Matthew Pouliot

Stephen O'Keefe is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity since November 2000, progressing through positions including Trading Representative, Premium Financial Representative, and Private Access Relationship Manager. In his current capacity, Stephen employs a comprehensive wealth planning process to assist clients in achieving their financial objectives, leveraging Fidelity's expertise and resources. His approach to wealth planning is tailored to the diverse preferences of investors, ensuring strategies that meet individual client needs. Stephen holds a California Insurance License, supporting his ability to provide financial and insurance-related guidance. Outside of his professional responsibilities, he engages in family activities and enjoys interests such as football, museums, sailing, skiing, and traveling.

Michael Roberson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. His role involves partnering with clients to work towards their financial success, emphasizing personalized collaboration to understand each client's vision and goals. Prior to this, he held several roles at Fidelity, including Regional Center Planning Consultant - Premium (2022-2023), Workplace Planning Consultant III (2021-2022), Workplace Planning Consultant II (2020-2021), Workplace Planning Consultant I (2020), and Workplace Planning Associate (2019-2020). Michael holds insurance licenses in Arkansas and California. Outside of his professional career, he enjoys baseball, comedy, family activities, football, outdoor adventures, and reading.

Christopher Bell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1998, where he has gained extensive experience in various roles including Private Access Relationship Manager, Premium Services Representative, and Financial Representative. Christopher specializes in developing customized financial strategies that are flexible and tailored to meet the unique needs of each client. He holds insurance licenses for Arkansas and California. Christopher emphasizes understanding each client's individual goals and works collaboratively to develop and maintain financial plans that align with their investment strategies. Outside of his professional responsibilities, Christopher enjoys boating, golf, kayaking, and traveling.

Joe Rogers is the Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to determine their financial goals and help build plans to move toward these objectives. He has been with Fidelity Investments since 1999, holding various positions including Financial Analyst, Trading Representative, Premium Services Financial Representative, Private Access Relationship Manager, Income Planning Consultant, Financial Planning Representative, and currently Vice President, Financial Consultant. This extensive experience reflects a deep engagement with financial services over more than two decades. Outside of his professional responsibilities, Joe enjoys boating, fitness, hiking, kayaking, running, and traveling.

Lisa LaPierre is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2018. She has worked with Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Retirement Solutions Representative, and Senior Investment Representative. Her career at Fidelity reflects extensive experience in financial planning and wealth management. Throughout her career, Lisa has focused on assisting families in diverse situations by developing customized wealth plans that address their unique goals. She emphasizes building trusted advisor relationships through a family-focused approach. Lisa holds insurance licenses for Arkansas and California, supporting her comprehensive financial services. Her professional background demonstrates a long-standing commitment to financial planning and client service within Fidelity Investments, spanning over a decade in multiple advisory and relationship management roles.

Clayton Boothroyd is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2010. He works alongside his Wealth Management Team to assist clients in protecting, growing, and distributing their wealth, aiming to support them in achieving financial prosperity and peace of mind. Clayton has been with Fidelity Investments since 1997, progressing through various positions including Relationship Officer, Relationship Manager, Premium Service Representative, and Mutual Fund Service Representative. His extensive experience at Fidelity has provided him with a comprehensive understanding of financial consulting and client relationship management. He holds insurance licenses in Arkansas and California.