Jason Xu is a Vice President and Financial Consultant currently working at Fidelity Investments since 2026. He has been with Fidelity Investments since 2023, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Vice President and Financial Consultant at TD Ameritrade - Charles Schwab from 2014 to 2022. His professional focus is on providing comprehensive financial services, encompassing investing and financial planning. He emphasizes the importance of creating simple and executable written financial plans tailored to clients' unique situations and preferences. Jason and his team collaborate with clients to build, implement, and monitor these customized plans. Jason holds insurance licenses for Arkansas and California.

Jerod Mah is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he works with clients to understand their financial needs and helps them plan for their financial futures. He focuses on building and maintaining relationships to foster a deep level of trust. Prior to his current position, Jerod worked as a Private Wealth Client Associate at Merrill Lynch from 2020 to 2026. He holds a California Insurance License, demonstrating his qualifications in the insurance sector. Outside of his professional work, Jerod has interests in fitness, outdoor adventures, tennis, and traveling.

Corinna Teng is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2025. In this role within Private Wealth Management, she leverages Fidelity's comprehensive resources and specialized teams to support clients in managing various aspects of their financial lives. Her professional experience includes multiple roles at Fidelity Investments, starting as a Relationship Manager in 2022, then as a Planning Consultant from 2023 to 2025, before advancing to her current position. Prior to joining Fidelity, Corinna worked at Morgan Stanley as an Assistant Vice President and Risk Officer from 2021 to 2022, and at First Republic Private Wealth Management as a Team Lead and Senior Associate from 2016 to 2021. Corinna holds a California Insurance License. Outside of her professional career, she has interests in pets, reading, and traveling.

Sakib Khan is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2021, previously serving as a Planning Consultant and Relationship Manager. Prior to joining Fidelity, Sakib worked as a Paraplanner at Ameriprise Financial and as a Financial Advisor at Merrill Lynch. In his role, Sakib focuses on understanding clients' priorities, risk tolerance, time horizons, liquidity needs, and goals to develop investment strategies tailored to their individual situations. He provides education and guidance to assist clients in working towards their financial objectives, including lifestyle preferences and legacy planning. Sakib holds a California Insurance License. Outside of his professional work, he has interests in fitness, food, movies, pets, and running.

Alexander Hagen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He has held various positions prior to joining Fidelity, including roles outside the financial sector and full-time student status. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on model portfolios and formal advisory roles in the institutional space.

Gavin Zerbe is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025. His professional experience also includes positions at First Republic Bank and Fisher Investments, where he has held roles ranging from Associate Director to Portfolio Evaluation Group Associate. With over a decade of experience in the financial industry, Gavin focuses on educating clients about their investment options and providing personalized guidance. His approach centers on equipping clients with the necessary tools, knowledge, and resources to make informed decisions about their finances. Gavin holds a California Insurance License. Details regarding his education and personal interests were not provided.

Lei Huang is a financial advisor at Fidelity with four years of industry experience. His prior roles include positions at Bank of America and J.P. Morgan Securities LLC. He holds Series 66, Series 63, and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies.

Vikas Bobba is a financial advisor with Fidelity in San Francisco, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Active Play Education and First Republic Bank, as well as academic involvement with Georgetown University's Management Department. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Daniel Escorcia is a Financial Consultant currently with Fidelity Investments. He brings over a decade of experience in financial consulting, having worked with several prominent financial firms including T. Rowe Price, Merrill Lynch, and Charles Schwab. His work focuses on simplifying clients' financial lives, tailoring investment strategies, and comprehensive planning aligned with clients' goals, particularly during periods of market volatility. Daniel holds a California Insurance License and has accumulated diverse experience across various roles such as Financial Consultant, Senior Consultant, Financial Solutions Advisor, and Financial Representative. His approach centers on understanding clients' objectives and building strategies accordingly, leveraging the resources and expertise of the platforms he represents. Outside of his professional life, Daniel's personal interests include food, football, music, and traveling.

