Luis Chitiva is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in roles including Planning Consultant, Relationship Manager, and Workplace Planning Consultant. Luis focuses on understanding his clients' financial needs and aligning resources to help meet those needs. He works collaboratively with clients to develop personal, flexible, and comprehensive financial strategies designed to provide confidence in their financial plans. Throughout his career at Fidelity, Luis has supported clients leading complex and busy lives, aiming to reduce financial stress through tailored planning. His professional experience spans various consulting and relationship management roles within the company, emphasizing client-centered financial planning. Outside of his professional responsibilities, Luis enjoys beach activities, hiking, kayaking, movies, music, and soccer.

Marcos Dajer is an Investment Consultant at Fidelity Investments, where he has been serving since 2026. He collaborates with clients to plan, invest, and manage their critical assets, focusing on developing strategies that provide confidence, clarity, and peace of mind. His role involves assisting clients in preparing for retirement and building long-term investment plans to work toward their financial goals. Prior to his current position, Marcos held several roles within Fidelity Investments including Relationship Manager (2025-2026), Financial Representative (2025), and Financial Services Representative (2024-2025). He also worked as a Consultant at Proline Consulting Group from 2022 to 2024 and as an Auditor at PAAST CPA between 2020 and 2021. Outside of his professional career, Marcos has interests in fitness, exploring food, football, golf, and traveling.

Hilda Romagosa serves as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2021. In this role, she leads a team of financial professionals focused on delivering a differentiated client experience and fostering a high performance work culture. Her leadership emphasizes empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Hilda's experience at Fidelity Investments spans over two decades. She held the role of Vice President and Financial Consultant from 2001 to 2021, served as an Investment Consultant between 1999 and 2001, and began her career as a Financial Representative from 1995 to 1999. Outside of her professional responsibilities, Hilda has interests in cooking and baking, fitness, and music.

Diana Orea currently serves as Vice President, Wealth Planner. She has accumulated extensive experience in the financial services industry, having held roles including Vice President Financial Consultant at Fidelity Investments from 2018 to 2025, Financial Advisor at American International Group from 2013 to 2018, and Financial Specialist at Linq Financial Group from 2009 to 2013. Her earlier positions include Regional Sales Director at Advantec HR and Financial Representative at Northwestern Mutual Financial Network. Her professional background encompasses a variety of financial planning and advisory roles, reflecting a broad expertise in wealth management and financial consulting. Diana's mission is to collaborate with clients to create customized financial plans tailored to their unique needs and goals, aiming to provide them with direction and peace of mind. Outside of her professional endeavors, Diana has interests in art and music.

Steven Mayo is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2017, progressing through roles including Investment Consultant, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he completed an internship at Merrill Lynch from 2015 to 2016. In his current role, Steven focuses on developing financial plans tailored to his clients' goals, aiming to reduce stress and provide clarity about their finances. He holds an Arkansas Insurance License which supports his advisory capabilities. Outside of his professional work, Steven has interests in cooking and baking, caring for pets, scuba diving, skiing, theater, and yoga.

Rafael Andrade is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2014, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, he worked as an Investment Consultant at Scottrade from 2012 to 2014. In his current role, Rafael focuses on building and maintaining lifelong relationships with families and local business owners, aiming to develop clear and straightforward financial plans tailored to their unique family dynamics. He works closely with clients to provide them access to Fidelity's trusted brand and resources. Details regarding Rafael's education, credentials, personal interests, or community involvement were not provided.

Raoul Hosein is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity Investments, including Investment Consultant from 2020 to 2021, Workplace Planning Consultant II from 2018 to 2020, and Retirement Relationship Manager from 2014 to 2018. Prior to his career at Fidelity, he worked as a Mortgage Operations Manager at PHH Mortgage from 2009 to 2014. Raoul partners with clients to co-create financial plans tailored to their individual goals and situations. His approach begins with understanding clients' objectives and reviewing their current financial status to provide personalized guidance. As a U.S. Marine veteran, he brings discipline, commitment, and a focused mindset to his work in helping clients pursue their financial goals. Outside of his professional role, Raoul enjoys activities such as beach outings, boating, outdoor adventures, traveling, and yoga. He also has a background in military service.

