Brody Asheim is a financial advisor with Fidelity holding a Series 66 designation. He has recent experience at Strategic Advisors LLC, Fidelity Brokerage Services LLC, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jake Speight is a financial advisor at Strategic Advisers, LLC, a Fidelity Investments company, with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services, LLC, and Grand Canyon University. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Amber Borromeo is a Planning Consultant dedicated to helping clients build confidence in their financial future through thoughtful planning and a personalized approach tailored to support every stage of life. She brings experience from her previous roles at Fidelity Investments, where she served as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Outside of her professional work, Amber enjoys outdoor activities such as beach outings, biking, camping, running, and attending concerts, as well as traveling.

Sara Matheson is the Vice President and Branch Leader at Fidelity Investments, where she leads the team of financial professionals at the Chandler, Arizona Investor Center. She focuses on financial planning and aims to provide an outstanding client experience. Sara has been with Fidelity Investments since 2004, holding various roles including Assistant Branch Leader, Branch Service Manager, Interim Service Manager, Financial Representative, Senior Investment Consultant, and Investment Consultant before her current position. Her extensive experience within the company spans areas related to client service and financial advising. No information about her education, credentials, personal interests, or community involvement has been provided.

Nancy Luc is the Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial consultants dedicated to understanding clients' priorities and assisting them in developing and implementing financial plans tailored to their needs. She has served in this role since 2020. With experience at Fidelity Investments dating back to 2011, Nancy has held positions including Vice President, Regional Planning Consultant from 2015 to 2020, and Vice President, Financial Consultant from 2013 to 2015 before becoming Branch Leader. She holds a California Insurance License, which supports her work in financial consulting. Throughout her career, Nancy's focus has been on guiding clients toward their financial goals through careful planning and strategy implementation.

Ricky Walsh is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. In this capacity, he collaborates with clients to understand their unique financial situations and goals, working to implement comprehensive financial plans. He offers access to Fidelity's brand resources, technology, investment platforms, and client-focused approach. Prior to joining Fidelity, Ricky accumulated experience in various financial roles, including Branch Manager at TD Ameritrade in 2019, Platform Development Manager and Investment Consultant at Merrill Edge from 2011 to 2018, and roles at Scottrade, Charles Schwab, and Northwestern Mutual dating back to 2006. He holds insurance licenses for the states of Arkansas and California.

Bill LaRue is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2019. In this role, he works closely with clients to understand their unique financial needs and collaborates with them to set specific goals, focusing on developing wealth building strategies that benefit clients and their families both presently and in the future. Prior to joining Fidelity Investments, Bill served as a Wealth Advisor at USAA from 2016 to 2019. He began his career as an Investment Representative at Vanguard, where he worked from 2014 to 2016. Throughout his career, Bill has gained experience in wealth planning and investment advisory services.

Matthew Ahern is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career with Fidelity in 2014 and has held various roles within the company, including Investment Consultant, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, he gained experience as a Deal Origination Associate at Dinan & Company and as an Intern at Arizona Bank & Trust. Matthew holds a California Insurance License, supporting his work in financial consulting. His approach focuses on understanding clients' financial and personal goals to build and maintain tailored financial plans. Outside of his professional role, Matthew's interests include cooking and baking, fitness, golf, music, parenthood, and reading.

Noah Ronning is a financial advisor at Fidelity in Chandler, AZ, holding a Series 66 designation. He has been with Fidelity and its affiliated entities since 2025. Prior to joining the firm, he attended the University of South Dakota and held various roles in the retail and food service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to registered investment companies and use of advanced methodologies such as AI-driven research.

Collin Whittier serves as a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Financial Representative, and High Net Worth Service Associate. In his current capacity, Collin focuses on supporting clients' financial needs with an emphasis on trust, clear communication, and integrity. His experience spans multiple facets of financial consulting and investment services within Fidelity. Outside of his professional responsibilities, Collin has personal interests that include baseball, biking, cooking and baking, golf, hiking, and parenthood.

Julie Ramos is a CFP® with 17 years of industry experience, currently with Fidelity. She has worked with Fidelity Personal and Workplace Advisors since 2018 and 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 a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Brent Davidoff is a Financial Consultant at Fidelity Investments, where he has been serving since 2019. He has extensive experience in financial services, having held various roles at Fidelity Investments from 2014 to the present, including Retirement Solutions Representative and Investment Sales and Solutions Representative. Prior to joining Fidelity, he worked as an Institutional Sales Account Executive at PCS Research Services and as a Licensed Personal Banker at JPMorgan Chase. He also served as a Financial Security Specialist at Northwestern Mutual. Brent is a Certified Financial Planner who focuses on helping clients achieve financial security and prosperity through strategic investment planning and effective guidance. He holds insurance licenses in Arkansas and California.

