Nick Sachs is the Regional Director of Wealth Management at Fidelity Investments, where he leads, manages, and coaches a team of Planning Consultants and Senior Relationship Managers. He has held this role since 2024. Nick has been with Fidelity Investments since 2015, progressing through roles including Financial Representative in Covington, KY, Financial Representative in Naples, FL, and Senior Relationship Manager in Private Wealth Management. His experience encompasses various aspects of wealth management and client advisory services. He holds a California Insurance License. Outside of work, Nick has interests in art, beaches, food, hiking, museums, and traveling.

Gabriel McAuley is a Financial Consultant at Fidelity Investments, where he works with clients to understand their financial goals and co-create tailored financial plans and investment strategies. He has been with Fidelity since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current position. Gabriel holds a California Insurance License, which supports his work in financial consulting. His experience spans multiple facets of financial services, enabling him to provide comprehensive support to his clients.

Mendy Chung-Nguyen is Vice President and Financial Consultant at Fidelity Investments, a role held since 2018. She has been with Fidelity Investments since 2000, progressing through positions including Financial Consultant and Investment Representative. Mendy works with clients to understand their priorities and collaborates with them to develop, implement, and maintain financial plans that address their needs. She holds a California Insurance License, supporting her work in financial consulting and planning. Outside of her professional responsibilities, Mendy enjoys board games, cooking and baking, social events with friends, gardening, music, and traveling.

Callie White is a Wealth Management Planning Consultant at Fidelity Investments, where she works within the Private Wealth Management group to support a book of high-net-worth clients. In this role, she collaborates with clients and their families to provide comprehensive planning and ensure they receive world-class service. Callie has been with Fidelity Investments since 2017, progressing through roles including Customer Relationship Advocate, Financial Representative, Relationship Manager, and Planning Consultant before her current position. She holds a California Insurance License. Outside of her professional work, Callie enjoys comedy, cooking and baking, exploring food, socializing with friends, spending time with pets, and traveling.

Greg Weise is a Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2014. He partners with clients and their families to build and implement comprehensive financial plans. Prior to this, he served as a Regional Training Consultant from 2011 to 2014, and as a Regional Planning Consultant from 2005 to 2011. He began his career at Fidelity as an Insurance Wholesaler in 2004. Greg holds a California Insurance License. Outside of work, he enjoys fishing, scuba diving, skiing, playing soccer, reading, and exploring food culture.

Adam Fletcher is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, Mr. Fletcher held various positions outside the financial industry, including roles in real estate and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, managing assets through model portfolios composed of mutual funds, ETFs, and ETPs.

Yumi Hirata is the Vice President, Wealth Planner at Fidelity Investments, where she has served since 2018. In this role, she partners with select high net worth clients to understand their overall family wealth systems and develop flexible financial plans to support their long-term success. Prior to this position, she worked as a Financial Consultant at Fidelity Investments from 2017 to 2018 and at E*TRADE Financial from 2011 to 2017. Yumi holds a California Insurance License, which supports her ability to provide comprehensive financial advice. Outside of her professional responsibilities, she enjoys family activities, exploring culinary experiences as a foodie, visiting museums, snowboarding, and attending theater performances.

Melanie Anderson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Escrow Options Group and U.S. Alliance Group, among others. She is also a California-licensed notary public. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary accounts.

Jacob Pesicka is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at Canterbury Consulting and worked in educational roles at California State University Fullerton, Saddleback College, and San Clemente High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Matthew Chase is the Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2008, progressing through several positions including Vice President Wealth Planner, Vice President Financial Consultant, Investments Representative, and Financial Representative. In his professional capacity, Matthew focuses on wealth planning and helping families work toward their financial goals. He holds a California Insurance License, which supports his advisory services. Outside of his professional life, Matthew enjoys hiking, running, tennis, and parenthood.

Thomas Fisher is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been a series 7 licensed representative since 2005, marking nearly two decades in the financial industry. His career includes roles at E*TRADE Financial, where he worked as a Financial Consultant from 2013 to 2022, and at Raymond James Financial as an Associate in 2012. Thomas's experience spans various aspects of finance, with a focus on assisting clients with a range of needs—from providing education on investment fundamentals to developing complex wealth planning strategies. He holds a California Insurance License, which complements his financial consulting expertise. Prior to his full-time career in finance, Thomas spent a few years outside the industry in his late twenties, during which he trained for the Olympics and ran his own business.

