Thomas Formhals

Mark Little is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has more than two decades of experience in the financial industry, with 19 years at Fidelity. Mark's approach to financial planning focuses on understanding clients' financial goals, motivations, and preferences. He works closely with clients to develop, implement, and evaluate personalized financial plans that adapt to changes in their lives. Mark's professional experience includes various roles at Fidelity Investments, such as Senior Relationship Manager from 2018 to 2021, Branch Service Manager from 2016 to 2018, Senior Manager from 2008 to 2016, and Manager from 2006 to 2008. Prior to joining Fidelity, he was a Team Manager at Ameritrade from 2001 to 2006. Outside of his professional work, Mark has interests that include camping, food, military service, and soccer.

Brian Jernigan is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Brian worked at State Employees' Credit Union from 2013 to 2021, advancing from Financial Services Representative to Senior Financial Services Officer II. With over a decade of experience in the financial industry, Brian is a CERTIFIED FINANCIAL PLANNER4 professional. He focuses on client collaboration and education to develop personalized financial plans tailored to individual goals. Outside of his professional career, Brian enjoys camping, outdoor adventures, parenthood, scuba diving, and traveling.

Kyle Jaquez currently serves as Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he partners with individuals and families to assist them in making educated decisions regarding their financial plans. His work includes helping clients select appropriate investments aligned with their future goals, developing retirement income plans based on lifestyle and living expenses, discussing tax-efficient investing strategies, and assisting with estate planning considerations to ensure alignment with clients' objectives. Kyle has been with Fidelity Investments since 2008, progressing through several roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Guidance Support Specialist, Workplace Planning and Guidance Representative, and 401k Specialist. He holds a California Insurance License and brings extensive experience in financial consulting and investment advisory services. Outside of his professional responsibilities, Kyle enjoys boating, family activities, golf, spending time at the lake, snowboarding, and traveling.

Craig Wulff is a Market Leader at Fidelity Investments, where he leads a team of financial professionals focused on collaborating with clients to develop financial plans tailored to their priorities. He emphasizes understanding what is most important to clients to build plans they understand and trust. Craig has extensive experience in financial services, having held various leadership roles at Fidelity Investments since 2005, including Vice President and Branch Office Manager positions. Prior to that, he held multiple vice president roles at TD Waterhouse Investor Services from 1995 to 2005, progressing from Registered Representative to regional and national management positions. Details about Craig's education, credentials, personal interests, and community involvement were not provided.

Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.