Ashburn, VA Exchange St Office

Duncan Mcclure is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Laura S. Jenkins, P.C., D'AMURA and ZAIDMAN, and Chaplin and Associates. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios spanning mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies.

Tom Gerstenschlager is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024, and has held positions including Associate Financial Representative at Northwestern Mutual in 2023, Financial Advisor at LPL Financial from 2020 to 2022, and Licensed Agent at NYLife Securities LLC in 2020. Throughout his career, Tom has focused on building personalized financial plans tailored to clients' goals, objectives, and concerns. His approach emphasizes understanding clients' current and future financial situations to co-create effective strategies. Outside of his professional work, Tom enjoys baseball and spending time with family.

Luke Cullen is a Financial Consultant at the Fidelity Investor Center located in the Ashburn - One Loudoun office. In his role, he serves as a local dedicated advisor for clients seeking deeper financial planning and long-term partnerships to achieve their financial goals. His focus is on understanding clients' objectives and collaborating with them to develop plans that inspire confidence and comfort. Luke's professional experience includes his current position as a Financial Consultant at Fidelity Investments since 2023. Prior to this, he was an Investment Consultant at Fidelity Investments from 2022 to 2023, and he worked as a Financial Advisor at Edward Jones Investments from 2019 to 2022.

Diego Figueroa is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at MassMutual and spent three years at TopGolf. Outside of his advisory role, he operates an online store listing and selling trading cards. Strategic Advisers LLC, a Fidelity Investments company, 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 deliver model portfolios and discretionary management.

Ryan Seward is the Market Leader responsible for overseeing five Fidelity branch locations in Northern Virginia, including Ashburn, Reston, Tysons Corner, Arlington, and Alexandria. In this role, he coaches branch leaders and associates to maximize their potential and ensure Fidelity's clients in the region receive an exceptional experience. Ryan has been with Fidelity Investments since 2011, holding various positions such as VP and Branch Leader, Assistant Branch Manager, Team Leader for Workplace Planning and Advice, Senior Workplace Guidance Manager, Workplace Guidance Manager, and WPS Service Delivery Manager. His extensive experience within Fidelity reflects a progressive leadership career focused on branch operations and client service. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Channing Blevins is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Prior to joining Fidelity, Blevins held various positions including roles at several golf clubs and Radford University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

Anne Byerly is a Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Financial Advisor at Edward Jones from 2018 to 2025. She holds a California Insurance License. Anne focuses on building personal relationships with clients by understanding their unique financial needs. She collaborates closely with clients to develop plans aimed at protecting, managing, and growing their wealth. Outside of her professional work, Anne enjoys spending time at the beach, engaging in family activities, social events with friends, reading, traveling, and volunteering.

Esterlyn Fernandez is a Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients and their families to develop and maintain financial plans tailored to their unique financial goals, emphasizing a relationship built on trust. Esterlyn's experience spans several roles within Fidelity Investments, including Financial Consultant, Planning Consultant, Relationship Manager, and Central Relationship Manager, dating back to 2016. Prior to joining Fidelity, she worked as a Universal Branch Associate at Capital One Bank from 2014 to 2016. Outside of her professional responsibilities, Esterlyn has interests in cooking and baking, family activities, gardening, parenthood, and softball.

Samuel Kerr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. His professional journey in financial planning is a second career, following his experience as an elementary and special education teacher. Samuel applies lessons learned from teaching—valuing relationships and simplifying complex concepts—to his work in financial planning. He focuses on understanding clients' goals and collaboratively developing plans to protect, manage, and grow their wealth.

Ben Knighton is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on understanding clients' individual circumstances and assisting them in creating financial plans aligned with their personal goals. Prior to his current position, Ben served as a Senior Registered Wealth Management Client Associate at Merrill Lynch from 2014 to 2022. Over his career, he has developed experience in wealth management and financial consulting. Ben's approach emphasizes meeting clients with care and thoughtfulness, aiming to support them effectively through their financial planning process.

Christopher Thompson is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 1997 and currently holds a leadership role where he works closely with clients to address their financial concerns and help them understand their options. Over his more than 25 years at Fidelity Investments, Christopher has gained extensive experience in financial markets and client relationship management. His career progression at Fidelity includes roles as Financial Representative from 1997 to 2004, Financial Planning Consultant from 2004 to 2010, and Vice President Financial Consultant from 2010 to the present. Christopher emphasizes listening and careful planning in his approach to financial consulting. No additional information on education, credentials, personal interests, or community involvement has been provided.

Brandon Price is a Financial Consultant who works with families and individuals to help them pursue their financial goals. He focuses on understanding clients' unique financial aspirations and collaborates with them to develop tailored investment plans that align with their specific goals and risk tolerance. His approach aims to assist clients in navigating the complexities of the financial industry. Brandon has held multiple roles at Fidelity Investments, including Financial Representative in 2022, Planning Consultant in 2023, and Relationship Manager in 2023. These positions have contributed to his experience in financial planning, investment strategies, and client relationship management. Outside of his professional work, Brandon engages in family activities, fitness, football, social events with friends, parenthood, and softball.

Noah Trone is a Financial Consultant at Fidelity Investments, where he currently works to help clients achieve their financial goals. His approach involves understanding the priorities of clients and their families to collaboratively create tailored financial plans. Noah has held several roles at Fidelity Investments since 2022, including Financial Representative, Relationship Manager, Investment Consultant, and Planning Consultant. This range of experience has contributed to his knowledge in financial planning and client relationship management. Outside of his professional work, Noah enjoys golf and spending time with his pets.

Kamille Larrabee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes roles at Magellan Federal and the University of Denver, as well as a position at Coopers Hawk Winery and Restaurant. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios delivered to intermediary platforms.

Joe Bartosic is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients to develop customized financial plans tailored to their specific goals and needs. He has been with Fidelity Investments since 2019, progressing through several roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before becoming Vice President. His experience encompasses various aspects of financial consulting and client relationship management. Joe emphasizes the importance of having a sound financial plan as a key element in preparing for the future.