Jim Solberg is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has a comprehensive background in financial services, starting as a Financial Representative at Northwestern Mutual Insurance in 2018 and progressing through roles including Financial Advisor at Northwestern Mutual Insurance and various positions at Fidelity Investments, such as Financial Representative and Planning Consultant. Jim specializes in creating personalized financial plans by engaging in a detailed discovery process with his clients to understand their individual goals and values. He and his team focus on building lasting relationships that reflect clients' unique stories and aspirations. Originally from outside Wisconsin, Jim now resides there with his wife and three boys, including twins. Outside of his professional life, Jim enjoys baseball, comedy, fitness, football, social events with friends, and golf.

Jim Aicher is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, progressing through roles including Workplace Planning Consultant I and II, Investment Solutions Representative, High Net Worth Service Associate, and Financial Representative. His approach to financial planning emphasizes a personalized process tailored to each client and family. Jim focuses on co-creating plans that align with the clients' reasons for saving and is committed to providing a client experience customized to their specific situations. He works collaboratively with clients through updated analysis and ongoing monitoring to make adjustments aimed at achieving financial success.