Marcus Miller

James Bailey is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has progressed through multiple roles within Fidelity, starting as an Investment Solutions Representative I in 2021, advancing to level II in 2022, and then to his current role in 2025. Prior to his tenure at Fidelity, James worked as a Financial Representative at North Florida Financial from 2020 to 2021, and as an Advisor Services Representative at Waddell & Reed, Inc. from 2018 to 2020. In his current role, James collaborates with clients to develop personalized financial strategies that cater to investing for the future, retirement planning, and wealth management. He aims to simplify the financial process, provide clear guidance, and serve as a trusted partner throughout his clients' financial journeys. James holds insurance licenses in Arkansas and California. Outside of his professional career, James has interests that include camping, golf, hiking, military service, music, and traveling.

Brian Burt is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has extensive experience in the financial industry, having held various roles including Investment Counselor at Fisher Investments from 2020 to 2023 and multiple positions at Fidelity Investments from 2018 onwards, such as Workplace Planning Consultant and Customer Relationship Advocate. His professional focus is on helping individuals and families navigate financial uncertainties by building trust and understanding client preferences. Brian holds insurance licenses in Arkansas and California, supporting his work in providing financial guidance. Outside of his professional life, Brian enjoys spending time with his family, playing golf, and traveling.

Jesse Kneiss is an Executive Planning Consultant at Fidelity Investments. In this role, he focuses on helping clients develop financial plans aimed at achieving their financial goals and ensuring they maximize the benefits of their relationship with Fidelity. Jesse has experience in various financial roles, including Benefits & Planning Consultant, Investment Solutions Representative II and I at Fidelity Investments from 2021 to 2025. Prior to that, he worked at Bank of America Merrill Lynch as a Business Owner Specialist from 2019 to 2021 and as a Relationship Manager from 2016 to 2019.

Brandon Eguchi is a Financial Consultant at Fidelity Investments, where he has held various roles since 2020, including Investment Solutions Representative I and III, and Fixed Income Specialist. Prior to joining Fidelity, he worked as a Workplace Solutions Officer and Financial Sales Advisor at BBVA Bank and as a Loan Specialist at OneMain Financial. Brandon is licensed to provide insurance in Arkansas and California. His professional approach focuses on simplifying complex financial concepts and collaborating with clients to develop strategies aligned with their individual priorities and goals. Outside of his professional work, Brandon has interests in art, biking, cooking and baking, fitness, museums, and pets.