One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
Available times on | |
---|---|
Central Time |
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. Select a date, time and appointment channel that works for you.
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Brandon Stutzman joined Fidelity as a Workplace Financial Consultant in 2014. Mr. Stutzman provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. An investment advisor representative, registered securities representative, and licensed insurance representative, Brandon holds a bachelor's degree in business management (with a minor in finance) from Evangel University.
Jason Wickersham joined Fidelity as a Workplace Financial Consultant in 2014. Mr. Wickersham provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Jason holds a bachelor's degree in mass communications from Greenville College and a master's degree in business administration from Grand Canyon University.
Craig Fischer joined Fidelity as a director, Workplace Financial Consultant in 2008. Mr. Fischer provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Craig holds a bachelor's degree in business administration, finance, and management from Truman State University.
Shelby Roberts joined Fidelity as a Workplace Financial Consultant in 2021 and has more than seven years in the financial industry. Ms. Roberts promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative, registered securities representative and licensed insurance representative, Shelby holds a bachelor of science degree in business administration (with an emphasis in marketing and minor in economics) from the University of Colorado- Denver.
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.