Brendan Rush is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and GC Construction Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios, incorporating systematic methodologies and long-term asset allocation benchmarks.

Evan Chronister is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Gallagher Bassett and has held various positions in both financial and non-financial firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI techniques, and its roles in managing registered investment companies and delivering model portfolios.

Stephen Surat is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to understand their personal and family priorities, developing customized financial plans tailored to their unique needs. He emphasizes forming and maintaining strong, trusting relationships to serve the evolving financial needs of his clients and their families. Prior to his current position, Stephen worked at Vanguard from 2015 to 2022, where he gained experience as a Business Development Associate and later as a High Net Worth Financial Advisor. He holds an Arkansas Insurance License, supporting his advisory capabilities. Outside of his professional work, Stephen has interests in cars, family activities, hiking, parenthood, and volunteering.

Julianna Elsesser is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at EPSARC and FedEx Ground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and utilizes algorithmic methods and AI in its investment process.

Brandon Whiteley is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he accumulated experience at Fidelity Investments in various positions including Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. In his current capacity, he partners with clients to develop strategies and analyses tailored to their specific goals. Brandon holds insurance licenses in Arkansas and California. His approach centers on the personalized application of financial insights to assist clients in working toward their objectives. Outside of his professional activities, Brandon has interests in comedy, fitness, food, music, outdoor adventures, and volunteering.

Jeffrey Taylor is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2016, initially serving as a Financial Consultant. Prior to joining Fidelity, Jeffrey was a Private Client Advisor at JP Morgan Chase from 2015 to 2016. He also held roles at Charles Schwab from 2009 to 2015, including Vice President and Branch Manager as well as Vice President and Financial Consultant. Throughout his career, Jeffrey has developed expertise in wealth planning and financial consulting. He focuses on providing clear and straightforward education to clients, helping them progress towards their financial goals by considering their unique situations, including family and savings objectives. Outside of his professional work, Jeffrey enjoys camping, fishing, kayaking, movies, and traveling.

Rolando Quintana is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he develops and guides a team of financial consultants who work to improve the financial well-being of the families they serve. Prior to this, he served as Director of Executive Services at Fidelity Investments from 2020 to 2023. His professional experience at Fidelity Investments includes leadership and management responsibilities focused on financial consulting and executive services. Specific details about his education, credentials, personal interests, or community involvement were not provided.

Joshua Davison is Vice President and Financial Consultant at Fidelity Investments. In his role, he works collaboratively with clients to develop wealth strategies aimed at providing confidence through changing market conditions. He is a member of a team of financial professionals dedicated to assisting clients in navigating various financial decisions throughout different life stages. Joshua has been with Fidelity Investments since 2011, progressing through multiple roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and since 2018, Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client relationship management. No information regarding Joshua's education, credentials, personal interests, or community involvement has been provided.

Sean A Burke is a Financial Consultant currently working at Fidelity since 2021. He has nearly two decades of experience in financial planning and investment strategy, assisting families in advancing their financial goals with a focus on growth and protection. Before joining Fidelity, Sean served as a Sales Executive at The Vanguard Group from 2007 to 2020. His expertise includes helping investors navigate the complexities of saving, spending, and investing, aiming to develop and update financial plans in alignment with evolving circumstances. Outside of his professional work, Sean has personal interests that include fitness, parenthood, pets, reading, and traveling.

Alex Parsons is a Financial Consultant currently working at Fidelity Investments since 2020. Previously, Alex served as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2015 to 2020. Alex's professional approach centers on a three-step planning process based on education and communication to simplify complex financial concepts for clients. Alex holds a California Insurance License, supporting expertise in financial planning and insurance matters. With a focus on creating financial plans tailored to individual goals, Alex aims to help clients feel more comfortable and confident about their financial futures. Outside of work, Alex has interests in comedy, cooking and baking, family activities, food, football, and parenthood.

Daniel Michaelson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He works closely with clients to help select investment strategies that align with their goals, leveraging Fidelity's brand, technology, and cost-efficient investment platform. Daniel has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2011, including Financial Consultant, Account Executive, Investment Representative, and Financial Services Representative. Prior to joining Fidelity, he worked as a Personal Banker at Zions Bank and as an Assistant Branch Manager at Bank of America. He holds a California Insurance License. Further educational background and personal interests have not been provided.

Austin Stege is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and Robinhood Markets, Inc. He is based in Chandler, Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Trent Pasvogel is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His background includes education at Grand Canyon University and the Air Force Academy, along with various roles outside finance, such as work at a country club and a juice bar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers model portfolios composed of mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Joe Huskins is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has extensive experience in investment consulting, having served at Fidelity Investments from 2021 to 2024 and at Charles Schwab from 2010 to 2020. Prior to these positions, he worked as an Insurance Advisor at Farmers Insurance from 2020 to 2021. Joe holds a California Insurance License, supporting his work in financial and insurance advisory services. His approach to retirement planning focuses on creating tailored investment strategies that align with clients' individual goals, emphasizing clarity and simplicity. Outside of his professional work, Joe's personal interests include baseball, board games, and attending concerts.

