Josh Grassel is a Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with high net worth clients and their families to work towards achieving their financial goals. He helps clients develop, maintain, and update their financial plans as their needs and objectives change over time. Josh has been with Fidelity Investments since 2015, progressing from Investment Consultant to Financial Consultant, and currently serving as Vice President, Financial Consultant since 2023. Prior to Fidelity, he worked as a Financial Advisor at Ameriprise from 2013 to 2014, and held positions at Citibank as a Personal Banker and Financial Associate between 2011 and 2013. He holds a California Insurance License.

Michelle Tang is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2026. In her role, she collaborates closely with clients to develop comprehensive financial plans and investment strategies tailored to their goals. Michelle's approach focuses on informed decision-making and building client confidence about their financial future. Before becoming a Financial Consultant, Michelle held several positions at Fidelity Investments, including Investment Consultant from 2025 to 2026, Relationship Manager from 2023 to 2025, and Financial Representative in 2023. She holds a California Insurance License, supporting her work in financial consulting. Outside of her professional responsibilities, Michelle enjoys participating in barre classes, attending social events with friends, and listening to music.