John Razon is a financial advisor with Fidelity Investments in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Wells Fargo Advisors and Barnes & Noble, Inc. Outside of his advisory work, he provides luxury rideshare services as an independent contractor for both Lyft and Uber. Fidelity's Strategic Advisers LLC offers 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 discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Seth Yanik is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2001, including Fidelity Brokerage Services, 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 charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, including the application of AI and systematic methodologies, to manage model portfolios and oversee sub-advisers.

Arturo Martinez Vargas is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at CUSO Financial Services, TD Ameritrade, and Scottrade. 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 across a range of mutual funds, ETFs, and ETPs. The firm is known for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and development of model portfolios for Fidelity Institutional Wealth Adviser.

Brian Vetrovec is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with high net worth clients to develop comprehensive financial planning strategies that align with their lifestyle and legacy goals. His approach emphasizes integrity, passion, and trust to address the priorities and unique needs of his clients. Brian has extensive experience at Fidelity Investments, with roles including Regional Planning Consultant (2019-2020), Financial Consultant (2013-2019), and several positions dating back to 2007. He holds an AR Insurance License. Outside of his professional work, Brian enjoys comedy, fishing, music, and traveling.

Darius Allen serves as a Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he prioritizes building trusting relationships with clients and team members, emphasizing open communication and active listening to align financial strategies with clients' unique goals. His leadership approach is grounded in trust and integrity, fostering confidence in decision-making within his team. Prior to his current position, Darius held several roles within Fidelity Investments, including Team Leader for Workplace Planning and Advice from 2021 to 2024, Managing Director from 2018 to 2019, and Workplace Planning Consultant from 2016 to 2018. He also gained experience as a Relationship Manager at Newport Group between 2019 and 2020. This breadth of experience reflects his focus on workplace planning, client relationship management, and leadership in financial services. Outside his professional commitments, Darius has interests in art, cars, fitness, tennis, traveling, and volunteering.

Philip Bourgeois is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he collaborates with corporate executives and their families to build financial plans designed around their individual needs, values, and goals. His approach to the planning process focuses on genuine client connections and building lifelong relationships centered around trust. Philip has held various positions at Fidelity Investments since 2010, including Vice President, Regional Planning Consultant - Executive Services, Vice President, Branch Leader, and Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Philip's personal interests include fitness, golf, hiking, and playing musical instruments.

Alex West is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, Alex served as an Investments Consultant at Fidelity Investments from 2022 to 2024. Alex also has experience as a Private Client Advisor and Private Client Banker at J.P. Morgan Securities, LLC between 2016 and 2022. With 10 years in the financial services industry, Alex collaborates closely with individuals and families to understand their circumstances, values, and aspirations. This approach aids clients in navigating complex financial decisions and developing plans aligned with their priorities. Alex's personal interests include comedy, fitness, football, social events with friends, pets, and traveling.

Nicholas Kotkowski is a financial advisor with Fidelity, holding a Series 66 designation and 10 years of industry experience. His background includes roles at Edward Jones from 2016 to 2019 and Fidelity Brokerage Services LLC since 2019. Nicholas is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of model portfolios and advisory solutions.

Andrew Jacobsen is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked at Mountain America Credit Union for six years before joining Fidelity in 2021. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Hayden Wooters is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he has held various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage diverse investment funds.

Connor Fabio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior roles at Wells Fargo and other firms. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Shiloh Gaskin is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Shiloh focuses on understanding clients' individual financial goals and creating tailored financial plans. Shiloh holds a CA Insurance License, which supports their professional capabilities in investment consulting. Outside of their professional work, Shiloh has personal interests that include fitness, football, snowboarding, soccer, and surfing.

Nina Mae Jasmine He is a financial advisor at Fidelity with Series 66 credentials and two years of industry experience. She has held roles at Fidelity Investments since 2021 and has prior experience in the credit union and food service sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Justin Rouse is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans and investment strategies tailored to their specific goals and needs. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative and Investment Consultant before assuming his current position in 2025. Prior to joining Fidelity, Justin worked as an Agent at New York Life in 2022. Justin's professional experience encompasses various aspects of financial consulting and investment services, reflecting a commitment to client-focused financial planning. Outside of his professional work, he has interests in fitness, golf, military service, pets, and running.

Christopher Capalbo is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop personalized financial plans aimed at strengthening and securing their financial futures. He utilizes Fidelity's process to create, implement, and monitor strategies tailored to each client's needs, helping them build confidence and security in their financial wellbeing. Prior to joining Fidelity in 2023, Christopher held the role of Registered Representative at LPL Financial, LLC from 2019 to 2023. His experience also includes analyst positions at Arcim Advisors and Alphastrat in 2019, as well as Lanx Advisors from 2017 to 2019. Earlier in his career, he worked in business development at Goldfinch Capital Advisors, LLC from 2012 to 2016 and served as Vice President at Titan Advisors, LLC from 2003 to 2011. Outside of his professional work, Christopher's personal interests include football, gardening, and golf.

Jana Abels is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to helping clients develop personalized financial plans and make informed financial decisions for themselves and their families. She has held her current role since 2024. Her experience in the financial services industry spans over two decades, beginning as an Investment Advisor at Hennion and Walsh, Inc. from 2004 to 2020. She then joined Fidelity Investments in 2020, progressing through roles including Investment Consultant, Planning Consultant, and Assistant Branch Leader before assuming her current leadership position in 2024.

Sonny Carpenter is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He has over 20 years of experience in the financial industry, focusing on helping clients create personalized retirement plans tailored to their specific situations. Prior to his current role, Sonny served as a Senior Relationship Manager at Fidelity Investments from 2016 to 2021 and as a Financial Representative at the same firm from 2010 to 2016. His earlier experience includes roles as a Stockbroker at Scottrade, Inc from 2008 to 2010 and at Etrade Financial from 2000 to 2008. Sonny holds a California Insurance License, which supports his advisory capabilities in the financial sector. Outside of his professional work, he has personal interests in fitness, golf, reading, and traveling.

Sherine Saade is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages fund-of-funds and model portfolios while maintaining oversight of sub-advisers and applying systematic investment methodologies.

Joe Sanchez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Citi, Raymond James Associates, and AllianceBernstein. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using a systematic, long-term approach.

Tina Pearce is a Planning Consultant who collaborates with individuals and families to create comprehensive financial plans tailored to their unique lives, goals, and values. She aims to be a dependable source of education, guidance, and support in financial planning. Her professional experience includes roles at Fidelity Investments, where she served as a Relationship Manager from 2022 to 2024 and as a Financial Representative from 2021 to 2022. Tina holds a California Insurance License. Outside of her professional work, Tina's personal interests include cooking and baking, family activities, exploring culinary experiences as a foodie, gardening, music, and practicing yoga.