Nathaniel Milhous serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he assists clients in developing customized, holistic financial plans aimed at achieving their financial goals and objectives. His approach is grounded in building trust and providing dedicated service to his clientele. With over 19 years of experience in finance and economics, Nathaniel has held multiple positions within Fidelity Investments, progressing from Financial Representative to his current leadership role since 2026. Prior to his tenure at Fidelity, he was a Financial Service Representative at SunTrust Bank from 2006 to 2008. He holds a California Insurance License. Outside of his professional responsibilities, Nathaniel is engaged in activities including board games, family activities, golf, parenthood, traveling, and volunteering.

Darschaun Snuffer is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Planning Consultant, Fixed Income Specialist, Trading Execution III, High Net Worth Services, and High Opportunity Services. With over 13 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional, Darschaun collaborates with clients to understand their unique financial goals and concerns. He develops financial plans designed to provide confidence and strategies to help clients work towards their objectives. He also focuses on educating clients to empower them in making informed financial decisions. Outside of his professional work, Darschaun's personal interests include spending time at the beach, cars, parenthood, tennis, and traveling.

Autumn Ngov is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she collaborates closely with Wealth Management Advisors to serve clients across multiple generations, focusing on their wealth management needs and goals. Autumn has extensive experience within Fidelity Investments, having progressed through several positions including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. She holds a California Insurance License, supporting her expertise in financial and insurance services. Outside of her professional responsibilities, Autumn enjoys board games, cooking and baking, parenthood, and traveling.

Nate Cambridge is a Financial Consultant at Fidelity Investments. He works with clients to develop customized financial plans and investment strategies tailored to individual financial priorities. Nate has held several roles at Fidelity Investments since 2022, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Teller at Tower Federal Credit Union from 2021 to 2022.

Myles Stokes Suggs is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Navy Federal Credit Union. Outside of his advisory role, he is the sole proprietor of Vector Skyline, LLC, an AI digital content creation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and advisory mandates.

Shannon Sanchez is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at Onelife Fitness and Towson University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory accounts and model portfolios.

Samuel Taylor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through various roles including Financial Consultant, Investment Consultant, and positions in Retirement and Investment Solutions. Prior to joining Fidelity, he worked as a Gold Representative at E*trade. As a Certified Financial Planner®, Samuel focuses on financial planning with an emphasis on educating clients to help them understand the big picture before making decisions. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional duties, Samuel's personal interests include attending concerts, riding motorcycles, and playing tennis.

Fawzi Beidas is a Financial Consultant currently working at Fidelity Investments since 2025. He has been engaged in the financial services industry since 2020, beginning his career as a Client Service Associate at Global Advisor Group. He advanced to the role of Financial Advisor at Global Advisor Group before joining Fidelity Investments as an Investment Consultant in 2023, and subsequently becoming a Financial Consultant in 2025. Fawzi focuses on understanding his clients' needs and desired outcomes to develop customized financial plans that address both expected and unexpected events. His professional experience spans client service, investment consultation, and financial advisory roles, providing a comprehensive foundation in financial planning and client partnership. Outside of his professional work, Fawzi enjoys attending concerts, watching football and soccer, and viewing movies.

Rebecca Paden is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In her position, she focuses on making complex financial concepts accessible and understandable for clients. Rebecca approaches each client with curiosity and determination, engaging in conversations by asking relevant questions and offering actionable next steps to help clients feel confident and in control of their finances. Rebecca is licensed in California as an insurance professional. Outside of her professional work, she enjoys a variety of personal interests including board games, cooking and baking, fitness, social events with friends, hiking, and theater.

Michael Skeeter is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, previously serving as a Financial Consultant from 2023 to 2025 and as an Investment Consultant from 2022 to 2023. Prior to joining Fidelity, Michael worked as an Investment Consultant at TD Ameritrade from 2018 to 2022. Throughout his career, Michael has focused on partnering with clients to understand their goals and priorities. He takes a tailored approach to designing and executing financial plans that meet clients' unique needs. Building strong relationships based on competency, reliability, and trust is central to his professional practice.

Parker Willis is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and implement comprehensive financial plans tailored to their individual needs. He focuses on simplifying investing to ensure clients are comfortable with their financial strategies. Willis has been with Fidelity Investments since 2015, progressing through roles including Financial Services Representative, Financial Representative, Relationship Manager, and Investments Consultant before becoming a Financial Consultant in 2022. Prior to joining Fidelity, he worked as a Mortgage Loan Officer at EverBank from 2013 to 2014.

