Rachel Klase is a Planning Consultant at the Larkspur Investor Center, where she collaborates with Financial Consultants to assist clients in progressing toward their financial goals and utilizing Fidelity's platform effectively. She focuses on creating tailored experiences by thoroughly understanding each client's financial situation through detailed data gathering and personalized discussions. Rachel has been with Fidelity Investments since 2017, starting as a Relationship Manager before transitioning to her current role in 2020. She holds a California Insurance License, supporting her work in financial planning and client service.

Omid Bonakdar is an Investment Consultant at Fidelity Investments, a position he has held since 2024. He collaborates with individuals and families to understand their goals, values, and concerns in order to co-create financial plans aimed at pursuing their lifelong objectives. Prior to his current role, Omid gained experience at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2024, progressing through multiple levels in that capacity. Before joining Fidelity, he worked at Guidehouse in 2021 as a PPP Loan Analyst and ERAP Manager. Outside of his professional career, Omid has interests that include the beach, cooking and baking, movies, music, snowboarding, and traveling.

Tyler Kahl is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He has worked at Fidelity Brokerage Services since 2020 and previously spent seven years at Melmark New England. Outside of his advisory role, he owns and operates a residential rental property business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Nicholas Markantonatos is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held positions at Fidelity Investments since 2024. His prior work experience includes roles at Worldwide Express, Saint Peter's University, and United Parcel Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Sarah Hall is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at NDM Hospitality, Magna and Associates, and Atlantic Beach Country Club. Sarah also serves as an officer managing the Durbin Crossing Community Development District in St. Augustine, Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary research with quantitative analysis and systematic methodologies, incorporating algorithmic portfolio construction and oversight of sub-advisers.

Jamie Vandergriff is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Vandergriff worked at Empower Retirement and U.S. Bank, accumulating a decade of experience in financial services. 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 combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating systematic methodologies and algorithmic approaches.

Joshua Cummings is a financial advisor at Fidelity with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Northwestern Mutual and has been with Fidelity Investments since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios built from mutual funds, ETFs, and ETPs, and offers discretionary and non-discretionary advisory services, including fund advisory and management for registered investment companies.

Edward Bogachuk is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Jefferies LLC, Intel, Boeing, and the University of Washington. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and systematic portfolio construction. The firm manages portfolios using a range of mutual funds, ETFs, and ETPs and is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Matthew Slook is a Financial Consultant at Fidelity Investments, where he helps clients plan for their financial goals and ensures their investment strategies align with their objectives and risk preferences. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Managed Account Support Specialist, and Investment Consultant before becoming a Financial Consultant in 2023. Throughout his tenure at Fidelity Investments, Matthew has gained experience working with a variety of client needs and investment strategies, focusing on providing dedicated advisory support. His career path reflects a commitment to understanding client relationships and investment management within the firm.

Jason Delay is a CFP® with 13 years of industry experience, currently serving at Fidelity. He has worked with Fidelity Brokerage Services, LLC since 2012 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brian Mote is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RenoFi, Angi/Handi Technologies, and insurance agencies. Outside of his advisory work, he is an independent contractor for a delivery service provider. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Keegan Murphy is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His background includes service in the United States Army and roles in various retail and service organizations prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, its service as a commodity pool operator, and its advisory roles to multiple registered investment companies.

Jeffry Drifmeyer is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he collaborates with affluent families and business owners to build efficient financial plans aimed at achieving their goals. Prior to his current role, Jeffry served as a Financial Consultant at Fidelity Investments from 2016 to 2023 and as a Retirement Relationship Manager from 2012 to 2016. Jeffry holds insurance licenses in Arkansas and California. He focuses on helping clients develop financial plans they can clearly articulate and feel confident about. No additional information regarding education, personal interests, or community involvement has been provided.

Viola Hubert is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Ashley Hanson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2015. She works closely with Wealth Management Advisors and families to support their financial planning needs. Prior to her current role, Ashley served as a Relationship Manager at Fidelity Investments from 2012 to 2015, and as a Financial Representative from 2010 to 2012. She began her career as a Client Service Associate at Stevens Foster Financial Advisors from 2005 to 2010. Ashley holds a California Insurance License. Her professional focus is on delivering client service that enables clients to concentrate on their personal priorities while managing their financial goals effectively.

Jonathan Balsavich is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. Prior to this role, he held positions as an Investment Consultant and Financial Representative at Fidelity Investments from 2019 to 2021. He also worked as a Financial Advisor at Edward Jones from 2018 to 2019. Jonathan and his team focus on helping successful families grow their wealth with confidence while protecting their existing assets. Their planning-first approach connects investments to real-life goals through coordinated income strategies, tax-efficient investing, and estate planning considerations, ensuring that every financial decision works together. Outside of his professional work, Jonathan enjoys family activities, fitness, hiking, outdoor adventures, reading, and traveling.

Jack Buchholz is a financial advisor with Fidelity in St. Louis, MO, holding a Series 66 credential and with one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Hence Painting LLC and Home Depot. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Vincent Avalos is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to his career in finance, he spent five years at AEI Electric. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

T.J. Lauch serves as Vice President Private Wealth Management Advisor, focusing on assisting families with multi-generational wealth through holistic planning and trusted relationships. He has been with Fidelity Investments since 2011, progressing from Vice President, Financial Consultant to Vice President, Executive Planning Consultant, and currently holds his current role since 2023. His professional experience encompasses wealth management and financial consulting. T.J. holds a California Insurance License, supporting his advisory services. Outside of his professional work, he engages in personal interests such as beach activities, biking, concerts, family activities, parenthood, and running.

Philip White is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust (now Truist Bank) and Homeside Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies and fund-of-funds.