Billy Lattash is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop financial plans aimed at helping clients achieve their financial goals. He began his career at Fidelity Investments as a Financial Representative in 2022, progressed to Relationship Manager in 2024, and currently serves in his planning role since 2024. Prior to joining Fidelity, he worked as a Concierge Banker at Citibank in 2022. Billy holds a California Insurance License, which supports his expertise in financial planning and insurance matters. Outside of his professional responsibilities, he enjoys camping, photography, and playing soccer.

Allie Oglevee is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2020, progressing through positions including Financial Representative and Investment Consultant. Prior to joining Fidelity, Allie gained experience through internships in private credit and wealth management at Tree Line Capital Partners and UBS Financial Services. Her professional focus involves collaborating with clients to develop comprehensive wealth plans. She aims to provide education, confidence, and support to help clients pursue their long-term financial goals. Allie holds a California Insurance License, supporting her work in financial consulting. Further details about Allie's education, credentials beyond her insurance license, and personal interests have not been provided.

Ryan Henry is a financial advisor with Fidelity in Irvine, CA, holding a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2024 and previously at Equitable Advisors and American Financial Network. Outside of his advisory role, he coaches high school lacrosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Alex Waddell is a Financial Consultant at Fidelity Investments, a position held since 2026. In this role, Alex partners with clients to develop financial plans and comprehensive investment strategies aligned with their goals. Prior to this, Alex held several roles at Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), Financial Representative (2023-2024), and Financial Services Representative (2023). Before joining Fidelity Investments, Alex worked as a Business Development Officer at California Business Bank from 2022 to 2023. Alex holds a California Insurance License. Outside of professional work, Alex has an interest in football.

Jimmy Chen is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2021. He works with clients to create and execute retirement, income, and wealth planning strategies tailored to their needs. Before his current role, Jimmy worked as a Financial Consultant at Fidelity Investments starting in 2021 and held positions as a Licensed Mortgage Officer at LoanDepot LLC and as a Private Client Banker at JPMorgan Chase Bank, N.A. He holds a California Insurance License.

Connor Mellema is Vice President and Financial Consultant at Fidelity Investments, where he partners with high net worth clients to develop comprehensive wealth strategies aimed at achieving their financial goals. He has held various roles at Fidelity Investments since 2021, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Connor worked as an Analyst at Harvey & Company in 2021. Connor holds a California Insurance License, supporting his expertise in financial planning and investment consulting. Outside of his professional career, he enjoys fishing, skiing, surfing, swimming, traveling, and participating in social events with friends.

Steven Dickel serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 1997, previously holding roles such as Vice President, Financial Consultant; Private Access Account Executive; and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at American Express Financial Advisors from 1991 to 1997. With over 30 years of experience in wealth management, Steven and his team provide personalized services that address the complexities of wealth through comprehensive wealth planning and a wide array of investment options. He holds a California Insurance License. Outside of his professional work, Steven enjoys biking, family activities, gardening, and sailing.

Robert Koch is a Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he partners with branch associates to create an environment that leverages their talents to enhance client relationships and address financial needs. Prior to this, he served as Branch Service Manager at Fidelity Investments from 2007 to 2020. Mr. Koch has extensive experience in the financial services industry, including roles such as Vice President and Branch Manager at TD Ameritrade, Inc. from 1999 to 2007, Assistant Branch Manager and Account Officer at TD Waterhouse between 1995 and 1999, Stockbroker at J.B. Oxford & Company from 1994 to 1995, and Special Agent at The Prudential Preferred Financial Services, Inc. from 1993 to 1994. He holds a California Insurance License.

Maren Marshall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Audi Mission Viejo and has academic experience from Gonzaga University and Aliso Niguel High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using a systematic, long-term approach.

