Rich Goebelt is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2016. Prior to this role, he served as Vice President and Financial Consultant at Fidelity Investments from 2011 to 2016. His professional experience centers on financial planning and advising clients towards their financial goals. Rich holds insurance licenses in Arkansas and California. He emphasizes the importance of teamwork and trust in his work with clients, focusing on attributes such as hard work, leadership, communication, and maintaining a positive attitude. Outside of his professional life, Rich enjoys spending time at the beach, engaging in family activities, and pursuing fitness. He is also interested in football and golf.

Brandon DeCastro is a Benefits & Planning Consultant with Executive Services at Fidelity Investments, a position he has held since 2021. In this role, he focuses on helping clients maximize their relationship with Fidelity by utilizing the full range of tools and resources available to build effective financial plans aimed at achieving their goals and dreams. Brandon's professional experience spans various roles in financial services, including Relationship Manager at Prosperity Advisors, Retirement Planner at TTG Financial, LLC, and Senior Financial Advisor positions at Key Investments Services, JP Morgan Chase, and Firstmerit Financial Services. He also worked as a Financial Specialist at Allstate Insurance Company. Outside of his professional career, Brandon enjoys family activities, fitness, golf, movies, and spending time with his pets.