Fidelity

Rodica Richichi is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she focuses on creating a collaborative environment where clients can engage in meaningful conversations about their financial futures. Prior to this, she served as an Investment Solutions Representative II and a Financial Representative at Fidelity Investments, gaining experience from 2022 through 2024. Before joining Fidelity, Rodica worked as a Personal Banker at Fifth Third Bank from 2021 to 2022. Rodica's professional journey reflects her commitment to building relationships based on shared goals and mutual respect. She approaches financial planning as a process centered on understanding and empowering clients, emphasizing the importance of informed decision-making. Outside of her professional work, Rodica enjoys bowling, comedy, hiking, photography, swimming, and traveling.

Tanner Windholz is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior work experience includes roles at Bank Midwest/NBH Bank and service in the U.S. Army and Department of Defense. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Michael Henderson is a Financial Consultant at Fidelity Investments. In this role, he focuses on understanding his clients' financial goals and collaborating with them to develop personalized financial plans aimed at providing peace of mind through retirement. He has been with Fidelity Investments since 2021, serving in multiple capacities including Financial Representative, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, Michael worked as an Operations Consultant at XCelerant Consulting from 2018 to 2021. Outside of his professional responsibilities, Michael has personal interests in boating, fitness, food, golf, snowboarding, and soccer.

Bill Eaton is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2007. In his current role, he partners with high net worth individuals and their families to create and implement financial plans tailored to their specific needs and goals. His approach prioritizes personal service, disciplined investment strategies, and risk management techniques. Eaton's experience at Fidelity Investments spans multiple roles, including Financial Consultant, Investment Consultant, Relationship Manager, Fixed Income Specialist, and Customer Service Associate. This breadth of experience underpins his expertise in serving clients with complex financial requirements. He emphasizes building lasting relationships based on trust and superior client service.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Hidi Schuyler is the Vice President and Branch Leader at Fidelity Investments, where she currently leads a team of financial associates focused on developing customized wealth strategies and fostering long-term client relationships. Since joining Fidelity Investments in 2005, she has held various roles including Regional Planning Consultant, Managed Solutions Consultant, Portfolio Specialist, Assigned Relationship Manager, Self Directed Brokerage Associate, and Fidelity Service Associate. Her career in financial services spans over a decade and a half, with prior experience as an Associate and Trainer at Discovercard from 1996 to 2005. Hidi holds a California Insurance License, supporting her work in financial planning and client service. Outside of her professional responsibilities, Hidi has interests in art, cooking and baking, fitness, social events with friends, hiking, and music.

Saul Hernandez is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Bank of America, Merrill, Edward Jones, and JPMorgan. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

John Cassady is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual and Mens Warehouse, as well as academic and other work experience. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and application of AI in research.

Greg Gentry serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He works with investors to prepare and maintain financial plans tailored to their individual planning goals and needs. Greg's professional experience at Fidelity Investments began in 2013, progressing through roles including Investor Center Account Executive, Account Executive, and Financial Consultant. He holds an Arkansas Insurance License, supporting his work in financial consulting. Further details about his education, credentials, personal interests, or community involvement are not provided.

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Samuel Dunn is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2019 and previously spent five years with Voya Financial. 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 combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Eric Picard is an Investment Solutions Representative III who collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He emphasizes the importance of educating clients about planning concepts to ensure they feel confident in their financial strategies. Eric has professional experience as a Financial Representative at Northwestern Mutual from 2020 to 2021, followed by a role as Associate Financial Representative at the same firm from 2021 to 2023 before assuming his current position. Outside of his professional work, Eric's personal interests include cooking and baking, fitness, motorcycles, movies, and music.

Alexander Summers is a Series 66 licensed financial advisor with four years of industry experience, currently with Fidelity Investments. Before joining Fidelity, he worked at Ben Moore Legacy Group, Merrill, Bank of America, and Bankers Life and Casualty. Outside of finance, he is a partner in Tim's Removal & Restoration LLC, organizing contractor labor for home improvement projects related to his family business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Joshua Beard is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with three years of industry experience. Prior to joining Fidelity, he worked at Nike, Inc. for four years and Footlocker for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its formal advisory roles to multiple registered investment companies and use of advanced technologies such as AI in its investment process.