Midlothian, VA Midlothian Tpke Office

Lynne Jennings serves as a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on providing customized services to sophisticated clients, aiming to support their long-term financial well-being through tailored, high-touch relationships. Her professional experience spans over three decades in the financial industry, including positions such as Vice President and Branch Leader at Fidelity Investments from 2016 to 2022, Senior Relationship Manager at Fidelity Investments from 2010 to 2016, and various trading and account management roles at firms including Wachovia Securities First Clearing Corp, GE Financial Capital Brokerage, Wheat First Union Capital Markets, and Branch Cabell and Co. No information regarding her education, credentials, personal interests, or community involvement has been provided.

Matt Handley is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to identify their priorities and collaborates with them through financial planning to develop strategies aimed at achieving their financial goals. Prior to this, Matt held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. In 2022, he was a Registered Representative at Centenium Advisors, LLC. Matt's approach centers on engaging clients in a collaborative financial planning process. Outside of his professional responsibilities, he enjoys family activities, football, golf, outdoor adventures, and traveling.

Justin King is Vice President and Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2022. In this role, he partners with ultra high net worth families to collaboratively develop holistic financial plans that simplify complex financial questions, aiming to help these families build, protect, and transfer their wealth. King has extensive experience in the financial industry, with a career spanning multiple leadership roles. Prior to his current position, he served as Vice President and Branch Leader at Fidelity Investments from 2015 to 2022, and Assistant Branch Manager from 2014 to 2015. His background also includes managing partner responsibilities at Sophis Capital, and various managing director and vice president roles focused on equity sales, institutional sales trading, and sales trading leadership at firms including Bear Stearns & Co., Inc., ABN AMRO Incorporated, Salomon Smith Barney Inc., and Dain Bosworth Incorporated. His career began with a role as Special Projects Manager at Old Republic Companies from 1982 to 1985.

Cynthia Chacon is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments in various roles since 2021, including FIA Solutions Consultant, Managed Solutions Consultant, PAS Portfolio Specialist, Client Management Representative, and Personalized Planning & Advice Associate. Prior to that, Cynthia worked as a Licensed Financial Advisor Assistant at LPL Financial, Cambridge Investment Research, and FSC Securities. Cynthia's professional experience encompasses client management, portfolio specialization, managed solutions, and financial consulting. She holds insurance licenses for Arkansas and California. Outside of her professional career, Cynthia enjoys spending time at the beach, hiking, watching movies, and engaging in outdoor adventures.

Paul Hagen is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on building lasting partnerships with clients by guiding them through personalized financial planning and designing tailored strategies to bring clarity and simplicity to their financial lives while protecting and growing their wealth. Prior to his current position, Paul held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Services Representative from 2023 to 2024. Before joining Fidelity, he gained experience as a Tax Intern at Deleon & Stang from 2022 to 2023. Outside of his professional work, Paul has interests in cars, fishing, motorcycles, outdoor adventures, skiing, and soccer.

Tiffany Khumalo is a Financial Consultant at Fidelity Investments. She has progressed through various roles within the company since 2022, gaining experience as an Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Her professional focus involves partnering with individuals and families to understand their unique goals, values, and concerns, working collaboratively to develop plans that help them move toward what matters most. Outside of her professional work, Tiffany has interests that include board games, comedy, concerts, music, theater, and traveling.

Brian Shea is a Financial Consultant at Fidelity Investments, where he focuses on helping clients make informed financial decisions through clear guidance in investing, retirement income planning, and wealth management. He collaborates closely with clients to develop personalized strategies aligned with their financial goals, utilizing Fidelity's resources. Brian has accumulated experience in the financial services industry through various roles, including Vice President-Financial Consultant at Charles Schwab and Senior Financial Consultant at TD Ameritrade. His career began as a Business Development Specialist at TD Ameritrade, demonstrating a progressive trajectory in client advisory and financial consulting roles. Outside of his professional work, Brian enjoys activities such as board games, camping, social events with friends, movies, parenthood, and skiing.

Brice Gehman is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior work includes roles at Bank of America and Chesterfield County Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Sawyer Jensen is a financial advisor at Fidelity with three years of industry experience. He previously worked at RBC Wealth Management and has held roles outside finance, including a position at Brooks Pest Control. Sawyer holds the Series 63 and Series 66 licenses. 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 combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Angela Garris is a Financial Consultant currently working at Fidelity Investments since 2016. In her role, she collaborates with clients to develop personalized financial plans aimed at growing and protecting wealth, preparing for unforeseen events, and supporting individual financial goals. Her professional background includes positions as Regional Vice President at Suntrust Investments from 2011 to 2014 and at Riversource from 2008 to 2009. Prior to that, she served as a Business Development Coach and Wholesaler at Genworth Financial from 1998 to 2008, and held New Business Specialist roles at Central Fidelity in 1997 and James Mitchell from 1994 to 1996. Outside of her professional work, Angela is interested in family activities, motorcycles, and traveling.

Eli Caveness is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served in various positions at Fidelity Investments, including Investment Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, Workplace Planning & Advice Help Desk in 2023, and Workplace Planning Consultant from 2022 to 2023. His professional approach centers on compassion, education, and trust, aiming to simplify complex financial matters for clients and enable them to make informed decisions. Eli emphasizes client education to foster a trusted partnership focused on achieving financial success. Outside of his professional responsibilities, Eli has interests in cooking and baking, fitness, football, pets, and traveling.

Ryan Blackman is a Financial Consultant at Fidelity Investments, where he focuses on building and maintaining client relationships and developing customized financial plans tailored to individual needs. He has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative and Planning Consultant before his current position. Prior to joining Fidelity, Ryan worked at Wells Fargo Bank from 2011 to 2021, serving as a Branch Manager and later as a Premier Banker. His professional experience spans financial consulting, planning, investment solutions, and banking management. Outside of his professional work, Ryan engages in personal interests such as baseball, family activities, reading, theater, traveling, and volunteering.

Sherri Nichelson is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked previously at First Command Brokerage Services and AirBnB. Outside of finance, she has experience as a private tutor and SAT prep workshop planner. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios including multi-manager and fund-of-funds, and employs systematic methodologies and oversight controls in its investment process.

Lizzu Castaneda-Dulyx is the Vice President and Branch Leader at Fidelity Investments, where she leads and develops a team of associates to engage clients in financial planning conversations. She focuses on driving client primacy and assisting clients in achieving their financial goals. She has been with Fidelity Investments since 2019, initially serving as Assistant Branch Manager before her current role beginning in 2020. Prior to joining Fidelity, she worked as a Financial Planner at Mass Mutual Financial Service from 2014 to 2019.

Nathaniel Snider is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He is a Certified Financial Planner dedicated to helping clients and their families grow their wealth, protect their income, and simplify their financial lives. Nathaniel has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, Investment Consultant, and Financial Consultant before becoming Vice President. Prior to joining Fidelity, he worked as a Financial Consultant at ICMA-RC in 2019. Outside of his professional career, Nathaniel is engaged in family activities and enjoys interests such as fitness, gardening, hiking, parenthood, and reading.