Virginia Beach, VA Office

Cassie Arture is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans aimed at achieving their goals. She works closely with clients to create roadmaps tailored to their financial objectives and provides them with knowledge about the tools and resources available through Fidelity. Cassie has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2023. Her experience spans various aspects of client relationship management and financial planning within the company.

Daniel Beasley is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has held various roles at Fidelity, including Investment Management Consultant II and I, Workplace Planning Consultant II and I, and Workplace Planning Associate, reflecting his progressive experience in financial services. Prior to joining Fidelity, Daniel worked as a Financial Relationship Consultant at Regions Bank from 2021 to 2022. Daniel's experience encompasses working with clients across different income levels and net worths, focusing on investment management and workplace planning. He holds a CA Insurance License and has a background in the banking industry, which he pursued while earning his degree at Augusta University. His journey includes a period working in marketing for NASCAR in Central Florida before committing to a career in finance. Outside of his professional activities, Daniel enjoys interests such as the beach, cars, fishing, football, golf, and spending time with his pets.

Alisa Frenck is a financial advisor with Fidelity Investments in Virginia Beach, VA, holding a Series 66 designation and 10 years of industry experience. She previously worked at Davenport for seven years before joining Fidelity, where she has been employed since 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and employs systematic methodologies and AI-driven tools in its portfolio management.

Julian Vendura is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include various positions outside the financial sector, such as work in the hospitality and food service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing charitable gift funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and oversight controls.

Jared Stephensen is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Home Care Pulse and Medical Recovery Services, as well as a period focused on full-time education and mission work. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

John Mayo is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with families to develop and prioritize both long-term and short-term financial goals, emphasizing the importance of a sound investment strategy to help clients achieve these objectives. Prior to his current role, John worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2021, and as an Investment Consultant at Scottrade from 2014 to 2018. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, John enjoys camping, fitness activities, hiking, visiting museums, traveling, and practicing yoga.