Michael Kline

Blair Chozen is a Vice President Financial Consultant at Fidelity Investments, a role held since 2023. Blair has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, High Opportunity Financial Representative, and Tax Exempt Customer Service Associate. Blair is a Certified Financial Planner (CFP) Practitioner with a focus on wealth planning. Blair emphasizes listening and asking pertinent questions to understand clients' needs and uses Fidelity's resources to help clients explore financial strategies tailored to their circumstances and potential consequences. This approach aims to educate clients and empower them to make informed financial decisions. Outside of professional commitments, Blair has personal interests that include art, food, football, gardening, music, and pets.

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

David Sheppard is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over four decades of experience managing portfolios and providing wealth management guidance. David specializes in developing financial strategies and offering tax-efficient portfolio management for high-net-worth individuals and families across the United States. He holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations granted by the Investments & Wealth Institute™. David earned a bachelor's degree from the University of Illinois System. His expertise includes areas such as executive and equity compensation services, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. David is involved with the Boy Scouts of America National Foundation, serving as a board member. He enjoys spending time with his family, golfing, biking, photography, and running.