Sebastian Salas is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2021 to 2023. Earlier in his career, he served as Vice President and Branch Manager at Regions Bank from 2018 to 2021. Sebastian focuses on building relationships with clients by understanding their priorities and providing personalized financial guidance. His approach emphasizes education, trust, and thoughtful planning to help clients navigate complex financial decisions and pursue their goals throughout different life stages. Outside of his professional work, Sebastian's interests include beach activities, family time, music, snowboarding, tennis, and traveling.

Cristian Izquierdo is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2018, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2016 to 2018. With 10 years of experience in the financial services industry, Cristian focuses on retirement, income planning, and building long-term wealth. He emphasizes trust and transparency in his approach and aims to help clients develop clear, personalized strategies that align with their goals. Outside of his professional work, Cristian enjoys activities such as cars, hiking, kayaking, motorcycles, reading, and volunteering.

Mario Antonio Eloy is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles at JP Morgan Chase & Co., Coldwell Banker, and several other organizations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves retail and institutional investors and manages a variety of investment vehicles, including registered investment companies and model portfolios.

Eduardo Arana is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fidelity Investments and has prior experience at Valic Financial Advisors, Edward Jones, and several other firms. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Jaret Pogliano is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory work, Jaret streams video games on Twitch as an affiliate. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios.

Juan Acevedo is a Financial Consultant at Fidelity Investments, where he partners with clients to identify personal and financial goals. He utilizes Fidelity's resources along with his analytical and financial knowledge to educate and guide clients toward sound financial decisions. He has experience spanning roles at Fidelity Investments and Charles Schwab, including positions as Investment Consultant from 2021 to 2023 and Senior Relationship Specialist from 2018 to 2021. This background contributes to his ability to provide personalized alternative strategies and help clients create plans that work for them. Outside of his professional work, Juan is interested in family activities, fitness, music, soccer, and traveling.

Sam Grosser is a Vice President Private Wealth Management Advisor at Fidelity Investments, a position held since 2026. In this role, Sam collaborates with a team of specialists, including an Investment Manager, Advanced Planning members, and a Trust Officer, to provide comprehensive wealth management services. Sam focuses on creating personalized wealth strategies for the growth, preservation, and transfer of family wealth. Sam has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investments Consultant, Financial Consultant, and Vice President Financial Consultant. This extensive experience has contributed to Sam's expertise in private wealth management. Sam holds a California Insurance License.

Sofia Trivino Mejia is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 credential and previously worked in various roles including with Lagos Constructors and as an independent nanny. She is co-owner of a digital marketing services LLC created for future projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

David Angulo is a financial advisor with Fidelity in Coral Gables, FL, holding a Series 66 designation. He has one year of industry experience and has previously worked in logistics, event planning, healthcare, digital marketing, and parks and recreation. He has also been involved with Nicklaus Children's Hospital and Hurricane Digital Marketing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory, and model portfolios, employing systematic methodologies and oversight controls.

Mariana Baena is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Plus International Bank, Wells Fargo, and Ruby Tuesday. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Erik Cornejo Ibarra is a financial advisor with Fidelity in Coral Gables, FL, holding Series 66 and Series 63 designations and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, U.S. Bank, and Washington Federal Bank. Fidelity’s Strategic Advisers LLC, where he works, 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 manage model portfolios across mutual funds, ETFs, and ETPs.

Rock Navamuel is Vice President, Wealth Planner, with over 32 years of experience as a financial advisor. He has held various roles throughout his career, including Vice President Financial Consultant at Fidelity Brokerage Services LLC from 2020 to 2025, Premier Financial Consultant at HSBC Securities (USA) Inc. from 2014 to 2020, and Wealth Advisor at TIAA CREF Advice and Planning Services from 2012 to 2014. His earlier positions include Region Manager at SunTrust Investment Services Inc. from 2008 to 2012, Branch Manager at Charles Schwab and Co Inc from 2001 to 2007, and Financial Consultant at Charles Schwab and Co. Inc. from 1993 to 2001. Rock's approach focuses on demystifying the investment landscape to help clients pursue their financial goals with clarity, confidence, and purpose. Outside of his professional career, he enjoys biking, family activities, and parenthood.

Daniel Perez is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018. He began his career as a Registered Representative at MassMutual in 2014 and has held several roles in financial consulting and investment before his current position. His experience includes working as an Investment Consultant with Scottrade and Fidelity Investments, as well as serving as a Relationship Manager. In his role, Daniel collaborates with clients and their families to create customized financial plans that address individual needs, priorities, and goals. He draws on Fidelity's resources to support informed financial decisions and aims to build long-term client relationships. His professional background is focused on financial consulting and investment management. Outside of his professional work, Daniel has interests in beach activities, fitness, food, football, golf, and traveling.

