Dallas, TX Preston Road Office

Greg Gentry serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He works with investors to prepare and maintain financial plans tailored to their individual planning goals and needs. Greg's professional experience at Fidelity Investments began in 2013, progressing through roles including Investor Center Account Executive, Account Executive, and Financial Consultant. He holds an Arkansas Insurance License, supporting his work in financial consulting. Further details about his education, credentials, personal interests, or community involvement are not provided.

Brenner Holliman is a Financial Consultant I at Fidelity Investments, a position held since 2025. Prior to this role, Brenner held several positions within Fidelity Investments, including Planning Consultant, Investment Consultant, and various levels of Investment Solutions Representative and High Net Worth Associate roles from 2021 to 2024. Brenner began their financial career as a Financial Professional at Equitable Advisors in 2020 before joining Fidelity Investments. Brenner's professional experience encompasses a range of responsibilities in financial consulting, investment solutions, and client relationship management. Their work focuses on personalized planning and guidance tailored to clients' financial objectives, starting with identifying key priorities and conducting comprehensive reviews of clients' financial situations.

Stephanie Spyres is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services LLC since 2018, with additional experience at USAA financial services between 2016 and 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and supports its investment process with oversight and the use of AI-driven methodologies.

Chris Seymour is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he collaborates with a Wealth Management Advisor to understand clients' goals and priorities, focusing on addressing the complex needs of affluent families and advocating for optimal outcomes and high-quality service. Chris has been with Fidelity Investments since 2000, beginning his career as a Client Service Specialist. He then served as a Relationship Manager from 2007 to 2016 before assuming his current position in 2016. This progression reflects his extensive experience in client service and relationship management within wealth management.

Michael Mulvihill is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2017, progressing through various positions including Portfolio Specialist, Client Management Representative, Personalized Planning & Advice Associate, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Michael is a CERTIFIED FINANCIAL PLANNER™ and focuses on partnering with clients to develop financial plans tailored to their individual goals. His practice emphasizes trust, integrity, and transparency as foundational values in guiding clients through different market conditions to achieve their financial objectives.

Mark Mayhew is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients to develop tailored financial plans aimed at achieving their financial goals. He emphasizes building lasting relationships with clients and their families to provide guidance based on their unique circumstances and challenges. Mark has extensive experience in the financial industry, having worked as a Financial Consultant at Fidelity Investments from 2006 to 2017 and at Smith Barney from 2004 to 2005. He also served as a Financial Representative at Fidelity Investments from 1993 to 2001. His professional background reflects a long-standing commitment to financial consulting. He holds an Arkansas Insurance License.

Brian Bates is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He joined Fidelity in 2013 and has held various positions including Account Executive Branch and Financial Consultant before his current role. Brian assists clients in planning for retirement, identifying investments, and evaluating risks to work toward their financial goals. He holds an Arkansas Insurance License, which supports his work in the financial services industry. Details about his education and personal interests have not been provided.

Sarah Ellis is the Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2020, progressing from Investment Consultant to Financial Consultant before her current position. Prior to joining Fidelity, Sarah held positions at Wells Fargo Advisors, Morgan Stanley, and JP Morgan Chase, accumulating over 16 years of experience in the financial services industry. Throughout her career, Sarah has focused on collaborating with clients to understand their unique financial goals and developing comprehensive financial plans. Her approach emphasizes client partnership to create, implement, and maintain strategies that support lifelong financial comfort and confidence. Outside of her professional life, Sarah enjoys a variety of personal interests including food, social events, golf, outdoor adventures, parenthood, and traveling.

Jennifer Lake is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their long-term vision, goals, and priorities. She is part of a team dedicated to developing and implementing financial plans tailored to those objectives while providing comprehensive service. Jennifer has been with Fidelity Investments since 2016, holding roles as a Financial Representative, Relationship Manager, and currently as a Private Wealth Management Planning Consultant. Her experience spans various aspects of wealth management and client relationship development. She holds an Arkansas Insurance License. Outside of her professional commitments, Jennifer enjoys activities such as fitness, hiking, visiting museums, reading, traveling, and engaging in parenthood.

Brody Phillips is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2021, serving in various roles including Relationship Manager, Financial Representative, Customer Relationship Advocate, and High Net Worth Representative. Brody focuses on building strong relationships with clients to collaboratively create financial plans tailored to their future goals. He holds an Arkansas Insurance License. Outside of his professional work, Brody enjoys board games, family activities, exploring food, golf, and spending time at the lake.

David Immler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Investment Consultant, and Financial Representative. David works with families, leveraging his extensive experience and understanding of capital markets to help clients pursue their financial goals using the resources available at Fidelity. He holds an Arkansas Insurance License and has developed expertise in financial consulting over his tenure at Fidelity. Outside of his professional role, David enjoys family activities, hiking, outdoor adventures, parenthood, soccer, and traveling.

Viken Banjarjian is a Financial Consultant currently serving at Fidelity Investments since 2021. He has experience in financial advising, having worked as a Financial Advisor at US Bank Private Wealth Management from 2020 to 2021. Prior to that, he held positions as a Branch Manager from 2019 to 2020 and as a Licensed Banker from 2016 to 2019 at US Bank. His professional approach focuses on aligning client ambitions, retirement outlooks, investment objectives, and financial risk tolerance through strategic planning. Viken aims to help families and individuals achieve financial freedom by utilizing an array of products and services tailored to meet their financial objectives and risk appetite. He holds a California Insurance License. Outside of his professional duties, Viken has interests that include art, baseball, biking, golf, lake activities, and soccer.

Robert Kirwan is a Financial Consultant with over 10 years of experience in the financial services industry. He currently partners with clients to develop, implement, and maintain financial plans tailored to their individual definitions of success. Robert emphasizes the importance of forming strong relationships and educating clients throughout the financial planning process. His professional experience includes various roles at Fidelity Investments, such as Portfolio Specialist from 2021 to 2024, Client Management Representative from 2019 to 2021, Fixed Income Specialist from 2016 to 2019, Retirement Solutions Representative from 2015 to 2016, Investment Solutions Representative from 2014 to 2015, and Financial Services Representative in 2014. Prior to his tenure at Fidelity Investments, Robert served as a Financial Advisor at Thrivent Financial from 2013 to 2014. Robert holds an Arkansas Insurance License. Further details about his education or personal interests have not been provided.

Drey McInnes is a Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this position, Drey worked as an Investment Consultant at Fidelity Investments from 2021 to 2022 and as a Wealth Management Consultant at Merrill Lynch from 2018 to 2021. Drey specializes in helping clients identify and work towards their financial goals, including saving for children's futures, planning for retirement, generating income, managing market volatility, and tax-efficient investing. Drey collaborates closely with clients to review their financial situations and develop clear steps to achieve their objectives, supported by Fidelity's ongoing assistance. Outside of work, Drey has personal interests that include fitness, golf, motorcycles, and skiing.

Nick Ruth is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to take a holistic approach in understanding their financial needs and goals, fostering relationships that empower clients to manage their financial futures effectively. Prior to his current position, Nick held roles as an Investment Consultant from 2024 to 2025 and as a Workplace Planning Consultant from 2020 to 2024, all within Fidelity Investments. Nick's experience at Fidelity Investments spans several years and encompasses various aspects of financial planning and investment consulting, allowing him to develop expertise in understanding and addressing the diverse financial concerns of households. Outside of his professional work, Nick engages in a variety of personal interests including biking, golf, running, swimming, and tennis.