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.

Reagan Lyons is a Planning Consultant at Fidelity Investments, a role held since 2023. In this capacity, Reagan collaborates with clients and their Financial Consultants to develop financial plans tailored to individual needs and concerns. Prior to this position, Reagan served as a Relationship Manager at Fidelity Investments from 2021 to 2023. Reagan emphasizes the importance of forming strong relationships with clients to maintain trust and integrity. Clients at Fidelity seek the brand and access, while Reagan contributes experience, dedication, and integrity to the advisory process. Outside of professional responsibilities, Reagan has personal interests that include playing musical instruments, visiting museums, reading, and traveling.

Jonathan Romero is a Planning Consultant currently working at Fidelity Investments since 2024. He has accumulated four years of experience in the financial services industry, focusing on helping clients achieve their financial goals through customized financial planning. Prior to his current role, Jonathan served as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2024 and as a Licensed Relationship Manager at JP Morgan Chase from 2021 to 2022. His professional background reflects a commitment to understanding clients' unique financial needs and building lasting relationships. Outside of his professional career, Jonathan engages in family activities, fitness, social events with friends, snowboarding, soccer, and traveling.

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.

Fred Van Meter is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in various client focus areas including retirement planning, college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, philanthropic planning, and portfolio management services. With close to thirty years of experience, Fred and his team assist clients in navigating each new phase of life by understanding their unique needs and goals. They provide tailored solutions and dedicated attention to help ensure a positive client experience. Fred holds a Bachelor's Degree from the University of Houston System and holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, Fred enjoys fishing, golfing, running, scuba diving, spending time with his family, and traveling.