Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant. In her current role, Lynne collaborates with clients to help them work toward their financial goals. Before joining Fidelity, Lynne worked as a college professor, which has contributed to her ability to simplify complex financial concepts and empower clients to make informed decisions based on their individual needs. Her approach emphasizes honesty, thoughtfulness, and professionalism. Outside of her professional work, Lynne enjoys family activities, exploring food, visiting museums, engaging with music and theater, and traveling.

Thomas Tracy is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He collaborates with clients to develop comprehensive financial plans that align with their unique goals, circumstances, and values. His approach involves constructing wealth strategies designed to meet the needs of clients and their families, emphasizing a focused and customized course of action toward financial security. Prior to his current position, Thomas served as an Investment Consultant at Fidelity Investments from 2018 to 2019 and as a Financial Representative at the same firm from 2016 to 2018. Before joining Fidelity Investments, he worked at TCF National Bank, where he was Retail Lending Manager from 2010 to 2016 and Consumer Lender from 2008 to 2010.

Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill. She works closely with clients and their families to navigate significant financial decisions, focusing on areas such as wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta emphasizes clear communication to help clients weigh their options and make informed decisions aligned with their individual financial goals. Greta holds a Bachelor’s degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional, a credential awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Her professional approach combines technical knowledge with personal dedication to support clients in achieving their long-term financial objectives. Residing in her hometown of Lake Elmo, Minnesota, Greta shares her life with her husband, Joel, and their two children. Outside of her professional work, she enjoys spending time with her family, skiing, reading, and attending Iowa State Cyclones games. Her interests also include billiards, boating, music, running, watching movies, and yoga.

Christopher Bayliss is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to ensure they have a positive experience and focuses on assisting them with retirement planning. His approach emphasizes attentive service and understanding each client's unique needs to build strong, lasting relationships. Before his current role, Christopher held positions as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024, both at Fidelity Investments. He holds an Arkansas Insurance License, supporting his expertise in financial and insurance planning. Outside of his professional responsibilities, Christopher engages in fitness activities including horseback riding, reading, running, and skiing.

Maria Sandoz is a Planning Consultant at Fidelity Investments, where she works alongside advisors to help clients achieve their financial goals through comprehensive retirement and investment planning. She emphasizes an educational approach and tailors plans to meet the unique needs of each client. Maria has held several roles in the financial services industry, including Financial Consultant 1 at Fidelity Investments, Supervision Specialist Client Service Advisor at Cetera Advisor Networks LLC, Business Operations Senior Analyst Client Service Advisor at Securian Financial Services, and Financial Representative at New York Life Insurance Company. Her experience spans client service, operations analysis, and financial consulting. Outside of her professional work, Maria enjoys cooking and baking, participating in family activities, fitness, exploring culinary experiences as a foodie, gardening, and spending time with her pets.