Kolin Mckelvey

Kyle Jaquez currently serves as Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he partners with individuals and families to assist them in making educated decisions regarding their financial plans. His work includes helping clients select appropriate investments aligned with their future goals, developing retirement income plans based on lifestyle and living expenses, discussing tax-efficient investing strategies, and assisting with estate planning considerations to ensure alignment with clients' objectives. Kyle has been with Fidelity Investments since 2008, progressing through several roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Guidance Support Specialist, Workplace Planning and Guidance Representative, and 401k Specialist. He holds a California Insurance License and brings extensive experience in financial consulting and investment advisory services. Outside of his professional responsibilities, Kyle enjoys boating, family activities, golf, spending time at the lake, snowboarding, and traveling.

Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.

Nick Harrison is a Financial Consultant based in Raleigh, where he has been serving clients for over a decade. He currently works at Fidelity, a position he has held since 2022. Prior to this, he was Vice President Financial Consultant at Charles Schwab from 2020 to 2022, Senior Financial Consultant at TD Ameritrade from 2011 to 2020, Client Service Specialist at TD Ameritrade from 2009 to 2011, and Financial Advisor at Edward Jones from 2007 to 2008. Throughout his career, Nick has focused on building strong relationships with clients and their families, emphasizing trust and reliability. He partners with clients to understand their short- and long-term financial goals and co-creates customized financial plans tailored to their unique needs. Nick's personal interests include cars, fitness, football, golf, and soccer.

Anna Johnson is an Investment Consultant at Fidelity Investments, where she has been serving clients since 2023. She began her career at Fidelity as a Financial Representative in 2022, gaining experience in personal finance and client advisory services. In her role, Anna focuses on collaborating with clients to develop financial plans that aim to provide confidence in their long-term financial goals. She prioritizes understanding what clients value most to tailor investment strategies accordingly. Outside of her professional work, Anna enjoys cooking and baking, exploring different cuisines as a foodie, hiking, solving puzzles, and traveling.