Elmhurst, IL Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

4

Of 17,005 advisors across 1,872 offices

Location

Elmhurst IL

Advisors at this office

4

Advisors at this office

Christopher B

Series 63, Series 65

Elmhurst, IL

Fidelity

Chris Brunner is the Vice President and Executive Planning Consultant at Fidelity Investments, where he focuses on helping clients plan for their lifetime financial goals through benefits review, equity compensation analysis, wealth planning, and guidance. He has held this role since 2022. Chris brings extensive experience in financial consulting and product solutions, having held vice president positions at Northern Trust and Towers Watson Investment Services, as well as senior leadership roles at The Hartford Funds, Affiliated Managers Group, and Convergex Group. He began his career at Fidelity Investments as a Financial Representative, serving from 1993 to 2007. Chris holds a California Insurance License. Outside of his professional work, he is interested in family activities, fitness, football, golf, and softball.

Exec comp design Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Wealth management Executive Financial Professional

Anna M

CFP®, Series 66, Series 63

Elmhurst, IL

Fidelity

Bianca Machi is the Vice President and Branch Leader at Fidelity Investments. In her current role, she works with associates to help ensure they have the skills needed to assist clients with developing retirement income plans and building and monitoring investment strategies to work toward their financial goals. She has been with Fidelity Investments since 2016, holding various positions including Team Leader for Workplace Planning and Advice from 2016 to 2018, Product Owner for the Digital Workplace from 2018 to 2021, and Branch Leader from 2021 to the present.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Active portfolio management

Whitlee R

CFP®, Series 63, Series 66

Elmhurst, IL

Fidelity

Whitlee Riedel is Vice President and Wealth Management Advisor with experience at Fidelity Investments spanning from 2011 to 2026. In this time, Whitlee has held various roles including Investment Solutions Representative, Relationship Manager, Investment Consultant, and Vice President, Financial Consultant. In the current role, Whitlee partners with clients to build and implement financial plans focused on growing wealth over time, generating income, preserving assets, or establishing a legacy for future generations. Whitlee holds a California Insurance License.

Wealth management Retirement income strategy Income planning Multi-generational wealth transfer General retirement planning
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Bradley R

Series 63, Series 66

Elmhurst, IL

Fidelity

Bradley Riedel is a financial advisor at Fidelity with 14 years of industry experience. He has held positions at Principal Securities Inc. and Principal Life Insurance Company before joining Fidelity. Riedel holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
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