Katelyn Hastings is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop financial plans aimed at achieving clients' goals. She has held multiple roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Financial Services Representative, and Investor Center Intern. Prior to her current position, she gained experience as a Financial Planning Intern at Churchill Management Group in 2020. Katelyn holds a California Insurance License, which supports her work in the financial services industry.

Marcelo Arbage is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to develop and maintain tailored financial plans that align with their financial goals. His professional experience includes several positions at Fidelity Investments, progressing from Financial Representative (2021-2022), to Relationship Manager (2022-2023), then Investment Consultant (2023-2024), and now Financial Consultant (2024 to present). Prior to Fidelity, Marcelo worked as a Licensed Banker at JP Morgan Chase from 2019 to 2021 and as a Personal Banker at Wells Fargo from 2016 to 2019. He holds a California Insurance License. Further details about his education and personal interests have not been provided.

Steven Sehrer is a Vice President and Financial Consultant at Fidelity Investments. In this role, he helps clients prepare for and navigate their financial health with a focus on forward-looking retirement strategies. He works closely with clients and his team to build a foundation of trust through personalized financial roadmaps. Steven has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he was an Agent at MassMutual Financial Group from 2014 to 2015. He holds a California Insurance License. Outside of his professional work, Steven enjoys camping, hiking, and skiing.

Campbell Kelley is Vice President, Financial Consultant at Fidelity Investments, where he works with high net worth clients to develop and implement comprehensive investment and wealth planning strategies aimed at growing, preserving, and distributing wealth. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Campbell holds a California Insurance License, supporting his work in financial consulting and wealth management. Outside of his professional role, he enjoys camping, fishing, golf, traveling, and volunteering.

Teddy An is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to develop financial plans aimed at helping clients meet their goals. Since 2026, he has been in this role, building on a progression of positions within Fidelity Investments, including Relationship Manager and Financial Representative between 2023 and 2026. Prior to his tenure at Fidelity, Teddy gained experience as a Financial Analyst at GL Capital LLC from 2022 to 2023 and as an Equity Research Analyst at FHL Investments from 2019 to 2021. His background spans various facets of financial analysis and client relationship management, contributing to his expertise in financial planning. Outside of his professional work, Teddy enjoys activities such as cooking and baking, golf, music, photography, snowboarding, and spending time with his pets.

Aaron Whitter is a financial advisor with Fidelity in Irvine, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at U.S. Bank, American Financial Network, and various other financial and lending institutions from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, formal advisory role to registered investment companies, and use of AI-driven methodologies in research and portfolio management.

Connor Reed is Vice President and Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2021, progressing from Financial Representative to Vice President, Financial Consultant by 2026. His professional experience includes positions such as Investment Consultant, Planning Consultant, and Relationship Manager, reflecting his broad expertise within financial consulting. He holds a California Insurance License. Outside of his professional work, Connor enjoys activities such as biking, fitness, football, running, snowboarding, and participating in social events with friends.

Lining Berman is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Berman held roles at Irontree Tax Services Inc., 10SB, WATG, and briefly taught at the Gies College of Business at the University of Illinois. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christina Dimitropoulos is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to develop financial plans tailored to clients' goals. She has been with Fidelity Investments since 2024, progressing from Financial Representative to Relationship Manager before assuming her current role in 2026. Her experience encompasses client relationship management and financial planning support within the firm. Outside of her professional work, Christina enjoys family activities, practicing Pilates, and traveling.

Leon Burns is an Investment Consultant at Fidelity Investments, where he collaborates with clients to create and execute personalized financial strategies that align with their individual goals. He aims to provide clients with the clarity and confidence necessary to pursue long-term financial success. Leon has been with Fidelity Investments since 2024, progressing through roles including Financial Representative and Relationship Manager before becoming an Investment Consultant in 2026. He holds a California Insurance License. Outside of his professional work, Leon enjoys baseball, beach outings, family activities, golf, scuba diving, and swimming.

