Jason Fox

Deneen Zehr is a Planning Consultant at Fidelity Investments, a position she has held since 2011. She collaborates with clients to develop financial plans aimed at supporting the achievement of their financial goals, utilizing advanced financial strategies available within the industry. Her career in financial services began in 2004 as a Financial Representative at PFS Investments Inc. She has since held several roles as a Planning Assistant at Lincoln Financial Advisors, LPL Financial Network, and Commonwealth Financial Network before joining Fidelity Investments. This experience has contributed to her knowledge and expertise in financial planning.

Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various roles in the financial advisory field, including positions at E*TRADE and Charles Schwab, where he progressed from the Financial Consultant Academy to Associate Financial Consultant before moving into his current role. His experience encompasses financial planning and wealth management, with a focus on partnering with individuals and families to develop comprehensive financial plans. He emphasizes understanding clients on a personal level to help them navigate the challenges of investing. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Sumana Naik is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she collaborates with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. She provides guidance on investing, retirement planning, and preparing for unexpected financial needs, while also offering access to Bank of America specialists for banking, credit, home financing, and small business services. Sumana holds a Bachelor's Degree from the University of Maryland and has earned the Personal Investment Advisor (PIA) designation. She communicates with clients in both English and Kannada. Outside of her professional work, Sumana is involved with community organizations including the American Heart Association Heart Ball Auction Committee, Greater Pittsburgh Community Food Bank, and North Hills Community Outreach.

Victoria Hays is a Planning Consultant with experience in financial services spanning several roles over more than a decade. She has held positions including Relationship Manager at Fidelity Investments from 2024 to 2025, Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, Client Solution Specialist and Manager at PNC Investments from 2016 to 2020, and Call Center Representative at Pacific Life Insurance Company from 2012 to 2016. Her expertise includes client relationship management and wealth management support, with a focus on developing financial plans aligned with clients' goals. Victoria holds a California Insurance License, supporting her work in insurance-related financial services. Outside of her professional career, Victoria enjoys cooking and baking, reading, and volunteering. She also values parenthood as a significant personal interest.

Luke Adams is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to grow and protect their wealth, make informed investment decisions, and simplify their financial lives. He has been with Fidelity since 2017, progressing through multiple roles that have provided him with comprehensive experience in financial planning and client support. His career at Fidelity began as an intern in 2017, followed by positions as a Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before assuming his current role. Through these roles, Luke has developed expertise in financial planning and investment consulting. Outside of his professional work, Luke is interested in beach activities, fitness, football, golf, running, and traveling.