Cody Martinell is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients and their families to build and maintain customized plans that address controllable financial and emotional risks. He has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His experience spans a variety of positions within the company, providing him with a broad understanding of financial advising. Cody holds a California Insurance License.

William Norris is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he employs a goal-based wealth management approach to help clients achieve alignment with their financial objectives. He utilizes Merrill’s platform and resources to provide tailored strategies suited to clients’ unique circumstances. Mr. Norris has expertise in areas including estate planning services, investments, tax minimization strategies, wealth transfer, retirement income, and retirement benefits consulting. He holds professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also registered with the Nationwide Mortgage Licensing System (NMLS) and licensed with the State of Georgia Department of Insurance. He earned both a bachelor’s degree and a master’s degree in accounting from the University of Florida. Beyond his advisory duties, Mr. Norris spends time working with companies to implement and manage their retirement benefits. He and his wife, Amy, live in Marietta, Georgia, and volunteer as scuba divers at the Georgia Aquarium.

Vick Guo is a Financial Consultant at Fidelity Investments, a position held since 2023. He brings over a decade of experience in the financial industry, having previously worked as a Premier Banker at Wells Fargo Bank from 2013 to 2023 and as a Financial Service Professional at New York Life Insurance Company from 2011 to 2013. Vick holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™. He specializes in comprehensive family financial planning, assisting individuals and families with retirement planning and wealth building strategies aimed at achieving long-term financial security. Vick holds an MBA in Finance and a bachelor's degree in Accounting, underpinning his thoughtful and relationship-driven approach to client service. Outside of his professional work, Vick enjoys cooking and baking, fishing, and exploring culinary experiences as a foodie.

Spencer Kainz is a Financial Consultant at Fidelity Investments, a position he has held since 2021. His professional experience at Fidelity includes roles as a Planning Consultant from 2020 to 2021, Workplace Planning Consultant from 2018 to 2020, and Retirement Solutions Representative from 2017 to 2018. Spencer works with clients and their families to develop and maintain structured financial plans that incorporate their values, Fidelity's resources, and his expertise. He aims to partner with clients to empower them in working toward their financial success. He holds a California Insurance License.