Jason McClellan is an Investment Consultant currently working at Fidelity Investments since 2024. In his role, he collaborates with clients to develop financial plans tailored to their specific needs, aiming to help them achieve their most important goals. Jason has accumulated experience in the financial industry through various positions at Franklin Templeton Investments from 2018 to 2024, including roles as Internal Advisor Consultant, Internal Sales Representative, Senior Client Representative, and Client Representative. He holds a California Insurance License.

Jarred Anderson is a Vice President and Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop strategies aimed at sustainable wealth and financial peace of mind. He approaches client relationships by objectively listening to their needs and working collaboratively on customized financial plans. Since joining Fidelity Investments in 2005, Jarred has held various roles including Financial Representative, Premium Services Representative, Private Client Group Relationship Manager, Relationship Manager, Retirement Solutions Representative, Retirement Relationship Manager, Portfolio Specialist, Managed Account Investment Consultant, and currently Vice President, Financial Consultant. His extensive experience spans multiple facets of financial consulting and client relationship management. Jarred holds a California Insurance License. He resides in Folsom and is part of the local community.

Ashley Staley is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads and supports a team of financial professionals dedicated to assisting Fidelity clients with complex and comprehensive financial planning. Ashley focuses on understanding client needs and supports her team accordingly. Her experience at Fidelity Investments spans multiple roles since 2012, including Assistant Branch Leader, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Banker at JP Morgan Chase Bank from 2009 to 2012. Ashley holds a California Insurance License.

Tammy Paredes is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at JPMorgan Chase & Co., Wells Fargo Clearing, and Wells Fargo Bank. In addition to her financial roles, she has an ongoing position with Maxim Healthcare Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of fund and model portfolio solutions.

Doug Beard is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with clients and their families to develop and maintain personalized financial plans, focusing on creating clear and actionable roadmaps tailored to their needs. Prior to joining Fidelity Investments, Doug accumulated extensive experience in the financial services industry. He served as a Senior Investment Specialist at Principal Financial Group from 2020 to 2023 and held the position of Senior Internal Wholesaler there from 2002 to 2020. His professional background encompasses comprehensive financial planning and investment services. Doug holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in concerts, football, gardening, movies, painting, and spending time with pets.

Bo Lowenberg is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles. The firm also serves as an advisor to multiple registered investment companies and uses systematic methodologies and AI in its investment processes.

Tyler Gunderson is a financial advisor with Fidelity Investments in Folsom, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Hyatt Centric, Texas Roadhouse, Acura, Walmart, and worked in education at Pleasant Grove High and Albiani Middle School. Fidelity’s affiliate, 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 to develop model portfolios and manage diversified investment funds.

Eric Schraeder is a Vice President and Wealth Planner at Fidelity Investments, where he has been serving since 2016. In this role, he partners with families to prioritize wealth planning goals and prepare for both certainties and unknowns they may face. He has over a decade of experience in financial advisory, having worked as a Financial Advisor at US Bancorp Investments, Inc. from 2011 to 2016, and previously at UBS Financial Services and Wells Fargo Advisors from 2007 to 2011. Eric holds a California Insurance License.

Alex Gulseth is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He is focused on assisting clients in working toward their financial goals through forming genuine relationships and collaborating to meet their financial needs. Alex has progressed through various positions at Fidelity Investments, including Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate, gaining comprehensive experience in financial services from 2021 to the present. He holds a California Insurance License. Outside of his professional work, Alex has interests in football, golf, reading, soccer, and traveling.

Alan Okazaki is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Bacon Boise from 2022 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its role in managing model portfolios, its registration with the CFTC, and advisory responsibilities for multiple registered investment companies.

