Thomas Mottl is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with clients to develop financial strategies tailored to their individual goals and circumstances, aiming to provide confidence and a clear pathway toward their financial objectives. Prior to his current position, Thomas held multiple roles within Fidelity Investments, including Investment Solutions Representative II and I, as well as Customer Relationship Advocate and Customer Relationship Advocate Intern. This progression reflects his experience in client relationship management and investment solutions. Thomas holds a California Insurance License and continues to build on his expertise in investment consulting. Further educational details and personal interests have not been provided.

Diana Salinas Reyes is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior experience includes roles at JPMorgan Chase, Citi Bank, and Wells Fargo. Outside of finance, she is involved with Escape Pilates Studio as a student teacher. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Drew Tsokatos Jr. is a financial advisor with Fidelity, holding the CFP® designation and Series 63 license, with 11 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company accounts. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Richard Lee is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he leads a team of financial professionals focused on prioritizing clients' needs and assisting them in developing long-term financial plans to achieve their goals. He has extensive experience in the financial industry, having served as Branch Manager and Senior Financial Consultant at TD Ameritrade from 2011 to 2020, Regional Sales Vice President at MetLife from 2008 to 2010, Regional Vice President at AXA Equitable from 2004 to 2008, and Senior Sales Liaison at Smith Barney from 2002 to 2004. He holds a California Insurance License. Outside of his professional work, Richard has personal interests in cooking and baking, fitness, exploring food, golf, movies, and traveling.

Samantha Tan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Ranch House Doors and teaching positions at Tesoro High School and Saddleback College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed through systematic methodologies. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Andy Mysliwiec is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients to develop and implement personalized financial strategies aimed at helping them achieve their long-term goals. His approach involves understanding clients and their families to align financial planning with their individual preferences and objectives. Andy has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before his current position. He holds a California Insurance License, which supports his capacity to advise on insurance-related financial matters. Outside of his professional work, Andy has interests in concerts, cooking and baking, hiking, movies, running, and traveling.

Christopher Herb is a CFA® charterholder and holds a Series 66 license with 23 years of industry experience. He has worked at Fidelity Investments since 2025 and has been associated with various Fidelity entities, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, since 2018. Prior to that, he held roles at Creative Planning, Foreside Fund Services, and WisdomTree Asset Management. Outside of his advisory work, he manages a local soccer team, handling scheduling and tournament logistics. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Morgan Grice is a Financial Consultant at Fidelity Investments, a position held since 2019. Morgan has a background working with local individuals, families, and business owners to develop comprehensive financial plans aimed at achieving their long-term financial and personal goals. Prior to this role, Morgan served as a Relationship Manager at Fidelity Investments from 2017 to 2018 and has held various positions in the financial industry including Wealth Planner at PartnersInWealth, Financial Advisor at MetLife, Associate at Vanderbilt Asset Management, and Financial Editor at Bloomberg News. Morgan holds a California Insurance License. Outside of professional commitments, Morgan has interests in fitness, social events with friends, movies, parenthood, soccer, and writing.

Elise Baron is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2015. She has over 20 years of experience in the financial services industry, having previously worked as a Private Banker II at Wells Fargo Advisors from 2011 to 2015, Vice President - Financial Advisor at Chase Investment Services Corp. from 2006 to 2011, and Financial Consultant at AXA Advisors from 2005 to 2006. Elise focuses on working with high-net-worth families and individuals to develop and maintain financial plans that align with their goals and aspirations. Elise holds a California Insurance License and emphasizes building trust and loyalty with her clients, prioritizing their needs and collaborating closely to achieve their financial objectives. Outside of her professional work, she has personal interests that include fitness, food, pets, skiing, traveling, and yoga.

America Delgado Medina is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Fidelity, Delgado Medina worked at several firms including HESTIA and held roles in education and legal settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Paulina Andrade Gallegos is the Vice President and Branch Leader at Fidelity Investments' LA Century City investor center. In her current role, she leads a team of financial professionals dedicated to helping clients develop customized wealth strategies and build long-term client relationships. She has been with Fidelity Investments since 2007, progressing through various positions including Assistant Branch Leader, Branch Service Manager, Senior Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, Paulina held positions at Western Financial Bank and Bank of America, gaining experience in teller management and personal banking. She holds a California Insurance License, which supports her financial advisory role. Outside of her professional responsibilities, Paulina enjoys attending concerts, traveling, and spending time with her pets.

