Anthony Spena

Peter Szklarz is Vice President and Financial Consultant at Fidelity, a position he has held since 2022. He has been partnering with clients to build and maintain financial plans for over 15 years. Peter takes a holistic approach to understanding all aspects of a client's financial landscape, focusing on what is most important in their lives. He seeks to understand clients' goals and aspirations to ensure that financial plans align and have the flexibility to adapt as their lives change. Peter's professional experience includes roles as a Wealth Advisor at W A Smith Financial from 2018 to 2022, a Financial Advisor at PNC Investments from 2013 to 2018, and a Financial Representative at Dorman Sciulli from 2011 to 2013. Outside of his professional work, Peter's personal interests include baseball, comedy, family activities, football, golf, and traveling.

Kerry Hawkins is a Financial Consultant at Fidelity Investments, where they have worked since 2022. Prior to this role, Kerry held several positions within Fidelity Investments, including Planning Consultant (2021-2022), Relationship Manager (2019-2020), and Financial Representative (2017-2019). In these roles, Kerry has developed expertise in creating customized financial plans tailored to the needs of individuals and families. Kerry holds a California Insurance License, supporting their work in financial consulting and planning. Their approach focuses on building trusting relationships with clients to provide reliable guidance through various life events. Outside of their professional work, Kerry engages in family activities, gardening, parenthood, caring for pets, and reading.

Alex Hall is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. Alex has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant from 2019 to 2025, Investment Consultant from 2018 to 2019, Investment Solutions Representative from 2017 to 2018, PAS Service & Trading from 2016 to 2017, and Customer Service & Trading from 2015 to 2016. Prior to joining Fidelity, Alex worked at Citigroup in Elite Cards & Cobrands from 2014 to 2015. Alex partners with families to build planning-based relationships that prioritize alignment of clients' goals, priorities, and use of their wealth. Alex believes that a prudent financial plan involves incorporating flexibility, financial and emotional comfort, and minimizing major risks along the way. Outside of work, Alex's personal interests include biking, attending concerts, exploring food, parenthood, and caring for pets.

Caroline Adams is a Senior Financial Advisor with Williams, Jones & Associates at Merrill Lynch Wealth Management. She joined Merrill in 2021 after beginning her career as a Certified Public Accountant (CPA) with a large Montana-based public accounting firm, where she worked in both the Audit Department focusing on non-profit and government entities and the Tax Department supporting individuals and businesses with tax-return preparation and planning. In her current role, Caroline assists clients with a broad range of financial needs and capabilities. Her areas of focus include tax-sensitive investment strategies, business planning, cash-flow analysis, higher-education savings, and wealth transfer. Caroline's background in public accounting enhances her ability to collaborate with clients' external tax and legal advisors to maintain steady progress on shared initiatives. She supports successive generations of client families in evaluating options, instilling sound habits, and beginning early on the path toward financial independence. Originally from Whitefish, Montana, Caroline holds dual Bachelor of Arts degrees in Accounting and Finance from Carroll College in Helena. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Caroline is a member of the Idaho Women's Charitable Foundation. She and her husband, Cole, reside in Boise with their golden retriever, Bo. They enjoy outdoor activities such as hiking, snow skiing, and playing tennis.

Gregory Crissman is Vice President, Wealth Planner at Fidelity Investments. He is responsible for developing, implementing, and monitoring wealth planning strategies for clients and their families. Gregory has over 20 years of experience at Fidelity Investments, having held several roles including Vice President, Financial Consultant; Private Access Relationship Manager; Investor Center Investments Representative; and Customer Service Representative. Prior to joining Fidelity, he worked as a Registered Representative at Vista Financial Group. Outside of his professional responsibilities, Gregory enjoys baseball, family activities, gardening, golf, music, and traveling.