Christopher Fuller is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2025, he worked at Roseville Van & Storage Inc. from 2010 to 2017 and has been affiliated with California Baptist University since 2013. Fidelity’s Strategic Advisers LLC specializes in investment management and advisory services for retail and institutional clients, including fund-of-funds and charitable accounts. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Tyler Peck is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to develop customized financial plans aimed at helping them achieve their short and long-term financial goals. Prior to this position, he gained experience at Fidelity Investments in various roles including Financial Consultant (2022-2025), Investment Consultant (2021-2022), and Financial Representative (2020-2021). Additionally, he worked as a Service Representative at Citizens Business Bank in 2019. Tyler holds a California Insurance License, supporting his work in the financial services industry. Outside of his professional responsibilities, he has personal interests in baseball, fitness, golf, hiking, and theater.

Tod Campbell is Vice President, Wealth Planner at Fidelity Investments, where he partners with high net worth individuals and families to create personalized comprehensive financial plans. His work includes assisting clients with wealth accumulation, retirement planning, and wealth transfer strategies. He leverages a range of financial planning tools to provide tailored experiences in every client interaction. Campbell has been with Fidelity Investments since 2012, progressing from Financial Consultant to Vice President, Wealth Planner. Prior to that, he was a Financial Advisor at Merrill Lynch from 2008 to 2012. He holds a California Insurance License. Outside of his professional work, Campbell has interests in camping, fishing, fitness, and pets.

Tyler Payne is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop comprehensive financial plans aimed at addressing key risks. He employs a clear four-step process that involves understanding clients' priorities, analyzing their current financial situations, and offering strategies that address identified risks or opportunities without the use of technical jargon. Tyler has been with Fidelity Investments since 2017, initially serving as a Financial Consultant before advancing to his current vice president position in 2020. Prior to joining Fidelity, he worked at E*TRADE Securities in various capacities from 2015 to 2017. He holds a California Insurance License. Outside of his professional responsibilities, Tyler is interested in fitness, running, soccer, traveling, and participating in social events with friends.

Isaac Romero is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop financial plans tailored to clients' needs. He has been in this role since 2023. Isaac has experience in various positions within Fidelity Investments, including Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, he worked as a Financial Analyst Intern at MyVillage from 2020 to 2021. He holds a California Insurance License. Outside of his professional responsibilities, Isaac enjoys spending time with friends and attending social events. His personal interests include golf, music, and soccer.

Dawei Liu is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation. Prior to joining Fidelity, he worked in content marketing and digital analytics at Milwaukee Acupuncture and Health Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including a Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Taylor Scott is a Financial Consultant at Fidelity Investments, where they focus on assisting investors in achieving their financial goals through personalized planning, investment guidance, and tax-efficient investment strategies. Taylor has held various roles within Fidelity Investments since 2023, including Financial Service Representative, Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, Taylor worked as a Customer Service Specialist at US Bank and as a Loan Partner at Cross Country Mortgage. They hold a California Insurance License. Outside of work, Taylor's personal interests include cars, family activities, fishing, football, pets, and tennis.

Payton Blair is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Blair held roles including work with the U.S. House of Representatives and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive activities including registration as a commodity pool operator and the use of AI-driven methods in investment research.

Cameron Christeson currently serves as Vice President and Branch Leader at Fidelity Investments, where he supports a team of associates in delivering client-focused financial services. He collaborates with clients to create financial plans that align with their individual visions and goals. His professional experience spans over a decade in the financial services industry, including roles as Vice President, Regional Planning Consultant and Financial Consultant at Fidelity Investments, Senior Financial Consultant at TD Ameritrade, and Financial Services Associate at E*TRADE Financial. This background has provided him with expertise in financial consulting and branch leadership. Cameron holds a California Insurance License.

