Chris Tran is a Financial Consultant currently working at Fidelity since 2024. He has previous experience as an Investment Advisor Representative at Fisher Investments from 2004 to 2018. Chris holds a California Insurance License. His professional focus is on helping clients grow and protect their wealth, make well-informed investment decisions, and simplify their financial lives. He emphasizes building strong relationships through clear and concise communication to help clients feel educated and confident in their decisions. Outside of his professional work, Chris has personal interests in camping, cars, fitness, traveling, and yoga.

Brandon Nguyen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has extensive experience in the financial services industry, having previously served as a Financial Solution Advisor at Merrill Lynch, Pierce, Fenner & Smith in 2018, and as a Chase Private Client Advisor at JP Morgan Securities from 2010 to 2018. Brandon holds a California Insurance License which supports his advisory roles. His professional approach is centered on helping clients strive for their financial goals. Outside of his professional life, Brandon is involved in family activities and parenthood.

CP Cheng is a Planning Consultant at Fidelity Investments, where they collaborate with clients to develop customized financial plans tailored to the unique needs of individuals and families. Cheng is committed to maintaining a high level of integrity and professionalism in client relationships and aims to provide quality information, services, and products to support clients in achieving their financial goals. Cheng joined Fidelity Investments in 2020, progressing from Financial Representative to Relationship Manager before assuming the current role as Planning Consultant in 2023. Prior to Fidelity, Cheng held positions as Sales Manager at MassMutual and Partner at New York Life. Cheng holds a California Insurance License and is proficient in French, Mandarin, and Taiwanese. Outside of work, Cheng has interests in movies, museums, pets, and traveling.

Nathan Peyzner is a Financial Consultant at Fidelity Investments, where he supports and guides families through their financial journeys. He focuses on building strong relationships and making financial planning approachable by offering clear communication and thoughtful strategies. Nathan has been with Fidelity Investments since 2020, holding various roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. He holds a California Insurance License. Outside of his professional work, Nathan enjoys family activities, visiting museums, outdoor adventures, skiing, tennis, and traveling.

Lauro Hernandez Cabral is an Investment Consultant at Fidelity Investments, where he assists clients in wealth planning by simplifying complex financial decisions. He has over a decade of experience in the financial services industry, providing personalized plans to clients and their families focused on their long-term goals. His career includes roles such as Relationship Manager and Financial Representative at Fidelity Investments, as well as Relationship Banker at Wells Fargo. Lauro holds a California Insurance License. Outside of his professional work, Lauro enjoys baseball, football, running, outdoor adventures, cars, and family activities.

Morgan Marshall is a Financial Consultant at Fidelity Investments, where they have been working since 2025. Their role involves empowering clients to make informed financial decisions by understanding their unique situations and employing a holistic planning approach. Morgan's objective is to simplify financial planning to help clients achieve peace of mind and progress towards their goals. Morgan has held multiple positions at Fidelity Investments, including Investment Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). Prior to joining Fidelity, Morgan gained experience as a Financial Services Intern at CJ Advisory in 2021. They hold a California Insurance License. Outside of their professional career, Morgan has interests in board games, movies, music, and caring for pets.

Jay Kashyap is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as an Assistant Vice President Financial Solutions Advisor at Bank of America Merrill Lynch from 2018 to 2021. Jay's professional focus is on simplifying financial planning and empowering clients to protect and grow their wealth through tailored, holistic strategies. He holds a California Insurance License, which complements his expertise in financial consulting. Jay aims to build enduring client relationships based on trust, transparency, and measurable success. Outside of his professional work, he enjoys biking, family activities, football, pets, swimming, and yoga.

Brighton Sugimura is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Brighton held various positions in education and accounting-related roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Ann Margaret Bishop is a Series 66-licensed financial advisor with 17 years of industry experience. She is currently with Fidelity and has previously worked at firms including Morgan Stanley Smith Barney, Wells Fargo Advisors, Natixis Investment Managers, and First Republic Securities Company. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, serving clients through discretionary and non-discretionary advisory services as well as fund advisory roles.

Matthias Kattick is an Investment Consultant currently working at Fidelity Investments since 2025. He has held roles as an Investment Consultant at Charles Schwab from 2023 to 2025 and has experience as a Registered Associate at Ameriprise Financial from 2019 to 2023. His earlier positions include Registered Representative roles at Ally Invest and JP Morgan Securities in 2017, as well as a Registered Representative at Fidelity Investments from 2015 to 2017, and an Internal Associate at Incapital in 2017. His expertise encompasses retirement transitions, investment strategy, and comprehensive financial planning, focusing on understanding clients' unique financial goals to provide tailored guidance. Matthias holds a California Insurance License, supporting his advisory capabilities. Outside of his professional work, Matthias has interests in beach activities, boating, fitness, football, hiking, and pets.

