One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
That's why we are here to help. Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're curious about short-term financial needs, or want to get a handle on your retirement goals, we're here to help answer questions like:
-How do I create a budget that works for me?
-How can I save for tomorrow when I'm dealing with today?
-Am I on track to retire when I want to?
We are here to help you over the phone or through video conference.
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Seth Yanik, a Fidelity Workplace Financial Consultant, has more than 22 years with the company. He was previously an account executive at Fidelity's Chicago, Illinois, Investor Center. Mr. Yanik promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Seth holds a bachelor's degree in finance and general business from Miami University of Ohio.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Elizabeth "Maggie" Crawley is a Financial Consultant at TIAA. Maggie is focused on helping participants plan for their financial well-being and retirement readiness. Maggie began her financial services career in 2013 and has been with TIAA since 2018.
Maggie provides personalized counseling, education, and advice, including specific asset allocation and fund selection recommendations using an advice methodology from an independent third-party based on the plan's investment options. Maggie holds a Bachelor of Arts in Psychology from Alma College. She holds FINRA Series 6, 7, and 63 registrations while maintaining Life, Health and Variable Annuity licenses from the States of Michigan, Ohio, and Indiana.
Ryan Hallowell is a Financial Consultant at TIAA. Ryan is focused on helping participants plan for their financial well-being and retirement readiness. Ryan began his financial services career in 2006 and has been with TIAA since 2012.
Ryan provides personalized counseling, education and advice, including specific asset allocation and fund selection recommendations using an advice methodology from an independent third-party based on the plan's investment options. Ryan holds a Bachelor of Business degree in Marketing from Saginaw Valley State University. He holds FINRA Series 7 and 66 registrations while maintaining Life and Variable Annuity licenses from the States of Michigan, Indiana, Ohio, Illinois and Florida.