Jeffrey Barefoot

Nick Neely is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has worked with Fidelity Investments since 2022, with previous roles including Investment Solutions Representative from 2023 to 2025 and Customer Relationship Advocate from 2022 to 2023. Nick is a CERTIFIED FINANCIAL PLANNER® professional specializing in retirement planning and investment strategies. He collaborates with clients to develop personalized investment plans tailored to their financial goals. Outside of his professional work, Nick has interests in boating, camping, golf, and music, and is an instrumentalist.

Troy Greeley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides investment advice and financial guidance to families and business owners, leveraging over two decades of experience. Troy focuses on a variety of client needs, including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and retirement income. He holds a Bachelor's Degree from the University of Toledo and an MBA from the University of Nevada - Reno. Troy has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and volunteers with local organizations. Outside of work, Troy enjoys adventure sports, basketball, biking, boating, running, scuba diving, skiing, soccer, and spending time with his family.

Michael Cornwell serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. In his leadership position, he focuses on recruiting, hiring, and retaining financial professionals who prioritize understanding their clients' current and future needs to collaboratively develop financial plans aimed at meeting those objectives. His professional experience spans over two decades in the financial services industry, including roles such as Producing Branch Manager at TD Ameritrade and Scottrade, and Managing Director, Senior Team Manager, and Team Manager at Charles Schwab. Throughout his career, he has gained extensive experience in branch management and financial planning leadership. Outside of his professional responsibilities, Michael has interests in baseball, fitness, football, traveling, and volunteering.

Taylor Skees is currently serving as Vice President and Financial Consultant at Fidelity Investments. In this role, Taylor works closely with clients and their families to develop and monitor financial plans aimed at achieving their financial and lifestyle goals. Taylor has been with Fidelity Investments since 2014, progressing through roles including Director, Retirement Planner and Retirement Solutions Representative. With over 14 years of experience in the financial industry, Taylor has a background that includes positions as a Registered Representative at both Allstate Financial and Western & Southern Financial Group prior to joining Fidelity. This experience has contributed to a comprehensive understanding of retirement planning and financial consulting. Taylor's approach centers on building long-term relationships with clients and utilizing Fidelity's resources to support their financial objectives.