Alphonse Alexandre is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. He brings nearly two decades of experience in financial advisory roles, having worked at several prominent firms including Merrill Lynch and Citibank. His professional background encompasses a range of positions, from Financial Advisor to Financial Solutions Advisor and Personal Banker. Throughout his career, Alphonse has developed expertise in helping clients prepare for and navigate significant life events through personalized financial planning. He holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Prior to his current role, he held various positions at Merrill Lynch from 2007 to 2021 and at Banc Of America Investment Services in 2006-2007. Outside of his professional responsibilities, Alphonse enjoys family activities and is interested in sports such as golf, soccer, table tennis, and tennis.

Margaret Ash is a Financial Consultant currently with Fidelity Investments since 2019. She has 15 years of experience in financial consulting, specializing in portfolio management, retirement planning, and risk mitigation. She holds FINRA Series 6, 7, 63, and 66 licenses and serves as a fiduciary. Prior to her current role, Margaret worked as a Senior Financial Advisor and Vice President at Union Bank Investment Services from 2017 to 2019, a Financial Advisor at Merrill Lynch from 2015 to 2017, a Personal Banker at Bank of America in 2015, and a Financial Representative at Metlife - New England Financial from 2010 to 2015. She also holds a California Insurance License. Outside of her professional work, Margaret enjoys family activities, fitness, hiking, running, skiing, and traveling.

Kevin Mazariegos Tecun is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services and Fidelity Investments since 2018 and 2025, respectively, with prior experience at PricewaterhouseCoopers and the Marin YMCA. Outside of his advisory role, he is an owner involved in real estate investing through two separate entities. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products, including multi-manager and fund-of-funds structures.

Andrew Klase is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to understand their personal financial goals and utilizes Fidelity's resources to develop tailored financial plans and investment strategies. Andrew has been with Fidelity Investments since 2018, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab & Co Inc as a Client Relationship Specialist and at Schwab Charitable as a Donor Relations Specialist. He holds a California Insurance License.