Daniel McGovern is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. In this role, he employs a comprehensive wealth planning process to assist clients in working towards their personal and professional financial goals. His approach is guided by his family motto, "Serviendo Guberno," which means "to govern by serving." This philosophy underpins his commitment to helping clients manage their finances through dedicated service and guidance. With over 25 years of experience in the financial industry, Daniel's career includes roles such as Vice President Director at Polaris Greystone (2015-2017), and Financial Advisor positions at Merrill Lynch, HSBC, and JP Morgan. His background also includes positions as Director of Investment Sales at Lord Abbett and a Trader at RBC Dominion. Daniel began his career with an internship and various roles at Merrill Lynch, and as an Investment Banking Analyst at WM Sword & Co. Daniel holds a California Insurance License. Outside of his professional commitments, he has interests in art, beach activities, family engagements, fitness, golf, and museum visits.

Shabana Sobhan is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she focuses on helping clients pursue their financial goals through in-depth, customized planning. She aims to build relationships, educate clients, and assist them in leveraging Fidelity's resources to establish and maintain a strong financial future. Prior to joining Fidelity Investments, Shabana worked as a Private Client Banker at JPMorgan Chase from 2016 to 2023. Her experience in these roles centers on financial planning and client relationship management. Outside of her professional work, Shabana has personal interests that include board games, concerts, museums, reading, scuba diving, and volunteering.

Amy Chan is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to develop and implement personalized wealth plans for families and future generations. She focuses on building and maintaining multigenerational relationships and providing client services that help clients navigate Fidelity's resources to establish solid financial plans. Amy has been with Fidelity Investments since 2013, advancing through roles that include Financial Representative, Relationship Manager, Senior Relationship Manager, and currently Wealth Management Planning Consultant. She holds a California Insurance License, supporting her work in financial planning and client advisory services.

Gerard Bessette is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2026. In this role, he works closely with clients to develop personalized financial plans that align with their individual goals and priorities. His approach emphasizes collaboration and thoughtful guidance to help clients navigate their financial journeys. Prior to his current position, Gerard held the role of Financial Consultant at Fidelity Investments from 2019 to 2026. His experience in the financial services industry includes positions at TD Ameritrade, Hornor, Townsend & Kent, Inc, CUSO Financial Services, L.P, and AXA Advisors, LLC. Gerard holds a Certified Financial Planner (CFP®) designation and maintains a CA Insurance License. Outside of his professional career, Gerard enjoys activities such as spending time at the beach, hiking, swimming, traveling, and caring for pets.

Olga Tsepalova is the Vice President Private Wealth Management Advisor at Fidelity Investments. She has over 21 years of experience in the financial services industry and has been with Fidelity for the past 12 years. In her current role, she assists clients and their families in constructing and executing comprehensive financial plans and helps them navigate complex financial decisions. Olga's professional experience includes positions such as Vice President, Wealth Planner and Financial Consultant at Fidelity Investments, as well as roles at Metlife Securities, Ameriprise Financial, US Bancorp, US Bank, and Wells Fargo Bank. She holds insurance licenses in Arkansas and California. On a personal note, Olga is happily married with three children and a dog.

Oksana Yuzefovich is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients, Wealth Management Advisors, and the broader Fidelity team to implement strategies aimed at growing, preserving, and transferring wealth. She is focused on providing excellent service and fostering positive client experiences in every interaction. Her professional background includes roles as a Principal at Silicon Valley Capital Partners from 2021 to 2023, as well as positions at Fidelity Investments including Senior Relationship Manager from 2018 to 2021 and Relationship Manager from 2015 to 2018. Oksana holds a California Insurance License. Outside of her professional work, Oksana's interests include cooking and baking, hiking, visiting museums, music, outdoor adventures, and playing table tennis.

John Slattery is a Planning Consultant at Fidelity Investments, where he collaborates closely with families and individuals to identify their unique financial needs and support informed decision-making. He focuses on maintaining adaptable financial plans that evolve in line with his clients' changing circumstances. John has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant. He holds a California Insurance License, which supports his work in financial planning. Outside of his professional role, John has interests in fitness, football, golf, movies, and running.

Jeffrey Marks is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Equitable Advisors and various educational institutions. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers a range of advisory services including model portfolios and fund advisory.

Aayush Kumar is a Financial Consultant who collaborates closely with clients to understand their financial goals and develop customized plans to help achieve them. He emphasizes building ongoing relationships with clients and their families to implement sound financial strategies aligned with their expectations. He has professional experience as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Planner at Prudential Insurance Company of America from 2019 to 2024. Aayush holds a California Insurance License. Outside of his professional work, Aayush has personal interests in comedy, cooking and baking, movies, music, and running.

Domarina Awdow is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she serves as a primary point of contact for affluent investors, working alongside teammates and specialists to provide efficient and individualized wealth information to clients. Her professional experience at Fidelity Investments includes roles as a Private Wealth Management Senior Relationship Manager since 2021, Private Wealth Management Planning Consultant from 2018 to 2021, and Relationship Manager from 2016 to 2018. Domarina holds a California Insurance License. Outside of her professional work, she has interests in food, tennis, and yoga.

