Whitney Brillon is a Financial Consultant at Fidelity Investments. In this role, she works closely with clients to develop personalized financial plans that align with their goals and values, aiming to provide a roadmap for achieving financial confidence and peace of mind. She has accumulated extensive experience in the financial services industry, holding multiple positions at Fidelity Investments since 2013, including Financial Representative, Relationship Manager, Investment Consultant, and Vice President, Financial Consultant. Whitney also served as Vice President, Financial Consultant at Charles Schwab from 2022 to 2024 before returning to Fidelity in her current role. Whitney holds a California Insurance License. Outside of her professional work, she enjoys cooking and baking, family activities, exploring food as a foodie, and traveling.

Jennifer Kruger is a Certified Financial Planner (CFP®) with over 21 years of industry experience. She is currently with Fidelity Investments, where she has worked since 2006 in various roles including brokerage services and advisory. Jennifer 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Michael Green is a Financial Consultant at Fidelity Investments, a position he has held since 2020. Prior to this role, he served as an Investment Consultant at the same firm from 2019 to 2020. In his work, he focuses on partnering with clients to develop comprehensive financial plans, aiming to simplify the complexities of wealth planning and build trust-based relationships. He holds a California Insurance License, which supports his professional activities within financial consulting. Outside of his professional life, Michael Green has personal interests that include biking, fitness, golf, parenthood, snowboarding, and traveling.

Jordan Bellows is a Financial Consultant currently at Fidelity Investments, where he has been serving since 2025. He has held various roles within Fidelity, including Investment Consultant from 2024 to 2025 and Planning Consultant from 2021 to 2024. Prior to joining Fidelity, Jordan worked as a Financial Planner at Goldman Sachs from 2019 to 2021. Jordan focuses on helping families achieve their financial goals by developing personalized investment strategies that align with their priorities. He holds a California Insurance License, which supports his ability to provide comprehensive financial guidance. Outside of his professional work, Jordan has interests in cars, fitness, hiking, outdoor adventures, pets, and traveling.

Robert DeVoe is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In this position, he partners with clients to understand their personal and professional situations, conducts thorough analyses, and discusses tailored financial strategies that align with their preferences. Prior to his current role, Robert served as a Sales Manager specializing in Fixed Income at TD Ameritrade from 2014 to 2021. Robert holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Outside of his professional responsibilities, he has personal interests that include cars, family activities, hiking, pets, and table tennis.

Dan Surette is a Planning Consultant at Fidelity Investments, where he collaborates closely with Wealth Management Teams to develop and implement financial plans tailored to clients' goals, values, and financial needs. In this role, he partners with advisors to address client priorities throughout their relationship with the team. Dan has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position as Planning Consultant. He holds a California Insurance License. Outside of his professional work, Dan enjoys activities such as beach outings, football, golf, movies, snowboarding, and traveling.

Logan Hessel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held roles in technology and production companies, including Tealium and Harambe Production Company. Strategic Advisers LLC, a Fidelity Investments company, provides 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 model portfolios across mutual funds, ETFs, and ETPs.

Daniel Gunderson is the Vice President and Branch Leader at Fidelity Investments, where he leads a team focused on client-first strategies. He aims to simplify complex financial concepts and collaborates with clients to develop plans aligned with their goals. He has been with Fidelity Investments since 2009, progressing through various roles including Financial Representative, Investments Representative, Financial Consultant, Regional Planning Consultant, and now Branch Leader. His experience encompasses financial consulting and regional planning. Daniel holds a California Insurance License.

Skip Kelly serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2026. He has extensive experience in the financial services industry, having worked with both institutional and high net-worth clients over several decades. Prior to his current position, he was a Financial Consultant at Fidelity Investments from 2020 to 2026, Vice President at Fisher Investments from 2003 to 2020, and held various Vice President and Senior Financial Consultant roles at Morgan Stanley, Smith Barney, and Merrill Lynch dating back to 1989. Throughout his career, Skip Kelly has focused on building financial relationships grounded in honesty and trust. He emphasizes providing simple, transparent guidance based on evolving financial plans tailored to different life stages. He holds a California Insurance License.

Ryan Domenico is Vice President and Wealth Planner at Fidelity Investments. He has over 10 years of experience working with high net-worth families and institutions, focusing on providing honest and transparent guidance built on trust. Ryan partners with clients to understand their goals and help plan and fortify their financial futures through different stages of life. Prior to his current role, Ryan held various positions including Financial Consultant at Fidelity Investments from 2020 to 2025, Senior Financial Consultant at TD Ameritrade in 2019, Wealth Advisor at Pariax Private Wealth Management in 2019, and several roles at Charles Schwab between 2011 and 2019. He holds a California Insurance License. Outside of his professional work, Ryan has personal interests in fitness, food, golf, hiking, music, and traveling.