Dan Hogan is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he leads a team of financial professionals, focusing on delivering a world-class experience for clients and upholding Fidelity's Standards of Care. His professional experience spans several positions in the financial services industry, including Financial Consultant at Charles Schwab from 2022 to 2025, and various roles at Ameriprise Financial from 2013 to 2022, such as Branch Manager, Regional Sales Manager, and Financial Advisor. Dan holds a California Insurance License. Outside of his professional responsibilities, Dan's personal interests include art, cars, music, pets, snowboarding, and traveling.

Christopher Koyama is a Financial Consultant currently with Fidelity Investments, where he has worked since 2021. Prior to this, he held the position of Financial Consultant at E*TRADE Financial from 2018 to 2021, and served as a Private Client Advisor at Bank of the West from 2015 to 2018. Christopher holds a California Insurance License, supporting his work in wealth planning and financial consulting. His professional approach centers on building transparent relationships tailored to client priorities, leveraging his team's dedication and Fidelity's network to develop customized strategies. Outside of his professional role, Christopher is engaged in family activities, parenthood, and caring for pets.

Thao Nguyen is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She focuses on assisting clients in utilizing Fidelity's resources to pursue their financial goals. Thao emphasizes sharing knowledge and aims to empower clients to confidently manage the complexities of their financial situations. Thao's experience at Fidelity Investments includes previous positions as a Relationship Manager from 2022 to 2023 and as a Financial Representative from 2021 to 2022. She holds a California Insurance License.

Cynthia Lloyd is a financial advisor at Fidelity with Series 65 and Series 66 designations and two years of industry experience. She has held positions at Fidelity Investments and Fisher Investments, and previously worked in senior living and education. Outside of her advisory role, she occasionally works as a concierge at a senior living facility in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Shawn Liu is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position held since 2026. In this role, he leads a team focused on delivering a disciplined and relationship-driven financial planning approach. His work centers on understanding family values, long-term goals, and the complexities associated with significant wealth to support clients in making informed financial decisions. Shawn's professional experience includes roles as a Wealth Advisor at Schwab Wealth Advisory in 2025-2026, and Vice President, Financial Consultant at Charles Schwab & Co. Inc. from 2020 to 2025. Prior to that, he served as a Financial Planner at Lincoln Financial Advisors between 2014 and 2020 and started his career as a Para-Planner at Lincoln Financial Advisors in 2013-2014. He holds insurance licenses in both Arkansas and California. Outside his professional pursuits, Shawn has interests that include cooking and baking, fitness, golf, parenthood, reading, and traveling.

Patrick Lee is a Vice President and Financial Consultant at Fidelity Investments. In his current role since 2017, he works closely with his experienced team to leverage Fidelity's brand, technology, and platform. Patrick focuses on retirement, income, and wealth planning, aiming to understand clients' unique situations and help them define and achieve their financial goals. Prior to joining Fidelity, Patrick held positions as Vice President Senior Wealth Financial Advisor at Bank of the West from 2013 to 2017, and as Vice President Financial Advisor at Merrill Lynch from 2010 to 2013. He holds a California Insurance License.

Tomoko Koyama is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She began her career at Fidelity Investments in 2022 as a Financial Consultant. Prior to joining Fidelity, Tomoko held various roles including Vice President - Private Client Advisor at JP Morgan Chase from 2019 to 2022, Vice President - Private Client Associate at Bank of America Private Bank from 2018 to 2019, and Vice President - Financial Solutions Advisor at Bank of America - Merrill from 2014 to 2018. Tomoko holds a California Insurance License. Raised in a culture where discussing money was a taboo subject, she aims to provide financial guidance to as many families as possible. Outside of her professional work, Tomoko has interests in fitness, movies, photography, traveling, and yoga.

Mary Jin is a Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2025. She is a CERTIFIED FINANCIAL PLANNER™ professional with over 18 years of experience in the financial services industry. Throughout her career, Mary has held various roles at Fidelity Investments, including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, she worked at Edelman Financial Engines, Credit Suisse, Morgan Stanley, and E*Trade Financial. Mary's expertise spans working with individuals, families, and business owners to address their unique financial needs and assist them in achieving their financial goals. She holds a California Insurance License, which supports her ability to provide comprehensive financial advice. Outside of her professional work, Mary enjoys family activities and running.

David Nguyen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at BMO Financial Group, JP Morgan Chase Bank, J.P. Morgan Securities, Wells Fargo Bank, and several technology and security companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Zifeng Chen is a financial advisor with Fidelity Investments in Campbell, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, Chen worked at East West Bank and UBS. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.