Raneeta Singh is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has accumulated extensive experience in the financial services industry, having worked as a Financial Advisor at Wells Fargo & Company in 2022 and at Merrill Lynch Pierce Fenner & Smith Incorporated from 2019 to 2022. Prior to these roles, she served as a Premier Banker at Wells Fargo & Company from 2014 to 2019. Raneeta holds a master's degree in Business Management, which, combined with her years of industry experience, equips her to effectively guide clients in achieving their financial goals. She holds a California Insurance License, supporting her professional capacity in the financial sector. Growing up as an immigrant in an underserved community, Raneeta developed a passion for financial education aimed at helping individuals pursue their objectives. Outside of her professional work, she enjoys motorcycles, music, outdoor adventures, parenthood, and traveling.

Katie Cronin is a Financial Consultant at Fidelity Investments, a position she has held since 2022. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2021 to 2022, and she was an Internal Wholesaler at Franklin Templeton from 2012 to 2021. In her current role, Katie focuses on building trusted relationships with clients and their families, working to understand each client's unique financial situation and collaborating to develop customized financial plans that meet their needs. Katie holds a California Insurance License, which supports her work in providing comprehensive financial consultancy services. Outside of her professional duties, she has personal interests that include cooking and baking, gardening, parenthood, caring for pets, reading, and snowboarding.

Lo Oliveira da Silva is a Financial Consultant at Fidelity Investments, a position held since 2026. In this role, Lo focuses on helping clients understand their financial situations and collaborates with them to create plans aligned with their retirement goals. Lo has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant. Lo holds a California Insurance License. Outside of work, Lo has interests in camping, food, spending time at the lake, parenthood, pets, and surfing.

Manraj Dhillon is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he partners with clients to understand their financial goals and develops customized plans tailored to their unique needs. Prior to this, he worked as a Financial Advisor at Merrill Lynch from 2018 to 2022 and as a Relationship Manager at Bank of America from 2016 to 2018. His professional experience spans financial consulting, advisory, and relationship management roles in the financial services industry. Manraj holds a California Insurance License, supporting his expertise in financial planning and insurance products.

Brad Klingfus is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Planning Consultant at Fidelity from 2022 to 2024 and as a Relationship Manager there from 2021 to 2022. Before joining Fidelity, Brad was an Advisor Consultant at Franklin Templeton Investments from 2014 to 2021. Brad holds a California Insurance License. His professional focus involves collaborating with clients to develop comprehensive financial plans aimed at achieving financial wellness and peace of mind. He serves as an advocate for clients, assisting with important financial decisions and planning steps over time. Outside of his professional work, Brad's personal interests include baseball, beach activities, boating, football, and golf.

Yan Evans is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2019. In this role, Yan works closely with clients to understand their unique financial situations and develop tailored plans to address their goals and uncertainties. Yan has extensive experience in the financial services industry, having held roles as a Financial Advisor at Morgan Stanley from 2017 to 2019 and at Edward Jones from 2016 to 2017. Prior to that, Yan was a Brokerage Associate at Wells Fargo Advisors between 2012 and 2016, and served as an Associate Vice President at Aviva Insurance from 2008 to 2011. Yan holds a California Insurance License. Outside of work, Yan is interested in camping, hiking, running, skiing, traveling, and volunteering.

James Bistrain is a Vice President and Financial Consultant at Fidelity Investments, where he focuses on empowering clients to make informed financial decisions. He partners with clients and their families to develop financial plans and investment strategies aimed at achieving their unique financial goals. He serves his community in this professional capacity. James has been with Fidelity Investments since 2012. Prior to this, he worked as an Investment Consultant at TD Ameritrade from 2006 to 2012, served as a Team Lead at E*TRADE between 2003 and 2006, and was a Financial Advisor at Morgan Stanley from 2001 to 2002. He holds a California Insurance License.

Ran Tian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Tian worked at Cathay Bank for three years and held positions at Tiffany & Co. and Ann Taylor Inc. Outside of finance, Tian was involved with Taotao Catering LLC and I801 LLC during 2023–2024. 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 a diverse universe of funds and ETFs.