Matt Wellens is a Financial Consultant at Fidelity Investments, where he currently partners with clients to build comprehensive financial planning strategies aimed at helping them pursue their goals. He has held several roles at Fidelity Investments since 2021, including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matt has gained experience across various aspects of financial consulting and client relationship management. His background includes supporting clients in investment strategies, financial planning, and managing client relationships. Outside of his professional work, Matt has interests in boating, hiking, movies, parenthood, snowboarding, and writing.

Dhaval Shah is a Financial Consultant at Fidelity Investments, where he has been employed since 2020. He leverages his extensive experience and the resources at Fidelity to assist clients in pursuing their financial goals while navigating challenging markets. His approach involves collaborating with clients to create comprehensive financial plans tailored to their individual needs, ensuring they are fully understood and sustainable regardless of market conditions. Prior to joining Fidelity, Dhaval held various roles in the financial services industry, including positions at TD Ameritrade as Senior Financial Consultant and Branch Manager in 2019, as well as roles at Edelman Financial Engines and T. Rowe Price from 2008 to 2019, covering responsibilities from Investment Advisor to Supervisor of Investor Services. He holds a California Insurance License. Outside of his professional career, Dhaval has personal interests in food, football, social events, motorcycles, parenthood, and traveling.

Joe Leoncio is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He supports clients in building financial plans aimed at helping them work towards meaningful life goals. Prior to his current role, he held various positions at Fidelity Investments, including Financial Consultant from 2017 to 2018 and Investment Consultant from 2016 to 2017. Before joining Fidelity, Joe worked as a Financial Advisor at Bank of America Merrill Lynch from 2012 to 2016. Throughout his career, Joe has developed expertise in financial planning and wealth management. His professional experience spans over a decade, during which he has focused on advising clients and helping them navigate their financial decisions. Outside of his professional work, Joe has interests in fitness, outdoor adventures, parenthood, sailing, traveling, and volunteering.

Yianni Skourtis is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of financial professionals dedicated to collaborating with clients to develop plans aimed at achieving their financial goals. Yianni emphasizes the importance of partnering with clients to fully understand their needs and objectives as they work towards desired outcomes. Prior to his current role, Yianni held several positions at Fidelity Investments, including Head of Regional Center Boston from 2022 to 2024, Client Service Leader from 2021 to 2022, and Vice President of Workplace Investing Participant Services from 2018 to 2021. These roles have contributed to his experience in financial services and client relationship management.

Wyatt Hammond is a Financial Consultant I at Fidelity Investments based in Tysons Corner. He works alongside his clients to provide financial planning tailored to their individual needs, focusing on understanding what matters most to them and their families. His approach emphasizes direct communication and support in various financial situations, including wealth building, retirement preparation, and major financial decisions. Wyatt has been with Fidelity Investments since 2021, accruing experience across multiple roles including Investment Solutions Representative I through III, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Wyatt enjoys biking, concerts, hiking, outdoor adventures, swimming, and traveling.

Owen Grady is an Investment Consultant at Fidelity Investments. In this role, he collaborates with clients to develop custom financial plans tailored to their specific needs and priorities, aiming to provide a positive client experience. Prior to his current position, Owen served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. These roles have contributed to his understanding of client relationship management and financial services. Outside of his professional work, Owen has personal interests that include cooking and baking, golf, music, skiing, and traveling.

Alif Brahim is a Financial Consultant at Fidelity Investments, a position held since 2020. In this role, he focuses on understanding clients' unique financial situations and leveraging Fidelity's resources to create and execute tailored financial plans. Alif has over a decade of experience in the financial services industry. Prior to joining Fidelity, he worked as a Financial Consultant at HSBC Securities from 2016 to 2020. His previous roles include Citigold Relationship Manager at Citi (2014-2016), Regional Bank Private Banker at Wells Fargo (2012-2014), Financial Advisor at Capital One (2008-2012), and Sales and Service Associate at Chevy Chase Bank (2007-2008). Outside of his professional work, Alif enjoys food, social events with friends, music, pets, tennis, and volunteering.

