Joseph Leonard

Jason Pugh is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant, Vice President Wealth Planner, Investment Consultant, and High Net Worth Representative. Jason assists clients in building financial roadmaps and developing investment plans aimed at achieving their financial goals. Throughout his career at Fidelity, Jason has gained experience in financial consulting and wealth planning. He holds a California Insurance License, supporting his capability in the financial services field.

Krista Icenhour is a Vice President and Financial Consultant at Fidelity Investments. In her role, she helps families organize, develop, and implement financial plans and strategies tailored to their present and future goals. She focuses on simplifying the complexities of investing to ensure clients feel confident and secure in the financial plans they build together. Krista has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position. Her experience encompasses client relationship management and financial planning within the firm. Outside of her professional responsibilities, Krista has interests in fitness, food, golf, hiking, spending time at the lake, and caring for pets.

Jason Lail is the Associate Resident Director at Merrill Lynch Wealth Management, where he focuses on family wealth management strategies, personal retirement planning, and retirement income. Since entering the financial services industry in 1999, Jason has gained extensive experience, having joined Merrill Lynch in 2009 after nine years with another Wall Street firm. He works with families to identify their financial goals, allocate assets efficiently, and monitor progress, leveraging Merrill's resources to support clients in achieving their retirement and wealth management objectives. Jason holds a Bachelor's Degree from the University of North Carolina at Chapel Hill and has earned several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional commitments, he is actively involved in his community through volunteering as a youth athletics coach and participating in his church. He resides in Granite Falls, NC, with his wife Jennifer and their two sons.