Knoxville, TN Parkside Drive Office

Katharina Snyder is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity in 2023 and has held several roles including Financial Representative and Relationship Manager prior to her current position. Before joining Fidelity, she worked as a Client Relationship Manager at Axiom Wealth Management from 2022 to 2023 and as a Financial Relationship Consultant at Regions Bank from 2019 to 2022. Her professional experience spans client relationship management and financial planning, with a focus on providing personalized guidance and thoughtful planning. Katharina emphasizes building trust by listening and translating complex financial information into clear advice, supporting clients as their financial situations evolve.

William Hotzfield is a financial advisor with Fidelity in Knoxville, TN, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked in construction and home repair, and he currently operates a handyman business as a partner. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jonathan Love is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and deliver model portfolios.

Riley Alexander is a Financial Consultant I at Fidelity Investments, a position held since 2025. Prior to this role, Riley has accumulated experience within Fidelity in various positions including Planning Consultant (2023-2025), Relationship Manager (2022-2023), and Workplace Planning Consultant (2021-2022). Riley's professional approach involves understanding each client's unique circumstances to guide them through the financial planning process with an emphasis on transparency, education, and efficient problem-solving. Their commitment is to ensure clients fully comprehend the support and services Fidelity offers, enabling informed financial decisions. Outside of work, Riley has interests in family activities, football, golf, pets, soccer, and traveling.

Travis Bigwood is a Financial Consultant who works with individuals and families to navigate their financial futures. He collaborates with clients to identify their specific goals and develop plans using Fidelity's tools and resources. He has experience as an Investment Consultant at Fidelity Investments since 2020 and previously served as a Financial Advisor at Blue Ridge Wealth Planners from 2017 to 2020. Outside of his professional work, Travis enjoys attending concerts, watching movies, listening to music, and photography.

Hunter Nicholson is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2024 and has progressed through roles including Financial Representative and Relationship Manager before his current role. In his work, Hunter focuses on understanding each client's individual story, motivations, concerns, and goals to create personalized and adaptable financial strategies. Hunter's experience spans several years within Fidelity Investments, where he has developed expertise in financial planning and client relationship management. His approach emphasizes building strategies that align with what matters most to his clients. Outside of his professional role, Hunter enjoys activities such as camping, fitness, golf, hiking, spending time with pets, and traveling.

William Albright is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Fidelity, he was involved with the University of Tennessee football program and has experience running a gutter cleaning business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joseph Siragusa is Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team focused on assisting individuals, families, and organizations with their wealth decisions. He has been with Fidelity Investments since 2000, holding various positions including Regional Planning Consultant, Vice President and Branch Office Manager, Assistant Branch Manager, Financial Planning Consultant, Investment Consultant, Financial Representative, and Stock Transfer Representative. His extensive experience spans over two decades within the company. No additional information on education, credentials, personal interests, or community involvement was provided.

Amy McCarver is a Financial Consultant at Fidelity Investments, a position she has held since 2019. In her role, she works with individuals and families to assess their financial needs and goals through comprehensive financial planning. She aims to educate and empower her clients to make impactful wealth decisions throughout their lifetime. Amy's professional experience centers on financial consulting, where she applies her expertise to support clients in managing their financial futures. She brings a focus on personalized financial planning to her work at Fidelity Investments. Outside of her professional responsibilities, Amy has personal interests that include bowling, fitness, hiking, caring for pets, scuba diving, and traveling.

Bill Hankins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. In this role, he assists clients in working towards their financial goals by serving as a trusted partner throughout the financial planning process. His approach combines financial data analysis with in-depth discussions of clients' personal circumstances to tailor strategies that align with their definitions of success. Prior to joining Fidelity Investments, Bill gained experience as a Financial Advisor at several firms, including Office of Supervisory Jurisdiction Securities Service Network, Inc. from 2000 to 2010, CitiStreet Equities from 1999 to 2000, and American Express Financial Advisors from 1998 to 1999. He holds a California Insurance License, supporting his expertise in financial planning and insurance products. Outside of his professional work, Bill engages in family activities and maintains an active lifestyle through fitness, hiking, and running. He also participates in volunteering activities.

Jay Morris is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2018, serving in various roles including Relationship Manager, Financial Representative, and Central Relationship Manager. His professional focus is on working with individuals, families, business owners, and organizations to create customized, holistic financial plans. Jay emphasizes building strong relationships and sound planning to help clients pursue their goals and feel confident in managing life's uncertainties. His approach centers on earning clients' trust to serve as their primary financial advisor. Outside of his professional work, Jay enjoys family activities, exploring food, football, parenthood, reading, and volunteering.

Hunter Rock is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2018. His professional experience also includes work as a Financial Advisor at Merrill Lynch from 2014 to 2017 and as a Retirement Plan Consultant at The Meltzer Group from 2009 to 2014. Hunter focuses on gaining a comprehensive understanding of his clients and their families to develop customized financial strategies. He leverages Fidelity's resources and technology to create effective plans tailored to the various aspects of his clients' financial lives. Outside of his professional work, Hunter has personal interests that include cars, family activities, fishing, football, golf, and snowboarding.

Bobby Sass serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He joined Fidelity in 2013 as an Investment Consultant before advancing to his current role. Prior to joining Fidelity, Bobby worked as a Financial Advisor at Edward Jones from 2007 to 2013. In his role, Bobby and his team assist clients in making well-informed decisions regarding their wealth by educating and empowering them through the financial planning process. He holds a California Insurance License. Outside of his professional responsibilities, Bobby has personal interests in food and traveling.

Evan Anderson is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to support each client's unique planning needs. In this role, he collaborates with Financial Consultants to assist clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. Evan has held several positions within Fidelity Investments, including Workplace Planning Consultant II starting in 2022, Team Leader of Client Services from 2023 to 2026, and earlier roles in Workplace Planning and Advice. His progression through these roles reflects his experience in client services and workplace planning. Outside of his professional responsibilities, Evan is interested in family activities, hiking, outdoor adventures, parenthood, and traveling.

Connor Boynton is an Investment Consultant at Fidelity Investments, where he works with clients to clarify their financial goals and preferences, supporting them in making important financial decisions. He has held this role since 2026. Prior to his current position, Connor served as a Central Relationship Manager at Fidelity Investments from 2022 to 2025. Before that, he gained experience as a Registered Client Service Associate at Desert Financial Wealth Management from 2020 to 2022. Connor's personal interests include cars, family activities, fishing, motorcycles, outdoor adventures, and parenthood.