Andrew Hardin is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he worked at McAdam LLC and held academic positions at George Mason University and Northern Virginia Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Will Aubry is a Financial Consultant at Fidelity Investments, where he has worked since 2021 in various roles progressing from High Net Worth Associate to Financial Consultant. He has been involved in developing tailored strategies for investment management, retirement planning, and risk management to support clients' long-term financial objectives. Before joining Fidelity Investments, Will held the position of Private Client Associate at Janney Montgomery Scott in 2020 and completed an internship at Equitable in 2018. Throughout his career, he has focused on helping individuals and businesses make informed financial decisions aligned with their goals, emphasizing clarity, transparency, and disciplined planning.

Matthew Long is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2015. In his current role since 2020, he assists clients with their financial planning needs by understanding their goals, stress-testing financial plans, and implementing strategies utilizing Fidelity's resources. Matthew's experience at Fidelity spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Representative at Raymond James Financial Services from 2013 to 2015.

Phillip Kennedy is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He began his career at Fidelity in 2014 and has held various roles including Financial Consultant, Investment Consultant, Relationship Manager, and 401(k) High Net Worth Service specialist. His work focuses on partnering with clients to understand their retirement and legacy goals and addressing their wealth planning needs. Phillip is dedicated to educating his clients about the complexities of financial planning and collaborates with them to create strategies that address individual and family financial objectives. His approach involves gaining a comprehensive understanding of each client's needs to foster positive financial outcomes. Outside of his professional role, Phillip has interests in baseball, cars, outdoor adventures, pets, snowboarding, and traveling.

Shawn VanOLinda is an Investment Consultant at Fidelity Investments, a role he has held since 2024. With over 15 years of experience in financial services, he has held positions including Regional Vice President at ProFunds Distributors, Inc., Retirement Plan Analyst at Benetrends Inc., and Financial Advisor Sales at Vanguard. His professional background encompasses a range of roles focused on investment consulting and financial advising. Shawn's approach centers on understanding clients' goals and values to create financial plans that adapt to their evolving priorities. He emphasizes collaboration and flexibility to support clients through various stages of their financial journeys. Outside of his professional work, Shawn enjoys biking, family activities, fitness, football, golf, and outdoor adventures.

Aim'ee Dotson serves as Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2018, progressing through several positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and Intern - Financial Representative. Aim'ee works with clients to understand their personal financial goals and develop plans tailored to their needs and life changes. Her professional experience encompasses financial consulting and client relationship management within Fidelity Investments. Aim'ee is committed to helping clients create financial plans that they understand and feel comfortable with, reflecting her dedication to serving others. Outside of her professional responsibilities, Aim'ee enjoys biking, family activities, social events with friends, and parenthood.

Maya Brown is a Financial Consultant who collaborates with clients and their families to establish a supportive environment through intentional financial planning and guidance. She focuses on aligning clients' financial needs with their personal goals and visions for the future. Her professional experience includes roles at Fidelity Investments, where she served as a Relationship Manager from 2020 to 2022, a Planning Consultant from 2022 to 2025, and an Investment Consultant from 2025 to 2026. Outside of her professional work, Maya engages in activities such as running, skiing, traveling, and volunteering.

Mackenzie Mattia is a financial advisor with Fidelity Investments in Tysons Corner, VA, holding a Series 66 designation and six years of industry experience. She has worked primarily at Fidelity since 2017, with some periods of unemployment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Hamza Hamdi is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and Rockland Trust. Outside of his advisory role, he participates in rideshare transportation as a driver. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains distinct regulatory registrations and advisory roles uncommon among large institutional peers.

Jonathan Germano is Vice President, Wealth Planner, where he collaborates with clients to understand their personal and financial goals and develops detailed financial plans aimed at achieving their most important objectives. He has been in this role at Fidelity Investments since 2022. Jonathan has extensive experience in financial advisory and wealth management, having held positions such as Financial Advisor at RBC Wealth Management from 2020 to 2022, Financial Advisor at UBS in 2020, and Premier Relationship Advisor at HSBC from 2017 to 2020. His background also includes roles as Private Client Group Relationship Manager at PNC Bank, Regional Bank Private Banker at Wells Fargo, Financial Consultant at TD Bank, and Financial Advisor at AXA Advisors. Outside of his professional career, Jonathan has interests in baseball, cars, football, golf, and pets.

