Huntersville, NC Birkdale Commons Parkway Office

Connor Lacz is a financial advisor with Fidelity Investments, holding a Series 66 credential. He began his advisory career in 2025 and is based in Huntersville, NC. Prior to joining Fidelity, his work experience includes various roles in education, hospitality, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christine Sowell is currently the Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In this role, she engages with clients to develop, support, and advise them throughout their financial journeys, aiming to provide confidence, insight, and direction to their financial health. Prior to her current role, Christine served as a Financial Consultant at Fidelity Investments from 2019 to 2024. She also has experience as a Senior Manager in Assurance at Ernst & Young LLP from 2005 to 2013. Outside of her professional responsibilities, Christine's interests include family activities, hiking, military service, parenthood, soccer, and traveling.

Mason Hardy is a Financial Consultant currently working at Fidelity Investments. He focuses on collaborating with clients to develop personalized financial plans that align with their individual goals. Mason's approach involves understanding each client's unique situation to create effective and manageable strategies for pursuing their financial objectives. He has accumulated experience through various roles at Fidelity Investments, including Planning Consultant, Investment Consultant, Relationship Manager, and High Net Worth Associate, covering the period from 2022 to the present. Prior to joining Fidelity, Mason worked as a Financial Professional at Equitable Advisors in 2021.

Justin Jones is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of advisors and fosters an environment conducive to their professional success. Prior to his current role, he gained experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2020 to 2025. His career in financial services began with roles at Charles Schwab, Edward Jones, and State Farm between 2016 and 2020. Throughout his career, Justin has developed expertise in financial consulting and investment advisory services. His progression through various positions within the industry reflects a broad understanding of financial planning and client service. Outside of his professional life, Justin enjoys camping, hiking, outdoor adventures, and traveling. He also values family activities and parenthood.

Isaac Velez Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he has worked in various roles including at Green Valley Grill and the David Omari Social Media Academy LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions for both retail and institutional investors.

Krista Icenhour is a Vice President and Financial Consultant at Fidelity Investments. In her role, she helps families organize, develop, and implement financial plans and strategies tailored to their present and future goals. She focuses on simplifying the complexities of investing to ensure clients feel confident and secure in the financial plans they build together. Krista has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position. Her experience encompasses client relationship management and financial planning within the firm. Outside of her professional responsibilities, Krista has interests in fitness, food, golf, hiking, spending time at the lake, and caring for pets.

Cole Blankenship is a Financial Consultant at Fidelity Investments. In this role, he draws on Fidelity's resources to develop personalized financial plans tailored to clients' goals, values, and future visions. Cole encourages open communication and partnership with clients to create thoughtful financial strategies. He has been with Fidelity Investments since 2019, gaining experience from various roles including Investment Consultant, Financial Representative, and Investor Center Intern. Prior to joining Fidelity, Cole interned at TMDL LLC, CPA's Consultant in 2018. Outside of his professional career, Cole enjoys outdoor activities such as camping, hiking, scuba diving, skiing, and playing soccer.

Orlando DiBacco is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them and their families achieve their goals. Orlando has held multiple positions at Fidelity Investments, starting as an Intern in 2023, and progressing through roles including Financial Services Representative, Financial Representative, Investment Consultant, before assuming his current position in 2026. His professional experience at Fidelity Investments spans various aspects of financial planning and consulting, providing him with a comprehensive understanding of the financial services industry. Outside of his professional work, Orlando enjoys spending time at the beach, attending concerts, and participating in sports such as football, golf, and tennis.

Chaz Bailey is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before taking on his current role in 2024. Prior to this, he held financial advisor positions at Consolidated Planning, Inc. in 2023 and Northwestern Mutual Wealth Management Company from 2021 to 2023. Chaz focuses on helping clients align their investment strategies with their goals through a collaborative approach centered on understanding and serving their unique needs. His professional experience spans multiple roles in the financial advisory field, providing him with insight into investment consulting and wealth management. Outside of his professional work, Chaz has personal interests that include biking, fitness, running, and swimming.

Tyler Kaufman is currently a Planning Consultant at Fidelity Investments, where he works as a part of Wealth Management Teams to assist clients with their financial planning needs. He aims to provide a comprehensive experience by not only supporting financial planning but also serving as a resource and liaison for clients and their families to various areas of assistance available at Fidelity. Tyler has professional experience in financial services, having held positions as a Planning Consultant at Fidelity Investments since 2026, an Investment Consultant at Fidelity from 2024 to 2026, and a Financial Advisor at Edward Jones from 2023 to 2024. Outside of his professional work, Tyler's personal interests include cooking and baking, fitness, exploring food, attending social events with friends, golf, and spending time with pets.

William Crane is a Planning Consultant at Fidelity Investments. He joined the firm in 2024 and has held positions including Financial Representative and Relationship Manager before his current role. He focuses on providing clients with financial clarity and supports them in achieving long-term success through personalized planning. His approach integrates analytical analysis and empathetic client engagement to navigate complex financial situations. William emphasizes understanding each client's unique circumstances to align strategies with their priorities. Outside of his professional responsibilities, William enjoys activities such as golfing, tennis, table tennis, traveling, and exploring culinary experiences.

Stephan Buker is a Financial Consultant who collaborates with families to understand their goals and needs. He works closely with clients to develop personalized financial plans tailored to their unique situations. He has held several positions at Fidelity Investments, including Investment Consultant (2022-2023), Fixed Income (2021-2022), High Net Worth Associate (2020-2021), and Customer Relationship Advocate (2020). These roles have contributed to his experience in investment consulting and client relationship management.

Michael Pasalich is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He began his career at Fidelity Investments as a Financial Representative in 2015, transitioning to an Investment Consultant position in 2016 before advancing to his current role. Michael works with a diverse client base that includes professionals, business owners, non-profits, and retirees. He focuses on building long-term relationships and helps clients navigate the complex and diverse world of investing through a clear and collaborative approach. Having lived and worked internationally, Michael brings a unique perspective and life experience to his role. Further details regarding his education, credentials, personal interests, or community involvement were not provided.

Tom OMara is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on building strong relationships by listening carefully to clients to understand their priorities and helping connect everyday financial decisions to their broader life goals. He works closely with advisors and remains engaged beyond the initial planning stages to support clients throughout their financial journeys. Prior to his current position, Tom held several roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in various aspects of financial planning and client relationship management. His professional progression within Fidelity reflects a solid foundation in financial services and client support. Outside of his professional work, Tom enjoys family activities, social events with friends, hiking, music, and skiing.

Garrick Becker is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he partners with local Financial Consultants to engage clients in meaningful planning, aiming to align resources to support clients as they work towards their financial goals and desires. Becker has been with Fidelity Investments since 2007, holding various positions including Assistant Branch Leader, Retirement Relationship Manager, Retirement Solutions Manager, Premium Relationship Associate Manager, Facilitator, Premium Relationship Associate, and Financial Representative. This progression reflects his extensive experience within the company and his involvement in different facets of financial services and client relationships. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.