Tulsa, OK South Lewis Ave Office

Dustin Speth is a Financial Consultant at Fidelity Investments, where he has been working since 2018. He partners with clients and their families to create lifetime financial plans tailored to their unique situations. Dustin views his role as a calling to help others build, protect, and distribute their wealth throughout various life stages. Prior to his current position, Dustin held several roles at Fidelity Investments, including Investments Consultant (2017-2018), Central Relationship Manager (2017), High Net Worth Service (2016-2017), and Director of Retirement Planning (2010-2016). He holds an Arkansas Insurance License. Outside of his professional work, Dustin enjoys outdoor activities such as camping, concerts, fishing, football, hiking, and other outdoor adventures.

Bretton Patchett is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients to develop financial plans that align with their goals and personal definitions of financial success. Bretton emphasizes the importance of a strong, holistic financial plan that clients can feel confident and comfortable with. Prior to his current role, Bretton held several positions at Fidelity Investments, including Investment Consultant from 2022 to 2023, Planning Consultant from 2021 to 2022, Relationship Manager from 2019 to 2021, and Workplace Planning Consultant from 2018 to 2019. This progression reflects his experience in various aspects of financial consulting and investment planning.

Shannon Whitlock currently serves as Vice President and Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this, Shannon held positions as Financial Consultant at Fidelity Investments from 2016 to 2022, Investment Consultant at Fidelity Investments from 2015 to 2016, Financial Advisor at JP Morgan Securities LLC from 2014 to 2015, and Relationship Banker at JP Morgan Chase Bank NA from 2012 to 2014. Throughout Shannon's career, the focus has been on partnering with clients to develop financial plans that efficiently and sustainably utilize available resources, tailored to individual goals, priorities, and preferences. Shannon emphasizes the importance of adapting financial plans over time to address various life phases and challenges, providing ongoing support through the financial journey. Shannon holds an Arkansas Insurance License.

Kelly Hotovec is a Planning Consultant at Fidelity Investments, where she supports the financial planning process by collaborating with clients pursuing long-term retirement needs and other financial goals. She has been with Fidelity Investments since 2021, initially serving as a Relationship Manager before transitioning to her current role in 2023. Prior to joining Fidelity, Kelly worked as an Associate Wealth Management Advisor at Northwestern Mutual from 2019 to 2021. Kelly holds an Arkansas Insurance License, which complements her expertise in financial planning and client relationship management. Outside of her professional responsibilities, she engages in family activities and enjoys movies, museums, and parenthood.

David Beimesch is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He has worked with the company in various capacities since 2011, gaining extensive experience in financial planning and investment consulting. His professional background includes positions as Financial Consultant, Investment Consultant, Retirement Services Representative, Investment Solutions Representative, and Financial Services Representative. With over a decade of experience, David focuses on collaborating with clients to understand their unique circumstances, preferences, and histories to assist in navigating financial decisions and planning for family goals. He holds an Arkansas Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, David's personal interests include family activities and music.

Jordan Martin is the Branch Leader at the Tulsa Investor Center, where he leads a team dedicated to delivering comprehensive financial planning services to local clients. In his current role since 2025, he oversees the center's operations and client service initiatives. Prior to becoming Branch Leader, Jordan served as Team Leader in Workplace Planning and Advice at Fidelity Investments from 2023 to 2025. He also held positions as Help Desk Workplace Planning and Advice from 2022 to 2023 and as a Workplace Planning Consultant from 2020 to 2022, all within Fidelity Investments. His experience encompasses various aspects of financial planning and client advisory services. Additional information regarding Jordan Martin's education, credentials, personal interests, or community involvement has not been provided.

Connor Peters is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at LGT Capital Partners and Benchmark Food Group. He serves as a finance committee member for the Child Advocacy Network in Tulsa, Oklahoma. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Payton Allen is a Planning Consultant at Fidelity Investments, a role held since 2023. Prior to this, Payton worked as a Financial Representative at Regions Bank from 2019 to 2021. Throughout these positions, Payton has focused on providing financial planning services with an emphasis on understanding client needs and creating personalized strategies. Payton's approach to financial planning emphasizes empathy, transparency, and building relationships based on trust and mutual respect. This philosophy guides interactions with clients to ensure their unique goals and aspirations are addressed effectively. Outside of work, Payton enjoys activities such as baseball, camping, fishing, fitness, hiking, and outdoor adventures.

Will Freisberg is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual financial goals. He has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative, Financial Representative, and Relationship Manager before his current position. Throughout his tenure at Fidelity Investments, Will has gained experience in client relationship management and financial planning. His work focuses on creating strategies that meet the distinct financial needs of each client. Outside of his professional responsibilities, Will enjoys activities such as camping, cooking and baking, golf, hiking, running, and traveling.

Quentin Turner is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He collaborates with clients to address their financial concerns and opportunities, developing customized financial plans based on their unique short- and long-term goals. Quentin emphasizes the importance of adapting financial strategies as clients' lives change, ensuring ongoing support and sustainable planning. Before becoming a Financial Consultant, Quentin worked as an Investment Consultant at Fidelity Investments from 2018 to 2020, and as a Financial Representative from 2015 to 2018. He holds an Arkansas Insurance License, which supports his ability to provide comprehensive financial services. Details about his education and personal interests have not been provided.

Tim Richardson is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to develop customized financial plans that align with their goals, concerns, and priorities, supporting them through changes to realize their financial aspirations. Prior to his current position, Tim served as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity Investments, Tim gained experience at Vanguard, holding roles including High Net Worth Client Representative (2020-2021), Retirement Specialist (2018-2020), and Brokerage Investment Professional (2017-2018). His career reflects a focus on client relationship management and financial planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Jackson Nail is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to develop plans aimed at protecting and growing their assets while working toward their financial objectives. His approach is supported by his education, industry experience, and the resources available through Fidelity. Jackson has held several roles at Fidelity Investments, including Regional Investment Consultant and Model Specialist from 2020 to 2021, Investment Sales Associate from 2018 to 2020, Team Lead in the Account Management Group in 2018, and Money & Asset Movement Representative from 2017 to 2018. He holds an Arkansas Insurance License.

Matthew Stoulil is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Franklin Templeton for 15 years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of funds.

Chandler Riggs serves as Vice President and Financial Consultant at Fidelity Investments, a role held since 2016. He partners with clients to develop financial strategies aimed at building, preserving, and distributing wealth, focusing on tax-efficient investing and estate planning. His approach emphasizes collaboration and reliability throughout the financial planning process. Chandler's tenure at Fidelity Investments began in 2013, progressing through positions including Workplace Planning & Guidance, Financial Representative, and Investment Consultant before his current role. He holds an Arkansas Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Chandler engages in family activities, fitness, outdoor adventures, skiing, traveling, and volunteering.

Avery Sawyer is an Investment Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Avery worked as a Financial Advisor at Morgan Stanley from 2023 to 2024. Avery's professional experience includes roles as a Trading Assistant at BOK from 2019 to 2022 and a Client Services Representative at Vanguard from 2016 to 2019. Throughout their career, Avery has engaged in building financial plans and identifying strategies to help clients work toward their financial goals. Avery emphasizes establishing trust with clients to collaboratively develop effective financial strategies. Outside of work, Avery has interests in activities such as spending time by the lake, listening to music, skiing, traveling, and writing.