Adam Cole

Ricky Burroughs is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans and implement strategies aimed at simplifying their financial lives. Ricky has experience in wealth management and financial representation, having worked as a Registered Wealth Management Associate at U.S. Bancorp Investments from 2018 to 2023, and as a Financial Representative II at Fidelity Investments from 2016 to 2018. Outside of his professional work, Ricky is interested in family activities, football, golf, softball, and volunteering.

Ish Cardenas is a Financial Consultant at Fidelity Investments, bringing over two decades of experience in personal finance. He has held various roles in the financial services industry, including Regional Director and Financial Planner at Prudential from 2015 to 2024, Regional Manager and District Manager at Catholic Financial Life between 2008 and 2015, and Financial Advisor at Catholic Financial Life from 2005 to 2008. His career began as a Personal Banker at BMO Harris Bank from 2003 to 2005. As a Certified Financial Planner (CFP®) with 21 years of experience, Ish focuses on helping families work toward financial security by simplifying the complexities of personal finance. He emphasizes building lasting relationships based on trust and creating strong financial plans tailored to his clients' unique goals. Outside of his professional work, Ish enjoys family activities, fitness, exploring culinary interests, social events with friends, and traveling.