Ben Rickhuss is a Planning Consultant at Fidelity Investments, where he focuses on developing engagement strategies tailored to the unique planning needs of each client. In his current role, he provides first-class service and acts as a local point of contact for clients. Ben has been with Fidelity Investments since 2017, gaining experience in multiple roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2021. This progression reflects his growing expertise in client relationship management and financial planning. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Jonathan Bui is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their situations and needs. He focuses on developing holistic financial plans that help clients work towards their goals. He has held several roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This experience has contributed to his expertise in client relationship management and financial planning. Outside of his professional work, Jonathan has personal interests in board games, football, golf, and parenthood.

Christopher Natera is an Investment Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients to assess their financial goals and risk tolerance, developing investment strategies that align with their objectives. Prior to this position, Christopher served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Outside of his professional work, Christopher has personal interests in baseball, bowling, fitness, golf, soccer, and tennis.

Felisa Rodriguez serves as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads and coaches a team of financial professionals focused on delivering client experiences tailored to individual needs. She emphasizes collaboration within her team to develop comprehensive financial plans aimed at growing, protecting, utilizing, and transferring wealth. Rodriguez has extensive experience within Fidelity Investments, having progressed through several roles since 2012, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Corporate Retirement Services Coordinator at Business Financial Group from 2011 to 2012.

Jasmine Garrett is a Planning Consultant at Fidelity Investments, where she has worked since 2020. She has built her career on assisting clients through financial planning to help them achieve their long-term goals. Jasmine partners professionally with families, small business owners, and a diverse audience of clients to ensure they have access to financial support and resources. Prior to her current role, Jasmine was a Wealth Advisor at Morgan Stanley from 2014 to 2020 and a Financial Advisor at Ameriprise Financial from 2012 to 2014. Her professional experience spans over a decade in financial advisory roles. Outside of her professional work, Jasmine has personal interests that include visiting the beach, enjoying comedy, exploring food, visiting museums, and volunteering.