Zakary Book is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Pontifex Capital and has a background that includes roles at Boise State University and Jacks Urban Eats. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and offers discretionary portfolio management, fund advisory, and model portfolios, with a noted role in institutional wealth advising and use of AI-driven research methods.

Kevin Podell is a Financial Consultant at Fidelity, where he provides financial planning and advisory services. He leverages the resources available to Fidelity clients to develop, execute, and refine financial plans tailored to client goals. He has experience as a Financial Consultant at Fidelity since 2023 and previously worked as a Financial Advisor at Morgan Stanley from 2014 to 2023. Kevin holds a California Insurance License and is a Certified Financial Planner™. Kevin focuses on building lasting relationships by understanding the priorities of his clients to help them make informed financial decisions and plan for their futures.

Andrew Newman is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He collaborates with clients to understand, build, and pursue their financial goals, focusing on delivering a consistent and high level of customer service to provide a meaningful financial planning experience. Prior to his current position, Andrew worked as a Relationship Manager at Fidelity Investments from 2022 to 2023 and as a Financial Representative from 2021 to 2022. He holds a California Insurance License. Outside of his professional work, Andrew has personal interests in boating, football, golf, movies, and traveling.

Rodrigo Tejada is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Think Tomorrow, Uber, DoorDash, Lyft, Buffalo Wild Wings, Polo Ralph Lauren, and the Community College of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Dorothy Carpenter is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She partners with clients to understand their financial objectives and develop customized financial plans tailored to meet their individual needs. Dorothy emphasizes a collaborative approach, beginning with a thorough understanding of each client's situation, followed by discussing strategies that prioritize their interests, and providing ongoing assistance to keep their financial plans on track. Dorothy has accumulated extensive experience at Fidelity Investments, holding various positions since 2011. Her roles have included Investment Consultant, Relationship Manager, Retirement Relationship Manager, Retirement Solutions Representative, High Net Worth Associate 1, and Financial Service Representative. This progression reflects her broad expertise in financial consulting and client relationship management. Outside of her professional commitments, Dorothy enjoys family activities, exploring culinary experiences as a foodie, watching football, horseback riding, and traveling.

Paul Robbins is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 16 years of industry experience. He has worked with various Fidelity entities since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and delivery of model portfolios.

Brandon Maegley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Whitney Stacy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She has been with Fidelity in various capacities since 2006, currently serving at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios constructed from mutual funds, ETFs, and ETPs.

Dylan Sanders is a Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with high-net-worth individuals to build, preserve, and create enduring family legacies. He emphasizes collaboration and trust in his client relationships, focusing on helping clients define a roadmap to achieve their financial goals. Dylan has been with Fidelity Investments since 2011, initially serving as an Account Executive from 2011 to 2014 before advancing to his current position in 2014.

Angel Hall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Angel held roles at Richemont North America and Christopher Trainor & Associates. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Bob Tashjian is the Vice President Private Wealth Management Advisor at Fidelity. In this role, he helps multiple generations of families develop personalized strategies for the growth, preservation, and transfer of their wealth. He works collaboratively with a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning services. Bob has been with Fidelity since 1995, holding various positions including Vice President Financial Consultant, Regional Consultant, Branch Service Manager, and Brokerage Consultant. His professional experience spans over two decades in financial consulting and wealth management. He holds a California Insurance License. Outside of his professional responsibilities, Bob is interested in fitness and golf.

Hunter Mckibben is a Financial Consultant at Fidelity Investments. In his role, he prioritizes building strong client relationships and develops financial strategies tailored to individual client needs. He aims to guide clients through complex financial decisions with disciplined planning and thoughtful advice. Hunter has held various positions at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Investment Solutions Representative from 2022 to 2023. He holds insurance licenses in Arkansas and California. Outside of his professional duties, Hunter has interests in baseball, boating, fishing, football, golf, and parenthood.

Steven Turpin is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021, with prior roles at Santander Bank, Santander Securities, and Citizens Bank. Before entering the financial sector, he spent four years at Gordon College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers model portfolios constructed from mutual funds, ETFs, and ETPs.

Patti Bruns is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with the team to provide support and guidance, assisting with planning and servicing needs. Patti has been with Fidelity Investments since 2017, gaining experience through various roles including Managed Account Support Specialist, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects her growing expertise in wealth management and client service within the firm.

Lisa Mitchell is an Investment Consultant currently working with Fidelity Investments. She collaborates with clients to develop financial plans based on Fidelity's financial planning and investment principles, aiming to create a clear path toward their most important goals. Her professional experience includes roles as a Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022, all within Fidelity Investments. This progression reflects her consistent involvement in financial advisory and client relationship management. Outside of her professional work, Lisa enjoys activities such as camping, cooking and baking, gardening, hiking, and motorcycling.

Andrew Wood is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he partners with clients to understand and outline their financial goals, working collaboratively to develop tailored plans that align with their specific situations. Before becoming a Financial Consultant, Andrew held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2024, Workplace Planning Consultant III from 2021 to 2023, and Workplace Planning Associate in 2021. He holds a California Insurance License, which supports his work in financial planning and consulting. Andrew's experience at Fidelity reflects a continuous focus on financial planning and client support, leveraging the company's resources to assist clients in pursuing their definitions of financial success.

Maricela Abdishou is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. Her work history includes roles at Fidelity Investments, Golden 1 Credit Union, and Wells Fargo affiliates dating back to 2005. She serves as a board member on the Family Selection Committee for Habitat for Humanity Stanislaus County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and registered investment companies.

Kerianne Pouncey is a Planning Consultant at the Boca Raton Investor Center with Fidelity Investments since 2026. In this role, she partners with clients to develop comprehensive and sustainable financial plans, focusing on alignment and long-term confidence. She has been with Fidelity Investments since 2023, serving initially as a Financial Representative, then as a Relationship Manager from 2024 to 2025 before assuming her current position. Her experience encompasses client relationship management and financial planning. Outside of her professional work, Kerianne enjoys spending time at the beach, traveling, practicing yoga, and exploring food.

Joshua Alexander is a financial advisor at Fidelity with the Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2021 and before that was employed by United Supermarkets LLC and Slims BBQ. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kristen Drost currently serves as an Investment Solutions Representative III at Fidelity Investments, where she partners with clients to develop personalized financial strategies that align with their values and support steady progress toward their financial goals. She has been with Fidelity Investments since 2022, advancing through roles from Customer Relationship Advocate to her current position. Her experience at Fidelity includes positions as an Investment Solutions Representative I and II, providing a solid foundation in investment solutions and client relationship management. Kristen's professional focus is on helping clients navigate their financial journeys with tailored planning and support. Outside of her professional role, Kristen enjoys attending concerts, cooking and baking, engaging in family activities, parenting, reading, and traveling.