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Melinda B

Series 63, Series 66

Glendale, CA

Fidelity

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.

Wealth management
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Serge A

Series 66, Series 63

Glendale, CA

Fidelity

Serge Akopyan is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Masterworks Advisers, Citi, TD Ameritrade, UBS Financial Services, and Prudential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Armand F

Series 66

Glendale, CA

Fidelity

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.

Charitable giving & philanthropy Active portfolio management
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Sean I

Series 63, Series 65

Glendale, CA

Fidelity

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.

Exec comp design Liquidity event planning Startup equity planning Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Executive
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Shant R

Series 63, Series 66

Glendale, CA

Fidelity

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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Financial Professional
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