Mitch Green is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant, Investor Center Relationship Manager, and Central Relationship Manager. Prior to joining Fidelity, Mitch worked as a Branch Office Administrator at Edward Jones from 2018 to 2021. In his current role, Mitch focuses on delivering personalized financial strategies that align with clients' unique objectives. He leverages Fidelity's tools and resources to assist clients throughout their financial journeys. Mitch's professional experience encompasses client relationship management and financial planning within the investment industry. Outside of his professional work, Mitch has personal interests that include cooking and baking, exploring food as a foodie, hiking, and traveling.

Luciano Trentoni is a Vice President and Financial Consultant currently working at Fidelity Investments since 2016. He has nearly two decades of experience in the financial industry, having also held the positions of Vice President Financial Consultant at Charles Schwab from 2012 to 2016, Assistant Vice President Financial Consultant at Bank of America Merrill Lynch from 2011 to 2012, and Wealth Banker at Wells Fargo Advisors from 2007 to 2011. Throughout his career, Luciano has focused on helping clients develop strong and well-executed financial plans, aiming to provide them with confidence to navigate unpredictable markets. He approaches his work with professionalism, transparency, and care, recognizing the responsibility involved in assisting clients to pursue their financial goals. Outside of his professional role, Luciano is interested in family activities, skiing, soccer, traveling, food, and volunteering.

Natalie Payne is a financial advisor at Fidelity Investments with one year of industry experience. She holds a Series 66 designation. Prior to her current role, she worked in various positions including independent contracting with 4E Barns and Sheds, where she managed logistics and invoicing for building deliveries. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and provides advisory services to multiple registered investment companies.

Paul Fragakis is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He began his career in financial services in 1986 as a financial adviser with Paine Webber. Over the years, he has held roles at several firms including Oppenheimer & Co, Bear Stearns, First American Capital, T3 Trading, and Merrill Lynch. His professional experience encompasses advanced financial planning, working closely with families to develop detailed financial plans and implement strategies aligned with their goals. His work focuses on helping clients pursue their financial objectives through comprehensive planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Ryan Finnerty is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2012 as an Investment Representative and progressed through roles as Financial Consultant before his current appointment. His professional focus includes helping clients create personalized financial plans that align with their specific goals and comfort levels, emphasizing clear expectations and accountability in the advisor-client relationship. Throughout his career at Fidelity Investments, Ryan has gained experience in financial consulting and investment representation. He prioritizes building long-lasting relationships with clients by understanding their personal circumstances and assisting them with significant financial decisions. Outside of his professional work, Ryan has interests in baseball, concerts, football, music, and parenthood.

Leta Maye is a Financial Consultant currently working at Fidelity Investments since 2025. She has extensive experience in financial consulting, having previously served as an Executive Services Relationship Manager at E*TRADE from Morgan Stanley from 2023 to 2025, and as a Financial Consultant at E*TRADE from Morgan Stanley from 2011 to 2023. Leta's approach to working with clients emphasizes trust, education, and empowerment, focusing on understanding each client's unique goals, values, and challenges. Her professional focus includes building wealth, managing risk, and planning for major financial milestones, with an emphasis on clear communication and maintaining a customer-focused perspective to ensure clients feel confident and in control of their financial journey. Outside of her professional role, Leta enjoys cooking and baking, exploring food as a foodie, attending social events with friends, listening to music, traveling, and volunteering.

Kyle McClanahan is a Vice President and Financial Consultant at Fidelity Investments, where he currently partners with individuals and families to develop customized plans aimed at growing and protecting their wealth. He focuses on building strong client relationships to fully understand their goals and preferences, assisting them in working towards their financial and retirement objectives. Kyle has been with Fidelity Investments since 2018, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Oppenheimer & Co. Inc. as an Associate, Financial Advisor and Associate, Research Sales from 2014 to 2018.

Kyle Baildon is a Financial Consultant with experience at Fidelity Investments, where he has been serving since 2025. He partners with clients to understand their financial goals and create customized financial plans tailored to their specific needs. Building strong relationships with clients and their families is a central priority in his approach, emphasizing trust, reliability, and competency. His professional background includes roles as a Financial Consultant at Planning Consultant from 2022 to 2025 and at E*TRADE from 2019 to 2023. Prior to that, he worked as a Customer Service Representative at E*TRADE from 2016 to 2019, contributing to his foundation in client service and financial consulting. Outside of his professional work, Kyle has interests in beach activities, cars, family activities, music, parenthood, and pets.