Ronald Neblett is a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2024. He serves as a primary point of contact for Fidelity's clients and their families, coordinating with a team of specialists to assist clients in evaluating investment options and wealth transfer strategies. For clients requiring comprehensive financial planning, he arranges consultations with regional Wealth Management Advisors. Prior to his current position, Ronald worked as a Wealth Management Planning Consultant at Fidelity Investments from 2018 to 2024. His previous experience includes roles such as Paraplanner at Variant Private Wealth, Client Service Associate and Supervisor at Edelman Financial Services, Relationship Manager at Fidelity Investments, and Financial Advisor positions at United Brokerage Services, Edward Jones, and Wachovia Securities, dating back to 2000. The information provided does not include details about Ronald's education, credentials, personal interests, or community involvement.

Leanne Hanson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held roles in educational and musical organizations, including founding Leanne R. Hanson Music, LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Simon Pardo is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with clients and their families to help them understand their current financial situations and develop plans to work toward their financial goals. Prior to his current position, Simon held several roles at Fidelity Investments, including Investment Consultant (2022-2023), Relationship Manager (2021-2022), and Financial Representative (2020-2021). Before joining Fidelity, he worked as a Personal Banker at Citi Bank from 2019 to 2020. Outside of his professional work, Simon has interests in cooking and baking, is a foodie, and enjoys scuba diving, traveling, and volunteering.

Serene Cochran is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She leads a team of financial professionals dedicated to helping clients co-create plans aimed at achieving their financial goals. Serene emphasizes building strong relationships and understanding client priorities to effectively partner with them in pursuit of their financial objectives. Serene's career at Fidelity Investments spans over a decade, during which she has held various roles including Branch Leader, Team Leader of Workplace Planning and Advice, Onboarding Team Leader, and Workplace Planning Consultant. Her extensive experience within different facets of Fidelity Investments reflects her deep expertise in financial planning and advice. Outside of her professional responsibilities, Serene enjoys fitness, social events with friends, kayaking, and traveling.

Nick Rivera is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has over a decade of experience in the financial services industry, specializing in guiding individuals and families toward financial success by developing personalized financial plans aligned with their goals. Prior to his current role, Nick held various positions at Wells Fargo from 2011 to 2021, including Premier Banker II, Premier Banker I, Licensed Banker II, and Personal Banker I. He holds a California Insurance License, which supports his expertise in financial consulting.

Kyle Cafeo is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to understand their financial goals and co-create personalized financial plans tailored to their specific needs. He emphasizes building relationships based on trust and a deep understanding of clients' preferences and beliefs. Kyle has held several positions at Fidelity Investments, including Investment Consultant (2023-2024), Relationship Manager (2022-2023), and Financial Representative (2021-2022). Through these roles, he has developed experience in financial planning and client relationship management. Outside of his professional work, Kyle enjoys activities such as camping, golf, hiking, visiting museums, snowboarding, and surfing.

Cameron Kundis is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity Investments in 2023 as a Financial Representative, progressed to Relationship Manager in 2023-2024, and transitioned to his current position in 2025. Prior to joining Fidelity, Cameron worked as an Admin at Enterprise Financial Network in 2022. Cameron's approach to financial planning is rooted in a commitment to financial literacy and personalized client education. He focuses on building trusting relationships and aims to make financial concepts accessible to his clients. His professional experience spans various roles within financial services, emphasizing client guidance and financial planning. Outside of his professional life, Cameron enjoys camping, cooking and baking, participating in family activities, maintaining fitness, socializing with friends, and playing tennis.

Robert Kriegshauser is a Planning Consultant at Fidelity Investments, where he began his role in 2023. He focuses on developing meaningful relationships with clients by understanding their unique situations and working together to achieve their financial goals. Robert has dedicated his career to assisting others and values building strong connections as a foundation for effective financial planning. His approach emphasizes meeting clients where they are and progressing forward in partnership to help them pursue their objectives and enhance their quality of life. Outside of his professional work, Robert is interested in activities such as beach outings, exploring diverse foods, football, military service, music, and traveling.

Patrick Dunne is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He joined Fidelity Investments in 2020, serving first as a Relationship Manager from 2020 to 2022, then as a Planning Consultant from 2022 to 2024 before assuming his current role. With over 30 years of experience in the financial industry, Patrick has a broad background in financial advising and client relationship management. His expertise includes developing customized financial plans tailored to clients' specific goals and needs. Prior to joining Fidelity Investments, Patrick was a Financial Advisor and Branch Leader at First Empire Securities from 1990 to 2020.