Evan Smith is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients as part of their wealth management team to assist them in making informed decisions about their financial plans. Prior to his current role, Evan worked as a Financial Advisor at North Star Resource Group from 2024 to 2026. His experience spans financial planning and advising, focusing on helping clients navigate their financial goals. Outside of his professional career, Evan enjoys activities such as golf, hiking, and skiing.

Michelle Cannon is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She is focused on developing financial strategies that provide clarity and confidence to clients, emphasizing a tailored approach that responds to their evolving needs. Prior to this position, Michelle worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and initially served as a Financial Representative at the company from 2024 to 2025. Michelle's career path at Fidelity Investments demonstrates her experience in client relationship management and financial planning. Her work is centered on understanding individual client priorities to create strategies that align with their financial goals.

Maguire Peterson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked briefly at Baird Private Wealth Management and Trinity Underground. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, employing oversight controls and formal advisory roles uncommon among large institutional firms.

Shane Montgomery is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2013, progressing through roles including Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Throughout his tenure, Shane has developed expertise in wealth planning and financial consulting, focusing on supporting clients' financial needs with integrity. He emphasizes a commitment to working relentlessly alongside clients and their families to exceed their wealth planning expectations. Outside of his professional work, Shane enjoys activities such as beach outings, hiking, outdoor adventures, reading, and traveling.

Austin Small is a Financial Consultant who collaborates with clients to understand their goals and personal situations. He works with them to build and implement holistic financial plans aimed at helping clients work towards their financial aspirations. Prior to his current role, Austin held positions at Ameriprise Financial, including Client Relationship Manager from 2022 to 2023 and Client Support Associate from 2021 to 2022.

Frankie Jo Ceja is a Financial Consultant at Fidelity Investments, a position held since 2020. She has extensive experience in the financial services industry, having worked as a Financial Advisor at Wells Fargo Advisors from 2018 to 2020, and prior to that, serving in various roles at Wells Fargo Advisors, UBS Financial Services, and Morgan Stanley dating back to 2007. Frankie Jo specializes in comprehensive financial planning aimed at assisting clients in building, preserving, and transitioning wealth. She works with investors across different life stages, designing personalized investment strategies based on individualized plans. She is committed to building long-term relationships through communication, education, and preparation to meet clients' financial goals. She holds a Certified Financial Planner (CFP®) designation and possesses a California Insurance License. Outside of her professional work, Frankie Jo enjoys a range of outdoor activities including baseball, football, camping, beach outings, and spending time with family.

Daralyn Ward is an Investment Consultant at Fidelity Investments, a role she has held since 2021. In her position, she works closely with clients to develop personalized financial strategies that align with their goals, values, and lifestyles. Daralyn's approach involves understanding what matters most to her clients and building tailored plans to help them achieve their financial objectives. Outside of her professional work, she enjoys activities such as cooking and baking, football, hiking, reading, traveling, and spending time with her pets.

Camden Plewe is a Planning Consultant at Fidelity Investments, where he applies his expertise to help clients develop financial strategies tailored to their career and retirement goals. He emphasizes understanding each client's unique situation and priorities to build lasting relationships with them and their families. Camden's career at Fidelity began as a Workplace Planning Consultant in 2023, followed by a role as a Relationship Manager from 2024 to 2025 before assuming his current position. Through these roles, he has gained experience in financial planning and client relationship management within the firm. Outside of his professional work, Camden enjoys baseball, beach activities, football, and golf.

Levi MaVorhis is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He began his career in financial services with Merrill Lynch as a Financial Services Representative from 2020 to 2021. He then joined Fidelity Investments, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current role. Levi's approach focuses on understanding clients' priorities to co-create personalized financial plans. His professional experience spans client relationship management and investment consulting, providing a comprehensive foundation for his current advisory role. Outside of work, Levi has interests in baseball, fitness, football, golf, music, and traveling.

Spencer Sabir is a Planning Consultant at Fidelity Investments, where he supports advisors in assisting clients through thoughtful planning and client outreach. He focuses on ensuring that each client is aligned with their financial goals. Spencer has held several roles at Fidelity Investments, including Investment Solutions Representative since 2025 and previously as a Customer Relationship Advocate from 2023 to 2025. Prior to joining Fidelity, he worked as a Client Service Associate at Zions Bancorporation from 2022 to 2023.

