and long-term impact. She values integrity, self-awareness, and ongoing professional development. Elizabeth has been with Fidelity Investments since 2013, progressing through roles including Senior Relationship Manager and Private Wealth Management Planning Consultant before assuming her current position in 2021. Prior to joining Fidelity, she worked as a Sales Assistant at Chase Investment Services, Corp from 2008 to 2013.

J. Bill Rivera is a financial advisor with Fidelity in Tucson, AZ, holding the Series 66 designation. He has one year of industry experience with roles at Fidelity and its related entities. Prior to joining the financial industry, Rivera's background includes positions in home loans, education, and the restaurant sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Garret Warren is a financial advisor with Fidelity Investments in Tucson, AZ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Longview Insurance & Investments and G&A CPAs & Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Krystine Botkin is a Financial Consultant at Fidelity Investments, a position she has held since 2018. She has accumulated 20 years of experience in the financial industry, with previous roles including Investment Consultant and Financial Representative at Fidelity Investments, Financial Consultant at LPL, Financial Adviser and Branch Office Administrator at Edward Jones, and Sales and Service Specialist at Bank of America. Throughout her career, Krystine has focused on guiding clients through complex financial matters, utilizing Fidelity's tools and resources to simplify financial decision-making. Her expertise lies in educating and empowering clients to make informed financial choices. Outside of her professional work, Krystine has interests in baseball, family activities, fitness, golf, and music.

Nicholas Hough is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial situations and co-create personalized financial plans. He holds the CERTIFIED FINANCIAL PLANNER® designation. Nicholas has been with Fidelity Investments since 2021, serving in various roles including Relationship Manager and Planning Consultant before becoming a Financial Consultant in 2024. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones and as a Financial Representative at North Western Mutual. Outside of his professional work, Nicholas has interests in baseball, comedy, football, golf, movies, and parenthood.

Alex Ramos is the Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He brings extensive experience in financial consulting and wealth planning, having worked with Fidelity Investments in various capacities since 1999, as well as a period at E*Trade Securities. Throughout his career, Alex has focused on understanding clients' family dynamics, goals, wishes, and priorities to help navigate financial decisions within the context of a comprehensive financial plan. His professional background includes multiple roles at Fidelity Investments, from Financial Representative to Vice President, Financial Consultant, and currently Vice President, Wealth Planner. Outside of his professional responsibilities, Alex enjoys family activities, golf, and hiking.

Abraham Islas is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Gugliemo and Associates and Allworth Financial. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and other investment vehicles.