Abraham Aviles is a Financial Consultant with experience at several major financial institutions. He currently serves as a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this, he worked as a Financial Consultant at TD Ameritrade from 2018 to 2021 and as an Associate Financial Consultant at Charles Schwab from 2015 to 2017. In his role, Abraham partners with clients and their families to understand their personal goals and integrates these insights into tailored financial strategies. His approach focuses on creating plans that are personal, flexible, and comprehensive, enabling clients to pursue their objectives with confidence. Outside of his professional activities, Abraham has interests in fitness, outdoor adventures, and soccer.

Bradley Johnson is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and Busy Body West Boca. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, employing systematic methodologies and oversight controls.

Carlos Huertas is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory including multi-manager structures, and delivers model portfolios built from a range of mutual funds, ETFs, and ETPs.

Christian Del Toro is an Investment Consultant at Fidelity Investments, where he applies his expertise to guide clients through retirement transitions, investment strategies, and comprehensive financial planning. He focuses on understanding each client's unique financial goals to provide tailored advice that supports informed decision-making. Christian's career includes roles such as Relationship Manager and Financial Representative at Fidelity Investments, Client Advisor at Popular Securities, and positions at Charles Schwab as Client Relationship Specialist and Brokerage Associate. This progression reflects his experience across various facets of investment and client relationship management. Outside of his professional responsibilities, Christian enjoys activities such as baseball, spending time at the beach, attending social events with friends, listening to music, engaging in outdoor adventures, and traveling.

Tyler Burstyn is a Vice President and Financial Consultant at Fidelity Investments. In this role, he assists clients in developing financial plans tailored to their individual goals and circumstances. He collaborates with clients to assess their current financial strategies and works toward achieving improved financial outcomes. Tyler has been with Fidelity Investments since 2020, progressing through various positions including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current role starting in 2025. Prior to joining Fidelity, he worked as a Financial Advisor at Alliance Global Partners from 2019 to 2020. His professional experience spans multiple aspects of financial consulting and client relationship management, reflecting a focus on personalized financial planning and investment advice.

Alicia Llamazares is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. Prior to this role, she worked as a Planning Consultant at Fidelity Investments from 2019 to 2023. Alicia's professional background also includes experience as an Investment Consultant at TD Ameritrade, Inc from 2017 to 2019 and at Scottrade, Inc from 2015 to 2017. Throughout her career, Alicia has focused on helping families achieve their financial well-being by understanding their needs, motivations, and aspirations. She collaborates with clients to develop plans that support their financial goals, leveraging Fidelity's trusted strategies for a diverse range of investors. Outside of her professional work, Alicia enjoys spending time with family, attending social events with friends, exploring culinary interests, and engaging in activities such as movies, music, and Pilates.

Christian Neret is a Financial Consultant at Fidelity Investments, where he has been contributing since 2026. He has held several positions within Fidelity, including Investment Consultant from 2025 to 2026, Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. Throughout his tenure at Fidelity, Christian has focused on providing clients with personalized financial planning and strategies aimed at achieving their financial goals. He emphasizes understanding each client's unique objectives as a key aspect of his advisory approach. Outside of his professional responsibilities, Christian's personal interests include spending time at the beach, cars, cooking and baking, fishing, fitness, and traveling.

Jake Gardner is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He works closely with clients and their families to understand their unique financial goals and needs, developing clear plans of action to support informed financial decision-making. Jake has held several roles within Fidelity Investments, including Investment Consultant from 2023 to 2024, Fixed Income Specialist from 2022 to 2023, and Investment Solutions Representative from 2021 to 2022. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Lynch from 2020 to 2021 and served as a Financial Representative Intern at Northwestern Mutual from 2019 to 2020. Outside of his professional work, Jake's personal interests include beach activities, fitness, football, running, and traveling.

Michael Blanche is a Financial Consultant at Fidelity Investments, where he provides tailored financial guidance and collaborates closely with clients to develop personalized strategies aligned with their financial goals. He focuses on building strong client relationships and delivering a high level of customer service. Michael has held several roles within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at First American Bank (formerly Continental National Bank) in various positions such as Assistant Branch Manager, Personal Banker, and Customer Service Representative. Outside of his professional career, Michael enjoys activities such as beach outings, boating, fishing, attending social events with friends, football, and exploring food.