Sophia Short is a Planning Consultant at Fidelity Investments, based in the Hilton Head Island Investor Center. In this role, she provides planning guidance for both covered and uncovered clients, aiming to deliver service that fosters client confidence and strengthens client relationships. Sophia focuses on developing effective engagement strategies within the books of business she supports. Her professional experience includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Mortgage Broker at PMC Mortgage. These roles contribute to her understanding of financial planning and client management. Outside of her professional work, Sophia has interests in fitness, parenthood, and running.

Richard Schnurr is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2018 in various roles including Investment Consultant and Retirement Solutions Consultant. In his current capacity since 2021, he focuses on providing financial guidance to clients, particularly in areas such as tax-efficient investing, legacy planning, and retirement planning. Throughout his tenure at Fidelity Investments, Richard has developed expertise in helping clients pursue lasting financial freedom. He aims to collaborate with clients to design plans that reflect their commitment to saving and investing for the future, emphasizing a relationship grounded in trust and integrity. Richard holds a California Insurance License. Outside of his professional role, he engages in personal interests including family activities, football, golf, hiking, outdoor adventures, and traveling.