Trinity Martin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Martin worked in various roles across real estate and retail sectors. Fidelity’s Strategic Advisers LLC 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 offers discretionary and non-discretionary advisory services, fund management, and model portfolios, supported by oversight controls and the use of AI-driven methodologies.

Russ Johnson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity in 2022, progressing from Investment Consultant to Financial Consultant before assuming his current position. Prior to joining Fidelity, Russ worked at JPMorgan Chase from 2009 to 2022 in various roles including Private Client Advisor, Private Client Banker, and Personal Banker. Russ specializes in creating customized financial plans focused on investments that offer predictability and stability, particularly to help clients navigate retirement with confidence. He partners with individuals and families to develop tailored financial roadmaps suited to their unique journeys. Russ holds a California Insurance License. Outside of his professional career, Russ enjoys activities such as spending time at the beach, cooking and baking, hiking, and other outdoor adventures. He also values family activities and has an interest in food culture.

Mitchel Fortin is a Planning Consultant currently working at FRRM Fidelity since 2023. In his role, he partners with clients to assist with strategy and retirement planning. He holds a California Insurance License, enabling him to provide insurance-related financial guidance. Specific details about his educational background or additional credentials are not provided.

Adam Preston is Vice President, Wealth Planner at Fidelity Investments, where he partners with affluent clients and their families to develop comprehensive financial plans. In this role, he focuses on understanding clients' needs to empower them in making meaningful decisions aligned with their life goals. Adam has been with Fidelity Investments since 2015, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, Trading Execution Representative, and High Net Worth Representative. His experience encompasses wealth planning, client relationship management, and investment consulting. He holds a California Insurance License. Outside of work, Adam's personal interests include baseball, beach, football, golf, music, and traveling.

Andrew Matus is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity Investments in 2022 and has held several roles, including Investment Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative from 2022 to 2024. Prior to his time at Fidelity, he worked as a Financial Planner at Northwestern Mutual in 2022. Andrew is licensed with a California Insurance License. His approach focuses on understanding the needs of his clients and their families to collaboratively develop financial road maps that align with their goals. Outside of his professional work, Andrew enjoys baseball, beach activities, family activities, fishing, fitness, and exploring culinary interests.

Brett Bevan is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has worked at Fidelity and Edward Jones during his career. He serves as an investment committee member for the Saddleback Laguna Lodge #672 Free and Accepted Masons and holds a director position at Circuit Assembly Corp. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Shiloh Gaskin is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Shiloh focuses on understanding clients' individual financial goals and creating tailored financial plans. Shiloh holds a CA Insurance License, which supports their professional capabilities in investment consulting. Outside of their professional work, Shiloh has personal interests that include fitness, football, snowboarding, soccer, and surfing.

Matthew Carlson is a Financial Consultant currently working at Fidelity Investments. He has held several roles within the financial services industry, including Planning Consultant at Fidelity Investments from 2021 to 2023, Financial Solutions Advisor at Merrill Edge from 2020 to 2021, and Workplace Planning Consultant at Fidelity Investments from 2018 to 2020. He holds insurance licenses in Arkansas and California. Matthew's approach focuses on understanding individual clients' goals, needs, and wants to collaboratively create comprehensive financial plans. Outside of his professional work, Matthew has interests in art, cars, cooking and baking, fitness, movies, and outdoor adventures.

Blayne Dreyer is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at The Elevated Living Collective, Bridge Bank, and Doordash Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios. The firm is notable for its role in managing registered investment companies, use of AI and algorithmic methods, and its registration with the CFTC as a commodity pool operator.

Kyra Hanson is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock and Henderson Management & Real Estate. Outside of finance, her background includes roles in tutoring and various service industry positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Chandler Billman is a financial advisor with Fidelity Investments in Mission Viejo, CA, holding Series 63 and Series 66 registrations and three years of industry experience. His prior work includes roles at LBS Financial Credit Union and Bank of America. He works at 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on portfolios including mutual funds, ETFs, and ETPs.

