Stephen Clough

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Lockport, IL

Credentials

Series 63, Series 66

Industry experience

5 years

About

Stephen Clough is currently the Branch Leader at the Orland Park Investor Center with Fidelity Investments, a role he has held since 2021. In this position, he supports the financial professionals who assist clients with their financial needs. His professional experience is focused on leadership within the financial services sector.

Stephen's personal interests include baseball, comedy, and traveling.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Occupation focus

Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

Unemployed

2020 - 2021 (1 year)

Fidelity Investments

2020 - Present (6 years)

Johnson Controls

2019 - 2020 (1 year)

Comcast Cable

2007 - 2019 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)

Arun S

CFP®, CFA®

Palos Park, IL

Avenue 90

Arun understands the importance of details specific to each client, which includes tax efficiency, a fulfilling retirement, and legacy planning. He also realizes the importance of a client working with a professional on a consistent basis, rather than speaking to a different person each time the client calls an 800 number for support. As some individuals have an affinity for one sport or hobby over another, Arun has a strong affinity for finance. With 9+ years in wealth management, and another several in other industries prior to graduate school, Arun has a strong interest in financial planning and investing. Aside from his practical experience working directly with clients of all ages and backgrounds, Arun has an MBA in Finance from the University of Wisconsin – Madison. In Madison, he honed his technical skills, and then further developed them by obtaining the Chartered Financial Analyst (CFA) designation, which is considered to be the most rigorous set of exams in the financial industry. Whether looking for a combination of planning and investment management, or just one of those two, Avenue 90 is available to help.

Wealth management Passive / index investing Active portfolio management HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Young Families

Hayde A

Series 63, Series 66

Aurora, IL

Fidelity

Hayde Antonio is a Financial Consultant at Fidelity Investments, a position held since 2020. In this role, Hayde works closely with clients to develop personalized financial plans tailored to their unique needs, utilizing Fidelity's technology and resources. Prior to joining Fidelity, Hayde gained extensive experience as a Private Client Banker at JP Morgan Chase from 2007 to 2020. This background provided a strong foundation in client relationship management and financial services. Outside of work, Hayde engages in various personal interests including family activities, gardening, music, traveling, and volunteering.

Wealth management

Mark K

CFP®, Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management LGBTQIA

Brett S

Series 66

Frankfort, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner

John R

Series 63, Series 66

Chicago, IL

Fidelity

John Reyes is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Relationship Manager and Workplace Planning Associate at Fidelity Investments, gaining experience in client relations and retirement planning. Prior to joining Fidelity, John was an Equity Derivatives Trader and worked as a Bilingual Senior Benefits Consultant at GoHealth. John focuses on collaborating with clients to align financial and retirement goals, providing guidance that integrates the personal and financial aspects of their circumstances. His professional experience spans investment consulting, relationship management, workplace planning, equity derivatives trading, and benefits consulting. Outside of his professional work, John engages in family activities, fitness, golf, playing musical instruments, and outdoor adventures.

Active portfolio management Options & derivatives strategies Financial Professional
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