Spenser Garrison is a Financial Consultant at Fidelity Investments, where he has been working since 2020. In his role, he collaborates with individuals and families to develop and pursue their financial goals by creating personalized plans using Fidelity's resources. Prior to joining Fidelity, Spenser served as a Senior Financial Consultant at TD Ameritrade from 2017 to 2020 and as a Financial Advisor at Waddell & Reed, Inc. from 2011 to 2017. Spenser holds a California Insurance License, which supports his work in the financial services industry. Outside of his professional activities, he has interests in comedy, concerts, football, outdoor adventures, soccer, and traveling.

Julie Lavelle is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 1998, progressing through roles including Financial Consultant and Investments Representative. Prior to Fidelity, she worked as a Financial Advisor at Morgan Stanley and held positions at Capital Group of Companies, Banc of America Securities, and State Street Bank and Trust. With over 25 years of experience in financial services, Julie has developed extensive expertise in working with high net worth individuals and families with complex financial situations. She employs a technique called family mapping to identify clients' unique needs and collaborates with them to create personalized financial plans and investment strategies. Julie holds a California Insurance License.

Christopher Kim is Vice President Private Wealth Management Advisor at Fidelity, where he applies his extensive experience in financial planning to support clients in achieving their financial goals. He has been with Fidelity since 2021, serving initially as a Financial Consultant before advancing to his current role in 2022. Prior to joining Fidelity, Christopher worked as a Financial Advisor at Merrill Lynch from 2011 to 2021. Christopher holds the Certified Financial Planner (CFP®) designation and maintains a California Insurance License. His professional background encompasses a decade of experience in the financial industry, focusing on personalized wealth planning and investment strategies. Outside of his professional work, Christopher's interests include cars, fitness, music, parenthood, snowboarding, and traveling.

Khalil East is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Planning Consultant from 2024 to 2026, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2021 to 2023, all within Fidelity Investments. His approach to client service emphasizes active listening and understanding each client's unique goals and concerns. He advocates for financial planning as a collaborative process, aiming to build trust through open communication and transparent guidance to foster lasting relationships and help clients feel secure and confident in their financial future.

Grant Brown is a Financial Consultant at Fidelity Investments, a role he has held since 2023. In his capacity, he guides clients in building repeatable and structured financial strategies tailored to their individual goals. His work encompasses areas such as retirement planning, college planning, and complex estate planning considerations. Grant holds a California Insurance License, enabling him to provide comprehensive financial services. Outside of his professional responsibilities, he has personal interests that include board games, comedy, concerts, museums, outdoor adventures, and traveling.

Victoria Hung is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to develop financial plans tailored to the unique situations of families. She emphasizes understanding each family's story and values to create plans that help clients live with clarity and confidence. Victoria has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative, gaining experience in navigating complex service needs and working closely with clients. She holds a California Insurance License. Outside of her professional work, Victoria enjoys cooking and baking, fitness activities, attending social events with friends, playing musical instruments, watching movies, and listening to music.

Rodel Aquino is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2013, serving in various capacities including Financial Consultant, Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to his tenure at Fidelity, Rodel worked as a Financial Service Representative at Zecco Trading and as a Banker at Wells Fargo Bank. With a professional background commencing in the financial service industry in 2008, Rodel focuses on building long-term financial plans by establishing strong relationships with individuals and families. He holds a California Insurance License, supporting his expertise in wealth management and financial consulting. Outside of his professional work, Rodel's personal interests include biking, cars, movies, reading, and swimming.

Jason Dennis is a financial advisor with Fidelity in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience and prior work history includes various roles at Interpublic Inc and several entrepreneurial ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Matthew Rivera is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments in various roles since 2017, including Planning Consultant and Relationship Manager, and previously worked as a Wealth Advisor at Vance Wealth from 2022 to 2024. His experience spans financial consulting, planning, wealth advisory, and relationship management, where he focuses on creating customized financial plans aligned with clients' goals and values. He holds a California Insurance License.

Daniel DiBiase is a Financial Consultant currently working at Fidelity Investments since 2022. He has accumulated experience in various roles within the financial services industry, including Financial Advisor at Eagle Strategies, LLC, and as CEO and Co-Founder of Monarch Grove Wealth Strategies & Insurance Solutions. Prior to these roles, he held positions as a Registered Representative at NYLIFE Securities, LLC, and Agent at New York Life Insurance Company. His earlier career includes experience as a Junior Trader at HDL Capital, LLC and Morgan Joseph TriArtisan LLC. Daniel holds a California Insurance License, supporting his ability to provide insurance solutions alongside financial consulting. He dedicates significant time to understanding his clients' goals and motivations to create personalized financial plans tailored to their unique needs. Outside of his professional work, Daniel has interests in cars, fitness, outdoor adventures, snowboarding, tennis, and volunteering.