Christy Hatch is a Planning Consultant at Fidelity Investments, a role she has held since 2019. In her position, she focuses on listening and understanding the priorities of clients and their families to create financial plans tailored to their goals. Christy aims to educate, support, and collaborate with clients throughout the financial planning process. She holds a California Insurance License, which supports her work in providing comprehensive financial planning services. Outside of her professional responsibilities, Christy has personal interests that include cooking and baking, exploring food as a foodie, parenthood, and traveling.

Jasmine Sim is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates closely with a Wealth Management Advisor to develop financial plans tailored to clients and their families. She has been with Fidelity Investments since 2017, progressing through roles from Relationship Manager to Financial Consultant, and currently serving as a Planning Consultant since 2021. Prior to joining Fidelity, Jasmine gained experience as a Financial Advisor at Securities America and AXA Advisors, LLC, as well as a Financial Planning Associate at Lincoln Investments and Capital Analysts, Incorporated. She began her career in client services at Charles Schwab. Jasmine holds a California Insurance License. Outside of her professional work, Jasmine enjoys golf, hiking, and yoga.

Jeff Clark is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2021, progressing through positions including Financial Consultant, Planning Consultant, and Financial Representative. Prior to joining Fidelity, Jeff gained experience as a Senior Financial Planner at Reilly Financial Advisors from 2019 to 2021, a Retirement Plan Consultant at Aldrich Wealth, LP from 2015 to 2019, a Financial Advisor at Ameriprise Financial Services from 2011 to 2014, and a Paraplanner at Ameriprise Financial Services from 2010 to 2011. Jeff holds a California Insurance License. His professional focus is on helping clients develop robust financial plans to build long-lasting partnerships and optimize their financial outcomes. Outside of his professional work, Jeff has interests in baseball, camping, military service, movies, music, and parenthood.

Matthew Adlard is a Planning Consultant currently working at Fidelity Investments since 2026. He has a professional background in financial advisory roles, having served as a Senior Financial Advisor at LPL Financial from 2025 to 2026 and as a Wealth Strategy Associate at UBS Financial Services from 2016 to 2024. In his role, Matthew focuses on understanding the priorities of his clients and their families to develop financial plans that align with their goals. He aims to educate and support clients through the planning process. Matthew holds a California Insurance License.

Justin Guerra is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He began his career in financial services with Morgan Stanley in 2005 as a Financial Advisor before joining Fidelity Investments in 2006. Over the years, he has progressed through various roles including Financial Representative, Investment Representative, and Financial Planning Consultant. Justin's approach to financial consulting involves guiding clients through a three-step planning process focused on building a personalized plan, developing a strategy, and executing an investment strategy to help clients achieve their financial goals. He holds a California Insurance License. Outside of his professional work, Justin has interests in cooking and baking, outdoor adventures, photography, reading, traveling, and writing.

Adam Jaros is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In his role, he helps staff deliver a client experience where clients feel heard and understood. He emphasizes a planning approach designed to help clients pursue their financial aspirations. Prior to joining Fidelity Investments, Adam served as a Senior Advisor at Sierra Investment Management from 2021 to 2023. Before that, he was Branch Manager at TD Ameritrade from 2005 to 2021. Adam holds a California Insurance License. Outside of his professional responsibilities, Adam has interests in baseball, fitness, football, golf, and traveling.

Nicholas Aloisio is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held various positions, including roles at Gonzaga University and Fenix International Corporation prior to joining Fidelity. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Skyler Sweeney is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Skyler assists individuals and families in making informed financial decisions through comprehensive planning that aligns with their long-term goals. Skyler's experience at Fidelity Investments includes roles as Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to the present. This progression highlights a sustained focus on client-oriented financial services and strategy development. Skyler holds a California Insurance License and engages in personal interests such as biking, golf, snowboarding, surfing, and social activities with friends.

Sarah Javorsky is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Lexi Boza and Acceleron Law. 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. The firm manages a variety of investment structures and serves as an advisor to multiple registered investment companies.

Jenna Miramontes is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Her prior experience includes roles at Global Atlantic Distributors, LLC, All Inclusive Insurance Services, and Verb Technology Company Inc. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Justin Le is a financial advisor with Fidelity in Mission Viejo, CA. He holds a Series 66 designation and has been with Fidelity since 2026, following prior experience at Citibank. His career also includes work outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery with an emphasis on systematic methodologies and oversight controls.