Alisha Randall is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates closely with Wealth Management Advisors and the team to coordinate and implement comprehensive financial planning strategies. She focuses on delivering personalized guidance and service to support clients and their families throughout life. Her professional experience includes roles at Fidelity Investments since 2021, progressing from Planning Consultant to Financial Consultant, and currently serving as a Wealth Management Planning Consultant since 2025. Prior to joining Fidelity, she worked as a Financial Advisor and Financial Advisor Trainee at Edward Jones from 2019 to 2021. Alisha holds a California Insurance License. Outside of her professional work, she enjoys biking, outdoor adventures, running, scuba diving, skiing, and yoga.

Michael Kalter is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held roles as a Financial Consultant at E*TRADE from Morgan Stanley between 2021 and 2024, Branch Manager positions at TD Ameritrade from 2018 to 2021 and Scottrade Inc. from 2016 to 2018, as well as serving as an Investment Consultant at Scottrade Inc. from 2012 to 2016. His career spans various roles in financial consulting and branch management. Michael holds a California Insurance License and brings extensive experience in investment consulting and financial advisory services. He and his team provide resources to help clients succeed financially and ensure they have a positive experience. Outside of his professional work, Michael enjoys spending time at the beach, engaging in family activities, and has interests in food, football, and soccer.

Hon Lo is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has been part of Fidelity Investments since 2000, beginning his career as an Investment Representative and progressing to Account Executive before his current role. He works closely with clients to understand their financial concerns and goals, and collaborates with them to develop tailored investment and financial planning strategies using Fidelity's offerings. Hon has been involved in the financial services industry since graduating from college. He holds a California Insurance License, which supports his work in providing comprehensive financial advice and planning.

Jeff Moeser is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aimed at achieving their goals. He has been with Fidelity Investments since 2023, advancing through roles from Financial Representative to Relationship Manager before becoming an Investment Consultant in 2025. Jeff holds a California Insurance License. Outside of his professional work, Jeff enjoys cooking and baking, participating in family activities, fitness, exploring food as a foodie, playing golf, and spending time with his pets.

Gerard Kinzel is the Vice President and Branch Leader at Fidelity Investments' Newport Beach Investor Center. In this role, he leads a team of financial professionals who provide clients with comprehensive wealth planning services, focusing on building lifelong relationships and assisting individuals and families in achieving their financial goals. Gerard has extensive experience in the financial services industry, having held various positions since 1998. His career includes roles such as Assistant Branch Manager at Fidelity Investments, Branch Manager and Financial Consultant at E*TRADE, as well as positions at McDonald Investments, Ameritrade, and Datek Online. He holds a California Insurance License. Outside of his professional responsibilities, Gerard enjoys spending time at the beach, playing golf, surfing, and traveling.

Melanie Boothe is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and 20 years of industry experience. She has worked with various Fidelity entities since 2016, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she works as a pet sitter and assists friends and family as a travel consultant. 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 utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to offer diversified model portfolios and advisory solutions.

Kevin Zheng is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to Fidelity, he was with Merrill Lynch for one year and has academic experience at Columbia University and the University of California, Irvine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Sebastian Dement is a Financial Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans tailored to their unique goals and values. He aims to empower clients with the knowledge, tools, and confidence needed to navigate their financial journeys and work toward a more secure future. Sebastian has held multiple roles at Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), and Financial Representative (2023-2024). He holds a California Insurance License. Outside of his professional work, Sebastian enjoys spending time at the beach, attending concerts, staying active through fitness, watching movies, and participating in volunteering activities.

Jordan Wertheim is a Financial Consultant at Fidelity Investments, where he supports clients in working toward their financial goals. He utilizes Fidelity's planning tools and resources to help implement strategies aimed at financial success. Jordan has held several roles within Fidelity Investments, including Investment Consultant from 2022 to 2023, Relationship Manager in 2022, and Customer Relationship Advocate from 2021 to 2022. He is licensed with a California Insurance License.

Austin Yim is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at PDS Health, COMPA Technologies, and Mercer LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, while also offering oversight of affiliated and unaffiliated sub-advisers.