Ryan Roche is the Branch Leader at Fidelity Investments, a role he has held since 2025. He focuses on empowering Investor Center associates to engage in meaningful conversations with clients and supports them in developing the skills necessary to assist local families with financial planning. Ryan has accumulated extensive experience within Fidelity Investments, progressing through various positions including Financial Consultant (2022-2025), Planning Consultant (2021-2022), Relationship Manager (2020-2021), Financial Representative (2019-2020), and Investor Center Intern (2018-2019). He holds a California Insurance License. Outside of his professional responsibilities, Ryan enjoys baseball, golf, kayaking, skiing, traveling, and volunteering.

Devin Garrett is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He is a CERTIFIED FINANCIAL PLANNER™ who partners with clients to understand their priorities and goals across all life stages. Devin focuses on simplifying clients' financial lives by effectively positioning their wealth to help them work towards living life on their terms. Prior to joining Fidelity Investments, Devin gained experience as a Financial Consultant at E*TRADE Financial from 2017 to 2019 and as a Financial Advisor at Edward Jones from 2015 to 2017. He holds a California Insurance License. Outside of his professional career, Devin has personal interests in food, golf, and traveling.

Thomas Kaplan is a Financial Consultant currently with Fidelity Investments, where he has been since 2023, progressing from the role of Investment Consultant to Financial Consultant in 2024. Prior to this, he worked as a Financial Consultant at E*TRADE from Morgan Stanley between 2019 and 2023, and as a Financial Advisor at Baystate Financial from 2018 to 2019. Thomas' professional approach focuses on partnership, aiming to help clients connect their financial decisions to their life goals. He works collaboratively with clients to create customized wealth strategies that evolve as their circumstances change, providing ongoing support to help clients and their families navigate the future with confidence. He holds a California Insurance License. Outside of his professional work, Thomas is interested in family activities, exploring food, golf, scuba diving, tennis, and traveling.

Laura Greenberg is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has been with Fidelity since 2013, progressing from Investment Consultant to Financial Consultant before assuming her current role. Prior to joining Fidelity, Laura worked as a Financial Advisor at Edward Jones from 2009 to 2013 and briefly at Merrill Lynch in 2009. In her role, Laura partners with high-net-worth individuals and families to help them clarify priorities and make informed financial decisions. She focuses on developing a deep understanding of clients' goals and values to provide thoughtful guidance and a disciplined planning framework aimed at supporting long-term financial well-being. Laura holds a California Insurance License. Outside of her professional work, Laura's personal interests include beach activities, family activities, football, social events with friends, scuba diving, and skiing.

Michael Brezovsky is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their unique financial situations and goals, using Fidelity's resources and his expertise to build and implement comprehensive financial plans. He serves as a reliable source of information and support for clients through changing circumstances and evolving objectives. Michael has been with Fidelity Investments since 2018, progressing through multiple roles including Financial Consultant and Investment Consultant. His experience spans workplace planning and investment consulting, providing him with a broad perspective on financial advising. He holds a California Insurance License and is a CERTIFIED FINANCIAL PLANNER™ professional.

Maverick Martin is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at several organizations, including SD Adventures and The Sandbox. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and formal advisory roles to multiple registered investment companies.

Jacob Yu is a Planning Consultant at Fidelity Investments, where he collaborates with wealth management teams to develop financial plans tailored to clients' goals and needs. He has held several roles within Fidelity Investments since 2020, including Relationship Manager, Central Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Associate Banker at Chase from 2019 to 2020. Jacob holds a California Insurance License, supporting his work in financial planning and client services. Outside of his professional responsibilities, he engages in activities such as camping, fitness, golf, skiing, tennis, and participates in social events with friends.

Matt Hanhila is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In this position, he works with clients to design financial plans that provide a clear understanding of their current financial standing and a roadmap toward their future goals. His approach involves getting to know clients and their families, developing tailored financial plans, and offering ongoing guidance to help achieve those goals. Prior to his current role, Matt served as an Investment Consultant at Fidelity Investments from 2020 to 2021. Before joining Fidelity, he was a Registered Representative at AXA Advisors, L.L.C. from 2018 to 2020. He holds a California Insurance License.

Cristian Baca is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. He previously worked at Crestview Capital Management and Topstep, LLC. Fidelity’s Strategic Advisers LLC, where Cristian is based, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing model portfolios using systematic methodologies.

Andrew Di Guglielmo is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity for over a decade and brings nearly two decades of industry experience to his work with clients. His role involves collaborating with clients and their families to develop and implement financial plans tailored to their unique goals and circumstances. Prior to his current role, Andrew served as an Internal Wholesaler at AIG Capital Services, Inc. in 2015, and as a Financial Advisor at UBS Financial Services from 2011 to 2015, as well as at NewRoads Financial Group from 2009 to 2011. He holds a California Insurance License.

