Winston Salem, NC Knollwood St Office

Kayley Coyle is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2025. She is also a Certified Financial Planner, committed to educating and empowering clients and their families to build financial plans aligned with their goals and preferences. Kayley has extensive experience within Fidelity Investments, having held multiple roles since 2016, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Customer Relationship Advocate, and Financial Associate-Defined Contribution. This progression reflects her broad expertise in financial planning and client relationship management. Outside of her professional work, Kayley has interests in baseball, cooking and baking, music, pets, softball, and traveling.

Jacob Routh is a financial advisor with Fidelity in Winston-Salem, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at State Employees Credit Union and various customer service and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Dan Craver is a Financial Consultant at Fidelity Investments, where he assists clients in developing financial plans aligned with their personal goals. He has been with Fidelity Investments since 2015, holding various roles including Workplace Planning & Guidance Consultant, Relationship Manager, Investment Consultant, and currently Financial Consultant. Throughout his tenure at Fidelity, Dan has gained experience in financial consulting and relationship management, contributing to his expertise in building financial strategies for clients. His career progression within the company reflects a sustained commitment to client service and financial planning. Outside of his professional role, Dan has interests in fitness, golf, running, soccer, and tennis.

Andrew Bonner is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Investment Consultant, Investment Solutions Representative, High Net Worth Representative, and Service Representative. His professional focus includes educating and informing clients on retirement planning by utilizing Fidelity tools and employing active listening to identify strategies aimed at achieving long-term goals.

Clinton Hunt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Kerusso Capital Management and experience in the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Ryan Huggins is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans that align with their unique short- and long-term goals. He emphasizes partnership and communication to identify and implement strategies that enhance financial outcomes. He has professional experience as an Associate Financial Advisor at Gate City Advisors in 2022 and at Morgan Stanley from 2018 to 2021. This background has provided him with a foundation in financial advising and planning. Outside of his professional work, Ryan enjoys biking, family activities, hiking, outdoor adventures, reading, and traveling.

Nicole Helcher is a Financial Consultant at Fidelity Investments. She has held various roles within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, as well as Registered Client Service Associate positions at Independent Advisor Alliance, LPL Financial, and Woodbury Financial Services, Inc. Prior to these roles, she worked as a Client Service Expert at Jackson National Life Insurance. Nicole's experience spans client relationship management and financial planning, focusing on guiding clients to make informed financial decisions that align with their individual goals and values. She emphasizes building trust and strong client partnerships to develop evolving financial plans. Outside of her professional work, Nicole enjoys activities such as hiking, outdoor adventures, photography, reading, traveling, and participating in social events with friends.

Anisa Nakawatase Ibarra is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Secu Brokerage Services, Secu Life Insurance Company, and New York Life Insurance Company. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Clinton Mayfield is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Fifth Third Bank and Charles Schwab. Before entering the financial industry, he was employed at Walt Disney World. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.

Robert Garland is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2026, he worked at Edward Jones, Wells Fargo, and Truist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios constructed from a broad investable universe.

Brent Parmenter is a Financial Consultant at Fidelity Investments, where he has been working since 2026. He collaborates with clients to develop strategies that align with their goals and prepare for life's 'what-ifs.' Brent has held several roles within Fidelity Investments, including Investment Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. These positions have provided him with a broad range of experience in financial advising and client relationship management. Outside of his professional work, Brent enjoys spending time with family and friends, participating in social events, playing golf, and reading.

Matthew Steffes is the Vice President and Branch Leader at Fidelity Investments in Winston-Salem, North Carolina. In this role, he leads a team of Financial Consultants, assisting clients with financial decisions across various stages of their lives. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President, Branch Leader. His experience encompasses client financial advising and team leadership within the firm. Outside of his professional role, Matthew has personal interests in cars, cooking and baking, fitness, music, running, and scuba diving.

Brad Bradford is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Financial Representative, Premium Services Representative, Investment Solutions Representative, and Premium Relationship Associate. In his role, Brad partners with clients to understand their financial goals and develop customized financial plans tailored to their personal, family, and financial needs. He focuses on identifying strategies to improve these plans while maintaining open communication with clients. Outside of his professional work, Brad's personal interests include spending time at the beach and lake, fitness, social events with friends, and traveling.

Mitch Dayley is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients and their families to understand their financial goals and develop customized financial plans. His approach focuses on helping clients grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Mitch has extensive experience in the financial services industry, having worked at Fidelity Investments in various capacities since 2011. His previous roles include Planning Consultant, Investment Management Consultant II, Investment Management Consultant I, and Investment Solutions Representative. Prior to joining Fidelity, he was a Licensed Investment Banker at Wells Fargo from 2013 to 2014. Outside of his professional work, Mitch has personal interests that include cars, fitness, golf, music, pets, and traveling.

Matthew Williford is a Planning Consultant who collaborates with clients to clarify their goals and develop plans to pursue them. He focuses on helping clients reduce risks, balance growth and protection in their investments, and simplify their financial lives. Matthew has extensive experience in the financial services industry. He worked as an Investment Consultant at Fidelity Investments from 2012 to 2020, and prior to that, he served as a Relationship Manager at Fidelity Investments from 2010 to 2012. He also held roles at Vanguard, including Brokerage Representative from 2008 to 2010 and Client Relationship Representative from 2007 to 2008.