Juan Garcia is a Financial Consultant at Fidelity Investments. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and collaborates with clients to identify their financial needs and to introduce them to Fidelity's resources and strategies aimed at achieving their desired goals. Juan has been with Fidelity Investments since 2016, holding various roles including Customer Experience Associate, Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant since 2022. He is licensed with a California Insurance License. Outside of his professional work, Juan enjoys baseball, golf, soccer, outdoor adventures, family activities, and social events with friends.

Duncan McPhee is a Financial Consultant currently with Fidelity Investments, a role he has held since 2022. He specializes in working with clients who have both simple and complex financial and wealth planning needs, utilizing principles of goals-based planning to provide confidence, clarity, and structure regarding their wealth. He brings over a decade of experience to his current position, having previously served as a Financial Advisor at Wells Fargo Advisors from 2015 to 2022, a Private Client Advisor at JPMorgan Chase from 2012 to 2015, and a Financial Advisor at Morgan Stanley Smith Barney from 2011 to 2012. Duncan holds a California Insurance License. Outside of his professional work, Duncan has interests that include cars, comedy, gardening, pets, photography, and traveling.

Bradley Gustafson is a Financial Consultant with experience at Fidelity Investments, where he held roles including Planning Consultant from 2022 to 2024, Relationship Manager in 2022, and Workplace Planning Associate from 2021 to 2022. In his current role, he focuses on understanding clients' priorities and collaborating with them to develop tailored financial plans aimed at their long-term goals. He holds a California Insurance License, supporting his professional qualifications in financial consulting. Outside of his professional work, Bradley enjoys activities such as spending time at the beach, attending concerts, playing golf, exploring outdoor adventures, and traveling.

Brian McTear is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He collaborates with clients to co-create and implement financial strategies aimed at managing wealth and pursuing investment planning goals. His approach focuses on building trust and understanding to develop wholistic, goals-based strategies that provide consistency, confidence, and clarity in investment and retirement planning. Brian's experience in the financial services industry includes positions as Relationship Manager and Financial Representative at Fidelity Investments, as well as Registered Representative at Guardian Life-Park Avenue Securities. He holds a California Insurance License, supporting his work in financial planning and investment management. Outside of his professional activities, Brian has interests in beach activities, fitness, music, parenthood, and volunteering.

Taiczar Armstrong is a Series 66 licensed financial advisor with Fidelity Investments, located in El Segundo, CA. He has been with Fidelity since 2025 and has prior experience in construction management consulting through his role as a member of CapCity Project Consulting LLC. This side business focuses on construction project management and is separate from his advisory duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Sa'eed Bunch is a financial advisor at Fidelity with Series 63 and Series 65 licenses and five years of industry experience. He has worked at Fidelity Investments since 2020. Outside of finance, he has been involved with Columbia University High School Programs and Florida State University in various capacities, including academic and student support roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that include mutual funds, ETFs, and ETPs.

Robert Kulczycki is currently an Investment Consultant at Fidelity Investments, a position he has held since 2024. In his role, he partners with clients to identify their financial goals, explore investment options, and implement strategies to support their future planning. Prior to this, Robert worked as a Financial Advisor at LPL Financial from 2023 to 2024 and served as an Internal Wholesaler at First Trust Portfolios from 2018 to 2023. Robert holds a California Insurance License, which supports his professional activities in the financial services industry. Outside of his professional work, he has interests in football, social events with friends, hiking, music, and reading.

Zachary Dewhirst is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His prior work includes roles at Northwestern Mutual and Azusa Pacific University. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

Daniel Obrand is a Financial Consultant currently working with Fidelity Investments since 2022. In this role, he partners with clients to determine their financial priorities and goals, building and implementing strategies to help them pursue those objectives. He has extensive experience in the financial services industry, having previously held financial consultant and advisor positions at E*Trade Financial Services from 2010 to 2022, Smith Barney from 2006 to 2009, and Morgan Stanley from 2005 to 2006. Daniel holds a California Insurance License.

Deana Lisee is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a primary point of contact for multi-generational families within the Private Wealth Management sector, focusing on delivering service tailored to individual client needs and preferences. Her professional experience at Fidelity Investments spans several roles, including Planning Consultant from 2023 to 2024 and Retirement Consultant from 1998 to 2003. Deana holds a California Insurance License, supporting her work in financial and retirement planning. Outside of her professional responsibilities, Deana engages in activities such as baseball, concerts, family activities, social events with friends, hiking, and parenthood.

James Gill is a Planning Consultant at Fidelity Investments, where he focuses on helping individuals and families develop personalized financial strategies. He aims to simplify complex financial concepts to enable clients to make informed decisions about their financial futures. James has extensive experience in the financial services industry, having held positions such as Senior Registered Client Associate at Wells Fargo Advisors from 2019 to 2025, Senior Financial Consultant at TD Ameritrade from 2018 to 2019, Financial Advisor at First Command Financial Services from 2013 to 2018, Equities Trader at ECHOtrade LLC from 1997 to 2012, and Specialist at Pacific Stock Exchange from 1991 to 1997. He holds a California Insurance License. Outside of his professional work, James has interests that include the beach, horseback riding, military service, motorcycles, photography, and traveling.

Errol Cavanaugh is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in providing financial consulting services and has held roles including Investment Consultant at Fidelity Investments in 2022, Associate at Lenox Advisors in 2021, Financial Consultant at Equitable Advisors from 2019 to 2021, and Financial Advisor at Evershore Financial Group from 2017 to 2019. Errol holds a California Insurance License, supporting his work in financial planning and advisory services. He is committed to collaborating with individuals and families to develop personalized financial plans aimed at achieving their specific goals. Outside of his professional role, Errol enjoys family activities, football, hiking, movies, and traveling.

Ciera Northrop is a financial advisor with Fidelity Investments holding a Series 66 designation and has been in the industry since 2024. Her work history includes roles at Charles Schwab & Co, TD Ameritrade, and contracting through Magnit Global. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Sam Elgoual is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop customized financial plans tailored to their individual goals, leveraging Fidelity's resources to meet their specific needs. Sam has extensive experience in financial services, having held various positions at Fidelity Investments since 2019, including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Wells Fargo as a Licensed Banker and Customer Service & Sales Representative. He holds a California Insurance License. Outside of work, Sam enjoys baseball, beach activities, golf, outdoor adventures, and spending time with his family.

Kathleen Brandao is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, she collaborates with clients to understand their financial situations and future goals, assisting in the creation, implementation, and monitoring of financial plans to help clients feel confident about their financial futures. She and her team analyze financial information and provide actionable steps to empower clients in making informed financial decisions. Kathleen's experience includes positions as an Investment Consultant at Fidelity Investments from 2020 to 2022, a Financial Consultant at TD Ameritrade from 2018 to 2020, and a Customer Service Representative at TD Bank from 2016 to 2018. She holds a California Insurance License.

Mike Quarry is the Vice President and Branch Leader at Fidelity Investments in Los Angeles. He leads a team of Financial Consultants focused on helping clients achieve long-term financial success through financial planning and investment guidance. He has been with Fidelity Investments since 1993, holding various roles including Premium Services Director, Premium Services Manager, Investments Manager, Retirement Specialist, and Mutual Fund Service Representative before his current leadership position. He holds a California Insurance License. Outside of his professional responsibilities, Mike enjoys golf, skiing, and traveling.