Melinda Beard is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She provides personalized guidance and strategies to help clients work toward reaching their financial goals with confidence. Prior to her current position, Melinda has held various roles at Fidelity Investments, including Investment Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative in 2022. She also worked as a Relationship Manager at JP Morgan & Chase Bank from 2021 to 2022. Melinda holds a California Insurance License, supporting her expertise in financial and insurance services. Outside of her professional career, she enjoys spending time at the beach, exploring culinary experiences as a foodie, caring for her pets, practicing Pilates, and reading.

Serge Akopyan is a financial advisor with Fidelity in Glendale, CA, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. His prior roles include positions at Masterworks Advisers, Citi, TD Ameritrade, UBS Financial Services, and Prudential. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Armand Fraidany is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Sean Irwin is the Vice President and Executive Planning Consultant at Fidelity Investments, where he works with corporate executives to develop comprehensive financial plans. He focuses on integrating workplace benefits with broader wealth planning strategies to tailor financial solutions that align with the unique options available to executives and their personal financial goals. Sean has held multiple roles at Fidelity Investments since 2011, including Vice President positions as Executive Planning Consultant, Branch Office Manager, Regional Coaching Consultant, and Regional Planning Consultant. Prior to joining Fidelity, he gained experience as a Financial Advisor at Merrill Lynch, Banc of America Investments, and Metlife, as well as managing investments at Chase Investments. He holds a California Insurance License. Outside of his professional work, Sean enjoys family activities, fitness, music, tennis, and traveling.

Katherine Brown is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at WealthBridge Advisors and Human Investing, as well as work related to education at George Fox University and Trinity Classical Academy. Outside of finance, she has experience working in the retail food sector with Menchie's Frozen Yogurt. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including management of Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Shant Rostamian is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He partners with clients to develop and implement investment strategies tailored to their specific needs, utilizing Fidelity's analysis tools. His approach focuses on building and growing long-term relationships by leveraging his diverse experience in the financial services industry. Prior to his current role, Shant held positions as an Investment Consultant and Financial Representative at Fidelity Investments. His professional background also includes experience as a Relationship Banker at JPMorgan Chase Bank, a Financial Professional at AXA Advisors LLC, and at New York Life. He holds a California Insurance License. Outside of his professional work, Shant has interests in comedy, cooking and baking, family activities, fitness, and traveling.