Rick Egan is a Financial Consultant I at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments in various roles since 2007, including Planning Consultant, Workplace Planning Consultant, Investment Consultant, Financial Representative, Premium Services Representative, and Service Representative. He also worked as a Financial Consultant at Charles Schwab from 2011 to 2012. Rick's approach to financial planning involves understanding the unique circumstances of each client to co-create and maintain personalized financial plans. He aims to serve as a trusted advisor to help clients adjust their plans as life changes. Outside of his professional work, Rick's personal interests include baseball, family activities, fitness, golf, parenthood, and scuba diving.

Cameron Whiteside is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with individuals and families to develop personalized financial strategies that align with their goals and values. Prior to this position, Cameron served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. He began his career as a Stock Broker at Charles Schwab from 2021 to 2023. Cameron holds an AR Insurance License, which complements his expertise in financial planning and client advisory services. Outside of his professional work, he has interests in fitness, movies, outdoor adventures, parenthood, snowboarding, and traveling.