Birmingham, AL Summit Blvd Office

Robert Stein is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He has over twenty-five years of experience in the financial services industry, having held various roles including Investment Representative, Client Service Specialist, Financial Representative, and Branch Service Representative at Fidelity Investments, as well as Shareholder Services Representative at BISYS Fund Services. Throughout his career, Robert has focused on partnering with clients to help them pursue their financial goals, build and preserve wealth, and maintain a focus on what matters most to them. This client-centered approach has enabled him to develop long-term, trust-based relationships. Outside of his professional work, Robert enjoys fitness activities such as golf, hiking, running, skiing, and traveling.

Benjamin Herzog is a Planning Consultant at Fidelity Investments, where he focuses on helping clients take control of their financial futures through personalized holistic planning. He collaborates with individuals to develop comprehensive strategies aligned with their retirement goals, addressing concerns and identifying opportunities to strengthen financial plans. Benjamin's experience at Fidelity Investments includes roles as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Through these positions, he has developed expertise in client relationship management and financial planning. Outside of his professional work, Benjamin has interests in boating, fishing, fitness, football, golf, and soccer.

Grant Wagstaff is a Financial Consultant at Fidelity Investments, where he works with clients to develop comprehensive retirement plans aimed at achieving financial and emotional security for their families. He has been with Fidelity Investments since 2016, advancing through roles including Financial Representative-Full Trader, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2022. Grant's professional background focuses on retirement planning and client relationship management within the financial services sector. His progressive experience at Fidelity Investments underlines his expertise in delivering tailored financial strategies to meet client needs. Outside of his professional role, Grant's personal interests include football, golf, spending time at the lake, visiting museums, and attending theater.

John Scarbrough is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes multiple roles at The University of Alabama and positions in media and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Sydney Dale is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Dale worked in various roles including teaching positions and involvement with Dance South Studio. Outside of finance, Dale has experience related to community activities such as involvement with Make-A-Wish Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

Aaron Hardin is a Planning Consultant at Fidelity Investments' Birmingham Investor Center. He collaborates with clients to develop customized financial plans that align with their goals and values. Aaron emphasizes understanding the individual priorities of each client to create thoughtful strategies supporting their financial aspirations. He has been working as a Planning Consultant at Fidelity Investments since 2021. Prior to this role, Aaron gained experience as a Personal Banker at BBVA from 2019 to 2021. Outside of his professional work, Aaron is interested in concerts, family activities, football, social events with friends, golf, and lake-related activities.

Carson Dycus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work experience includes roles at Domino's Pizza and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Hampe Farmer is a Financial Consultant I at Fidelity Investments, a position held since 2026. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. His previous experience includes working as a Financial Planner at Kassouf & Co in 2023 and as a Financial Advisor at Raymond James from 2020 to 2022. Mr. Farmer collaborates closely with his clients to develop personalized financial plans aimed at fostering confidence in their financial futures. He emphasizes providing exceptional service through teamwork and building long-lasting client relationships. Outside of his professional career, Mr. Farmer is engaged in family activities and enjoys football, golf, and social events with friends.

Wesley Plunk is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients to develop comprehensive wealth plans tailored to their specific financial situations and needs. He emphasizes open communication and long-term relationships with clients and their families. Wesley has been with Fidelity Investments since 2011, progressing through roles including Investment Representative and Financial Consultant. Prior to joining Fidelity, he worked as a Wealth Advisor at JC Reed & Company and as a Financial Representative at Northwestern Mutual, gaining experience in financial consulting and wealth management. Throughout his career, Wesley has focused on strategies related to wealth planning and client relationship management. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Mitchell Chappell is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team focused on assisting families and organizations with significant wealth decisions. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. Mitchell has a background in financial advising and branch management, having worked as a Financial Advisor and Vice President at Regions Investments from 2020 to 2022, and as a Branch Manager at Regions from 2015 to 2020. He holds an Arkansas Insurance License, enabling him to provide insurance-related financial guidance. Outside of his professional responsibilities, Mitchell enjoys activities such as biking, cars, fitness, hiking, kayaking, and outdoor adventures.

Collin Taylor is a financial advisor with Fidelity Investments in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His previous roles include various positions at Fidelity and periods as a student and self-employed. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Larry Weil is an Investment Consultant who partners with clients to understand their unique situations and collaboratively build plans aimed at achieving their financial goals. He has experience in wealth management, having served as Director of Wealth Management at Blake Butler Northwestern Mutual from 2014 to 2020.

Blake Hutto is a Financial Consultant I with experience in investment consulting and workplace planning at Fidelity Investments. He has worked as an Investment Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2022 to 2023. Blake focuses on helping clients build and maintain long-term financial plans tailored to their individual needs and goals. He assists clients in navigating changes in their lives and market conditions by personalizing investment strategies to suit their unique situations.

Andy White is a Financial Consultant currently working at Fidelity Investments since 2024. He brings fifteen years of industry experience to his role, having previously served as a Wealth Advisor at Merit Wealth, LLC in 2023, a Senior Financial Advisor at Vanguard from 2017 to 2023, and a Financial Advisor at Peachtree Planning from 2009 to 2016. Throughout his career, Andy has focused on building trusting relationships and providing a safe space for essential conversations. He engages clients in a collaborative planning process that helps them focus on their priorities, make prudent financial decisions, and achieve greater peace of mind about their future. Outside of his professional work, Andy has interests that include lake activities, music, reading, running, tennis, and writing.

Jessica DeMill is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. She leads a team focused on assisting families and organizations with significant wealth decisions. Prior to this role, she served as a Team Leader at Fidelity Investments from 2018 to 2022. Jessica's professional experience centers on guiding clients through impactful financial decisions. Outside of her professional duties, she is interested in cooking and baking, family activities, parenthood, and volunteering.