Reston, VA Democracy Drive Office

Bernard Klein is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing personalized financial plans to help them achieve their goals. He leverages Fidelity's resources and takes the time to understand each client's unique situation in order to provide tailored strategies and ongoing support. Bernard has been with Fidelity Investments since 2021, initially working as an Investment Consultant before transitioning to his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2020. He holds a California Insurance License.

Daniel Koester is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held multiple roles at James Madison University and Kestra Financial. 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. The firm also serves as an advisor to registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Nicholas Blue is a Financial Consultant at Fidelity Investments. He is focused on co-creating and implementing personalized investment plans tailored to his clients' unique financial objectives. His professional experience at Fidelity Investments includes roles as Financial Consultant starting in 2024, Investment Consultant from 2023 to 2024, Investment Solutions Representative in 2023, and Customer Relationship Advocate from 2022 to 2023. Outside of his professional work, Nicholas has interests in comedy, fishing, golf, and spending time with his pets.

Jordan Gault is a Financial Consultant at Fidelity Investments, where they collaborate with clients to develop personalized financial plans aligned with their unique goals. Drawing on Fidelity's extensive resources, Jordan works closely with clients to support their financial aspirations. Jordan's experience at Fidelity includes roles as a Planning Consultant, Relationship Manager, and Financial Representative, all contributing to a comprehensive understanding of financial services and client needs. This progression reflects a commitment to client partnership and financial planning. Outside of their professional role, Jordan has interests in art, music, parenthood, photography, soccer, and yoga.

Benjamin Mackie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Xcal, IMC, Montgomery College, and Andrews International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Dan Raube is a Financial Consultant at Fidelity Investments, where he has been working since 2021 in various consulting roles. He currently holds the position of Financial Consultant since 2024, having progressed through roles including Financial Consultant I, Investment Consultant, and Planning Consultant within the firm. Dan's professional experience spans financial planning and investment consulting, with previous roles in insurance as an Agent, Account Manager, and Agency Field Specialist at State Farm Insurance. His career reflects a focus on providing personalized, goal-based financial planning to clients. Outside of his professional work, Dan has interests in beach activities, football, hiking, parenthood, pets, and running.

Trent Smith is the Vice President and Branch Leader at Fidelity Investments' Reston, Virginia Investor Center. In this role, he leads a team of Financial Consultants focused on delivering client-centric experiences through holistic planning and guidance. He aims to foster an empowering and motivating environment to support associates in achieving their long-term personal and professional objectives. Smith has held various positions at Fidelity Investments since 2013, including Assistant Branch Leader, Workplace Guidance Manager, Guidance Support Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. This progression reflects his experience across multiple facets of financial services and leadership within the organization.

Erin Schmidinger is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2020. She has been with Fidelity Investments since 2014, progressing through positions including Relationship Manager and Senior Relationship Manager. Prior to joining Fidelity, Erin worked at Bank of America, Merrill Lynch from 2011 to 2014 in various capacities such as Wealth Management Client Services, Financial Solutions Advisor, and Investment Associate. Throughout her career in financial services, Erin focuses on understanding her clients, their families, and their priorities. She works to align Fidelity's resources to meet her clients' financial planning needs and is dedicated to advocating for them by addressing their financial and life goals.

Michel Allen is a Financial Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2022. Michel has over a decade of experience in financial services, having worked in various roles including Senior Financial Consultant at TD Ameritrade, Investment Consultant at Scottrade, and Personal Banker at Citibank and First Niagara Bank. Throughout his career, Michel has focused on collaborating with individuals and families to create tailored financial plans that align with their unique goals and needs. He leverages resources, tools, and strategies supported by Fidelity to work toward clients' financial success. Outside of his professional work, Michel's personal interests include beach activities, cars, family activities, fitness, movies, and outdoor adventures.

Haris Mutapcic is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments in various capacities since 2013, progressing through positions including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to his current role, he also held the position of Senior Financial Consultant at TD Ameritrade in 2018. Over the course of more than 10 years, Haris has worked closely with clients and their families to plan and prepare for their financial goals. He employs a tailored approach based on the unique needs of each client and serves as a consistent source of guidance and support throughout their financial journey. Haris is fluent in Bosnian, Croatian, and Serbian.

Justin Euller is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2013. He has been with Fidelity Investments since 2005, advancing through various positions including Investment Consultant, Retirement and Investment High Net Worth Associate, Retirement and Investment Services Associate, and 401k Service Associate. He has over 20 years of experience in financial advising, focusing on client relationships centered on dependability, integrity, and simplicity. His work involves creating financial plans aimed at managing, protecting, and growing clients' wealth. Justin holds an Arkansas Insurance License.

Raymond Scott is currently serving as Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients to develop strategies focused on wealth accumulation, preservation, and legacy planning. He has held various positions within the financial services industry, including Vice President, Wealth Management Advisor at Fidelity Investments since 2025, and prior to that, Vice President, Wealth Planner at Fidelity from 2022 to 2025. His earlier experience includes roles as Institutional Sales Consultant and Client Relationship Advisor at Homestead Funds from 2017 to 2021. Outside of his professional responsibilities, Raymond is interested in fitness, football, social events with friends, and parenthood.

Chandler Jenkinson is currently an Investment Consultant. He works closely with clients to understand their needs and develop strategic plans that empower them to work towards their goals with confidence. Chandler has experience as a Relationship Manager at Fidelity Investments from 2023 to 2025 and served as a Financial Representative at Fidelity Investments from 2022 to 2023. His professional background includes building relationships with clients and providing financial guidance. Outside of his professional role, Chandler has personal interests in cars, fishing, fitness, outdoor adventures, and skiing.

Lilian Huang is a Financial Consultant at Fidelity Investments, where she currently provides financial guidance and develops personalized plans to help clients pursue their financial goals. She draws on over a decade of industry experience to support her clients' priorities effectively. Her professional background includes roles such as Private Client Advisor at J. P. Morgan, Senior Financial Consultant at T D Ameritrade, Premier Relationship Manager at HSBC Bank, and Premier Banker at Wells Fargo Bank. These positions have contributed to her comprehensive understanding of financial services and client relationships. Outside of her professional work, Lilian has interests in fitness, golf, music, and traveling.

Sagar Desai is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with individuals and families to address life events that influence wealth accumulation, income planning, and key financial decisions. He utilizes a consultative and collaborative approach, incorporating Fidelity's planning tools and assumptions to align financial strategies with clients' goals. Desai has extensive experience at Fidelity Investments, beginning as a DC Service Representative in 2010. Over the years, he advanced through several roles including Workplace Guidance Consultant, Relationship Manager, Senior Relationship Manager, and Assistant Branch Leader before becoming Vice President Financial Consultant. This progression reflects his deep familiarity with client relationship management and financial advisory services. Since 2012, Desai has resided in Northern Virginia with his wife and two children.