Justin Barrett

David Nguyen is a Financial Consultant I at Fidelity Investments, where he has been employed since 2025. He has been with Fidelity since 2020, progressing through various roles including Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. Throughout his career at Fidelity, David has worked closely with clients to develop tailored financial plans, emphasizing strategies and guidance aligned with Fidelity's standards to prioritize clients' interests. He holds insurance licenses in Arkansas and California.

Lisa Losievsky is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She partners with clients to provide comprehensive and holistic financial planning tailored to their unique needs, with a focus on incorporating Executive Benefits into their strategies. Since joining Fidelity Investments in 2015, Lisa has held several roles, including Retirement Solutions Representative, Senior SPS Executive Services Specialist, and Workplace Planning Consultant II. Her experience spans various aspects of financial planning and executive benefits, reflecting her progression and expertise within the company. Outside of her professional work, Lisa enjoys camping, cooking and baking, kayaking, spending time with pets, and reading.

Anthony McClure is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he collaborates with clients and their families to develop personalized financial plans that align with their life goals and aspirations. Anthony has been with Fidelity Investments since 2015, holding positions including Workplace Planning Consultant III from 2016 to 2022 and Financial Associate II - Multi Product from 2015 to 2016. Through these roles, he has gained experience in financial consulting and workplace planning, focusing on understanding client objectives and working toward their financial futures.