Michelle Boucher is a Wealth Management Planning Consultant at Fidelity Investments. In her role, she collaborates with a Wealth Management Advisor Team to assist multi-generational families in creating and developing personal financial plans. She emphasizes building client trust and strong relationships, offering support through various life events. Michelle has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current position in 2023. She holds a California Insurance License. Outside of her professional work, Michelle engages in cooking and baking, family activities, parenthood, traveling, volunteering, and yoga.

Stephen Jennings is a Market Leader at Fidelity Investments in Southern California, a position he has held since 2017. In this role, he supports a team of leaders who coach and assist advisors in Orange and Los Angeles Counties, focusing on providing a differentiated client experience through investment strategies, portfolio guidance, and retirement planning discussions. With 26 years of experience in the financial services industry, Stephen has held various positions at Fidelity Investments, including Vice President and Senior Branch Office Manager, Assistant Branch Manager, Senior Account Executive, Financial Planning Consultant, Investments Representative, and other roles dating back to 1999. His extensive experience encompasses leadership and advisory capacities within the firm. Stephen holds a California Insurance License.

Bryce Sagers is a Financial Consultant currently with Fidelity Investments, where he partners with individuals and families to support their financial goals and decisions. He has held various roles in the financial services industry since 2006, including positions at RWA Wealth Partners, E*TRADE from Morgan Stanley, Vanguard, E*TRADE Financial, Edward Jones, Wells Fargo Bank, and Discover Financial. His professional experience spans financial consulting, advisory, branch management, and collections account management roles. Bryce holds a California Insurance License, supporting his work in financial consulting. Outside of his professional work, Bryce has personal interests in food, football, music, parenthood, and traveling.

Russell Funke is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He works with high net worth investors to create customized financial plans focusing on investment, retirement, income, and tax efficient investing to help clients meet their personal and financial goals. Russell has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Central Relationship Manager, and Investment Consultant. He holds a California Insurance License. Outside of his professional responsibilities, Russell enjoys attending concerts, participating in family activities, fitness, exploring food, social events with friends, and traveling.

Jeffrey Chen is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He partners with individuals and families to develop customized financial plans, aiming to provide the information, resources, and strategies necessary to guide clients toward financial success. Prior to his current role, Jeffrey held several positions at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative from 2022 through 2025. He holds a California Insurance License.

Ideen Maleky Zanjani is a Financial Consultant at Fidelity Investments, a position held since 2018. In this role, he partners with affluent families, individuals, and businesses to simplify their wealth and create tailored financial plans that support clients as they work toward their long-term goals. Prior to this, he held several positions at Fidelity Investments, including Investment Consultant from 2016 to 2018, Central Relationship Manager from 2015 to 2016, and Financial Representative from 2013 to 2015. Before joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2011 to 2013. Mr. Zanjani holds a California Insurance License, which supports his work in the financial services industry.

Charles McCall is Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on building relationships with clients and helping them develop comprehensive financial plans. He collaborates with partners and utilizes brokerage technology to assist clients in working towards their financial goals. Mr. McCall has been with Fidelity Investments since 2020, initially serving as a Financial Consultant before his current appointment in 2023. Prior to joining Fidelity, he worked as a Financial Advisor at Kinetic Financial from 2019 to 2020 and as a Senior Financial Consultant at TD Ameritrade from 2013 to 2019. He holds a California Insurance License. Outside of his professional work, Mr. McCall's personal interests include family activities, football, golf, music, pets, and snowboarding.

Mark Swetland is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2024 before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management while overseeing affiliated sub-advisers.

Trevor Dufault is a Financial Consultant at Fidelity Investments, where he partners with clients to construct and maintain personalized financial plans tailored to their goals. He aims to empower individuals with the confidence and ability to work towards financial success. Trevor has held various roles at Fidelity Investments, including Investment Consultant from 2024 to 2025 and Financial Representative from 2022 to 2024. He holds a California Insurance License, supporting his work in providing financial and insurance-related guidance. Outside of his professional responsibilities, Trevor engages in family activities, fitness, golf, lake outings, and running.