Jesse Kneiss

Taylor El-Ani is the Vice President, Wealth Planner at Fidelity Investments, a role held since 2024. Taylor's professional journey at Fidelity began in 2013 as a Full Trader and progressed through various positions including Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Relationship Manager, and Financial Consultant before assuming the current leadership role. Taylor holds insurance licenses in Arkansas and California. Their approach as a Wealth Planner focuses on partnering with clients and their families to understand their wishes and preferences to build personalized financial plans that address their priorities.

Duane Wood is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through several positions within Fidelity, including Investment Solutions Representative III, II, and I, Retirement Representative, and Customer Relationship Advocate, demonstrating a comprehensive understanding of financial services and client support. Duane holds insurance licenses in Arkansas and California, which enable him to provide informed guidance tailored to clients in these states. His approach focuses on collaboration and clear guidance to develop personalized financial plans aligned with clients' goals. Outside of his professional work, Duane's interests include comedy, cooking and baking, fitness, golf, movies, and photography.

Micah Henson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, and Retirement Solutions Representative. His experience encompasses client management and financial consulting. Micah holds insurance licenses in Arkansas and California. He focuses on understanding the priorities of his clients and their families to tailor financial planning that aligns with their specific goals. His approach aims to help clients feel confident about their financial picture. Outside of his professional work, Micah enjoys boating, fishing, fitness, football, golf, and skiing.

Taylor Westbrook is a Planning Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. In these roles, Taylor focuses on financial planning and education, aiming to tailor financial strategies to the unique objectives of each client. Taylor holds insurance licenses in Arkansas and California. This professional background supports a comprehensive approach to helping clients understand and manage their financial situations. Outside of work, Taylor has interests in baseball, fishing, football, golf, surfing, and traveling.

James Bailey is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has progressed through multiple roles within Fidelity, starting as an Investment Solutions Representative I in 2021, advancing to level II in 2022, and then to his current role in 2025. Prior to his tenure at Fidelity, James worked as a Financial Representative at North Florida Financial from 2020 to 2021, and as an Advisor Services Representative at Waddell & Reed, Inc. from 2018 to 2020. In his current role, James collaborates with clients to develop personalized financial strategies that cater to investing for the future, retirement planning, and wealth management. He aims to simplify the financial process, provide clear guidance, and serve as a trusted partner throughout his clients' financial journeys. James holds insurance licenses in Arkansas and California. Outside of his professional career, James has interests that include camping, golf, hiking, military service, music, and traveling.