Nicholette Hamel

I am Jessica McDonald, a financial advisor and owner of Southern Wealth Builders, based in Birmingham, Alabama and accepting virtual clients. I know how it feels to experience financial uncertainty. I've been there, staring down at the myriad of possible paths, unsure of which one will lead to financial security and success. It's disconcerting and frustrating, and at times, it can feel as though your dreams are slipping away. Through my journey, I have armed myself with the knowledge and experience that can turn financial anxiety into financial empowerment. As a CFP® Professional, I've devoted my life to mastering the art of financial planning, learning how to distill complex financial concepts into practical, easy-to-understand strategies that cater to each individual's unique needs. Whether you're an athlete looking to capitalize on a lucrative sponsorship or NIL deal, a seasoned professional striving to make your money work harder for you, or a veteran preparing for a comfortable retirement, I've got you covered. I have helped numerous individuals, just like you, break free from their financial constraints and confidently stride towards their financial goals.

Robert Stein is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He has over twenty-five years of experience in the financial services industry, having held various roles including Investment Representative, Client Service Specialist, Financial Representative, and Branch Service Representative at Fidelity Investments, as well as Shareholder Services Representative at BISYS Fund Services. Throughout his career, Robert has focused on partnering with clients to help them pursue their financial goals, build and preserve wealth, and maintain a focus on what matters most to them. This client-centered approach has enabled him to develop long-term, trust-based relationships. Outside of his professional work, Robert enjoys fitness activities such as golf, hiking, running, skiing, and traveling.

Grant Wagstaff is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive retirement plans focused on both financial and emotional security for their families. He has been with Fidelity Investments since 2016, progressing through several roles including Financial Representative-Full Trader, Relationship Manager, and Planning Consultant before assuming his current position in 2022. His professional experience encompasses retirement planning and client relationship management. Throughout his tenure at Fidelity, Grant has gained expertise in creating holistic financial strategies tailored to individual client needs. His work involves partnering with clients to ensure their retirement goals align with their overall financial well-being. Outside of his professional responsibilities, Grant's personal interests include football, golf, spending time at the lake, visiting museums, and attending theater performances.

Aaron Hardin is a Planning Consultant at Fidelity Investments, based in the Birmingham Investor Center. He works as part of a team of financial professionals to help clients build personalized financial plans that align with their goals and values. Aaron focuses on developing strategies that support long-term success and peace of mind for his clients. Prior to his current role, Aaron worked as a Personal Banker at BBVA from 2019 to 2021. His experience includes assisting clients with financial planning and banking services. Outside of his professional work, Aaron enjoys attending concerts, participating in family activities, watching football, socializing with friends, playing golf, and spending time at the lake.

Hampe Farmer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he collaborates closely with Financial Consultants to deliver comprehensive planning services tailored to clients' goals. He emphasizes a holistic approach to financial planning to support clients in preparing for their futures. Prior to joining Fidelity Investments, Hampe gained experience as a Financial Planner at Kassouf & Co in 2023 and as a Financial Advisor at Raymond James from 2020 to 2022. These roles have contributed to his expertise in financial planning and client relationship management. Outside of his professional work, Hampe enjoys family activities, football, social events with friends, and golf.