Michael Cornwell serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. In his leadership position, he focuses on recruiting, hiring, and retaining financial professionals who prioritize understanding their clients' current and future needs to collaboratively develop financial plans aimed at meeting those objectives. His professional experience spans over two decades in the financial services industry, including roles such as Producing Branch Manager at TD Ameritrade and Scottrade, and Managing Director, Senior Team Manager, and Team Manager at Charles Schwab. Throughout his career, he has gained extensive experience in branch management and financial planning leadership. Outside of his professional responsibilities, Michael has interests in baseball, fitness, football, traveling, and volunteering.

Tyler Paxson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2020, progressing through several positions including Planning Consultant, Workplace Planning Consultant III, II, and I. His professional focus involves partnering with clients to understand their comprehensive financial objectives and developing tailored financial plans. Throughout his tenure at Fidelity, Tyler utilizes the company's resources to build and monitor financial plans aimed at helping clients achieve their family and lifestyle goals. His approach centers on aligning planning processes with clients' financial and lifestyle priorities. Outside of his professional work, Tyler has interests in baseball, football, golf, family activities, and social events with friends.

Jerry Owens is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in advising individuals and families on financial planning and investment strategies. Prior to his current role, Jerry served as a Private Client Advisor at JP Morgan from 2019 to 2021, and as a Financial Advisor at AIG - Valic Financial Advisors from 2015 to 2019. He also worked as a Workplace Planning & Guidance Consultant at Fidelity Investments between 2014 and 2015. Outside of his professional career, Jerry has personal interests that include beach activities, comedy, cooking and baking, fitness, food, and football.