Julie Hong is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2016. She works with high net worth individuals and families, using the resources and expertise at Fidelity Investments to assist clients in developing and implementing financial plans tailored to their financial goals. Her professional experience includes positions as an Associate at Lehman Brothers from 1997 to 1999 and at Deutsche Morgan Grenfell from 1996 to 1997. Julie holds a California Insurance License.

Daisy Paulsen is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to develop comprehensive financial plans and provide ongoing support as clients' needs evolve. She serves as the primary contact for service-related inquiries and assists families with generational planning for children and grandchildren. Her experience at Fidelity Investments includes roles as a Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2022 to her current position in 2025. This progression reflects her growing expertise in financial planning and client relationship management. Daisy holds a California Insurance License, which supports her capacity to advise clients in insurance-related matters.

Chet Chappell is a Financial Consultant currently with Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025. His professional experience includes roles such as Managing Director at ASYMmetric ETFs, Regional Sales Consultant at Beaumont Capital Management, and Vice President positions at ETFs AllianceBernstein and Columbia Threadneedle Investments. He also held the role of Head of Distribution at Grail Advisors and was Vice President at Charles Schwab. Chet holds a California Insurance License, which supports his work in providing comprehensive financial planning and investment consulting. He collaborates with clients to develop personalized financial plans tailored to individual and family goals, offering ongoing guidance as clients' financial needs evolve. Outside of his professional career, Chet enjoys activities such as spending time at the beach, engaging in family activities, participating in social events with friends, playing golf, parenthood, and traveling.

Sydney Kupsh is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Before joining Fidelity, Kupsh held various roles outside the financial industry, including teaching pilates classes and working in customer service and hospitality. They currently teach four pilates classes per week. 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. The firm serves a diverse client base, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and oversight controls.

Bradley Blackshire is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2019, following a two-year tenure at Edward Jones and a year at Philz Coffee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating algorithmic methodologies and long-term asset allocation benchmarks.

Nuno Fernandes is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Fidelity in San Francisco, CA. He has 13 years of industry experience, with prior roles at GW&K Investment Management and Trilogy Global Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including model portfolios for intermediary platforms.

Mike Guerrero is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments in various roles since 2014, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Mike worked as a Client Associate at Neuberger Berman from 2016 to 2017. Mike holds a California Insurance License. His professional approach is grounded in developing customized financial plans tailored to his clients' specific needs and goals, aiming to serve as a trusted advisor built on honesty and integrity. He focuses on helping clients gain confidence to pursue their long-term financial objectives. Outside of his professional work, Mike's personal interests include cooking and baking, engaging in family activities, exploring food-related experiences, and football.

Rianna Skomorovsky is a financial advisor with Fidelity in San Francisco, holding a Series 66 designation and two years of industry experience. Her background includes roles at Fidelity Investments and involvement with the Tikvah School of Music and Dance. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and machine learning in research.

Sonali Bhaumik is a Financial Consultant at Fidelity Investments, where she has been serving since 2026. Prior to this role, she held various positions within Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2022-2025), and Financial Representative (2021-2022). She began her professional career as a Compliance Officer at the Securities and Exchange Board of India from 1996 to 1999 and later worked as an Associate Product Manager at Franklin Templeton Investments between 1999 and 2003. Sonali holds a California Insurance License, supporting her work in the financial services field. Outside of her professional commitments, Sonali enjoys concerts, cooking and baking, gardening, painting, photography, and traveling.

Andy Xie is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on guiding clients through their financial journeys by prioritizing comprehensive planning to align clients' priorities with their goals. Andy has accumulated experience in various capacities at Fidelity Investments, including roles as Investment Solutions Representative II and I, Stock Plan Associate, and Customer Relationship Advocate, spanning from 2021 to his current position in 2023. He holds a California Insurance License. Outside of his professional work, Andy has interests in fitness, culinary exploration, hiking, reading, and tennis.