John Landreth is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2014, progressing through roles including Investment Consultant, Workplace Planning Consultant, High Net Worth Financial Services Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2013 to 2014. John's experience spans various facets of financial consulting, including investment consulting, workplace planning, and servicing high net worth clients. He holds a California Insurance License. With over a decade of experience at Fidelity, John focuses on assisting clients and their families in working toward their financial goals with integrity.

Derrick Lee is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he worked as an Investment Consultant at Fidelity Investments from 2025 to 2026 and as an Investment Solutions Representative I from 2023 to 2025. Derrick began his financial advisory career with Equitable Advisors in 2022. His professional approach centers on understanding clients' goals, values, and visions to develop personalized financial strategies. Derrick emphasizes clear and honest guidance with a client-first focus, assisting individuals and families in pursuing financial confidence and long-term success. Derrick holds a California Insurance License. Outside of his professional work, he has personal interests that include cars, cooking and baking, fitness, golf, snowboarding, and traveling.

Zackary Petray is an Investment Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on assisting individuals and families in pursuing their financial goals by developing and implementing tailored investment strategies. Prior to joining Fidelity Investments, Zackary worked as a Financial Services Representative at MassMutual from 2018 to 2021. Zackary emphasizes the importance of understanding his clients' life and financial objectives before introducing any investment plans. He believes in creating financial plans that include consistent reviews to assess risks and necessary adjustments, aiming to align investments with clients' needs and support their pursuit of financial freedom. Zackary holds a California Insurance License. Outside of his professional work, Zackary has personal interests that include baseball, bowling, concerts, golf, music, and snowboarding.

Maggie Chan is a Financial Consultant currently working at Fidelity Investment since 2020. She has previously held the position of AVP Financial Advisor at Merrill (Bank of America) from 2018 to 2020. Maggie specializes in assisting high-net-worth clients and businesses with refining their investment portfolios and exploring tax-efficient investment opportunities. She takes time to understand her clients' priorities and preferences before making customized recommendations. Maggie holds a California Insurance License. Outside of her professional work, she enjoys spending time with her family, engaging in outdoor activities with her child, traveling, and volunteering.

Christanie Hunter is a Financial Consultant at Fidelity Investments, where she works with individuals and families to develop tailored investment strategies that align with their financial goals. Her approach emphasizes informed decision-making, education, and transparent communication. Prior to her current role, she held positions as an Investment Consultant and Planning Consultant at Fidelity Investments, and has experience as a Manager, Team Lead, and Financial Representative at Morgan Stanley. She began her career as a Participant Services Representative at Northern Trust. Christanie holds a California Insurance License, supporting her qualifications in the financial services industry. Outside of her professional work, she has interests in visiting beaches, exploring culinary experiences, attending museums, painting, reading, and traveling.

Kent Qian is a Financial Consultant at Fidelity Investments, where he focuses on providing personalized financial planning tailored to clients' individual objectives. He adopts a team approach to help clients develop and adjust their financial plans as needed. Kent has extensive experience in financial advisory roles, including positions as a Private Client Advisor at JP Morgan Chase from 2018 to 2024 and as a Financial Advisor at Merrill Lynch from 2016 to 2018. He holds a California Insurance License. Outside of his professional work, Kent enjoys activities such as cars, family activities, fishing, social events with friends, and swimming.

Michael Mildbrandt is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with individuals and families to help them pursue their unique vision of financial freedom by defining, analyzing, and working towards their financial goals through tailored financial plans. These plans address potential risks and provide options to meet clients' needs over time, with ongoing updates to adapt to life changes. Before joining Fidelity Investments, Michael worked as a Financial Planner at MassMutual from 2016 to 2020. He holds a California Insurance License, which supports his work in financial planning and risk management. Outside of his professional work, Michael has personal interests that include fitness, social events with friends, hiking, music, skiing, and traveling.

Christina Hensley is a Financial Consultant at Fidelity Investments, where she focuses on helping clients make informed decisions about their finances. She aims to simplify financial concepts and supports clients throughout their financial planning journey. Her professional experience spans over a decade in the financial services industry. Prior to joining Fidelity in 2025, Christina worked as a Financial Planner at Fisher Investments from 2016 to 2025. She also held the positions of Director of Wealth Management at Northwestern Mutual from 2014 to 2016 and Associate Advisor at Lincoln Financial Group from 2012 to 2014. Christina holds a California Insurance License. Outside of her professional work, Christina enjoys hiking and photography.

Tirth Kashikar is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Consultant at Equitable Advisors from 2024 to 2025. In his current position, Tirth partners with clients to work toward their unique financial goals by listening to and understanding their priorities and concerns, while providing clear education to help them make well-informed, confident decisions. He holds a California Insurance License, which supports his expertise in financial planning and investment consulting. Outside of his professional work, Tirth has personal interests in cars, fitness, motorcycles, and music.

