Bethesda, MD Wisconsin Ave Office

Jacob Miller is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. Prior to this role, he was an Investment Consultant at Fidelity Investments from 2019 to 2021, and before that, he worked as a Financial Advisor at Northwestern Mutual from 2017 to 2019. Throughout his career, Jacob has focused on helping clients develop personalized financial plans by understanding their goals and values, analyzing their current financial situations, and identifying opportunities to create customized roadmaps. In his role, Jacob collaborates closely with clients to implement and adjust financial plans as their circumstances evolve, ensuring ongoing alignment with their objectives. His professional experience reflects a commitment to providing tailored financial consulting services. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Jamila Pugh is a financial advisor at Fidelity with Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Spire Wealth Management, Paragon Development Systems, Royal Bank of Canada, Robert W. Baird, and Lyft. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, including registered investment companies, and is noted for its use of systematic methodologies and AI-driven research in portfolio management.

Chester Wortham is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2021. He collaborates closely with clients to develop comprehensive wealth plans, leveraging over 25 years of experience working with high net worth individuals and their families. His career includes various roles within Fidelity Investments, such as Wealth Management Advisor since 2021, Financial Consultant from 2013 to 2021, and Investment Consultant in 2013. Prior to Fidelity, Chester held positions at several financial services firms, including MetLife, Liberty Mutual, AXA Advisors, Waddell & Reed, and T. Rowe Price, gaining extensive experience in financial consulting and advisory services. Outside of his professional work, Chester enjoys baseball, family activities, fitness, football, running, and table tennis.

David Precourt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at The Vanguard Group and held various roles in both the finance and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Morgan Romero is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Morgan has worked in various capacities within Fidelity Investments, including as a Planning Consultant from 2023 to 2025, a Relationship Manager from 2021 to 2023, and a Financial Representative from 2020 to 2021. Morgan focuses on collaborative financial planning and education to help clients work toward their financial goals. Emphasizing building trust and ensuring that every client feels heard and supported throughout their financial journey, Morgan applies experience gained through progressive roles within the company.

Riley Ellis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked at The Maryland Club and the University of Maryland, and has experience with Norbeck Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages fund advisory services and model portfolios delivered to intermediary platforms.

Connor Whitcomb is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Connor partners with clients to help them work toward both their short-term and long-term financial goals using Fidelity's technology and investment platform. He prioritizes developing quality, lasting relationships with clients and their families to ensure the effective use of Fidelity's resources tailored to individual needs. His experience spans comprehensive financial planning and client relationship management within Fidelity Investments.

Mariama Bah is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to develop tailored financial plans aligned with clients' unique goals and priorities. She focuses on delivering a high-quality, client-centric planning experience that emphasizes collaboration, trust, and understanding clients' values and long-term objectives. She has professional experience as a Financial Solutions Advisor at Merrill Lynch Bank of America from 2020 to 2021, and as a Relationship Banker at Capital One Financial Corporation from 2014 to 2020. Her background spans client relationship management and financial solutions, supporting her expertise in financial planning. Outside of her professional role, Mariama has interests in art, biking, music, tennis, traveling, and volunteering.

Tyghe Carstens is a Financial Consultant at Fidelity, a role he has held since 2025. In this position, he works with individuals and families to help them navigate their financial lives in a holistic manner, assisting them in planning for futures that align with their goals. He utilizes interactive software and Fidelity's robust offerings to help clients clarify their priorities and act with confidence. Prior to joining Fidelity, Carstens gained experience as a Financial Advisor at CW Advisors from 2024 to 2025, a Financial Planning Specialist at Citibank from 2022 to 2024, and as a Private Client Advisor at BMO from 2019 to 2022. His professional experience includes working domestically and abroad, exposing him to a wide array of clients and financial strategies. Outside of his professional work, Carstens has interests in family activities, outdoor adventures, scuba diving, tennis, traveling, and writing.

Carley Desillier is currently the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2007, progressing through several positions including Assistant Branch Leader, Private Wealth Management Planning Consultant, Relationship Manager, and Financial Representative. With 19 years of experience at Fidelity, Carley has developed expertise in leading teams and supporting clients' financial well-being. She focuses on fostering a culture that inspires and empowers team members to pursue their personal and professional goals while delivering a high standard of service to clients. Carley's career reflects a commitment to maximizing the talents of her associates to partner effectively with clients. No information about her education, credentials, personal interests, or community involvement has been provided.

Ahmon Smallwood is an Investment Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to develop comprehensive financial plans, focusing on investments, insurance, retirement, and wealth planning to support clients' short and long-term financial objectives. Prior to his current position, Ahmon held roles as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2025. Before joining Fidelity, he worked as a Relationship Banker at Bank of America from 2021 to 2022. Throughout his career, Ahmon has gained experience in financial services across various client-focused roles, enabling him to provide strategic guidance tailored to individual financial goals. Outside of his professional work, he has interests in comedy, family activities, fitness, football, reading, and running.

Katie Stephens is Vice President and Wealth Planner at Fidelity Investments, where she partners with high net worth clients to develop personalized wealth strategies focused on growth, preservation, and transfer of assets. She has held this role since 2022. Her professional experience includes serving as Senior Associate at First Republic Bank from 2020 to 2022, Investment Associate at J.P. Morgan from 2019 to 2020, Relationship Manager at Fidelity Investments from 2014 to 2019, and Financial Representative at Fidelity Investments from 2013 to 2014. Outside of her professional work, Katie's personal interests include parenthood, reading, running, traveling, and yoga.

Robert Arwood is a Planning Consultant at Fidelity, a position he has held since 2024. His career at Fidelity began as a Financial Representative in 2021, where he gained foundational experience in client service. He progressed to the role of Relationship Manager from 2022 to 2024, further developing his expertise in managing client relationships and supporting their financial goals. Throughout his career at Fidelity, Robert has consistently focused on providing a high standard of care to clients and supporting his team. He is committed to helping clients work towards their financial objectives through dedicated service. Outside of his professional role, Robert enjoys fitness, exploring culinary interests as a foodie, attending social events with friends, participating in theater, and volunteering in his community.

Philip Charlemagne is an Investment Consultant currently working with Fidelity Investments since 2024. He specializes in working with individuals and families to develop investment and planning strategies tailored to their goals. His approach involves understanding clients' objectives and emphasizing the importance of assigning roles to assets to pursue those goals effectively. Philip has experience as a Financial Advisor and Registered Representative, having worked at MML Investor Services, LLC and Park Avenue Securities during 2022. He also served as a Financial Solutions Advisor at Bank of America: Merrill Lynch Wealth Management from 2022 to 2024. Outside of his professional work, Philip has personal interests that include baseball, fitness, running, soccer, and traveling.

Christiana Carlini is a Financial Consultant at Fidelity Investments, a position she has held since 2021. Her approach involves understanding what matters most to her clients and their unique situations to develop tailored financial plans that align with their individual goals. Christiana has been with Fidelity Investments since 2015, holding various roles including High Net Worth Representative, Financial Representative, Relationship Manager, and Investment Consultant prior to her current position. This progression reflects her extensive experience within the firm and familiarity with diverse aspects of financial consulting. Outside of her professional work, Christiana's personal interests include attending concerts, exploring culinary experiences, practicing Pilates, solving puzzles, and traveling.