Tiara Green is a Planning Consultant at Fidelity Investments, where she assists clients in developing personalized, holistic financial plans. She aims to help clients navigate their financial journeys with confidence by building trusted relationships and providing a unique client experience. Tiara joined Fidelity Investments in 2023 as a Relationship Manager before transitioning to her current role in 2024. Prior to that, she worked as a Client Relationship Associate at Vanguard from 2021 to 2023. Her professional experience centers on client relationship management and financial planning. Outside of her professional work, Tiara has interests in art, beach activities, fitness, hiking, and reading.

Brian Fitzgerald is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. In his current position, Brian assists clients with the complexities of investing and financial planning. He takes a personalized approach to understand each client's hopes, dreams, and goals, which informs the development of individualized investment plans and strategies. Brian's personal interests include football, golf, hiking, outdoor adventures, parenthood, and traveling.

Charlie Romero is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he currently serves as a Wealth Management Advisor. In this role, he works closely with families to develop comprehensive and personalized wealth strategies focused on growth, preservation, philanthropy, and wealth transfer. He is part of a team dedicated to building strong client relationships and coordinating resources to achieve clients' family plans and visions. Charlie has been with Fidelity Investments since 1996, holding various positions including Vice President and Branch Office Manager from 2007 to 2023, Assistant Branch Office Manager from 2006 to 2007, Regional Planning and Product Specialist from 2004 to 2006, Financial Planning Consultant from 1999 to 2004, Investment Consultant from 1997 to 1999, and Brokerage Service and Trading Specialist from 1996 to 1997. This extensive experience spans multiple facets of wealth management and financial planning. Outside of his professional responsibilities, Charlie enjoys family activities, exploring food as a foodie, participating in social events with friends, listening to music, traveling, and volunteering.

Austin Pfeiffer is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2019, progressively advancing through roles including Financial Consultant, Investment Consultant, and Financial Consultant 1. Prior to joining Fidelity, Austin worked as an Investment Consultant and Fund Analyst at The Vanguard Group between 2016 and 2019. Austin is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®. His approach involves working collaboratively with clients through a two-step process to provide a foundational understanding of their current financial situation and to develop strategies that assist in achieving their future goals. Outside of work, Austin has interests in fitness, food, football, golf, tennis, and traveling.

Vinh Lu is a Financial Consultant at Fidelity Investments, a role he has held since 2020. In this capacity, he collaborates with clients and their families, utilizing the resources of his team to develop personalized and comprehensive financial plans. With over 20 years of industry experience, Vinh has held various positions across the financial sector. Prior to his current role, he served as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments. His earlier experience includes roles at TD Bank NA, HSBC Bank USA NA, New York Life, and Apple Federal Credit Union. The information provided does not include details on Vinh's educational background, credentials, personal interests, or community involvement.

Kimberly Broome is a Financial Consultant at Fidelity Investments, joining the firm in 2024. She brings over 20 years of experience in wealth planning and investment roles, serving families, individuals, and institutions. Throughout her career, Kimberly has held several positions including Vice President and Senior Portfolio Manager roles at Wells Fargo Investment Institute and Wells Fargo Advisors, as well as financial advisory roles at Bank of America Merrill Lynch and US Trust Bank of America Private Bank. Her professional focus is on working with clients to create and preserve wealth across generations, aiming to provide clarity and confidence through tailored investment strategies and financial planning. Kimberly holds insurance licenses in Arkansas and California. Outside of her professional life, Kimberly has interests in barre, baseball, family activities, food, parenthood, and volunteering.

Faith Steinmetz is a financial advisor with Fidelity located in Tysons Corner, VA. She holds a Series 66 designation and began her advisory career in 2025. Her prior work experience includes roles at H&R Block and various educational institutions. 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 discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Alison Bidwick is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 2015, progressing through positions including Investment Consultant, Relationship Manager, and Financial Representative. In her current position, Alison works with clients to understand their financial goals and develop customized plans that can be updated as their needs change. She focuses on building trusting and long-lasting relationships with clients and their families. Outside of her professional work, Alison's personal interests include beach activities, family activities, golf, parenthood, reading, and running.