Brian Diller
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Brian Diller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, initially working as an Investment Solutions Representative before assuming his current role in 2025. Prior to Fidelity, he gained experience as a Financial Planning Intern at Northwestern Mutual in 2021.
He holds insurance licenses in Arkansas and California. Brian pursued a degree in finance, motivated by his early interest in understanding finances influenced by his family's small business background. In his role, he assists clients in looking ahead to their financial goals and identifying actionable steps to achieve them.
Brian grew up in central Colorado. Outside of work, he and his wife enjoy spending time outdoors.
Expertise
Retirement income strategy
Income planning
General retirement planning
Occupation focus
Executive
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2021 - Present (5 years)
Northwestern Mutual
2021 - 2021 (1 year)
Domino's Pizza
2020 - 2021 (1 year)
House to House Heart to Heart
2020 - 2020 (1 year)
Southwest Church of Christ
2019 - 2019 (1 year)
New Hope Church of Christ
2017 - 2021 (4 years)
Freed-Hardeman University
2017 - 2021 (4 years)
BlackJack Pizza
2014 - 2017 (3 years)
Colorado Online Virtual Academy
2010 - 2017 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Christina M
CFP®, Series 63, Series 66
Fuquay Varina, NC
Fidelity
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.
Kolin M
Series 66
Raleigh, NC
Fidelity
Kolin McKelvey is a Planning Consultant at Fidelity Investments, based in Raleigh. Since 2023, Kolin has worked with individuals and families to simplify complex financial decisions and develop clear, actionable plans that support their goals. Kolin's approach emphasizes listening carefully to understand what matters most to clients and providing guidance to help them make informed choices for a secure and fulfilling future. Kolin believes that financial planning goes beyond numbers, focusing on creating practical strategies that allow clients to live life with confidence. Outside of professional responsibilities, Kolin enjoys golf, movies, music, and reading.
Tammy M
Series 66
Fuquay Varina, NC
Edward Jones
Michael S
CFP®, Series 66
Holly Springs, NC
Edward Jones
Ryan M
ChFC®, Series 63, Series 66
Holly Springs, NC
Edward Jones
Robin W
CFP®, Series 66
Fuquay Varina, NC
Edward Jones
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