Peoria, AZ West Bell Road Office

Ray Jonas is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles at Fidelity since 1993, including positions at Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to a diverse client base that includes retail and institutional investors, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves a unique role among large institutional peers through its regulatory registrations and use of AI-driven methodologies.

Serge Lazar is a Planning Consultant at Fidelity Investments, where he has been employed since 2021. In his role, he assists clients with various financial needs by evaluating their current financial status, understanding their goals, creating investment plans aligned with those goals, and educating clients on Fidelity's principles of investing. Serge's professional experience centers around financial planning and client education within the investment sector. Outside of his professional work, he has personal interests that include camping, cooking and baking, movies, reading, soccer, and traveling.

Peter Spiteri is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, with prior roles at TD Ameritrade and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator with advisory roles for multiple registered investment companies.

Errin Kelso is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With a career at Fidelity Investments spanning two decades, Errin has held various roles including Financial Consultant, Regional Planning Consultant, and Investment Solutions Consultant, demonstrating a broad range of experience within the firm. Errin's expertise lies in partnering with clients to understand their financial goals and family wealth objectives, and then collaboratively developing customized strategies tailored to their preferences. This client-focused approach has been central to Errin's professional practice throughout their career. Errin holds a California Insurance License. Outside of work, Errin's personal interests include attending concerts, football, gardening, music, puzzles, and reading.

Randy Morgan is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and formal advisory roles for multiple registered investment companies.

Deanna Stow is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as the primary point of contact for addressing the complex needs of affluent clients and their families. She focuses on delivering personalized service, fostering trust, and building lasting relationships. Deanna facilitates conversations around wealth growth, preservation, and transfer, aiming to provide a seamless client experience. Her career in financial services spans over two decades, including roles such as Planning Consultant at Fidelity Investments, Sales Assistant at PNC (formerly BBVA Compass Investment Solutions), Broker Service Center Associate at Chase Bank (formerly Bank One), and Financial Advisor at American Express Financial Advisors. Outside of her professional responsibilities, Deanna's personal interests include family activities, food, movies, reading, theater, and volunteering.

Amanda Williams is the Vice President and Branch Leader at Fidelity Investments. In her current role, she focuses on supporting and coaching representatives to achieve their goals, aligning with the mission of strengthening the financial well-being of customers and delivering better outcomes. Her professional experience includes positions as a Senior Service Relationship Leader at Morgan Stanley from 2022 to 2023 and as a Senior Retail Sales Specialist at Vanguard from 2021 to 2022. These roles contribute to her expertise in financial services and client relationship management. Outside of her professional career, Amanda engages in activities such as cooking and baking, family activities, fitness, hiking, and parenthood.

Mikaela Baker is a Financial Consultant currently working at Fidelity Investments. She has been in this role since 2024, following her position as a Planning Consultant at the same firm from 2022 to 2024. Prior to joining Fidelity Investments, Mikaela held multiple roles at Charles Schwab, including Client Relationship Specialist and Financial Consultant Partner in 2022, as well as working in Advisor Services from 2019 to 2021. Her professional experience encompasses client relationship management and financial planning, with a focus on collaborating closely with clients to understand their financial situations and goals. Mikaela emphasizes the importance of creating adaptable financial plans and supporting clients through ongoing financial planning processes.

Brendan Goodwin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated experience in various financial services positions, including Wealth Planning Associate at UBS (2023-2024), Service Relationship Professional at Morgan Stanley (2022-2023), Registered Representative at Robinhood (2021-2022), and High Net Worth Case Manager at Vanguard (2016-2020). Throughout his career, Brendan has focused on client service, emphasizing empathy, transparency, and personalized strategies tailored to individual financial goals and challenges. He prioritizes open communication and trust-building to develop financial plans addressing both immediate needs and long-term financial health. Outside of his professional work, Brendan's personal interests include baseball, football, hiking, music, and parenthood.

Mitch Hatton is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he provides clients with personalized financial services and collaborates with them to develop investment strategies aligned with their financial objectives. He has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Investment Solutions Representative, Central Relationship Manager, Relationship Manager, Investment Consultant, and Financial Consultant. This experience has equipped him with a broad understanding of investment and client relationship management. Outside of his professional work, Mitch is interested in comedy, fitness, movies, parenthood, pets, and traveling.

Ryan Alkema is a Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2011, previously serving as an Investment Consultant from 2015 to 2016 and as a Financial Representative from 2011 to 2015. Prior to his tenure at Fidelity, Ryan worked at Wells Fargo Bank as an Assistant Manager from 2008 to 2011 and as a Private Banker from 2006 to 2008. Ryan emphasizes integrity and hard work in his professional approach. He focuses on helping individuals and families develop disciplined financial plans that support a healthy relationship with their assets and wealth. His clients value his candor and confidence in collaborative financial planning. Outside of his professional work, Ryan enjoys personal interests such as camping, cars, family activities, fitness, outdoor adventures, and reading.

Rolly Auchana is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He collaborates with clients to develop personalized financial plans that address their specific needs, emphasizing active client participation throughout the planning process. His approach focuses on building trusted relationships and simplifying financial objectives. Prior to his current role, Rolly served as an Investment Consultant and Relationship Manager at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he was a High Net Worth Client Case Senior Associate at Vanguard from 2022 to 2023. Through these roles, he has gained experience in investment consulting and client relationship management. Outside of his professional work, Rolly's personal interests include camping, cooking and baking, family activities, fitness, food, and military service.

Melissa Sabido is a Financial Consultant currently working with Fidelity Investments since 2020. She brings 25 years of experience in the financial services industry, having previously served as a Wealth Advisor at USAA from 2015 to 2020, a High Net Worth Relationship Consultant at Vanguard from 2006 to 2015, and a Financial Representative at Wells Fargo from 2001 to 2005. Her expertise includes retirement planning, tax-efficient investing, and legacy planning. Melissa holds a California Insurance License. Outside of her professional work, she engages in activities such as cooking and baking, family activities, social events with friends, parenthood, caring for pets, and swimming.

Chris Luttman is a Financial Consultant currently working at Fidelity Investments since 2022. He has 20 years of experience partnering with clients to develop financial and retirement plans, leveraging Fidelity's brand, strategy options for pre and post-retirement, and investment platform. His prior roles include Wealth Advisor at US Bancorp Investment Services from 2019 to 2022, Financial Advisor at Key Investment Services from 2015 to 2019, and Wealth Management Advisor at TIAA CREF from 2004 to 2013.

Kyle Kent is a Financial Consultant who collaborates with clients to plan for their goals on their terms, focusing on navigating risk, income, and tax-efficient investing. He has extensive experience at Fidelity Investments, having held multiple roles including Investment Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, Equity Compensation Consultant from 2020 to 2021, Equity Compensation Associate from 2019 to 2020, and Equity Trader from 2018 to 2019. Kyle's professional background reflects a breadth of experience within investment consulting and equity compensation, contributing to his expertise in financial planning and client relationship management. Outside of his professional work, Kyle enjoys cooking and baking, fitness, exploring food, outdoor adventures, parenthood, and reading.