Richmond Tran is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously with Wells Fargo entities from 2010 to 2021 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for multiple registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight and allocation with attention to conflicts of interest.

Kevin Nguyen is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has worked in various roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Fixed Income, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, Kevin was a Private Client Banker at JP Morgan Chase Bank from 2017 to 2020. Kevin holds a California Insurance License. His approach to financial planning focuses on patience and understanding, aiming to help clients build structured plans for clarity and confidence throughout their financial journeys. Outside of his professional work, Kevin's personal interests include family activities, fitness, food, outdoor adventures, parenthood, and traveling.