Juste Kudirka is Vice President Private Wealth Management Advisor at Fidelity Investments, a role held since 2025. Prior to this, he served as Vice President, Wealth Planner at Fidelity Investments from 2022 to 2025. His previous experience includes positions as Financial Advisor and Financial Planning Analyst at Ameriprise Financial from 2014 to 2022, and earlier roles at Northwestern Mutual and Russell Investments. His professional background encompasses wealth management and financial planning, with a focus on working alongside clients to develop personalized financial strategies. He holds a California Insurance License. Juste is dedicated to helping clients achieve their personal financial goals by acting as a trusted partner and advisor, tailoring financial paths to individual family situations.

Gerardo Ramos is a Planning Consultant at Fidelity Investments. In this role, he focuses on strengthening relationships with clients and addressing their unique financial needs and goals. He has held several positions at Fidelity Investments, including Relationship Manager from 2025 to 2026, Financial Representative from 2024 to 2025, and Financial Services Representative from 2023 to 2024. Through these roles, he has gained experience working with diverse client circumstances and priorities. Outside of his professional work, Gerardo enjoys attending concerts, participating in family activities, fitness, playing golf, and listening to music.

Chaden Snarr is a financial advisor with Fidelity in San Francisco, holding a Series 66 credential and one year of industry experience. His prior roles include positions at FM Global and Excel Basketball LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction with model portfolios drawn from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, its registration with the CFTC as a commodity pool operator, and its advisory role to multiple registered investment companies.

Tatianna Long is a Planning Consultant at Fidelity Investments, where she focuses on developing strong and lasting client relationships through trust, empathy, and collaboration. She partners with clients to understand their unique financial goals and implements tailored strategies to meet their complex needs. Her professional experience includes roles as a Retirement Consultant at Empower from 2022 to 2023, a Relationship Banker at J.P. Morgan Chase & Co from 2021 to 2022, and a Teller at Wells Fargo from 2018 to 2021. Tatianna holds a California Insurance License. Outside of her professional work, she has interests in art, fitness, pets, running, and traveling.

Rene Casis is a financial advisor with Strategic Advisers LLC, a Fidelity Investments company. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including prior roles at American Century Investment Services, Inc., 55 Capital Partners, and LVH. Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolio delivery, with activities that include oversight of registered investment companies and use of artificial intelligence in research.

Ashley Pak is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She brings over 18 years of experience in the financial industry, working closely with clients to develop customized financial plans based on trust, transparency, and individual goals. Her approach involves open dialogue and understanding clients' dreams and concerns to provide guidance and lasting support. Prior to joining Fidelity Investments, Ashley held several roles at Merrill Lynch and Merrill Lynch Bank of America, including Assistant Vice President, Financial Advisor from 2013 to 2017, Relationship Manager from 2011 to 2013, and Financial Representative from 2007 to 2008. She holds a California Insurance License. Outside of her professional work, Ashley enjoys family activities, fitness, golf, puzzles, and traveling.

Khalid Attiga is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. Prior to this role, he worked as a Financial Advisor at Wells Fargo Advisors from 2016 to 2018 and as a Relationship Manager at Credit Suisse from 2014 to 2016. His professional focus centers on understanding clients' goals and life circumstances to build trust and deliver personalized financial strategies. Khalid holds a California Insurance License, which supports his work in financial consulting. He emphasizes the importance of earning clients' trust through attentive relationship-building and careful consideration of their individual needs, rather than immediately introducing investment strategies.

Winnie Jung is a Financial Consultant currently working at Fidelity Investments since 2024. In her role, she partners with clients to identify their financial goals, address concerns, and manage their wealth according to their individual terms. She emphasizes active listening and alignment with clients to serve as both an advocate and trusted advisor. Her professional experience includes positions at Charles Schwab, where she served as Vice President and Financial Consultant from 2021 to 2024, Financial Consultant Partner from 2018 to 2021, and Client Relationship Specialist from 2017 to 2018. Additionally, she held the role of Planning Consultant at Fidelity Investments in 2021. Winnie holds a California Insurance License.

Paola Nunez-Torres is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity since 2019, progressing through roles including Financial Consultant 1, Planning Consultant, and Investment Consultant. Paola partners with clients to develop personalized financial plans tailored to their unique goals, risk preferences, and life stages. Her experience encompasses a range of financial planning and investment consulting responsibilities within Fidelity. She holds a California Insurance License. Outside of her professional work, Paola has interests in food, movies, and parenthood.

Michael Powell is Vice President and Wealth Planner at Fidelity Investments, where he works with the specialty planning team focused on delivering comprehensive wealth management services to families. In this role, he provides in-depth financial planning and wealth management strategies. He has been with Fidelity Investments since 2012, initially serving as a Financial Consultant before becoming a Vice President and Wealth Planner in 2021. Before joining Fidelity, Michael worked as a Financial Advisor at Merrill Lynch from 2011 to 2012. Michael holds a California Insurance License. No additional information about his education or personal interests has been provided.

Judy Zhu is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. She previously worked at Bank of America for seven years. Outside of her advisory role, she is the sole proprietor of an online janitorial supply business that is managed by a family member. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.