Ronald Schiel

Steve Nagy is a Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 1999, progressing through several positions including Wealth Planning Consultant, Relationship Officer, Retirement Income Planner, and roles in Stock Plan Services and Service and Trading. Prior to joining Fidelity, he worked in Investor Information at Scudder Kemper Investments. Throughout his career, Steve has developed expertise in financial planning and client relationship management, focusing on understanding each client's unique financial goals and developing tailored strategies to work toward them. He holds a California Insurance License. Outside of his professional life, Steve has personal interests that include baseball, beach activities, fitness, golf, pets, and running.

Ryan Heltemes is Vice President and Branch Leader at Fidelity Investments, where he currently leads a team dedicated to wealth planning and helping clients achieve their financial goals. He emphasizes fostering a team environment focused on ethical service and continuous personal development. Ryan's career in financial services began in 2015 at Charles Schwab, where he worked as a Financial Services Professional and later as a High Net Worth Specialist. He joined Fidelity Investments in 2016, holding roles including Investment Consultant, Financial Consultant, Vice President and Financial Consultant, Assistant Branch Leader, and ultimately Vice President and Branch Leader. Throughout his tenure, Ryan has accumulated extensive experience in wealth planning and financial consulting. Additional details on his education, credentials, personal interests, or community involvement have not been provided.