Carmel, IN Clay Terrace Blvd Office

Katherine Squadroni is the Branch Leader at Fidelity Investments in Carmel, IN. In this role, she leads a team of financial advisors to deliver personalized financial experiences aimed at building lifelong relationships with clients. Her professional experience includes serving as a Planning Consultant and Relationship Manager at Fidelity Investments, as well as working as a Financial Advisor at WestPoint Financial Group. Katherine holds a California Insurance License.

Andrew Newman is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He collaborates with clients to understand, build, and pursue their financial goals, focusing on delivering a consistent and high level of customer service to provide a meaningful financial planning experience. Prior to his current position, Andrew worked as a Relationship Manager at Fidelity Investments from 2022 to 2023 and as a Financial Representative from 2021 to 2022. He holds a California Insurance License. Outside of his professional work, Andrew has personal interests in boating, football, golf, movies, and traveling.

Kris Brockman is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Kris partners with clients and their families to understand their financial goals and develop plans aimed at achieving those objectives, focusing on providing financial stability and freedom. Kris has been with Fidelity Investments since 2016, progressing through various roles including Investment Consultant, Relationship Manager, Investment Solutions Representative, and Premium Relationship Associate. This progression reflects experience across multiple facets of financial consulting and client relationship management. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Trenton Howard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Workplace Planning Consultant at multiple levels and High Net Worth Service Associate. His professional experience is centered around developing comprehensive financial plans and working closely with clients to align their financial strategies with their long-term goals. Trenton is committed to understanding his clients' visions and translating them into actionable steps to achieve financial success. His career path at Fidelity Investments reflects a focus on workplace planning and client service within the financial industry. Outside of his professional work, Trenton enjoys board games, fitness, outdoor adventures, and reading.

Brian Elliott is an Investment Consultant currently working at Fidelity Investments since 2025. He previously served as an Investment Officer at The National Bank of Indianapolis from 2024 to 2025 and worked as a Financial Advisor at Morgan Stanley from 2020 to 2023. Brian engages closely with clients to understand their financial goals and develop strategies that align with their priorities. He emphasizes partnership in financial planning, providing ongoing guidance to help clients make informed decisions. Outside of his professional work, Brian's interests include family activities, fitness, gardening, golf, outdoor adventures, and traveling.

Brielle Forler is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has previous work experience at Democracy Federal Credit Union and several other financial institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies supported by oversight controls and the use of advanced technologies such as AI and machine learning.

Noah Marley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity in 2022, his work history includes roles in various industries such as automotive and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory services. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Deshawn Price is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients and their families to develop personalized financial strategies that align with their goals and aspirations. Prior to his current position, Deshawn served as a Workplace Planning Consultant at Fidelity Investments in 2025 and as a High Net Worth II advisor at the same firm from 2020 to 2025. His experience reflects a focus on tailored financial planning and wealth management. Outside of his professional work, Deshawn enjoys bowling, fitness, football, movies, and spending time with his pets.

Gabriel Fernandez Freitez is a financial advisor at Fidelity with a Series 66 designation and experience beginning in 2023. His prior roles include positions at JP Morgan Chase and BMO Bank, as well as running Freitez Spark Clean from 2020 to 2023. He is based in Carmel, Indiana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm serves both retail and institutional investors and holds distinctive credentials such as CFTC registration and advisory roles for multiple registered investment companies.

Andy Kelley is a Financial Consultant currently working at Fidelity Investments since 2024. He has accumulated extensive experience in financial services through previous roles including Investment Executive at Fifth Third Securities from 2020 to 2024, and Financial Advisor at Edward Jones Investments from 2016 to 2020. Over the past nine years, Andy has worked with many clients in various situations, focusing on understanding financial planning and individual client needs. His approach involves partnering with clients to create, implement, and monitor financial plans aimed at helping them achieve their definitions of financial wellbeing and success. Outside of his professional work, Andy has personal interests in cars, family activities, golf, parenthood, and traveling.

Haley Guthrie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. She previously worked at Charles Schwab for six years and has held various roles including positions outside finance such as cashier at a retail clothing store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Terrance Bogan is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their unique needs and preferences. He focuses on evaluating clients' current investment strategies and retirement plans to ensure alignment with their long-term goals. Before joining Fidelity Investments in 2025, Terrance held roles as Director of Wealth Management at JP Morgan Chase & Co. from 2022 to 2025 and as Vice President and Market Leader at Bank of America Merrill Lynch from 2019 to 2022. These positions provided him with extensive experience in wealth management and financial planning. Outside of his professional work, Terrance engages in family activities, football, social events with friends, parenthood, and traveling.

Matthew Turner is the Vice President and Branch Leader at Fidelity Investments. In his current role, he leads a team of advisors to support a broader client base. Prior to becoming Vice President, he served as Assistant Branch Leader from 2020 to 2022 and was the Field Training Director from 2018 to 2020, all within Fidelity Investments. His experience includes leadership and training roles aimed at enhancing advisor effectiveness and client service. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Evan Kruse is a Financial Consultant with over three years of experience in the financial services industry. He supports clients as they navigate retirement, wealth planning, and important financial decisions by creating clarity and confidence. Throughout his career, Evan has held roles including Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, as well as an internship at Core Investments. Evan is focused on building meaningful relationships by understanding each client's goals and priorities. He collaborates with individuals and families to develop personalized strategies, education, and guidance aimed at empowering confident financial decisions. Outside of his professional work, Evan's personal interests include baseball, golf, family activities, and spending time with pets.

Dayne Ferguson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2021 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolios constructed using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm is registered as a commodity pool operator and serves multiple registered investment companies, offering both discretionary and non-discretionary advisory services.