Sevak Gasparian is a Financial Consultant at Fidelity, where he partners with clients to provide goal-oriented wealth planning. He collaborates with a team of specialists to help clients make informed decisions about their financial futures. Sevak has experience in various financial roles, including Investment Consultant and Planning Consultant at Fidelity, as well as Wealth Relationship Manager and Personal Banker at Citigroup. His background spans client relationship management and investment consulting. He holds a California Insurance License.

Lizette Espinoza is a financial advisor at Fidelity with a Series 66 license and one year of industry experience. Her prior roles include positions at Seamless Ventures and It's Boba Time, as well as academic involvement at Pepperdine University and Pasadena City College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles in advisory services to registered investment companies and use of algorithmic methods and AI in research.

Sean Parry is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on developing tailored financial plans by understanding his clients' goals, desires, and motivations, and collaborates with them on an ongoing basis to ensure their financial objectives are met and adjusted as necessary. Prior to joining Fidelity Investments, Sean served as Managing Director at Capstone Partners Financial and Insurance Services from 2019 to 2021. He has also worked as a sole practitioner Financial Consultant from 2015 to 2019. He holds a California Insurance License.

Spencer Shefa is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2024, progressing through positions including Planning Consultant, Relationship Manager, Financial Representative, and Financial Services Representative. In his practice, Spencer emphasizes understanding each client's values, goals, and priorities to co-create long-term financial strategies. He focuses on building trust through active listening and clear communication, with an approach rooted in genuine client connection. Spencer holds a California Insurance License. Outside of his professional work, his personal interests include fitness, food, football, music, outdoor adventures, and traveling.

Jeffrey Mwonga is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios across mutual funds, ETFs, and ETPs.

Hani Mogri is Vice President Private Wealth Management Advisor at Fidelity Investments, a position held since 2021. Prior to this role, Hani served as Vice President, Wealth Planner at Fidelity Investments from 2018 to 2021, and as a Financial Consultant at the same firm from 2015 to 2018. Before joining Fidelity, Hani worked as an Advisor at Wells Fargo Advisors® from 2008 to 2015 and as a Banker at Wells Fargo Bank from 2006 to 2008. Hani's approach to financial planning emphasizes listening carefully, simplifying complexity, and providing clear guidance to help clients make thoughtful decisions with confidence. Hani holds a California Insurance License.

Alexander Grozovsky is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at California State Northridge, NYLIFE Securities LLC, New York Life, and operates Grozovsky Group LLC. Outside of his advisory work, he has maintained a watch hobby for three years. 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 notable for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Drazen Bozunovic is a Vice President, Financial Consultant at Fidelity Investments, where he serves high net worth clients and families. His work focuses on retirement planning, risk mitigation, legacy planning, tax efficient investing, and investment strategy. Drazen applies his understanding of the financial markets to simplify and communicate complex financial concepts to his clients. Drazen has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. He holds a California Insurance License.

Luis Gordillo is a financial advisor at Fidelity with six years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and held roles at Verizon Wireless before entering the financial sector. Gordillo holds Series 63 and Series 66 licenses. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and model portfolio delivery.

Tara Rangbar is a financial advisor at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves in advisory roles for registered investment companies and fund-of-funds with formal governance procedures.

Michelle Macalma is a Wealth Management Planning Consultant at Fidelity Investments, where she supports clients in navigating complex financial decisions. She has been with Fidelity since 2022, advancing from Financial Representative to Relationship Manager before assuming her current role in 2024. Her professional background includes experience as a Relationship Banker at JPMorgan Chase from 2020 to 2022, and earlier roles at Providence St Joseph Home Health. Michelle holds a California Insurance License, underpinning her work in financial planning. Beyond her professional responsibilities, Michelle enjoys various personal interests including food, gardening, music, outdoor adventures, photography, and yoga.

Justin Allen is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through several roles within Fidelity Investments, including Planning Consultant, Investment Consultant, and Relationship Manager, gaining extensive experience in financial services. Prior to joining Fidelity, he worked at Wells Fargo in various capacities, starting as a Teller and advancing to Personal Banker and Relationship Banker. Justin holds a California Insurance License, supporting his expertise in financial planning and consulting. He is committed to providing clients with a professional and friendly experience, focusing on building relationships to help clients identify their financial goals and develop plans to achieve them.

Lupe Jose Rosales is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop goal-based financial plans tailored to their priorities. He supports clients through various stages of their lives, assisting them in pursuing their financial goals. Rosales has held several roles at Fidelity Investments since 2021, including Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects his growing experience within the firm and the financial planning field. He holds a California Insurance License, which supports his ability to provide comprehensive financial planning services.