Diana Lin is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She collaborates with clients to develop plans aimed at enhancing their financial well-being, focusing on wealth planning, retirement planning, and income protection. Prior to this, she held positions at Fidelity Investments including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024. She began her career as a Preferred Banker at First Republic Bank between 2021 and 2023. Diana is licensed to sell insurance in California, holding a CA Insurance License. Outside of her professional work, she has interests in fitness, hiking, music, outdoor adventures, reading, and scuba diving.

Jong Ho Lee is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Before his advisory career, he was involved in educational roles at Valor Academy High School and Vaughn Next Century Learning Center. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Kyle Durant is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2019 to 2023. Kyle focuses on helping his clients and their families work toward achieving their life goals by collaborating with them to develop personalized financial plans aimed at growing and protecting their wealth. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice and insurance solutions. Kyle's professional experience spans investment consultation and financial advising, enabling him to address various client needs in wealth management.

Karen Kline is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she held positions as an Investment Consultant and Financial Representative at Fidelity Investments from 2021 to 2024. She also has experience as a Financial Market Analyst at ThetaRay from 2020 to 2021. Karen works with clients to understand their unique needs and create holistic financial plans. She assists clients with a range of investment experience, from those who have never invested to experienced self-directed investors, emphasizing the importance of long-term financial planning. She holds insurance licenses in Arkansas and California. Outside of work, Karen enjoys attending concerts, exploring culinary experiences, hiking, practicing Pilates and yoga, and traveling.

Ling Wang is a Financial Consultant currently with Fidelity Investments, a role held since 2022. She has extensive experience in financial consulting, having worked at TIAA from 2007 to 2022 in various capacities including Senior Financial Consultant and Managing Consultant. Prior to that, she held positions at MetLife Investors, Neuberger Berman, UBS Financial Services, Ameriprise Financial Services, LLC., and Merrill Lynch. Wang holds a California Insurance License and has a professional background that spans portfolio administration, financial advising, and consulting. Her approach involves understanding clients' current financial status and goals to design tailored financial plans through open communication. Her personal interests include art, social events, lakes, museums, outdoor adventures, and parenthood.

Alexander Zajac is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Advisors Private Client Group, and practiced law at the Law Offices of Shardlow & Vick. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advise multiple registered investment companies.

Trinnell Taylor is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Outside of his advisory work, he is involved with Creative Memories, where he teaches and hosts scrapbooking classes. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Dennard Jackson is a Financial Consultant currently serving at Fidelity since 2025. He specializes in partnering with clients to co-create customized wealth strategies that enable their families to pursue desired lifestyles and legacies with control and customization tailored to their unique vision and family dynamics. Prior to his current role, Dennard was a Private Client Advisor SVP at Bank of America from 2018 to 2025. He holds a California Insurance License, supporting his expertise in financial and insurance solutions. Outside of his professional commitments, Dennard enjoys activities such as going to the beach, attending comedy shows and concerts, participating in family activities, fitness, and music.

Douglas Antrim is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual and founding a web development software company, Akin Op LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.