Plano, TX Legacy Drive Office

Colby Neal-Tan is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He joined Fidelity in 2017, progressing from Investment Consultant to Financial Consultant before his current role. Prior to Fidelity, he worked as a Servicing Advisor at Orange Capital Management, Inc. from 2015 to 2017. Colby's professional focus is on helping clients create and execute financial plans tailored to their individual needs and family goals. He holds a California Insurance License, which supports his ability to provide comprehensive financial advice and services.

John Wasson is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its brokerage services since 2014. Outside of his financial career, he is also active as a church musician involved in album sales and studio recording. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Hayden Hardeman is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. His current roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Hunter Martinez is a Planning Consultant based in the Plano office, specializing in assisting clients with the development and implementation of their financial plans. He has been with Fidelity Investments since 2021, progressing through roles from Workplace Planning Associate to Workplace Planning Consultant III by 2025. Prior to joining Fidelity, he worked as an Associate Banker at JP Morgan Chase from 2020 to 2021. Throughout his career, Hunter has focused on workplace planning, gaining experience in various aspects of financial advisory services. His progression within Fidelity Investments reflects his commitment to supporting clients' financial goals through effective planning strategies. Outside of his professional role, Hunter enjoys activities such as beach outings, fitness, exploring food, social events with friends, golf, and outdoor adventures.

Casey Lane is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey collaborates with clients to develop disciplined financial strategies tailored to their family's goals, aiming to simplify complex financial decisions and provide clarity and confidence. Casey has been with Fidelity Investments since 2016, holding various positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant II, Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects experience in financial advising, investment consulting, relationship management, and retirement planning. Casey holds an Arkansas Insurance License. Outside of professional responsibilities, Casey is interested in board games, family activities, golf, reading, running, and volunteering.

Ariana Iglesias is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with Fidelity Investments in various capacities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Joaquin Turner is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2014, progressing through various roles including Financial Consultant, Director Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, he worked as a Banker at Wells Fargo from 2013 to 2014. With over a decade of experience in financial services, Joaquin focuses on co-creating comprehensive financial plans with clients. His expertise spans retirement planning, investment solutions, and client relationship management. His approach is grounded in integrity, positivity, and selflessness. Outside of his professional responsibilities, Joaquin is interested in fitness, football, parenthood, and volunteering.

Rick Egan is a Financial Consultant currently affiliated with Fidelity Investments. He has been with Fidelity Investments since 2007, progressing through various roles including Service Representative, Premium Services Representative, Financial Representative, Investment Consultant, Workplace Planning Consultant, and Planning Consultant before attaining his current position in 2025. He also has experience as a Financial Consultant with Charles Schwab from 2011 to 2012. Throughout his career, Rick has focused on building tailored financial plans that consider the unique circumstances of each client. His approach emphasizes collaboration and adaptability, aiming to serve as a trusted advisor who supports clients in reshaping and maintaining their financial plans as life circumstances change. Outside of his professional work, Rick has interests in baseball, family activities, fitness, golf, parenthood, and scuba diving.

Zach Dickey is a Financial Consultant I at Fidelity Investments, where he currently partners with clients to develop comprehensive financial plans. His focus is on enabling clients to transition smoothly through various phases of their lives. He values the opportunity to work closely with clients and considers this a significant responsibility. Zach has accumulated extensive experience in financial services over several years. His tenure at Fidelity Investments includes roles as a Planning Consultant, Workplace Planning Consultant III, and Workplace Planning Consultant II. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2017 to 2020. Outside of his professional work, Zach has interests that include fitness, football, social activities with friends, spending time at the lake, music, and parenthood.

Alannah Rodricks is a Financial Consultant at Fidelity Investments. She holds the Certified Financial Planner™ designation and focuses on retirement planning and investment guidance, ensuring that clients understand their financial plans. She has been with Fidelity Investments since 2014, holding various roles including Client Management Representative, Portfolio Specialist, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, she worked as an Investment Counselor at Fisher Investments from 2018 to 2019. Her professional experience centers on investment consulting and portfolio management within the financial services industry.

Gustavo Valencia is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within the company, including Investment Management Consultant II from 2020 to 2023 and Investment Management Consultant from 2019 to 2020. Prior to joining Fidelity Investments, Gustavo worked as a Financial Consultant at David Lerner Associates from 2015 to 2019. His professional experience spans financial consulting and investment management. Gustavo's approach to financial planning emphasizes collaboration with clients to develop strategies tailored to their individual financial goals and circumstances.

Nadia Moye is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 credential and has worked at several organizations, including Seidel Schroeder and Texas A&M University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis. The firm also serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Andrew Baldwin is a Planning Consultant at Fidelity Investments. In his role, he co-creates personalized financial plans with clients and their families, focusing on building trust and developing relationships with households. He aims to empower clients towards financial freedom and to build confidence in their financial plans. Andrew has been with Fidelity Investments since 2016, beginning as a Financial Associate before becoming a Workplace Planning Consultant in 2018. His experience centers around financial planning and consulting within the workplace environment. Outside of his professional work, Andrew has personal interests that include baseball, cooking and baking, golf, hiking, outdoor adventures, and traveling.

Brendan Carpenter is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Central Relationship Manager from 2023 to 2024 and as a Customer Relationship Advocate from 2022 to 2023, both at Fidelity Investments. Earlier in his career, he worked as a Financial Advisor at AXA Advisors from 2016 to 2018. Brendan focuses on building meaningful and impactful relationships with clients, aiming to expand financial literacy and confidence to enable active participation in their financial journeys. He works closely with clients and communities to support their financial goals. Outside of his professional responsibilities, Brendan has personal interests in cars, fishing, golf, music, and outdoor adventures.

Daniel Son is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Full Trader. As a Certified Financial Planner (TM), Daniel focuses on partnering with clients to understand their unique financial goals and developing clear, actionable financial plans tailored to their needs. He holds an Arkansas Insurance License. Outside of his professional work, Daniel's personal interests include family activities, food, football, golf, music, and snowboarding.