Jason Payne is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018. He began his career at E*TRADE Financial, working as a Branch Service Representative before advancing to Financial Consultant. In his current role, Jason partners with high net worth individuals and families to develop customized financial plans that focus on investment strategy, tax-efficient investing, and retirement income planning. Jason is a CERTIFIED FINANCIAL PLANNER™ and holds a California Insurance License. His professional experience spans over several years in financial consulting, emphasizing personalized wealth management strategies. Outside of his professional commitments, Jason enjoys activities such as beach outings, fitness, and running.

Kelly Milligan is a Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. She is responsible for coaching, inspiring, and motivating her team to maximize their potential and deliver exceptional client experiences. Kelly has been with Fidelity Investments since 2017, progressing through various positions, including Branch Leader, Vice President Financial Consultant, Financial Consultant, Senior Relationship Manager, and Relationship Manager. Her professional experience spans from 2014, starting as a Private Client Associate at Bernstein Private Wealth Management, then moving to Wedbush Securities as a Registered Client Associate before joining Fidelity Investments. Kelly holds a California Insurance License. Outside of her professional career, Kelly enjoys biking, horseback riding, skiing, traveling, and is actively involved in parenthood.

Annie Naghavi is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She joined Fidelity in 2021 and has progressively advanced through roles including Planning Consultant and Financial Consultant. Prior to her tenure at Fidelity, Annie worked as a Financial Advisor at LPL Financial from 2019 to 2021 and at Ameriprise Financial from 2013 to 2019. Annie holds a Master of Science in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional. She is licensed with a California Insurance License. Her approach emphasizes understanding her clients' unique circumstances to develop customized financial plans. Outside of her professional work, Annie's personal interests include beach activities, family activities, reading, running, traveling, and volunteering.

Jonathan Fernandez is a Financial Consultant currently working at Fidelity Investments since 2025. He has held various roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2024 to 2025, Senior Acquisition Financial Advisor at Morgan Stanley in 2023, and Financial Consultant at E*Trade from Morgan Stanley between 2021 and 2023. He also served as a Managed Account Representative at E*Trade from Morgan Stanley in 2021 and as a Relationship Manager at Fidelity Investments from 2019 to 2021. Jonathan focuses on helping individuals and families navigate the complexities of financial planning by identifying unique financial goals, creating strategic plans to mitigate risk, and executing individualized strategies aimed at achieving a fulfilling life. He holds a California Insurance License.

Nicholas Trent is a Financial Consultant currently working at Fidelity since 2023. In this role, he acts as an advocate for his clients, working to develop customized financial plans tailored to meet the unique needs of each family. He emphasizes collaboration and open communication throughout the planning process. Prior to his current position, Nicholas worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before that, he served as a Wealth Management Advisor at the Bank of Tennessee from 2021 to 2022. His professional experience spans various aspects of investment consulting and wealth management. Outside of his professional work, Nicholas has interests in attending concerts, football, golf, visiting museums, and traveling.

Jesse Nelson is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2024. Jesse has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Jesse holds a Masters of Science in Personal Financial Planning and is a Certified Financial Planner™. He works with individuals and families to develop personalized financial plans that align with their unique goals, values, and needs. Jesse is also licensed for insurance in California. Outside of his professional work, Jesse has interests in cars, fitness, food, outdoor adventures, traveling, and volunteering.

John Leat is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop personalized financial plans and strategies aimed at enhancing their comfort and confidence in their financial futures. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2025. John holds a California Insurance License, supporting his work in financial consulting. His career at Fidelity Investments has provided him with a broad range of experience in financial services and client relationship management.

Quincy Johnson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In his role, he partners with clients to develop personalized financial plans and strategies aimed at helping them achieve their financial goals and increasing their confidence in their financial future. Prior to his current role, Quincy held several positions within Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Central Relationship Manager (2023-2024). He holds a California Insurance License. Outside of his professional work, Quincy has interests in cars, fitness, football, music, outdoor adventures, and snowboarding.

