Financial advisors for Retirement Planning

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

William Klein is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients develop retirement plans by utilizing the tools provided by Fidelity to create comprehensive and customized strategies tailored to individual client needs. Mr. Klein brings over 32 years of experience in the financial services industry. Prior to his current role, he served as Regional Director at Integrity Viking Funds from 2019 to 2021, and as Regional Vice President at New York Life Insurance from 1991 to 2019.

Kevin Gundlach is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He is dedicated to helping clients work toward their financial goals by simplifying complex financial topics and providing clear guidance. His approach is centered on client needs and supported by Fidelity's resources and ethical standards. Prior to his current role, Kevin held positions at Fidelity Investments including Director, Retirement Planner from 2018 to 2020, and Retirement Relationship Manager from 2011 to 2017. Through these roles, he has developed extensive experience in retirement planning and client relationship management. Kevin holds insurance licenses in Arkansas and California.

Oscar Zepeda is a Financial Consultant with extensive experience in various roles at Fidelity Investments, including Portfolio Specialist, Client Management Representative, Workplace Planning Consultant, and Retirement Relationship Manager. His career at Fidelity spans from 2011 to 2025, demonstrating a long-term commitment to financial services. Oscar holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial guidance. He emphasizes understanding each client's goals and values, focusing on building trust and delivering personalized solutions. Outside of his professional work, Oscar enjoys cooking and baking, participating in family activities, and engaging in outdoor pursuits such as hiking, running, skiing, and soccer.

Jesse Caldwell is a Financial Consultant at Fidelity Investments, where he has been working since 2019 in various roles including Director Retirement Planner and Planning Consultant. He focuses on providing personalized financial planning guidance to help clients achieve their financial objectives. Jesse holds insurance licenses in Arkansas and California, supporting his ability to assist clients with insurance-related financial decisions. His professional experience spans retirement planning and comprehensive financial consulting within Fidelity Investments. Outside of his professional work, Jesse enjoys outdoor activities such as camping, hiking, motorcycling, and snowboarding.

Patrick Conway is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity for over 20 years, during which he has held several positions including Investment Management Consultant II, Director Retirement Planner, Workplace Planning Consultant III, Retirement Relationship Manager, and roles in Retirement Investment Services. His extensive experience covers areas such as retirement planning, investment management, and workplace financial planning. Patrick holds insurance licenses in Arkansas and California. Outside of his professional work, Patrick's personal interests include baseball, family activities, hiking, spending time at the lake, music, and traveling.

Harris Disken is a Planning Consultant at Fidelity Investments' National Investor Center. In this role, he collaborates with his team to support clients in achieving improved financial outcomes. He has experience as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. Harris holds insurance licenses in Arkansas and California. Outside of his professional work, Harris has personal interests in boating, fitness, music, singing, and traveling.

Nathan Young is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2007, previously serving as a Director Retirement Planner from 2017 to 2023 and as a Financial Consultant from 2007 to 2017. Nathan is a Certified Financial Planner (CFP®) professional and holds Series 7, 63, and 65 licenses, as well as insurance licenses in Arkansas and California. He works with families and individuals to help them build and preserve their financial lives. Outside of his professional responsibilities, Nathan is interested in family activities, football, motorcycles, and music.

Travis Corbin is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has developed his career at Fidelity through various roles including Director, Retirement Planner from 2013 to 2019, Retirement Relationship Manager from 2009 to 2012, Retirement Solutions Representative from 2007 to 2009, and Customer Support Service in 2007. Prior to joining Fidelity, he worked as an Agent at New York Life Insurance Company from 2005 to 2006. Travis holds insurance licenses in Arkansas and California. He focuses on helping clients develop clear financial plans aimed at confident retirement. His approach involves forming strong financial plans that can be reviewed and adjusted over time to meet clients' goals. Outside of his professional work, Travis is interested in baseball, camping, football, scuba diving, swimming, and volunteering.