Phoenix, AZ East Camelback Road Office

Jake Warren is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments during 2025 and worked as a Workplace Planning Consultant from 2023 to 2025. He began his career in financial services as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023 and previously worked as an Associate Banker at Chase Bank from 2020 to 2022. Jake holds insurance licenses in Arkansas and California. His professional approach focuses on building lasting relationships grounded in trust, clarity, and commitment to clients' financial well-being. He aims to simplify complex financial concepts and support clients in feeling confident throughout their financial journeys. Outside of his professional work, Jake has interests in fitness, hiking, and traveling.

Paul Przewozniak is a Financial Consultant currently working at Fidelity Investments since 2020. He has held several roles at Fidelity, including Investment Consultant and Relationship Manager, and previously served as a Financial Advisor at Edward Jones from 2014 to 2016. His professional experience centers on partnering with individuals and families to define and construct financial plans. Paul holds a California Insurance License, supporting his work in the financial services industry. His approach emphasizes collaboration and education to assist clients in planning for significant financial moments.

Taylor Ryan is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as an Investment Consultant and Planning Consultant at Fidelity Investments, and held positions at Goldman Sachs Personal Financial Management as a Wealth Manager and Relationship Manager from 2018 to 2022. Taylor's professional experience spans various aspects of financial planning and wealth management. Taylor is a Certified Financial Planner™ (CFP®) and holds a California Insurance License. Their approach to financial planning emphasizes building a foundation of trust and providing ongoing guidance and support to clients as they work towards their unique financial life goals. Outside of professional responsibilities, Taylor is interested in family activities, fitness, pets, traveling, and volunteering.

Quentin Mclachlan is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In his role, he works closely with clients and their families to understand their unique personal and financial goals. Quentin collaborates with clients to develop tailored financial plans aimed at helping them achieve their aspirations. Quentin emphasizes building relationships based on honesty and integrity. His focus is on empowering clients throughout their financial journey by providing guidance and support aligned with their objectives.

Jacob Bello is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Sharon Layman State Farm and CVS Pharmacy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs, and incorporates algorithmic methods and AI in its investment process.

Jacob Rotner is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior employment with Fidelity Investments and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked seasonally with Kona Ice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Samantha Merrick is a Planning Consultant at Fidelity Investments, where she began her current role in 2024. Prior to this, she worked as a Relationship Manager at Fidelity Investments in the same year. In her capacity as a Planning Consultant, Samantha focuses on understanding each client's unique needs to develop tailored plans that align with their priorities and goals. Outside of her professional responsibilities, Samantha is dedicated to her family, friends, and community. She engages in various personal interests including spending time at the beach, fitness activities, exploring food, attending social events with friends, caring for pets, and traveling.

Spencer Regis is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has developed his expertise through progressive positions at Fidelity, beginning as a Customer Relationship Advocate in 2021 and advancing through roles including High Net Worth Associate, Investment Solutions Representative at multiple levels, and Planning Consultant. Throughout his career at Fidelity Investments, Spencer has focused on understanding the unique financial goals of individuals and families. He collaborates closely with clients to develop personalized financial plans that reflect their specific situations and aspirations. Spencer holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in cars, movies, outdoor adventures, skiing, and traveling.

Nicholas Kryvicky is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the restaurant industry with roles at BEI Restaurants LLC and Culinary Dropout. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Corey Kennedy is a Financial Consultant I at Fidelity Investments, where he partners with clients to co-create and implement comprehensive financial plans aimed at supporting their long-term goals. He emphasizes building meaningful relationships grounded in trust to assist clients through various stages of their financial journeys. Corey has held multiple positions at Fidelity Investments since 2022, progressing from Launch Program Associate to his current role. His experience includes positions such as Investment Consultant and several levels of Investment Solutions Representative. He holds insurance licenses for Arkansas and California. Outside of his professional work, Corey enjoys spending time at the beach, exploring food, participating in social events with friends, engaging in outdoor adventures, and traveling. He is also involved in parenthood.

Philip Lee is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2012, progressing through various positions including Financial Consultant, Investment Consultant, Regional Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Service Consultant at Wells Fargo from 2011 to 2012. As a Certified Financial Planner™ (CFP®), Philip brings expertise in financial planning and investment consulting. He focuses on helping clients develop personalized, comprehensive plans to pursue their financial goals with clarity and confidence. Philip emphasizes honesty, integrity, and transparency in his advisory approach. Philip is also a husband and father, and he integrates his personal values into his professional commitment to clients.

Kolby Nield is a Financial Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Kolby served as a Planning Consultant at Fidelity Investments from 2022 to 2026, and as an Investment Solutions Representative from 2021 to 2022. Before joining Fidelity Investments, Kolby worked as a Member Service Representative at Mountain America Credit Union from 2020 to 2021. Kolby's professional experience includes developing comprehensive financial plans tailored to clients' unique situations, needs, and goals. He holds insurance licenses for the states of Arkansas and California.