Suzanne Cole is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Investment Consultant. Suzanne focuses on providing personalized financial guidance by understanding each client's unique circumstances and adapting her advice as their lives evolve. Her approach centers on building lasting relationships characterized by care, integrity, and empathy, emphasizing trust as the foundation for meaningful impact. Outside of her professional work, Suzanne enjoys boating, attending concerts, exploring culinary experiences, watching movies, caring for pets, and traveling.

Rose Ronquillo-Apodaca is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2015, serving in various roles including Investment Consultant and Workplace Financial Consultant, and began her financial services career as a Client Service Associate at Morgan Stanley from 2013 to 2015. As a CERTIFIED FINANCIAL PLANNER™ professional, Rose focuses on helping clients make financial decisions that align with their personal goals. She emphasizes understanding each client's unique story to co-create tailored financial plans. Rose holds a California Insurance License. Outside of her professional work, Rose enjoys activities such as biking, family activities, fitness, outdoor adventures, running, and swimming.

Paymon Venus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He has been with Fidelity Investments since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable gift funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Aly Kassam is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Aly served as an Investment Consultant from 2023 to 2025 and as a Workplace Financial Consultant from 2019 to 2023, all within Fidelity Investments. Aly focuses on collaborating with clients to create comprehensive financial plans that align with their goals and provide confidence. With extensive experience at Fidelity Investments, Aly applies industry knowledge and established standards to deliver personalized financial planning services. Aly is committed to building trusted relationships with clients and supporting their long-term financial success. Outside of professional responsibilities, Aly engages in activities such as biking, cooking and baking, running, traveling, and volunteering.