San Antonio, TX North Loop 1604 East Office

Erica Licon is a Planning Consultant at Fidelity Investments. In this role, she works with clients to assist them in pursuing their financial goals, leveraging the resources available at Fidelity. Erica emphasizes building long-term relationships by recognizing the unique circumstances and needs of each client. Her professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as Financial Advisor and Office Assistant positions at Thrivent Financial. These roles have contributed to her expertise in financial planning and client relationship management. Outside of her professional work, Erica enjoys family activities, golf, movies, soccer, and traveling.

Cristy Rivera Romero is an Investment Consultant at Fidelity Investments, where she has been employed since 2025. Prior to this role, she served as a Financial Representative at Fidelity Investments from 2024 to 2025. She began her financial services career as a Relationship Banker at Bank of America from 2023 to 2024. Cristy focuses on partnering with clients to develop tailored financial strategies and plans that provide clarity, direction, and purpose for their financial futures.

James Li is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been involved in various roles at Fidelity Investments since 2021, including positions as Workplace Planning Consultant I and II, and Regional Center Financial Representative. Throughout his career, James has focused on creating comprehensive financial plans tailored to clients' unique goals, aiming to provide clarity and direction for those seeking dedicated financial advice. James partners with clients to support them in building, protecting, and distributing their wealth. His approach involves helping clients navigate financial planning with a dedicated team to we work towards their objectives effectively. Outside of his professional responsibilities, James is interested in camping, cars, fitness, outdoor adventures, photography, and traveling.

Jonathan Rigby is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

John Nolan is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2020. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2015 to 2019. His background also includes various roles at USAA Financial Planning Services, where he worked from 2008 to 2014, including positions as a Financial Services Group Representative, Financial Advisor, and participating in a Professional Rotation program. John's experience spans a range of financial advisory and investment consulting roles, providing him with a comprehensive understanding of financial planning and client service. His approach involves collaborating with clients to understand their financial situations and lifestyle goals, enabling the creation of tailored financial plans with clear milestones and ongoing adjustments as needed. No information regarding his education, credentials, personal interests, or community involvement was provided.

Jaime Villarreal is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Jaime partners with clients to transform their financial goals into actionable plans, focusing on providing clarity and strategic insight. Jaime's professional experience includes previous roles as a Private Client Banker at JP Morgan Chase from 2022 to 2026 and as a Premier Banker at Wells Fargo from 2021 to 2022. This background contributes to a comprehensive understanding of client financial needs and portfolio management. Outside of professional commitments, Jaime engages in activities such as fitness, kayaking, outdoor adventures, and reading.

Brock Gallegos is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Texas A&M University and Blinn College. Outside of finance, he was involved with Bellows Window Cleaning for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Andrew Paz is a Financial Consultant with a focus on retirement planning. He guides clients through every stage of their financial journey, aligning strategies with personal goals to help create a secure future. Andrew emphasizes transparency and confidence, aiming to empower clients to make informed decisions that reflect their values and long-term aspirations. He has experience as a Financial Planner at Mission Financial Planners from 2023 to 2024 and as a Financial Advisor at Cetera Investors from 2019 to 2022. Andrew holds a Certified Financial Planner® designation and a California Insurance License. Outside of his professional work, Andrew has interests in board games, music, pets, and tennis.

Garrett Hargis is an Investment Consultant at Fidelity Investments, where he partners with clients to establish their financial goals and create personalized investment strategies aimed at long-term success. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity, Garrett has developed expertise in client relationship management and investment solutions. His experience spans multiple facets of financial services, enabling him to support clients effectively in achieving their financial objectives. Outside of his professional work, Garrett has interests in baseball, football, golf, music, and skiing.

Leonardo Rivera is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at firms including Equitable Advisors and has operated small businesses providing notary services and power washing in San Antonio, TX. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of mandates including model portfolios, fund advisory, and discretionary management.

Linda Hernandez is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Her professional experience includes positions as an Investment Representative at Cuellar & Associates, LLC, and JP Morgan Chase, as well as roles in investment sales and service at Victory Capital and data analytics at JP Morgan Chase. Linda's expertise spans financial consulting, planning, investment representation, and data analytics. She is dedicated to simplifying the financial planning process for clients by guiding them through each step and addressing their concerns. She values building long-term relationships with clients to help them develop and implement financial plans aligned with their financial goals. Outside of her professional work, Linda has interests in fitness, military service, and running.

Tony Dolan is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016, advancing through roles such as Investment Consultant and Financial Consultant before his current position starting in 2025. Prior to Fidelity, Tony held various roles in financial advisory and wealth management at USAA from 2009 to 2016 and served as Regional Consultant at ING Funds from 2006 to 2009. With over 20 years of experience in financial services, Tony focuses on guiding individuals, families, and professionals in tax-efficient investing, retirement planning, and wealth protection. He emphasizes a personalized approach by understanding client goals and developing tailored strategies for building, preserving, and transferring wealth. Tony holds an AR Insurance License. Outside of his professional work, Tony enjoys outdoor activities such as beach visits, football, photography, traveling, and exploring culinary interests as a foodie.

James Beaulieu serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2017. He works with affluent families to co-create comprehensive financial plans and develops individualized strategies aimed at helping them achieve their financial aspirations. His practice includes meeting clients in various settings, including in-office, remote, virtual, and by phone. James's professional approach is characterized by his dedication, authenticity, and a focus on making a positive impact in the lives of those he works with. Additional details about his education, credentials, personal interests, or community involvement have not been provided.

Scott Miller is a Vice President and Financial Consultant currently working with Fidelity Investments since 2023. He has held leadership roles in the financial services industry, including serving as Vice President and Branch Manager at Charles Schwab from 2020 to 2023, and as Branch Manager at TD Ameritrade from 2013 to 2020. Prior to his management roles, he was a Senior Financial Consultant at TD Ameritrade from 2010 to 2013. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Scott focuses on partnering with clients and their families to pursue their unique financial goals. He is committed to helping clients attain their objectives through personalized financial planning and consultation.

Kyle Langford is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to develop and implement sustainable financial plans aimed at providing confidence and security. He emphasizes building long-lasting relationships grounded in trust and dependability to support clients through important life events. Kyle has been with Fidelity Investments since 2020, progressing through several roles including Financial Representative, Planning Consultant, and Financial Consultant before his current position as Vice President. This experience has provided him with a comprehensive understanding of financial planning and client service within the firm.