Bruno Hubner is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Relationship Manager from 2023 to 2026, and earlier that year, he worked as a Financial Representative. Bruno began his career at Fidelity as a Customer Relationship Advocate from 2022 to 2023. Throughout his tenure at Fidelity Investments, Bruno has developed a comprehensive understanding of client needs and financial planning. His experience spans customer relationship management and financial representation, which supports his current responsibilities as a Planning Consultant. He focuses on building trust-based relationships through clear communication and empathy, aiming to provide an exceptional client experience. Bruno is committed to continuous growth and innovation to enhance the level of service and support he offers. His professional mission centers on helping clients achieve their financial goals while ensuring they feel understood and valued.

Angelo Maranon is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their finances, goals, and priorities. He utilizes Fidelity's range of tools and strategies to develop personalized plans aimed at helping clients work towards their financial objectives. Angelo's experience in the financial sector includes roles as Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Solutions Advisor and Relationship Banker at Bank of America Merrill Lynch. This progression reflects his involvement in client-focused financial services and investment consulting. Outside of his professional work, Angelo has personal interests in art, kayaking, movies, music, reading, and traveling.

David Green is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held roles at Fidelity Investments since 2024, with prior positions in various industries including Samsara and Deutsch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

James Glendinning is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their current and future financial needs. He focuses on building unique long-term financial plans tailored to what matters most to each client through a team approach. James has held several roles in the financial services industry, including Relationship Manager and High Net Worth Service Associate at Fidelity Investments, Financial Services Representative at Etrade Securities LLC, and Financial Advisor Associate at Raymond James & Associates. His experience spans client relationship management and financial planning. Outside of his professional work, James enjoys baseball, football, golf, hiking, traveling, and participating in social events with friends.

Dianne Pagan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. She previously worked with the DeLong Real Estate Team and has background experience in the automotive and oil industries. 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 portfolios across mutual funds, ETFs, and ETPs. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Travis Sewell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Service Specialist at TD Ameritrade and as an Account Executive at Turner Wealth Management. In his role, Travis partners with clients to develop financial plans aimed at helping them work toward their financial goals. His experience spans various facets of financial consulting, investment advising, and client service within the financial services industry.

George Christian Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bloom Billing and Accounting, FIS Global, and the University of Georgia. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Bobby Bergman is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In his role, he focuses on holistic planning and managing client relationships, working collaboratively to develop strategies that align with clients' personal and financial goals. Bobby has extensive experience within Fidelity Investments, having served in various capacities including SPS Executive Services Specialist, SPS Stock Plan Consultant, Small Business Retirements Specialist, and Equity Trader since 2018. Prior to joining Fidelity, he worked as a Client Relationship Manager at Lifetime Financial Growth and as a Financial Representative at Western and Southern Financial Group. Outside of his professional career, Bobby enjoys baseball, football, golf, hiking, and spending time with his pets.

AL Kasap is Vice President and Financial Consultant at Fidelity Investments, a position held since 2018. Before joining Fidelity Investments, Kasap worked as a Financial Consultant at AXA Advisors from 2010 to 2018. He has extensive experience in helping individuals and families protect and grow their financial well-being, with a focus on developing retirement strategies aligned with client goals. Kasap earned a Master's degree in Financial Management from National University in San Diego and holds a Bachelor's degree in Economics from Turkey. He grew up in Cyprus and relocated to San Diego in 2002. Outside of his professional work, Kasap enjoys beach activities, biking, hiking, visiting museums, and soccer.

Stuart Martin is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2016, progressing through roles including Investment Consultant, Financial Representative - Branch, Customer Development Representative, and Financial Representative. Stuart focuses on partnering with individuals and families to develop personalized financial plans that address their goals and protect their financial well-being. His approach emphasizes holistic financial planning to empower clients to move confidently toward their objectives. Outside of his professional work, Stuart is interested in family activities, football, golf, parenthood, and traveling.

Nicholas Ray is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as a primary point of contact for clients, providing personalized service tailored to individual needs and preferences. He facilitates discussions with Wealth Management Advisers when deeper wealth planning is required to ensure clients and their families receive comprehensive support. Nicholas has held various positions at Fidelity Investments, including Wealth Management Service Specialist, Planning Consultant, Relationship Manager, and Financial Representative, accumulating experience since 2021. His progression through these roles reflects his involvement in providing wealth management services and client support within the firm.

Zackary Doll is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to develop comprehensive financial plans and investment strategies aimed at supporting their retirement goals. His career in financial services began in 2016 as an Operations Analyst at Deutsche Bank. He joined Fidelity Investments in 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. This experience has provided him with a broad understanding of financial planning and client relationship management.