Desiree Tuck is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she held positions as an Investment Consultant from 2022 to 2024, a Relationship Manager in 2022, and a Financial Representative from 2021 to 2022, all within Fidelity Investments. In her role, Desiree focuses on collaborating with individuals and families to develop financial plans and investment strategies tailored to their goals. She aims to provide clients with confidence and peace of mind through personalized financial guidance. Desiree holds a California Insurance License.

Meredith Lopez is Vice President and Financial Consultant at Fidelity Investments. She has held this position since 2005 and has been with Fidelity in various financial roles since 1998. With over 25 years of experience, Meredith has collaborated with families and businesses to develop financial strategies tailored to their long-term goals. She holds a California Insurance License, reflecting her qualifications in insurance-related financial services. Outside of her professional work, Meredith enjoys beach activities, family time, social events with friends, horseback riding, outdoor adventures, and volunteering.

Sean Clare is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2006 to 2019 before joining Fidelity Brokerage Services LLC in 2019. Sean has been with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC, where Sean is affiliated, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Zoe Ganglani is a Financial Consultant at Fidelity Investments, where she has worked since 2006. She has been with Fidelity for over 20 years, serving in various roles including Investments Consultant and Financial Representative prior to her current position. Zoe specializes in working with families to navigate the complexities of financial planning. She focuses on wealth planning, helping clients create and execute strategies to grow, protect, and maintain their wealth. Her role involves educating clients and supporting them in working towards their financial goals. She holds a California Insurance License. Additional details regarding her education or personal interests were not provided.

Vincent Franks is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity Investments since 2021, following roles at The Huntington Investment Company and PNC Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios and funds.

Brittany Amador is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Christian Erickson is a Planning Consultant at Fidelity Investments, where he collaborates with clients in the Colorado Springs community to develop comprehensive financial plans aligned with their desired lifestyles. He began his role at Fidelity Investments in 2024. Prior to joining Fidelity, Christian gained experience in the financial services industry through positions at Goldman Sachs as a Client Services Representative from 2020 to 2024, and at T Rowe Price in Retail Investment Services in 2019. His professional background encompasses client services and investment support. Outside of his professional work, Christian enjoys camping, family activities, fitness, hiking, outdoor adventures, and reading.

Edward Fennessey is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, serving in various roles including Financial Consultant and Investment Consultant. Prior to Fidelity, Edward worked at Newman & Associates - Ameriprise Financial as a Paraplanner from 2013 to 2016, and held positions at TIAA-CREF and UBS Wealth Management. Edward's approach centers on partnering with clients to define and clarify their personal and financial priorities. He collaborates with clients to develop and implement financial plans aimed at achieving their goals, focusing on understanding their family's needs and maintaining a long-term perspective on their objectives. Outside of his professional work, Edward enjoys biking, family activities, golf, outdoor adventures, running, and skiing.

Nathan Pilataxi is an advisor at Fidelity with Series 63 and Series 66 designations. He has held positions at Fidelity Investments since 2024 and previously worked at US Bank and MUFG Union Bank. His background also includes experience in education at Long Beach City College and Millikan High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Diana Salinas Reyes is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior experience includes roles at JPMorgan Chase, Citi Bank, and Wells Fargo. Outside of finance, she is involved with Escape Pilates Studio as a student teacher. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Elias Spence is a financial advisor with Fidelity, holding a Series 66 designation and based in Tucson, AZ. He joined Fidelity in 2025 and has held various roles in related firms since then. Prior to his career in finance, he worked in the food service and hospitality industries, including positions at DoorDash and Bob Morris' Paradise Cove and Beach Cafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery across a broad range of investment products.

Kate Forester is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. She leads and coaches a team of financial professionals dedicated to working with clients and their families to develop personalized financial plans aimed at achieving their financial goals and providing peace of mind. Kate has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1998, including Senior Relationship Manager and Relationship Manager. Prior to joining Fidelity, she worked as a Financial Advisor and Associate at other firms starting in 1996. Outside of her professional responsibilities, Kate enjoys cooking and baking, fitness, reading, skiing, traveling, and volunteering.

Liam McCafferty is an Investment Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at achieving their personal goals. He has been with Fidelity since 2022, initially serving as a Workplace Planning Consultant before transitioning to his current role in 2024. In his role, Liam partners with clients to provide investment consulting services, aligning with Fidelity's standards as a trusted brand in the financial industry. His professional experience focuses on workplace planning and investment consulting. Outside of his professional work, Liam has interests in art, baseball, the beach, music, and traveling.

Connor Perry is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2014, progressing through various roles including Director and Retirement Planner, Fixed Income Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His career at Fidelity has provided him with extensive experience in retirement planning, fixed income, and investment solutions. Connor is committed to helping clients achieve their financial goals by leveraging Fidelity's brand, technology, and investment platform. He works collaboratively with his team to support clients and their families through different stages of financial planning, aiming to provide confidence and assurance. Outside of his professional work, Connor has personal interests that include fitness, food, football, golf, outdoor adventures, and pets.

Taylor Ryan is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as an Investment Consultant and Planning Consultant at Fidelity Investments, and held positions at Goldman Sachs Personal Financial Management as a Wealth Manager and Relationship Manager from 2018 to 2022. Taylor's professional experience spans various aspects of financial planning and wealth management. Taylor is a Certified Financial Planner™ (CFP®) and holds a California Insurance License. Their approach to financial planning emphasizes building a foundation of trust and providing ongoing guidance and support to clients as they work towards their unique financial life goals. Outside of professional responsibilities, Taylor is interested in family activities, fitness, pets, traveling, and volunteering.

Hiedie Shields is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2000, gaining extensive experience through various positions including Annuity Planning Consultant, Annuity Service, Retirements Representative, and Service & Trading. Her expertise encompasses annuity planning and retirement services, supported by her insurance licenses in Arkansas and California. Hiedie works closely with her clients to develop personalized financial plans based on trust and ongoing collaboration. Outside of her professional career, Hiedie has personal interests that include attending concerts, participating in social events with friends, music, parenthood, pets, and singing.

Davis Klund is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Solutions Advisor at Merrill Lynch in 2023 and as a Financial Advisor at Equitable Advisors from 2021 to 2023. His professional experience encompasses a range of financial advisory and planning services. Davis holds a California Insurance License, supporting his work in financial and insurance planning. He is motivated by personal experiences with family financial challenges and is committed to assisting clients in pursuing their financial goals through tailored support and connections. Outside of his professional life, Davis enjoys fitness, football, social events with friends, movies, and snowboarding.

Joshua Bailey is a financial advisor at Fidelity with 18 years of industry experience. He has held various roles within Fidelity and its affiliated entities since 2007, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Bailey holds Series 63 and Series 66 designations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Timothy Jolley is a financial advisor at Fidelity with a Series 66 credential. He has been with Fidelity since 2022 and has prior experience in various roles outside the financial industry, including positions at United Parcel Service and FedEx Ground. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Thomas Wong is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Miceli Financial Partners from 2008 to 2014, and as a Financial Representative at NML from 2006 to 2008. Thomas specializes in working with clients to develop comprehensive financial plans by identifying gaps and educating them on their options. His approach involves empowering clients to make informed financial decisions for themselves and their families, utilizing the resources available through Fidelity Investments. He holds a California Insurance License.