Bryan Anderson

Karl Smith is a Wealth Management Advisor specializing in wealth management strategies and business retirement services. He supports clients in defining their long-term financial goals and focuses on coordinating growth planning, events, and client experience within his team. Karl has expertise in areas such as divorce transition planning, family wealth management strategies, legacy planning, philanthropic planning, individual and corporate investment strategy, tax minimization, retirement income, and services for endowments, foundations, and non-profits. His professional designations include Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor’s degree from King College. Karl’s line of business is Merrill Lynch Wealth Management. His personal interests include boating, fishing, gardening, golfing, hunting, reading, spending time with family, and woodworking.

Ethan Godsey is an Investment Consultant at Fidelity, a role he has held since 2024. Prior to this, he served as a Financial Representative at Fidelity in 2024 and was an Associate Advisor at WorthWhile Wealth Council from 2021 to 2024. In his professional capacity, Ethan focuses on understanding clients' financial goals and exploring how Fidelity's services can add value to their financial landscape. Outside of his professional work, Ethan has interests that include football, golf, spending time at the lake, movies, and pets.

Sarah Newman is a Financial Consultant at Fidelity Investments. She partners with clients to build, implement, and maintain financial plans tailored to their specific financial goals. Sarah has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has developed expertise in comprehensive financial planning and client relationship management. Sarah's approach focuses on understanding individual client needs to deliver personalized financial solutions. Outside of her professional work, Sarah enjoys spending time with her family, engaging in activities such as gardening, reading, playing board games, and visiting the beach.

Chad Rutherford is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to build, implement, and maintain financial plans tailored to their specific financial goals. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2014 to 2015.

Carter Lawrence is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop customized wealth management plans tailored to clients' future goals. He joined Fidelity Investments in 2023 and has held roles including Financial Representative and Relationship Manager before assuming his current position in 2024. In his role, Carter focuses on helping clients plan for their financial futures by working as part of a wealth management team. His experience spans various aspects of client relationship management and financial representation, providing a foundation for his consulting work. Outside of his professional work, Carter enjoys cooking and baking, participating in family activities, playing football, and engaging with music and movies as an instrumentalist and enthusiast.