Blake Muchnick is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2026. Prior to this role, he held positions as an Investment Consultant and Planning Consultant at Fidelity Investments from 2023 to 2026. Blake's professional experience also includes roles as a Business Development Associate at Gottlieb Wealth Management and Integrated Partners, as well as an internship at Centura Wealth Advisory. He holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Blake focuses on partnering with clients and their families to develop tailored financial strategies that align with their objectives and preferences, utilizing the resources available at Fidelity. Outside of his professional endeavors, Blake enjoys golf, skiing, soccer, traveling, and volunteering.

Harrison Bickmore is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant from 2024 to 2025 and as a Financial Representative from 2023 to 2024 within the same organization. He holds a California Insurance License. Harrison focuses on detailed financial planning for his clients, emphasizing areas where they can achieve savings and work toward their desired life goals. He particularly enjoys analyzing complex financial challenges faced by individuals. Outside of his professional work, Harrison engages in activities such as gardening, golf, reading, and scuba diving.

Joshua Nelson is an Investment Consultant at Fidelity Investments, where he partners with clients and their families to develop and implement personalized financial plans aligned with their financial goals. He employs a three-step process that includes understanding the client and their family, analyzing their holistic financial picture, and implementing the plan in an accessible manner. Joshua has been with Fidelity Investments since 2020, progressing through roles as a Financial Representative, Relationship Manager, Planning Consultant, and currently as an Investment Consultant. He holds a California Insurance License. Outside of his professional work, Joshua enjoys family activities, exploring food, and participating in football and golf.

Kyle Malig is a financial advisor with Fidelity Investments in San Diego, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Sprouts Farmers Market and Boys & Girls Clubs of Carlsbad. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios drawn from mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies with a focus on systematic portfolio construction and oversight.

Irina Harichkova is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2013. She has held progressively responsible positions within the firm, including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President. Her role focuses on wealth planning and assisting clients with important financial decisions. Irina is licensed as an insurance professional in California. She emphasizes integrity and building lasting relationships with clients to support their financial goals, always prioritizing their interests. Outside of her professional responsibilities, Irina enjoys activities such as spending time at the beach, comedy, family activities, skiing, traveling, and caring for pets.

Dylan Miller is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their specific goals and needs. He joined Fidelity Investments in 2021 and has held several roles within the company, including Financial Representative and Relationship Manager, before becoming a Planning Consultant in 2025. Dylan holds a California Insurance License, supporting his work in financial planning and wealth management. Outside of his professional responsibilities, he engages in activities such as attending concerts, fitness, social events with friends, golf, military service, and traveling.

Diego Ruiz is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in the technology and fitness sectors, including roles at FIT3D, ForUsAll, DoorDash, and Microsoft. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, serving a broad range of investors including registered investment companies and charitable funds.

Kayla Mendez is a Financial Consultant at Fidelity Investments, where she has been working since 2026. Prior to this role, she held various positions within Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate, gaining comprehensive experience in financial services. She holds a California Insurance License, which supports her advisory capabilities. Kayla is committed to helping clients develop and implement financial plans aligned with their goals by understanding their personal values and overall financial situations. Outside of her professional work, Kayla enjoys cooking and baking, participating in family activities, fitness, reading, and running.

Isaiah Souza is a Financial Consultant at Fidelity Investments, where he works closely with his team to assist clients in developing personalized financial plans. He follows a structured four-step process to co-create strategies that align with clients' goals, concerns, and visions for their financial futures. Isaiah has held various roles within Fidelity Investments since 2021, including Investment Consultant, Workplace Planner III, and Central Relationship Manager. Prior to Fidelity, he held positions such as Senior Financial Assistant at Bangerter Financial, Financial Advisor at MassMutual, and Client Service Specialist at Ameriprise Financial. His career in the financial services industry began in 2013 as a Financial Services Professional. Isaiah holds a California Insurance License. Outside of his professional endeavors, he has interests in fitness, food, and traveling.

Mandar Bhave is an Investment Management Consultant II at Fidelity Investments. In this role, he collaborates with clients to understand their individual financial situations and develop personalized financial plans that align with their specific goals. He focuses on educating clients about Fidelity's resources to help them make informed financial decisions tailored to their plans. Mandar has held several positions within the financial services industry, including Investment Consultant and Investment Solutions Representative at Fidelity Investments since 2021. Prior to that, he worked as a Financial Solutions Advisor at Merrill Edge from 2018 to 2021 and as a Workplace Investor Associate at T Rowe Price from 2016 to 2018. He holds a California Insurance License.

