Austin, TX N Lamar Blvd Office

Tristen Nevadomski is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with individuals and families to develop personalized financial plans aimed at achieving their financial goals with security, clarity, and confidence. Prior to his current position, Tristen served as a Planning Consultant at Fidelity Investments from 2025 to 2026 and as a Relationship Manager at the same company from 2023 to 2025. He holds a California Insurance License. Outside of his professional career, Tristen's personal interests include fishing, fitness, social events with friends, parenthood, snowboarding, and traveling.

Jennifer Bowers is a Financial Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2019, and as an Investment Consultant at Fidelity Investments from 2015 to 2018. Jennifer focuses on understanding the unique financial goals and concerns of her clients to develop personalized financial plans. Her approach to financial planning involves partnering with clients to build strategies that align with their values and adapt to changing life circumstances. Jennifer assists clients with wealth building, retirement preparation, family support, and legacy creation by providing clarity and guidance in their financial decisions. Outside of her professional work, Jennifer enjoys camping, gardening, hiking, outdoor adventures, reading, and traveling.

Timothy Stuntz is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant and Financial Representative. He joined Fidelity Investments in 2018 and has been serving as a Financial Consultant since 2022. Prior to that, he worked as a Client Service Associate at Ameriprise Financial in 2018. Timothy specializes in assisting families and high-net-worth individuals with complex financial decisions. He adopts a holistic approach to financial planning, aiming to ensure that all aspects of a client's financial life are integrated and aligned. His work is supported by Fidelity's tools and research. He is committed to building long-term relationships based on trust, compassion, and transparent communication, with the goal of providing clients with peace of mind through a healthy financial foundation.

Nephi Bushman III is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at JC Shields Real Estate and the Department of Veterans Affairs. Outside his advisory role, he is a partner at Bushcraft Arms LLC, a local shooting range and firearms business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm offers discretionary and non-discretionary advisory services and serves multiple registered investment companies, leveraging systematic methodologies and long-term asset allocation benchmarks.

Kallie Nichols is a Financial Consultant at Fidelity Investments, where she collaborates with clients and their families to develop, implement, and maintain financial plans tailored to their unique goals. She focuses on building long-term relationships based on trust to guide clients through various stages of their financial lives. Kallie has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently as a Financial Consultant. Her experience spans multiple aspects of financial planning and client relationship management. Outside of her professional responsibilities, Kallie has interests in food, parenthood, pets, traveling, and yoga.

Colleen Peterson is a Vice President and Financial Consultant currently with Fidelity Investments, where she has served in this role since 2026 and was previously a Financial Consultant from 2018 to 2025. Her financial services career includes experience as a Vice President Financial Consultant at Charles Schwab from 2005 to 2008, as well as roles at First Tennessee Brokerage Services, CitiStreet Equities, and Fidelity Investments beginning in 1996. Her expertise includes creating personalized financial plans and educating clients on their financial holdings. Colleen emphasizes building long-lasting client relationships based on trust and open communication. She holds an Arkansas Insurance License and has worked extensively in private client relationship and brokerage services. Outside of her professional role, Colleen has personal interests that include attending concerts, football, and caring for pets.

Jacob Thomas is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He brings a range of experience within Fidelity, having served in multiple roles including Investment Consultant, Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Throughout his career at Fidelity Investments, Jacob has developed a comprehensive understanding of investment and financial planning strategies. His progression through various positions at Fidelity reflects a broad expertise in financial consulting and investment solutions. Jacob's work is centered on providing guidance, clarity, and support to help clients navigate their financial lives with confidence.

Ramiro Gallegos III is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations and has previous experience at Charles Schwab, Ramco Electric, and Dell Technologies. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Emily Cuba is a Financial Consultant at Fidelity Investments. She has been with Fidelity for over eighteen years, advancing through roles such as Investment Consultant, Planning Consultant, and Senior Relationship Manager before her current position. Throughout her career, Emily has gained extensive experience in assisting clients with investment planning and financial decision-making. She focuses on leveraging her knowledge and client experience to help individuals work toward their unique financial goals with confidence. Outside of her professional work, Emily enjoys activities such as cooking and baking, spending time with family, engaging in outdoor adventures, reading, and traveling.

Federico Mota is a Financial Consultant at Fidelity Investments. He specializes in collaborating with clients to develop and implement financial plans that align with their short-term and long-term goals, supporting them in pursuing financial wellness. Federico has held several positions at Fidelity Investments since 2021, including Investment Consultant, Workplace Planning Consultant, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Senior Financial Solutions Consultant at BBVA from 2019 to 2021. Outside of his professional work, Federico has interests in fitness, food, music, skiing, and traveling.

Michael Buttelman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and over four years of professional experience. His prior roles include positions at GWN Securities, Equitable Advisors, and several companies outside the financial sector. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven methodologies.

Sarah Barajas is a Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads a team of financial professionals focused on providing sound financial guidance and outstanding customer service through intentional client connections. Her experience in the financial industry spans several years, including roles as a Senior Financial Consultant at TD Ameritrade from 2019 to 2022, a Financial Advisor at BBVA Securities from 2018 to 2019, and a Financial Advisor at Regions Investment Solutions from 2015 to 2018. Outside of her professional career, Sarah enjoys spending time with friends, attending social events, reading, playing tennis, and traveling.

Christopher Owens is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2014 as a Financial Representative, advancing to Investment Consultant in 2017 before assuming his current role. Christopher employs a collaborative approach and a goal-based framework to assist clients in working towards their financial objectives and avoiding common investing mistakes. His professional experience spans various roles within Fidelity Investments, providing him with a comprehensive understanding of financial consulting and investment strategies. Christopher holds a California Insurance License, which complements his ability to advise clients on financial matters.

Sarah Voss is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked in various roles, including positions at TopGolf and Cornerstone Christian Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Caroline Marmitt is a Planning Consultant at Fidelity Investments, where she partners with clients to provide holistic planning and service aimed at bringing transparency and confidence to their financial picture. She has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative from 2022 to 2023, and as a Relationship Manager from 2023 to 2025 before assuming her current position in 2025. Prior to joining Fidelity, Caroline worked as an Electronic Communication Specialist 2 at TD Ameritrade from 2021 to 2022. She brings experience in client relationship management and financial services to her current role. Outside of her professional career, Caroline enjoys spending time with friends and attending social events. Her personal interests include pilates, reading, traveling, and yoga.