John Lee is a Financial Consultant currently working at Fidelity Investments since 2022. He focuses on understanding clients' goals and building customized financial plans to meet their unique needs. His approach includes providing financial education and guidance to help clients gain confidence in their financial futures. Before joining Fidelity Investments, John served as a Senior Advisory Consultant at Vanguard from 2017 to 2022. He holds a California Insurance License and brings experience from these roles to support his clients effectively. Outside of his professional work, John has personal interests in cooking and baking, fitness, movies, outdoor adventures, theater, and traveling.

Julio Moncada is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 credentials. He joined Fidelity in 2026 and has prior experience at Firsthand Capital Management from 2008 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kathy Lee is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she has been serving since 2022. In this role, she acts as the primary contact for Private Wealth Management investors and their families, focusing on delivering personalized service and supporting clients with their financial goals. Before joining Fidelity, Kathy accumulated extensive experience in the financial sector, including positions such as Managing Principal at Silicon Valley Capital Partners from 2011 to 2022, Operations Manager at Grassi Investment Management from 2006 to 2011, and Operations Coordinator at TIAA Kaspick from 2000 to 2006. She holds a California Insurance License.

Roland Villanueva is an Investment Consultant with experience in financial planning and client relationship management. He has worked in various roles within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments from 2020 to 2024, Financial Consultant and Client Service Specialist at TD Ameritrade from 2016 to 2019, and Personal Banker at Citibank from 2014 to 2016. In his current role, Roland focuses on understanding clients' unique stories to develop personalized and holistic financial plans and investment strategies that aim to support their financial goals. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional work, Roland has interests in baseball, fishing, football, kayaking, outdoor adventures, and spends time with his pets.

Blerina Mucaj is a Financial Consultant currently working with Fidelity Investments since 2022. She collaborates closely with clients to understand their financial needs and develop tailored plans and strategies to help them pursue their goals. Her professional experience includes roles at JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC, where she served as a Private Client Advisor from 2019 to 2022, Financial Advisor from 2018 to 2019, and Financial Advisor Associate Trainee in 2018. Prior to that, she worked as a Premier Banking Advisor at RBC Wealth Management from 2016 to 2017. Blerina holds a California Insurance License. Outside of her professional work, she has interests in photography, reading, and traveling.

Richard Amaechi is Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In his current role, he focuses on building strong relationships with clients to develop personalized financial strategies that evolve over time. His approach emphasizes clear communication and steady guidance to help clients make informed decisions and achieve peace of mind. Before becoming Vice President, Richard held the position of Financial Consultant at Fidelity Investments and gained prior experience as a Training Manager at UBS, Retail Sales Supervisor at Vanguard, and participated in Vanguard's Emerging Leadership Development Program. He holds a California Insurance License, supporting his expertise in financial and insurance products. Outside of his professional work, Richard has interests in cars, fitness, and museums.

Hannah Avanessian is a Wealth Management Planning Consultant at Fidelity Investments. She collaborates with individuals and families to create and maintain financial plans tailored to their unique lifestyles. Hannah emphasizes trust, respect, and empathy as the foundations of the strong relationships she maintains with clients. She has held several roles at Fidelity Investments, beginning as a Financial Representative in 2022, then serving as a Relationship Manager from 2023 to 2024, followed by Planning Consultant from 2024 to 2025 before assuming her current position in 2026. Outside of her professional work, Hannah has interests in cooking and baking, gardening, swimming, and traveling.

Omid Sajjadi is the Market Leader responsible for overseeing Fidelity's investor centers within the San Francisco market. In this role, he provides financial and investment guidance to clients, including one-on-one retirement planning, income strategies, and college planning services. Prior to his current position, Omid served as Vice President and Branch Leader at Fidelity Investments from 2020 to 2025. He also held the position of Branch Manager at TD Ameritrade from 2010 to 2020. Omid holds a California Insurance License. Outside of his professional responsibilities, he is interested in fitness, social events, museums, soccer, traveling, and yoga.

Sirma Tzoutzova serves as the Regional Vice President for Fidelity Private Wealth Management in the Western United States. In this role, she leads advisory teams focused on assisting ultra-high-net-worth clients and families with wealth preservation, growth, and transfer through personalized and integrated planning and investment strategies. Her professional experience includes positions at Fidelity Investments, where she held roles as Wealth Management Advisor from 2017 to 2021, Senior Account Executive from 2005 to 2013, Investments Representative from 2000 to 2003, and Participant Services Representative from 1999 to 2000. She also served as Managing Director at Silicon Valley Bank from 2013 to 2017. Sirma holds a California Insurance License. Outside of her professional pursuits, she has interests in fitness, social events, golf, parenthood, traveling, and yoga.

Stefan Jelev is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has progressed through various roles at Fidelity Investments, including Investment Consultant, Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, reflecting a continuous commitment to financial advisory services. Prior to joining Fidelity Investments, Stefan gained experience as a Financial Advisor Intern at Northwestern Mutual from 2018 to 2020. Stefan holds a California Insurance License, supporting his role in providing comprehensive financial planning and consulting. He approaches financial planning as a personalized, collaborative process rooted in trust, transparency, and long-term strategy, aiming to help clients achieve their goals with clarity and confidence. Outside of his professional life, Stefan has interests in cars, fitness, golf, hiking, photography, and skiing.