Winter Park, FL North Orlando Ave Office

Colton Bundy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at The Country Club of Orlando and multiple engagements with the University of South Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, algorithmic methods including AI, and its advisory role to various registered investment companies.

Stacey Demchak is a Wealth Management Planning Consultant at Fidelity Investments. She has been with Fidelity since 2018, progressing through roles from Financial Representative to Relationship Manager, Planning Consultant, and currently Wealth Management Planning Consultant. Her work focuses on collaborating with clients and their families to understand their goals and develop tailored financial plans. Stacey partners with clients and her colleagues to create strategies clients can have confidence in and take pride in. Outside of her professional role, Stacey has interests in art, concerts, movies, parenthood, pets, and traveling.

Thomas Biroschik is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop plans aligned with their needs and preferences to achieve their short and long term goals. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative I, Retirement Planner, and Director, Retirement Planner before assuming his current position in 2025. Throughout his tenure, Thomas has gained experience in retirement planning and investment solutions. Outside of his professional role, Thomas has interests in cars, food, social events, hiking, outdoor adventures, and traveling.

Jay Salamone is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over 25 years of experience in the financial services industry, including roles as a Financial Advisor at International Assets Advisory, LLC, G. A. Repple & Company, and Transamerica Financial Advisors, Inc. Prior to these roles, he served as a Regional Planning Consultant at Fidelity Investments from 1999 to 2014. Jay is a Certified Financial Planner and a US Navy Veteran. He emphasizes the importance of trust when working with high net worth clients and is committed to supporting the goals and objectives of both clients and their families. Outside of his professional work, Jay enjoys activities such as beach outings, boating, family activities, fishing, football, and scuba diving.

John Zolman is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, serving in various roles including Portfolio Specialist, Client Management Representative, Workplace Planning Consultant II, Retirement Solutions Representative, Premium Relationship Associate, and PAS Service. His professional experience centers around financial consulting and portfolio management. John aims to be a trusted financial partner for his clients, focusing on understanding their comprehensive situations and priorities to build customized financial plans that align with their goals. His work involves guiding clients through complex financial decisions and creating tailored strategies. Outside of his professional life, John values family and enjoys personal interests such as beach activities, board games, camping, comedy, family activities, and running.

Chris Herman is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 2010, initially serving in the Private Client Group. Chris focuses on helping clients understand their financial situations to make informed and confident decisions. He emphasizes a clear and collaborative financial planning process. His professional experience spans over a decade at Fidelity, where he has developed expertise in client financial consulting. Outside of his professional work, Chris values spending time with his daughter and son, which he finds fulfilling and grounding.

Mona Kerlew is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she works directly with clients to provide financial planning and guidance tailored to their individual needs. She has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, Investment Solutions Representative I, and Investment Solutions Representative II. Through these positions, Mona has developed expertise in client relationship management and investment solutions. Outside of her professional work, Mona enjoys art, spending time at the beach, social events with friends, and traveling.

Rob Tyner is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he serves as a primary financial partner to his clients, helping them navigate the financial landscape and develop customized plans tailored to their goals and preferences. Prior to becoming a Financial Consultant, Rob held various roles at Fidelity Investments, including Investment Consultant (2019-2021), Relationship Manager (2019), Central Relationship Manager (2018), Investment Solutions Representative (2017-2018), High Net Worth Representative (2017), High Opportunity Representative (2016-2017), and Financial Representative (2016). Throughout his tenure at Fidelity Investments, Rob has gained experience in investment consulting, relationship management, and client services. His approach focuses on understanding clients' full financial situations and assisting them in making complex financial decisions manageable. This experience underpins his current work in providing personalized financial consulting services.

Madison Gay is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans tailored to their individual goals and priorities. She focuses on helping clients navigate various life changes and opportunities through personalized financial strategies. Madison's career at Fidelity Investments includes roles as a Workplace Planning Consultant at multiple levels between 2023 and 2025, as well as experience as a Customer Relationship Advocate from 2022 to 2023. Her experience encompasses client relationship management and financial planning within the workplace segment. Outside of her professional work, Madison enjoys board games, scuba diving, and swimming.

Anne L'Heureux is a Financial Consultant with Fidelity Investments. She partners with clients to understand their short and long term financial goals and needs, working to develop customized financial plans and investment strategies tailored to their priorities. She focuses on building trust through effective communication and maintaining strong client relationships. Anne's experience includes roles as Investment Consultant at Fidelity Investments from 2025 to 2026, Planning Consultant from 2023 to 2025, Relationship Manager from 2021 to 2023, and Financial Representative from 2020 to 2021. Prior to joining Fidelity, she was an Associate Financial Consultant at Charles Schwab from 2019 to 2020. Outside of her professional work, Anne has interests in fitness, food, horseback riding, photography, tennis, and traveling.

Peter Hankes is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he works with affluent families to develop investment strategies and plans tailored to their financial goals. His approach focuses on providing clients with knowledge and resources to help them make informed investment decisions. Prior to joining Fidelity, Peter served as a Senior Financial Consultant at TD Ameritrade from 2012 to 2022, and before that, he was an Independent Financial Advisor at Empire Financial Group from 2001 to 2012. This extensive experience in financial consulting has equipped him with a broad understanding of wealth management and client relationship cultivation. Outside of his professional work, Peter enjoys family activities, fishing, fitness, golf, and outdoor adventures.

Andrew VanTienderen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he provides guidance to clients on navigating critical financial decisions for themselves and their families. He emphasizes the importance of considering the family system as an integral part of the financial planning process and is committed to developing personalized plans built around clients' family systems to work toward their financial goals. Andrew has been with Fidelity Investments since 2005, holding various positions including Financial Representative, Retirement Relationship Manager, Investment Consultant, Financial Consultant, Vice President Wealth Planner, and now Vice President Private Wealth Management Advisor. His experience spans wealth management, retirement planning, and investment consulting. Outside of his professional work, Andrew's personal interests include baseball, football, lake activities, music, snowboarding, and volunteering.

Brian Baker is a Market Leader at Fidelity Investments, where he focuses on attracting talented individuals who are passionate about serving clients. He leads teams that provide a broad range of financial planning resources and are responsible for client satisfaction, retention, and growth. Brian emphasizes the importance of a positive work environment and values hard work, honesty, and integrity in his professional approach. He has held the position of Vice President, Market Leader at Fidelity Investments since 2014. Prior to this, Brian worked as Vice President and Branch Manager at Charles Schwab & Co., Inc. from 2001 to 2014. His earlier roles include Regional Vice President at TD Waterhouse from 1998 to 2001, Senior Financial Consultant at Charles Schwab & Co., Inc. from 1995 to 1998, and Financial Consultant at Network 1 Financial Securities in 1994.

Adreanne Buigas Lopez is a financial advisor with Fidelity Investments based in Winter Park, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Fidelity, she worked in public education for several years. Outside of her advisory role, she operates Board & Boujee, a charcuterie business specializing in designing and creating charcuterie boards and grazing tables. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Kirill Leonov is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he works with clients to build, implement, and develop comprehensive financial plans aimed at helping them reach their personal financial goals. Kirill emphasizes the importance of cultivating appropriate financial strategies through careful budgeting and leveraging the tools and resources available at Fidelity Investments to support his clients' needs.