Meet your Fidelity Workplace Financial Consultants!
Garrett Tolley, a Fidelity Workplace Financial Consultant, has more than eight years with the company. He was previously a financial representative for Fidelity's Plano, TX Investor Center. Mr. Tolley promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative and registered securities representative, Garrett holds a bachelor's degree in business administration in finance from Baylor University.
Matthew Shaffstall, a Fidelity Workplace Financial Consultant, has more than five years with the company. He was previously a director, retirement planner for Fidelity’s Tax-Exempt Market Planning and Advice. Mr. Shaffstall promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNER® certificant, investment advisor representative and registered securities representative, Matthew holds a master’s degree in public administration from the University of North Texas.
Investment advisor representatives are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose.
Matt & Garrett will be available on-site and virtually to help answer any questions and to tell you more about the benefits of a Fidelity HSA.
On-Site at the Health & Safety Fair:
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September 24, 2025 10:30 to 1:30 PM EST |
Chattanooga Office Complex - Missionary Ridge Building |
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October 2, 2025 10:30 to 1:30 PM EST |
Muscle Shoals - Located in the Multi Purpose Building Room 102 |
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October 7,2025 10:30 to 1:30 PM EST |
Knoxville Office Complex - West Tower Plaza |
TVA OE 2026 After Hours Q&A Sessions:
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October 16, 2025 6:30 - 7:30 PM EST |
https://events.gcc.teams.microsoft.com/event/0fe760c3-d77e-45b7-94db-4996b89f3e23@270992cd-9003-4971-84de-d1640c0bffc5 |
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October 21, 2025 6:30 - 7:30 PM EST |
https://events.gcc.teams.microsoft.com/event/cf636c87-d530-42cf-9239-ad0e2c2ed721@270992cd-9003-4971-84de-d1640c0bffc5 |
Get help with your Fidelity HSA® investment strategy
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Want some help choosing investments for your HSA money? Answer a few questions in the Investment Review Tool, and we'll suggest mutual funds for you or review your investment strategy one-on-one with a Fidelity representative, at no cost. |
Questions? Call a Fidelity HSA service specialist at 800-544-3716.