Patrick Limbaugh

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.

Ivana Musa is an Investment Consultant at Fidelity Investments, a position she has held since 2022. She has extensive experience in financial consulting and relationship management, having worked as a Financial Consultant at Equitable Financial from 2021 to 2022, a Relationship Manager at Principal Financial from 2019 to 2021, and a Financial Consultant at Pension Advisors from 2012 to 2019. Ivana focuses on providing tailored financial guidance by understanding her clients' unique stories and connecting them with specialists who use advanced planning tools to support decision making. She aims to empower clients to navigate their financial journey with confidence. Outside of her professional work, Ivana enjoys family activities, golf, pilates, skiing, and traveling.

Carla Mahoney Ott is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. Since joining Fidelity in 2015, she has held roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Benefits and Planning Consultant. Her experience encompasses various aspects of financial planning and client relationship management. Carla works closely with clients to understand their goals, values, and financial needs, developing and implementing tailored financial plans. Outside of her professional responsibilities, Carla enjoys cooking and baking, participating in family activities, gardening, and hiking.