Jakob Mohr

Carter Federico is a Financial Consultant I at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on understanding clients' goals and financial visions to provide personalized financial planning and portfolio analysis. He works to identify opportunities and strategies that align with clients' objectives and supports the implementation of tailored investment strategies. Carter holds insurance licenses for Arkansas and California, which support his ability to offer comprehensive financial advice in these jurisdictions. His approach centers on careful analysis and personalized guidance to help clients navigate their financial futures. Outside of his professional activities, Carter enjoys boating, camping, fishing, golf, skiing, and parenthood.

Nathan Hess is the Vice President and Executive Planning Consultant at Fidelity Investments, where he has been employed since 1998. In his current role, he guides clients in developing comprehensive approaches to their financial futures, helping them assess and address financial challenges in alignment with their objectives. Nathan has extensive experience within Fidelity Investments, having held positions including Workplace Planning & Guidance Consultant, Branch Regional Consultant, Senior Retirement Counselor, PSSG Team Manager for the Tax Exempt Market, and PSSG Team Lead - Service Specialist. He holds a California Insurance License. Outside of his professional work, Nathan's personal interests include gardening, golf, music, snowboarding, and volunteering.

Kyle Graham is a Planning Consultant currently working at Fidelity Investments. He has held multiple roles within the company, progressing from Customer Relationship Advocate in 2022-2023 to Investment Solutions Representative I through III from 2023 to the present. His professional experience encompasses investment solutions and customer relationship management. Kyle holds insurance licenses in Arkansas and California. Prior to joining Fidelity Investments, he gained experience as an Escrow Accounting Intern at Texas Partners Title from 2020 to 2021. Outside of his professional career, Kyle has interests in board games, family activities, playing musical instruments, and parenthood.