Bakha Komak is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 63 and Series 66 designations. Komak has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Fidelity Investments. Fidelity’s subsidiary Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, multi-manager fund advisory, and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Michael Rodriguez is a financial advisor with Fidelity in Los Angeles, CA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo and Chase Bank, spanning a total of 15 years in the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in formal advisory roles to multiple registered investment companies.

Parisa Gohari is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior work includes roles at Merrill Lynch, Wells Fargo Bank, and positions outside the financial sector such as caregiving and rideshare services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios across a broad investable universe.

Alex Persons is a Vice President and Financial Consultant at Fidelity Investments, a role held since 2023. Prior to this, Alex has held several positions within Fidelity Investments, including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2017 to 2023. Before joining Fidelity, Alex worked as a Mortgage Processor at JPMorgan & Co in 2016. Alex holds a California Insurance License. Their professional approach focuses on assisting clients in identifying their financial goals and objectives and building strategies to work towards financial freedom. Alex emphasizes the importance of planning in achieving financial success. Outside of work, Alex enjoys attending concerts and movies, as well as engaging in outdoor adventures such as skiing, surfing, and traveling.

Adrian Ramirez is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022, following prior roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Carlos Kennedy is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Bancwest Investment Services, Inc. and Harrisdirect LLC. 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. The firm also serves as an adviser to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

John Von Buren is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Pruco Securities LLC, and Keller Williams Realty-Sunset. 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. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Joseph Byun is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS, City National Securities, and Northwestern Mutual. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods, and registration as a commodity pool operator.

Kunal Sharma is a Financial Consultant currently with Fidelity Investments since 2024. He partners with families to develop personalized financial strategies that assist them in working toward their financial goals, providing clarity and confidence throughout the decision-making process. He has held several roles in the financial services industry, including Business Growth Strategy Consultant at Wells Fargo Advisors from 2022 to 2023, Private Client Advisor at JP Morgan from 2018 to 2022, and Private Client Banker at JP Morgan Chase from 2007 to 2018. Kunal holds a California Insurance License. Outside of his professional work, Kunal has interests in fitness, food, football, movies, museums, and pets.

Alvariana Gonzalez is a Series 66-licensed financial advisor with two years of industry experience. She currently works at Fidelity Investments, having joined in 2025, and previously held roles at Equitable and Gelfand Rennert & Feldman LLC. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles, supporting model portfolios and managing multiple registered investment companies.

Sandy Soliman is a CFP® and holds a Series 66 license, with seven years of industry experience. She is currently with Fidelity Investments and Fidelity Brokerage Services LLC. Outside of her advisory work, she operates an Airbnb rental in San Diego. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative, algorithmic portfolio construction techniques to deliver model portfolios and advisory services.

Kaleem Ansari is a Benefits & Planning Consultant within the Executive Services Group at Fidelity Investments. In this role, he focuses on assisting executives in understanding their available benefits and simplifying complex investment strategies into clear, actionable plans tailored to each client's unique goals and objectives. Prior to this position, Kaleem served as an Investment Management Consultant at Fidelity Investments from 2021 to 2025. Throughout his tenure at Fidelity Investments, Kaleem has worked closely with clients to develop comprehensive financial plans that support their decision-making processes. His approach emphasizes clarity and customization to help clients navigate complex financial landscapes. Outside of his professional work, Kaleem has interests in baseball, comedy, social events with friends, movies, traveling, and volunteering.

Carlos Cano is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he assists families in growing, protecting, and managing their wealth with a focus on risk management, income planning, and tax-efficient investing. He aims to understand each client's unique situation and develop tailored financial strategies using the resources available at Fidelity. Prior to his current position, Carlos served as a Financial Consultant at LA Pension Planners from 2021 to 2022 and as a Financial Advisor at Equitable Advisors from 2020 to 2021. He holds a California Insurance License. Outside of his professional work, Carlos has interests in baseball, cars, comedy, fitness, food, and football.

Mehrnaz Nourbakhsh is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2023, previously serving as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Prior to joining Fidelity Investments, she worked as a Relationship Banker at Wells Fargo from 2018 to 2023. Her approach to client services and financial planning focuses on building strong, trusting relationships and developing personalized, strategic strategies that align with each client's unique goals. She emphasizes understanding each client's story as essential for creating their financial roadmap. Mehrnaz holds a California Insurance License. Outside of her professional career, Mehrnaz enjoys cooking and baking, participating in family activities, fitness, hiking, and watching movies.

Brandon Moore is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2006. His career includes seven years at Fidelity Personal and Workplace Advisors before his current position. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Stephanie Villalobos is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2014. 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. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brian Dworkin is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors, AXA Advisors, and Mass Mutual Life Insurance Company. His background also includes a role at Black Dawg Sealcoat and time spent at the University of Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and serves as an adviser to multiple registered investment companies and fund-of-funds.

Yemil Aponte is a financial advisor at Fidelity with Series 63 and Series 66 designations and eight years of industry experience. He previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC before joining Fidelity. 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

Roya Pourkalbasi Esfahani is a financial advisor with Fidelity Investments in Los Angeles, CA, holding Series 63 and Series 66 designations and five years of industry experience. Her prior roles include positions at UBS, Merrill Lynch, JP Morgan Chase, and Opus Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with model portfolios drawn from mutual funds, ETFs, and ETPs.

Christopher Svirsky is a financial advisor with Fidelity Investments based in Los Angeles, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and The Prudential Insurance Company of America. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Joel Israel is a financial advisor with Fidelity in Los Angeles, CA, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Northwestern Mutual Investment Services and operated JLI Designs for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. Its investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Gianni Gaskins is a Financial Consultant with experience at Fidelity Investments, where he has held roles including Planning Consultant, Relationship Manager, and Financial Representative from 2022 to 2026. He supports clients by providing tools and knowledge to make effective financial decisions tailored to their needs. Gianni holds a California Insurance License, enabling him to offer informed financial and insurance planning services. Outside of his professional work, he engages in family activities, social events with friends, golf, singing, soccer, and traveling.

Gustavo Rivas Largaespada is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Western & Southern Life, New York Life, and Kaplan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse range of clients, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Jason Wittbrodt is an Investment Consultant at Fidelity Investments, a position he has held since 2021. In his role, he specializes in assisting clients with financial opportunities and challenges, focusing on personalized guidance and proactive planning to help build their confidence in financial futures. Jason emphasizes the importance of strong relationships, disciplined strategies, and consistent communication as fundamental elements of lasting success. He holds a California Insurance License.

Daniele Drago is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at BANK of AMERICA, Merrill, and PDM Capital LLC. Outside of finance, he has worked as an independent travel advisor providing luxury travel advice to friends and family. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products and model portfolios.