Mike Henzes

Nico Echevarria is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in working towards their lifetime financial goals through benefits review, equity compensation, wealth planning, and guidance. He has been with Fidelity Investments since 2020, serving in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Nico worked as an Investment Advisor Representative at Brandywine Financial Group from 2018 to 2020, and as a Hardship Determination Administrator at Vanguard from 2015 to 2018. He holds a California insurance license. Outside of his professional career, Nico enjoys family activities, football, movies, music, and parenthood.

Cadence Morgan is a Financial Consultant currently working at Fidelity Investments. In this role, Cadence assists clients in transforming their financial goals into clear and actionable strategies, focusing on tailored planning solutions and building adaptive roadmaps to support clients' futures. Cadence has held multiple roles in the financial services industry, including Investment Consultant and Central Relationship Manager at Fidelity Investments, as well as Retirement Sales Consultant, Retirement Specialist, and Client Services positions at Vanguard. This experience spans from 2019 to the present, providing a foundation in retirement planning, client relationship management, and investment consulting. As a Certified Financial Planner®, Cadence employs a collaborative approach that emphasizes consistent communication and transparency to help clients gain clarity and confidence in their financial decisions.

Rebekah Minnich is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2014. With a career in the financial services industry that began in 2004, Rebekah focuses on delivering personalized financial strategies tailored to each client's unique needs and objectives. Her expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and addressing the financial needs of women. Rebekah holds a Bachelor's Degree from Kutztown University and the Professional Investment Advisor (PIA) designation. She is dedicated to providing a complete client experience that supports individuals in achieving their financial goals. Outside of her professional work, Rebekah enjoys music, reading, traveling, spending time with her family, and watching movies.

Jason Saks is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2021, previously serving as a Planning Consultant. Prior to joining Fidelity, Jason held various roles in the financial industry, including Financial Advisor at Prudential Advisors and multiple positions at Vanguard, ranging from Investment Consultant and Manager to Senior Block and Option Desk Trader. His career began with roles in equity trading and business development. Jason specializes in wealth planning and financial advising, utilizing Fidelity's resources, tools, and products to assist clients in managing their financial lives with clarity and confidence. His approach emphasizes long-term wealth building and helping clients navigate financial challenges over time. Outside of his professional work, Jason has interests in board games, cooking and baking, football, pets, reading, and traveling.