Annapolis, MD Towne Centre Boulevard Office

Kevin Smole is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity since 2001, progressing through roles including Financial Planning Consultant, Investor Center Investments Representative, and Service Trader II. With 25 years of experience, Kevin helps clients recognize their financial goals and offers strategies to align with their plans. He draws upon the resources available at Fidelity to support his clients' financial planning needs. Outside of his professional role, Kevin's personal interests include boating, family activities, fitness, hiking, skiing, and traveling.

Todd Batty is the Vice President Private Wealth Management Advisor. In this role, he assists multiple generations of families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team that includes an Investment Manager, a Senior Wealth Planner, and a Trust Officer to provide comprehensive wealth planning services. Todd has been with Fidelity Investments since 2008, initially serving as Vice President, Financial Consultant until 2015, and then advancing to his current position. Prior to that, he worked as an Account Coordinator at T. Rowe Price from 2002 to 2007.

Alexander Roberts is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, his work history includes positions at Evelyn Rose, Tipsy Cow, Belair Cantina, Lifetime Fitness, and Clarity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Evan Carter is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2022, initially serving as a Relationship Manager before transitioning to his current position. Prior to joining Fidelity, Evan worked in various financial roles, including Mortgage Consultant at Newrez from 2021 to 2022, Premier Banker at Wells Fargo from 2017 to 2021, and Personal Banker at Wells Fargo from 2012 to 2017. Evan's approach to financial planning emphasizes understanding the client's priorities to build personalized plans that address lifetime and legacy goals. He supports clients in navigating their financial journeys with clarity and confidence. Outside of his professional work, Evan's personal interests include family activities, gardening, golf, and parenthood.

Andrew Nurmi is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop foundational financial strategies tailored to their goals and unique needs throughout their lives. He has been with Fidelity Investments since 2022, holding various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to his career in financial services, Andrew worked as an Independent Insurance Investigator, Appraiser, and Adjuster at Johns Eastern Company from 2012 to 2021. His experience spans financial consulting and insurance investigation, providing a broad perspective on client needs and risk management. Outside of his professional work, Andrew enjoys baseball, golf, spending time with family, and caring for pets.

Logan McGuire is a Planning Consultant at Fidelity Investments, where he collaborates with local advisors to support clients in addressing their ongoing financial needs and implementing strategic plans. His approach focuses on understanding clients' priorities, analyzing their current financial situations, and partnering with them to develop strategies aimed at achieving their goals. Logan joined Fidelity Investments in 2022 as a Financial Representative and has held roles including Relationship Manager and Planning Consultant. Through these positions, he has gained experience in client relationship management and financial planning. Outside of his professional work, Logan has interests in baseball, golf, hiking, kayaking, and reading.

Robert Tigani serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he partners with associates to understand clients' financial goals and assist in developing customized plans tailored to their current and future needs. He prioritizes working closely with associates and their clients to build long-lasting professional relationships. Robert has been with Fidelity Investments since 2019, undertaking various roles including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his experience across different facets of financial advising and client relationship management. No additional information regarding his education, credentials, personal interests, or community involvement was provided.

David Pollack is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2017, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Service Associate. In his current role, David focuses on building strong and lasting relationships with clients to understand their unique family needs and personal goals. He collaborates with clients and Fidelity's resources to develop financial plans that align with their objectives and provide peace of mind for their financial futures. Outside of work, David enjoys activities such as fishing, football, hiking, outdoor adventures, snowboarding, and traveling.

Gabbi McLean is a Planning Consultant at Fidelity Investments, currently based in the Annapolis branch. In this role, she partners with advisers and works closely with clients to support ongoing personalized planning and strategy implementation. Her approach focuses on understanding clients' priorities, reviewing their current financial situations, and collaborating on strategies designed to support their long-term goals as they evolve. Gabbi has been with Fidelity Investments since 2024, progressing through roles including Financial Services Representative and Relationship Manager before becoming a Planning Consultant in 2026. This experience has provided her with a comprehensive understanding of client relationship management and financial planning processes. Outside of her professional work, Gabbi enjoys cooking and baking, football, traveling, and volunteering.

Greg May is a Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been working in the financial services industry since 2001, with experience spanning various positions including Investment Consultant at Fidelity Investments, Financial Solutions Advisor at Merrill Edge, and Financial Advisor at Thrivent Financial. His career also includes roles such as Financial Specialist at PNC Bank and Director of Sales at NFM Lending. Throughout his career, Greg has focused on providing clients with wealth strategies aimed at offering benefits both presently and in the future. His approach emphasizes experience, dedication, and integrity, aligning his business practices and values with the financial goals of his clients. Additional details regarding Greg May's education, credentials, personal interests, or community involvement were not provided.

Joelle Gotimer is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she worked as an Associate Financial Planner at Financial Consulate from 2014 to 2016. In her role, Joelle partners with clients to organize and align their wealth as they work towards their lifetime and legacy goals. She serves as an advocate and resource, helping clients navigate Fidelity's offerings to find strategies tailored to their unique needs and objectives. Outside of her professional work, Joelle's personal interests include hiking, music, pets, and yoga.

Khameron Gray is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as a Relationship Manager at Fidelity Investments in 2025 and as a Financial Representative at the same firm from 2024 to 2025. In his current role, Khameron collaborates with clients to develop personalized financial strategies aimed at achieving their individual goals. Khameron emphasizes attentive listening and understanding client needs to provide tailored investment approaches. His professional experience at Fidelity Investments spans several roles, reflecting his involvement in client relationship management and financial representation. Outside of his professional work, Khameron's personal interests include family activities, football, music, reading, and writing.

Michelle Salmon is a financial advisor with Fidelity Investments in Annapolis, MD, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She has been with various Fidelity affiliates since 2013. Outside of her advisory role, Michelle serves on the board of directors for The PutAway, a pickleball facility focused on team building and managing large expenditures. Michelle is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios and overseeing multi-manager fund structures.

Ally Harrison is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity Investments since 2012, progressing through various positions including Financial Representative, Premium Services Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant. Her experience spans multiple facets of wealth planning, allowing her to work with clients and families in diverse financial situations to co-create personalized financial plans. Ally's approach is informed by her extensive tenure at Fidelity and her focus on understanding each client's unique circumstances. Outside of her professional role, Ally enjoys activities such as spending time at the beach, cooking and baking, football, golf, and traveling.

Perry Hepworth is currently a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2013, progressing through various positions including Vice President and Branch Leader from 2019 to 2025, Assistant Branch Manager from 2018 to 2019, Branch Service Manager from 2015 to 2018, and General Management Apprentice from 2013 to 2015. With over 12 years of experience in the financial services industry, Perry's approach centers on understanding each client's story, values, and vision to provide tailored financial strategies. His work is grounded in building relationships based on trust and transparency, guiding clients through every stage of their financial journey. Outside of his professional life, Perry's personal interests include fitness, military service, parenthood, pets, and traveling.