Chris Bostetter is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has been with Fidelity since 2017, advancing through roles including Financial Representative, Investment Consultant, and Financial Consultant before his current position. Prior to that, he worked as a Financial Consultant at TDAmeritrade from 2018 to 2021. Chris holds a California Insurance License, supporting his work in financial consulting. He focuses on helping clients feel less stressed and more confident about their financial future by guiding them toward making informed decisions regarding their financial situations. Outside of his professional work, Chris has personal interests in cars, fitness, football, kayaking, snowboarding, and swimming.

Auston Horst is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He has held several roles within the company, including Investment Solutions Representative, Financial Representative, Relationship Manager, Planning Consultant, and currently as a Financial Consultant. In his current role, Auston collaborates with clients to understand their short and long-term objectives and develop financial plans tailored to their unique needs. He focuses on building strong relationships with clients and their families, aiming to earn their trust through reliability and expertise.

Sabrina Spiteri is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her background includes roles at Fidelity Investments and the University of Wisconsin Madison. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Jon Taylor is the Regional Vice President of Executive Services at Fidelity Investments, a position he has held since 2018. In this role, he leads a team of Executive Services advisors who partner with clients to leverage their corporate benefits, understand equity awards, and build family wealth plans. His work centers on helping clients navigate complex financial landscapes related to executive compensation and wealth management. Prior to his current role, Jon has accumulated experience within Fidelity Investments, focusing on executive services and client partnership. His expertise includes strategic use of corporate benefits and equity awards to support comprehensive family wealth planning. Outside of his professional responsibilities, Jon enjoys cooking and baking, participating in family activities, fishing, golf, outdoor adventures, and scuba diving.

Dominique Davis is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2021, with prior experience at MassMutual Investors Services, MassMutual Life Insurance Co, and METLIFE SECURITIES Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and its application of AI and systematic methodologies in portfolio management.

Nathaniel Spangler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2013, progressing through roles including Investment Consultant, Investment Solutions Representative, and Financial Representative. Nathaniel holds a California Insurance License. He works closely with clients to develop wealth strategies aimed at benefiting them and their families now and in the future, leveraging Fidelity's brand, technology, and investment platform.

Jose Barraza is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Jose also worked as a Wealth Advisor Associate at Morgan Stanley from 2019 to 2022. Jose works with individuals, families, and business owners to develop financial plans that help them focus on their priorities. His approach emphasizes clarity and confidence in financial planning, aiming to support clients with integrity and complete assistance.

Max Koets is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on creating a high-performance culture where associates are empowered, supported, and inspired to reach their full potential. Through developing strong teams, he aims to assist clients and their families in navigating financial decisions, growing and protecting their wealth, and building financial security. Max has been with Fidelity Investments since 2014, progressing through various roles including High Net Worth Representative, Senior Service Support Group Representative, PAS Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Team Leader for Investment Management Consultants. This progression reflects his experience in portfolio management and client services. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Sonya Baran is an Investment Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Her career in finance began with a position as a Customer Experience Representative at Robinhood from 2021 to 2022. Throughout her career, Sonya has focused on working closely with clients to establish clear financial goals, identify challenges, and develop tailored investment strategies. Her experience encompasses client relationship management and financial consulting within prominent financial services firms. Outside of her professional life, Sonya's interests include cooking and baking, golf, hiking, theater, and yoga.

Josh Chan is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Josh worked at Merrill Edge as a Financial Solutions Advisor and Investment Specialist. Josh specializes in financial planning that focuses on aligning clients' aspirations with actionable options to impact their future. He holds a California Insurance License, supporting his expertise in financial consultation. Outside of his professional work, Josh enjoys camping, fitness, hiking, and volunteering.

Karen Chan is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2020. She holds the designation of Certified Financial Planner and has developed her career entirely within Fidelity Investments since 2010, gaining experience in client service, retirement solutions, investment consulting, and relationship management. Her professional journey includes positions such as Investment Consultant, Central Relationship Manager, Client Management Representative, and other roles focused on customer service and investment solutions. She is also licensed to provide insurance services in California. Outside of her professional responsibilities, Karen enjoys a range of personal interests including family activities, fitness, culinary experiences, social events with friends, caring for pets, and traveling.

Caroline Brosious is a Financial Consultant at Fidelity Investments, a position she has held since 2020. She focuses on partnering with clients to build efficient, repeatable investment strategies aimed at maximizing their efforts and maintaining discipline through changing market environments. Prior to this role, she served as an Investment Solutions Representative and High Net Worth Trader at Fidelity Investments from 2018 to 2020. Before joining Fidelity Investments, Caroline worked as a District Manager at Automatic Data Processing (ADP) from 2016 to 2017 and completed an internship at Arthur J. Gallagher from 2015 to 2016. Her professional background encompasses various roles within the financial services industry, providing her with a broad perspective on investment and client management. Outside of her professional life, Caroline enjoys family activities, golf, outdoor adventures, skiing, tennis, and traveling.