Minnetonka, MN Wayzata Blvd Office

Kyle Burleson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Burleson has been with Fidelity Investments since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Nicole Elmquist is a Vice President and Financial Consultant at Fidelity Investments. She joined Fidelity in 2015 and has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position in 2024. In her role, Nicole works closely with clients to understand their priorities and goals, using Fidelity's planning tools and resources to develop individualized financial plans. She holds a California Insurance License. Outside of work, Nicole enjoys hiking and outdoor adventures.

Davis Klund is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Solutions Advisor at Merrill Lynch in 2023 and as a Financial Advisor at Equitable Advisors from 2021 to 2023. His professional experience encompasses a range of financial advisory and planning services. Davis holds a California Insurance License, supporting his work in financial and insurance planning. He is motivated by personal experiences with family financial challenges and is committed to assisting clients in pursuing their financial goals through tailored support and connections. Outside of his professional life, Davis enjoys fitness, football, social events with friends, movies, and snowboarding.

Chris Amsden is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans tailored to their individual needs and preferences. He leverages Fidelity's extensive planning expertise and offers clients a broad range of tools, strategies, and services. Chris has experience in various roles within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative from 2021 to 2024. Prior to joining Fidelity, he worked in Capital Markets Trading at Ameriprise Financial Services from 2019 to 2021.

Mitchell Bebus is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans that align with their financial goals. Mitchell has accumulated professional experience in the financial services industry, including positions as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 through 2023, as well as prior experience as a Financial Advisor at Northwestern Mutual from 2014 to 2019. Outside of his professional career, Mitchell has interests that include comedy, concerts, family activities, golf, military service, and movies.

Matthew Hanson is a Financial Consultant at Fidelity Investments, where he currently works to provide financial guidance and planning services. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, Investment Consultant, and now Financial Consultant. Matthew holds the designation of CERTIFIED FINANCIAL PLANNER™ professional. Over his years of experience in the financial industry, he has developed expertise in both simple and complex financial situations. He focuses on understanding clients' unique circumstances to create straightforward and effective financial plans.

Nick Heithoff is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity since 2020, including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. Nick works with clients of diverse backgrounds, focusing on understanding their unique financial situations and collaborating to develop clear and thoughtful financial plans. His approach aims to help clients gain confidence in their financial futures, whether they are new to planning or experienced investors. Outside of his professional work, Nick enjoys family activities, hiking, spending time at the lake, music, and pets.

Nick Plaza is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, he gained experience as a Premier Banker at Wells Fargo from 2020 to 2024. Nick focuses on helping individuals and families navigate important financial decisions through personalized planning and ongoing guidance. His approach emphasizes understanding each person's goals, priorities, and circumstances to develop strategies that align with their unique needs. He values building trusted relationships through open communication, education, and thoughtful planning. Outside of his professional work, Nick enjoys activities such as fitness, enjoying food, social events with friends, outdoor adventures, reading, and running.

Will Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise and has held various roles across multiple industries, including operations and event services. Gilbert attended Arizona State University from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

Drew Rudlong is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients to design and implement personalized retirement and financial planning strategies that align with their long-term goals. He provides comprehensive guidance on investment allocation, risk management, and wealth accumulation, helping clients navigate complex financial decisions. Drew joined Fidelity Investments in 2023 and has held several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial consulting. Prior to joining Fidelity Investments, Drew worked as a Client Support Associate at Ameriprise Financial from 2022 to 2023.

Nancy Aadalen is a Financial Consultant currently working at Fidelity Investments since 2017. She has over 33 years of experience in the Financial Services Industry, focusing on wealth planning and assisting clients in pursuing their financial goals. Her professional approach is centered on understanding her clients both personally and professionally. Nancy's prior roles include Investment Consultant at Fidelity Investments from 2013 to 2017, Director of Business Development at Geraty Investments between 2010 and 2011, and several positions at Ameriprise Financial including Business Development & Sales (2006-2009), Director of Investment Analytics (2000-2006), and Marketing Manager (1996-2000). Earlier in her career, she was a Mutual Fund Analyst and Marketing Associate at John G. Kinnard & Co. from 1990 to 1996. Outside of her professional work, Nancy has interests in fitness, golf, hiking, kayaking, outdoor adventures, and yoga.

Steven Nessler is a financial professional with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he worked at Guide Wealth Partners and served as a police officer with the Eden Prairie Police Department for seven years. Outside of finance, he has experience in law enforcement and public service. Steven is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Jessica Bridgeman is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Allianz Life Financial Services, Allianz Life Insurance Company of North America, and Ameriprise Financial Services. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Matthew Ekman is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in financial consulting and advising, having previously held positions at E*Trade from Morgan Stanley from 2019 to 2022 and Merrill Lynch from 2017 to 2019. Matthew focuses on a goals-based approach to financial planning, partnering with clients to understand their priorities and co-creating strategies to meet their needs. He emphasizes ongoing communication and meetings to ensure clients' financial plans remain on track. Outside of his professional work, Matthew has personal interests that include family activities, fitness, parenthood, and traveling.

Brandon Evancevich is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with clients to co-create and implement comprehensive financial plans tailored to their unique circumstances and goals. He focuses on simplifying complex financial matters to empower clients in pursuing their aspirations. Prior to his current role, Brandon was a Financial Advisor at Edward Jones from 2021 to 2025, and he gained experience as a Financial Analyst Intern at Wells Fargo in 2019. His professional background encompasses a range of financial planning and advisory services. Outside of his professional work, Brandon has personal interests that include fitness, football, golf, movies, outdoor adventures, and spending time with pets.