Southlake, TX East Southlake Blvd Office

Robert Allsup serves as Vice President and Financial Consultant at Fidelity Investments, where he has been since 2020. He brings extensive experience in the financial services industry, having held roles such as Senior Financial Consultant at TD Ameritrade from 2010 to 2020, Fixed Income Specialist at Fidelity Investments between 2008 and 2010, and Investment Consultant at Fidelity from 2006 to 2008. Earlier in his career, he worked as a Service Representative at Fidelity Investments and as a Financial Consultant at Northwestern Mutual. Robert holds an Arkansas Insurance License, supporting his expertise in financial consulting and client service. His approach focuses on simplifying investing and aligning clients' capital use with their values. Outside of his professional role, he enjoys baseball, family activities, fitness, music, pets, and reading.

Kyle Phelps is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Representative, Investment Solutions Representative, Relationship Manager, and Investment Consultant. Kyle's experience spans client relationship management and investment consulting. He holds an Arkansas Insurance License, supporting his work in financial consulting. Kyle partners with clients to create tailored financial plans designed to help them pursue their goals and achieve peace of mind. Outside of his professional work, he has interests in fitness and traveling.

Aaron Lowy is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various roles including Assistant Branch Manager, Vice President and Financial Consultant, Branch Service Manager, Senior Investment Specialist, Senior Financial Specialist, and Financial Representative. Throughout his career at Fidelity, Aaron has developed expertise in financial consulting and branch leadership. He emphasizes building impactful relationships based on trust and partnership, believing that strong internal relationships facilitate strong client relationships. No information regarding his education, credentials, personal interests, or community involvement was provided.

Jake Brillhart is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on systematic methodologies and long-term asset allocation.

David Ducre is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he held various roles including positions in education and nonprofit organizations such as Lawton Salvation Army Boys & Girls Club and the Lawton Youth Men's Christian Association. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers model portfolios through intermediary platforms.

Keyanna Russell is a Financial Consultant at Fidelity, a position she has held since 2022. She has been with Fidelity since 2018, holding various roles including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Her approach to financial planning centers on partnering with clients to develop, implement, and maintain customized plans that address each family's specific circumstances, with an emphasis on building relationships and understanding clients' unique stories. She holds an Arkansas Insurance License. Outside of her professional work, Keyanna is interested in golf, pets, pilates, running, and scuba diving.

John Breeding is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity affiliates since 1998. 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 combines fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction to develop model portfolios.

John Howard is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2009. Howard is also the sole proprietor of a coaching and consulting business based in Argyle, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Megan Lee is a Financial Consultant with experience at Fidelity Investments, where she has held various roles since 2021. Her positions have included Planning Consultant, Benefits & Planning Consultant, Workplace Planning Consultant, and Workplace Planning Associate. Megan focuses on collaborating with clients to develop, improve, and maintain financial plans tailored to their individual goals and circumstances. She holds an Arkansas Insurance License. Outside of her professional work, Megan enjoys activities such as spending time at the beach, cooking and baking, participating in family activities, exploring food, and gardening.

Darius Allen serves as a Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he prioritizes building trusting relationships with clients and team members, emphasizing open communication and active listening to align financial strategies with clients' unique goals. His leadership approach is grounded in trust and integrity, fostering confidence in decision-making within his team. Prior to his current position, Darius held several roles within Fidelity Investments, including Team Leader for Workplace Planning and Advice from 2021 to 2024, Managing Director from 2018 to 2019, and Workplace Planning Consultant from 2016 to 2018. He also gained experience as a Relationship Manager at Newport Group between 2019 and 2020. This breadth of experience reflects his focus on workplace planning, client relationship management, and leadership in financial services. Outside his professional commitments, Darius has interests in art, cars, fitness, tennis, traveling, and volunteering.

Danielle Martin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held various roles in the entertainment and hospitality sectors. She is also the sole proprietor of Remidy Entertainment, where she produces music, writes lyrics, and organizes events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of investment structures and is noted for its use of systematic methodologies and oversight practices.

Dennis Klees is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TDAmeritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Jordan Wiley is a Planning Consultant at Fidelity Investments, where he partners with clients to align their financial goals with their values through thoughtful planning. His current role involves helping clients navigate their financial journeys by combining personalized strategies with Fidelity's approach to financial well-being. Jordan has held multiple positions at Fidelity Investments, progressing from Customer Relationship Advocate in Service (2022-2023) to Client Service Representative in Advisor Services (2023-2024), then to Relationship Manager in Wealth Management (2024-2025), before assuming his current role as Planning Consultant in Wealth Management in 2025. This progression reflects a breadth of experience across client-facing roles within financial services. He holds an Arkansas Insurance License. Outside of his professional work, Jordan enjoys boating, fitness, golf, and traveling.

Jessica Maloy is the Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has been with Fidelity since 2008, progressing through positions including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Jessica worked as a Financial Adviser at Smith Barney and held positions at Wells Fargo as a Brokerage Assistant and Trust Assistant. With over two decades of experience in the financial industry, Jessica is committed to supporting the financial health and harmony of families. She actively promotes financial literacy and holds an Arkansas Insurance License. Outside of her professional career, Jessica enjoys cooking and baking, hiking, and playing musical instruments.

Madison Loewes is a Financial Consultant at Fidelity Investments, a position held since 2024. Her career at Fidelity Investments includes roles as an Investment Consultant in 2023-2024, Team Leader for Investment Solutions in 2023, Team Leader for Client Services from 2022 to 2023, Help Desk Client Services Tier I from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. In her role, Madison partners closely with clients to understand their priorities and develop personalized financial plans. She provides strategic guidance to help clients navigate and work towards their financial goals. Outside of work, Madison's interests include cooking and baking, family activities, fitness, being a foodie, golf, and traveling.