Pablo Contreras is a Financial Consultant at Fidelity Investments, a role he has held since 2019. In this capacity, he works closely with select individuals and families to provide clarity on their overall financial situation. He follows Fidelity's 5 pillars of wealth to guide clients toward a disciplined approach in meeting their financial objectives. Before becoming a Financial Consultant, Pablo held several positions within Fidelity Investments, including Investment Consultant in 2019, Relationship Manager from 2018 to 2019, and Financial Representative from 2017 to 2018. Prior to joining Fidelity, he worked as a Financial Services Professional at New York Life from 2015 to 2017. Pablo holds a California Insurance License. Outside of his professional work, Pablo has interests in cars, music, and outdoor adventures.

Tyler Austin is a Planning Consultant at the Del Mar branch of Fidelity Investments. In this role, he assists clients in navigating the complexities of financial planning as they work toward their financial goals. Tyler has been with Fidelity Investments since 2021 and has held several positions, including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative I, Relationship Manager, and currently, Planning Consultant. His experience encompasses various aspects of client relationship management and investment solutions. Additional information regarding Tyler's education, credentials, personal interests, and community involvement is not provided.

Drew Hassenplug is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He works primarily with high net-worth Fidelity clients, assisting them in making sound financial and investment decisions. Drew collaborates closely with clients throughout the financial planning process to develop personalized strategies aligned with their long-term life goals. Prior to his current role, Drew held several positions at Fidelity Investments, including Financial Consultant from 2022 to 2025 and Investment Consultant from 2020 to 2022. He also has experience as a Financial Consultant and Client Support Associate at Ameriprise Financial between 2018 and 2020, and began his career as a Financial Representative at Northwestern Mutual from 2017 to 2018. He holds a California Insurance License. Outside of his professional work, Drew enjoys family activities, football, and golf.

Diana Molina is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2026, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2020 to 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registered investment company advisory roles, use of algorithmic methods and AI in research, and formal governance procedures.

Kaitlyn Clark is Vice President and Branch Leader at Fidelity Investments, where she leads a team focused on delivering a great experience for clients. She works closely with advisers and team members to support their efforts in helping more people with their financial needs. Kaitlyn has extensive experience at Fidelity Investments, having held multiple roles since 2016. Her positions have included Financial Representative, Relationship Manager, Planning Consultant, Financial Consultant, Branch Leader, and now Vice President, Branch Leader. She holds a California Insurance License.

Melyssa Lloyd Parmenter is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2022. In this capacity, she collaborates with clients, their Wealth Management Advisors, and other team members to develop and implement comprehensive financial planning strategies aimed at helping families achieve their financial objectives. Her tenure at Fidelity Investments includes positions as a Planning Consultant from 2020 to 2022, Senior Relationship Manager from 2017 to 2020, and Relationship Manager from 2016 to 2017. This progression reflects her experience in wealth management and client relationship roles within the firm. Melyssa holds a California Insurance License.

Diana Ramires is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In her current role, she partners with advisors and clients to co-create financial roadmaps aimed at achieving clients' financial goals. Her professional experience at Fidelity Investments spans several roles, including Relationship Manager from 2025 to 2026 and Financial Representative from 2023 to 2025. These roles have contributed to her expertise in supporting advisors and clients in financial planning and relationship management.

Rashaad Shaw is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Representative at Fidelity Investments from 2021 to 2023 and gained experience as a Banker at Wells Fargo from 2017 to 2021. His professional background encompasses investment consulting and financial representation within the financial services industry. Rashaad holds a California Insurance License, supporting his work in financial advising and investment consultation. His approach focuses on partnering with clients to understand their unique situations and goals, aiming to develop clear and understandable financial strategies. Outside of his professional work, Rashaad has personal interests in cars, fitness, music, snowboarding, and surfing.

Kurt Schleehauf is a Planning Consultant at Fidelity Investments, where he partners with clients to understand their financial situations and collaborates with planning teams to develop financial plans tailored to clients' goals. He has held several roles at Fidelity Investments, including Relationship Manager and Financial Representative, both in 2024. Prior to joining Fidelity, Kurt worked as an Account Specialist at AIG Corebridge Financial from 2017 to 2023. He holds a California Insurance License.

Clyde Chandler is a financial advisor with Fidelity in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Fidelity Brokerage Services since 2005 and five years at PRUCO Securities, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of fund structures and model portfolios.

Lucas Iacarella is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Lowe's and served in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jerel Custodio is a Planning Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to educate them on current financial topics. Prior to his current role, Jerel served as a Relationship Manager at Fidelity Investments from 2020 to 2021 and as a Financial Representative from 2016 to 2020. Jerel holds a California Insurance License. Outside of his professional career, he has personal interests in comedy, outdoor adventures, and traveling.