Austin, TX Alterra Pkwy Office

Madeline Broadway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions in education and therapy, as well as various other fields before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and customized investment solutions.

Samantha Nelson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she collaborates with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to the unique needs of individuals and families. Samantha has been with Fidelity Investments since 2017, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Service Representative at Charles Schwab from 2015 to 2017. Outside of her professional work, Samantha enjoys cooking and baking, participating in family activities, attending social events with friends, and traveling.

Kathryn Stull is a Financial Consultant at Fidelity Investments, a role she has held since 2026. Her professional experience at Fidelity began in 2021, progressing through various positions including Financial Representative, Relationship Manager, and Planning Consultant before her current role. In her capacity as a financial consultant, Kathryn focuses on building strong client relationships by understanding their financial needs and collaborating on tailored financial plans. Her approach emphasizes client confidence and long-term engagement in managing their financial futures.

Reagan Holly is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, Holly worked at Charles Schwab and has experience in both financial services and other sectors including produce and warehousing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create systematic model portfolios and serves a range of investors with discretionary and non-discretionary advisory solutions.

James Wayne is a Planning Consultant at Fidelity Investments, where he focuses on simplifying financial complexities and collaborating with clients to develop tailored retirement and investment strategies. His role involves providing personalized guidance and fostering long-term partnerships to support clients in taking control of their financial futures. James has held several positions within Fidelity Investments, including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024. Prior to joining Fidelity, he worked as a Financial Professional at 49 Financial from 2021 to 2023. Outside of his professional responsibilities, James engages in various personal interests such as family activities, fitness, hiking, movies, tennis, and traveling.

Heather Parks is a Financial Consultant at Fidelity, a position she has held since 2020. In her role, she partners with clients and their families to navigate the complexities of the financial planning process, building, implementing, and maintaining tailored financial plans based on their unique needs and goals. Heather's experience at Fidelity spans over a decade, beginning in High Net Worth Operations from 2012 to 2016. She then served as a Relationship Manager from 2016 to 2018, followed by a Senior Relationship Manager role from 2018 to 2020. In 2020, she briefly worked as a Planning Consultant before assuming her current role as Financial Consultant. Outside of her professional work, Heather has interests in spending time at the lake, traveling, caring for pets, and volunteering.

Brett Gadberry is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 1998, progressing through various roles including Financial Consultant, Investment Representative, Financial Representative, Operations Service Group Associate II, and Brokerage Distributions Representative. His professional experience encompasses comprehensive financial planning, reflecting over two decades of partnership with clients and their families. Brett holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Brett's personal interests include fitness, playing musical instruments, parenthood, caring for pets, and tennis.

Trent Nelson is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2011. In his current role, he assists clients in developing retirement and investment plans tailored to their goals, needs, and risk tolerance. With over 15 years of experience in the financial services industry, Trent has held various positions at Fidelity Investments, including Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Agency Field Specialist at State Farm Insurance from 2008 to 2011. Outside of his professional responsibilities, Trent enjoys participating in family activities, outdoor adventures, running, and scuba diving.

Jack Grimm is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he partners with clients to develop customized financial plans and strategies aimed at helping them achieve their goals, accumulate and preserve wealth, and protect their loved ones' financial security. Prior to joining Fidelity Investments, Jack worked as a Financial Advisor at North Star Consultants of Texas from 2020 to 2022. Jack's approach emphasizes building long-lasting relationships with clients based on trust, availability, and exclusivity. Outside of his professional responsibilities, he engages in activities such as boating, fishing, skiing, tennis, traveling, and volunteering.

Lauren Presley is a Financial Consultant currently working with Fidelity Investments since 2017. She has professional experience spanning multiple roles in the financial services industry, including positions as a Financial Advisor at Edward Jones from 2015 to 2017 and as a Client Associate at Wells Fargo Advisors from 2014 to 2015. Lauren focuses on understanding each client's unique goals and concerns to co-create tailored financial plans characterized by transparency, confidence building, and flexibility. Her approach aims to deliver personalized financial solutions aligned with clients' individual needs. Outside of her professional work, Lauren has interests in beach activities, camping, cooking and baking, food culture, outdoor adventures, and photography.

Madison Kramer is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments in various roles since 2015, progressing from Financial Representative to Investment Solutions Representative, then Investment Consultant, before her current role. Her work focuses on collaborating with clients to develop financial plans that address their goals and concerns, including tax-efficient investing, inflation, and market volatility. With experience in portfolio management and client advisory services, Madison supports clients in creating strategies aimed at achieving financial freedom. She communicates with clients in multiple languages, including German, Russian, and Spanish, facilitating a broader reach in client services.

Patrick Brennan is a Financial Consultant at Fidelity Investments, where he has been working since 2019. He has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2002, including Portfolio Specialist, Account Executive, Investment Representative, and Retirement Investment Services Representative. Prior to his current position, he was an Investment Consultant at TD Ameritrade from 2010 to 2015. Patrick focuses on developing personal relationships with his clients to build comprehensive financial plans. He partners with clients to plan and implement investment strategies tailored specifically to their needs to help work toward their financial success. Outside of his professional work, Patrick's interests include camping, family activities, football, parenthood, pets, and running.

Miranda Winholt is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fidelity Brokerage Services since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with noted expertise in commodity pool operations and AI-driven research methods.

Lorik Heilman is a financial advisor with Fidelity Investments in Austin, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked with Mobile Loaves and Fishes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kyle West is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He partners with clients and their families to develop customized financial plans tailored to their personal needs. Kyle focuses on identifying both short-term and long-term goals to build and improve financial plans, maintaining ongoing communication throughout the process. Kyle has been with Fidelity Investments since 2015, progressing through roles including Investment Consultant, Relationship Manager, Retirement Solutions Representative, and High Net Worth Associate. He holds an Arkansas Insurance License, supporting his work with clients. Outside of his professional responsibilities, Kyle has interests in food, golf, movies, and traveling.