Kenneth Simmons

Dorina Ziba is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served in various capacities at Fidelity Investments, including Planning Consultant from 2023 to 2025, Investment Consultant from 2021 to 2022, and Financial Representative from 2020 to 2021. Before joining Fidelity, she worked as a Private Banker at Credit Union One from 2019 to 2020. In her work, Dorina focuses on understanding her clients' top priorities, preferences, and values to present options that align with their unique financial goals. She aims to ensure that each client gains clarity and confidence in their overall financial plan. Outside of her professional life, Dorina enjoys spending time at the beach, cooking and baking, engaging in fitness activities, and traveling.

David Harden is a Financial Consultant at Fidelity Investments, where he works with clients to develop personalized, goals-based financial strategies. He emphasizes tailored service and partners with clients to help them pursue their most important financial objectives. David has been with Fidelity Investments since 2020. Prior to that, he held roles as a Financial Solutions Advisor at Merrill from 2018 to 2020, an Investment Consultant at Scottrade from 2016 to 2018, and a Private Client Banker at JPMorgan Chase from 2010 to 2016. This experience has provided him with a broad background in financial consulting and client relationship management. Outside of his professional work, David enjoys bowling, cars, family activities, golf, and hiking.

Heather Trbovich is a Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial industry since 2012, focusing on investment management and tax-advantaged strategies. Heather works with individuals, business professionals, and real estate investors to develop strategies that grow and protect wealth over time, emphasizing clear communication, thoughtful planning, and long-term relationships. Heather has expertise in areas including college education planning, personal retirement planning, portfolio management, individual and corporate investment strategy, and tax minimization. She has particular experience with 1031 exchanges and helps clients create tailored financial plans that are structured yet flexible to suit their unique circumstances. Heather holds an Associate's Degree from Baker College and is a Personal Investment Advisor (PIA). Outside of work, she enjoys boating, reading, traveling, and watching movies.