Robert Woolums

I started my career at Fidelity Investments before transitioning to Merrill Lynch to join a wealth management team managing $2.2 billion in assets. In January 2020, I broke away from Merrill Lynch to found Incline Wealth Advisors, an independent, fiduciary, wealth management firm. I had to persevere a very tough start when the Covid pandemic broke out in early 2020, but was able to make it through the tough times with my business. I have since grown tremendously since then and have brought on two employees. Through my business I work closely with business owners to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning, tax strategies, business exits, acquisitions and succession planning. In 2022, I acquired a local business called GameMaster Athletic. In addition to being an owner in the business I sit on our Board of Directors and oversee some operations with our current CEO. I am married and have 5 children. Certifications: • CERTIFIED FINANCIAL PLANNER Community Work: • Elder High School Investment Committee • Western Economic Counsel: Board Member & Treasurer • Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member • Former: Thomas More Alumni Association: Board Member • Future Our Lady of Visitation Basketball Coordinator

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.

Mark MacFarlane is an Executive Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he assists colleagues with benefits and wealth planning to support them in working toward their financial goals. He emphasizes building trusted relationships and delivering service to the highest standards. Mark's experience at Fidelity Investments spans several roles, including Benefits & Planning Consultant for Executive Services from 2023 to 2025, and Workplace Planning Associate from 2019 to 2023. Throughout his career, he has focused on exploring planning and guidance strategies with clients to address their financial needs.

Annie Yeung is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles including Financial Representative, Investment Solutions Representative, Private Client Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience spans various aspects of financial planning and client relationship management. She holds insurance licenses in Arkansas and California. Annie applies her education and thorough process, alongside Fidelity's resources, to collaborate with clients and their families in creating tailored financial plans. Outside of her professional work, Annie enjoys activities such as going to the beach, camping, playing soccer, traveling, volunteering, and practicing yoga.