Preston Dawson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked with Cubist LLC and Little Dot Studios. Outside of his advisory role, he serves as a creative consultant for Cubist, providing services such as email marketing and social media management. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Katherine An is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, she was associated with Christina Benedict MD Inc and has experience at Bean Sprouts Cafe. Strategic Advisers LLC, a Fidelity Investments company, 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 is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Luan Chung is a financial advisor at Fidelity with 10 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Fidelity in 2026, he worked for JP Morgan Chase for 13 years and the Department of Public Social Services for 17 years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides advisory services with oversight of affiliated and unaffiliated sub-advisers.

Mark Wong is a financial advisor at Fidelity with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Advisors and the Federal Bureau of Investigation. Fidelity’s investment management affiliate, Strategic Advisers LLC, serves retail and institutional clients with discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic construction in its investment approach, and it is notable for its use of AI and formal advisory roles to multiple registered investment companies.

Roland Cruz is a Wealth Management Planning Consultant with Fidelity Private Wealth Management. In this role, he works with affluent clients and their families to develop multi-generational strategies, focusing on comprehensive wealth planning that emphasizes growth, preservation, and the transfer of wealth. Roland's experience includes positions at Fidelity Investments such as Planning Consultant (2024-2026), Relationship Manager (2022-2024), and Financial Representative (2021-2022). Prior to this, he worked in Treasury Management Operations at City National Bank from 2016 to 2019. He holds a California Insurance License. Outside of his professional work, Roland has interests in baseball, fitness, food, football, golf, and traveling.

Alexander Arensburger is a Planning Consultant at Fidelity Investments, where he has been working since 2026. He specializes in developing customized financial plans for clients in the Pasadena area, focusing on strategies that align with individual goals. Prior to his current role, he served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and was the Director of Financial Planning at Osaic from 2022 to 2025. Alexander holds a California Insurance License. Outside of his professional work, he enjoys running and surfing.

Patrick Recker is a financial advisor with Fidelity Investments in Pasadena, CA, holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked at Crexi LLC, Keenan Financial, and several other organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction in its investment process.

Kelly Alexander is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2025. In this role, Kelly focuses on supporting businesses, individuals, and families to align their financial momentum with their future goals. Kelly has accumulated extensive experience in the financial services industry, having held positions such as Senior Relationship Manager at E*Trade from Morgan Stanley at Work (2018-2025), Private Client Investment Consultant at TD Ameritrade (2015-2018), and Investment Consultant roles at Charles Schwab (2013-2015) and Morgan Stanley Smith Barney (2005-2012). Prior to that, Kelly worked as an Institutional Fixed Income Assistant at Bear Stearns from 1995 to 2005. Kelly holds a California Insurance License. Outside of work, Kelly enjoys camping, cooking and baking, outdoor adventures, volunteering, and writing.

Keith Vance is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he assists multi-generational families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team of specialists, including Investment Managers, Advanced Planners, and Trust Officers, to support comprehensive wealth planning. Keith has been with Fidelity Investments since 2000, progressing through roles including Financial Consultant, Vice President Financial Consultant, Vice President Wealth Planner, and currently Vice President Wealth Management Advisor. He holds a California Insurance License. Outside of his professional responsibilities, Keith enjoys skiing in Mammoth and diving in Catalina. His personal interests also include comedy, football, golf, and parenthood.

Daniel Melendez is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Fidelity entities since 2005. Outside of his advisory role, he operates Dan Melendez Coaching, providing executive coaching and leadership services. Fidelity’s Strategic Advisers LLC, where he is affiliated, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Sophia Shirvanian currently serves as a Branch Leader and has been a Financial Consultant at Fidelity Investments since 2019. She assists clients in making important financial decisions by simplifying financial planning and investing processes. Her approach focuses on supporting clients as they work toward their personal financial goals. Sophia holds a California Insurance License, which supports her advisory role. Further details regarding her education or additional credentials were not provided.

Matthew Pomfret is a financial advisor with Fidelity Investments and holds a Series 66 designation. He has one year of industry experience. Prior to joining Fidelity, his work history includes various roles associated with media and talent services firms linked to Judy Justice and Picrow Streaming Inc. 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 uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Mariposa Brook is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, she worked in roles at CE Shop LLC, Holistica Integrative Care, Boulder Longevity Institute, Front Range Community College, Tierra Bella Gardens, and Justine Malone. Fidelity’s Strategic Advisers LLC, where Mariposa is based, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery to intermediary platforms. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad investable universe of mutual funds, ETFs, and ETPs.

Shiyu Fan is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Fan was affiliated with Boston University and Oaks Christian High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and maintains regulatory registrations uncommon among large institutional peers.