Patrick Anderson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. Prior to this, he worked as a Financial Advisor at Thrivent Financial from 2013 to 2016. Patrick holds a California Insurance License, which supports his work in financial planning and advising. In his role, Patrick collaborates with clients to understand their values, goals, and life changes, aiming to develop financial plans that are simple and effective. His approach focuses on building comfort and confidence in clients' financial futures. Outside of his professional career, Patrick's personal interests include cooking and baking, fishing, fitness, parenthood, scuba diving, and traveling.

Camille Deol is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Camille gained experience within the same company as a Planning Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Camille holds a California Insurance License, supporting her professional capacity in financial and investment consulting. She is dedicated to understanding clients' financial goals and crafting tailored financial plans to provide peace of mind regarding their financial future. Outside of her professional work, Camille enjoys cooking and baking, fitness, exploring food as a foodie, skiing, traveling, and volunteering.

Bradley Petty is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He is a CERTIFIED FINANCIAL PLANNER™ practitioner who collaborates with clients and their families to develop financial plans aimed at achieving their goals. Bradley emphasizes creating and executing strategies while regularly monitoring progress to provide clients with confidence in their financial decisions. He brings a wealth of experience from his previous roles, including Senior Financial Consultant at TD Ameritrade from 2014 to 2018, Financial Representative at Fidelity Investments from 2012 to 2014, and Financial Representative at Northwestern Mutual from 2011 to 2012. Bradley holds a California Insurance License. Outside of his professional work, Bradley has interests in cars, fitness, football, golf, music, and outdoor adventures.

Lloyd Wei is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I at Fidelity Investments from 2024 to 2025, and was Vice President at Sunstone Management from 2018 to 2024. He holds a California Insurance License. Lloyd focuses on building strong, lasting relationships with clients by understanding their individual goals and creating personalized financial strategies that adapt over time. He provides clear, actionable guidance and serves as a reliable partner throughout his clients' financial journeys. Outside of his professional work, Lloyd has interests in art, fitness, hiking, museums, parenthood, and soccer.

Daniel Neve is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2014, progressing through roles including Investment Consultant, Investment Solutions Representative, and Financial Representative Full Trader. In his role, Daniel partners with clients to develop clear and straightforward financial plans, whether starting from the beginning or refining existing finances. Daniel holds a California Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, he has interests in cars, motorcycles, pets, photography, scuba diving, and traveling.

Melanie Lee is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2020. Her role involves partnering with individuals and families to simplify financial planning and develop customized plans aligned with clients' goals and objectives. Prior to her current position, she served as a Financial Consultant at Fidelity Investments from 2020 to 2024 and as a Financial Advisor at Kinetic Financial from 2016 to 2020. She holds a California Insurance License. Outside of her professional responsibilities, Melanie enjoys camping, family activities, fitness, golf, pets, and traveling.

Colin Peterson is a financial advisor with Fidelity Investments in Mission Viejo, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Farmers Insurance and Second East. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct systematic model portfolios across mutual funds, ETFs, and ETPs.

Derek Strombotne is a Planning Consultant at Fidelity Investments, where he currently works to support clients in making informed financial decisions. He emphasizes education in his approach to advising clients and their families. Derek has accumulated professional experience across several roles at Fidelity Investments since 2024, including positions as a Relationship Manager and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Financial Consultant at PruCo Securities LLC from 2022 to 2023. Derek holds a California Insurance License. Outside of his professional work, Derek has personal interests that include comedy, cooking and baking, music, skiing, and surfing.

Rashik Aryal serves as a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he collaborates with clients to develop personalized financial strategies tailored to their goals and life circumstances. He joined Fidelity Investments in 2007 and has held several positions within the company, including Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative. With over 18 years of industry experience and a strong foundation in finance, Rashik specializes in retirement planning, investment strategies, and financial decision-making support. He holds a California Insurance License, enabling him to provide a range of financial services. Outside of his professional commitments, Rashik engages in activities such as fitness, hiking, music, parenthood, table tennis, and yoga.

Timothy Mcclarnan is a financial advisor at Fidelity with a Series 66 designation and over five years of career experience that includes prior roles at Farmers and Merchants Bank of Long Beach and founding Broke LLC. He also worked at In-N-Out Burger for seven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.