Jared McCray is a Vice President and Financial Consultant at Fidelity Investments. He focuses on partnering with successful individuals and families to align their wealth with their vision of financial freedom. Jared helps clients create financial plans that identify opportunities, address potential risks, and provide a clear path forward. Through ongoing monitoring, proactive guidance, and strategic adjustments, he assists clients in navigating change while keeping their financial decisions aligned with their goals and values. Jared has extensive experience in the financial industry, having held various roles at Fidelity Investments since 2012, including Financial Representative, Investment Representative, Financial Consultant, and now Vice President, Financial Consultant. Prior to joining Fidelity, he was a Registered Representative at First Investors from 2011 to 2012. He holds a California Insurance License. Outside of his professional work, Jared's personal interests include beach activities, fitness, scuba diving, snowboarding, and traveling.

Patrick Waters currently serves as a Planning Consultant at Fidelity Investments, a role he began in 2024. In this capacity, he assists clients in developing effective investment strategies and financial plans that aim to provide them with peace of mind. Prior to joining Fidelity Investments, Patrick held various marketing and leadership positions within the financial services industry. His experience includes roles such as Senior Marketing Consultant at Splendeftly Marketing Consulting, LLC; Head of ESG and Retirement Marketing at Allspring Global Investments - Wells Fargo Asset Management; Head of Defined Contribution Marketing at State Street Global Advisors; Director of Institutional Marketing at BlackRock; and Director of Marketing at Charles Schwab. He holds a California Insurance License. Outside of his professional work, Patrick has interests in art, biking, cooking and baking, enjoying food, movies, and volunteering.

Tamika Workmon is a Wealth Management Planning Consultant at Fidelity Investment, a position she has held since 2021. In this role, she partners with clients and their Wealth Management Advisors to understand legacy goals and build customized financial plans tailored to individual needs. Her approach emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Tamika has accumulated experience as a Financial Advisor, having worked at MassMutual from 2019 to 2021 and Merrill Lynch from 2011 to 2013. She holds insurance licenses in Arkansas and California. Outside of her professional work, Tamika's personal interests include football, socializing with friends, spending time at the lake, singing, softball, and swimming.

Daniella Diaz-Partenach is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments since 1999, progressing through various roles including Vice President, Financial Consultant, Retirement Solutions Representative, and Senior Investments Consultant. With 26 years of experience, she works with clients and families to develop, implement, and maintain financial plans aimed at achieving their financial goals. Daniella holds a California Insurance License and has extensive experience in wealth management and financial consulting. Her career at Fidelity Investments has provided her with a comprehensive understanding of investment strategies and retirement solutions. Outside of her professional work, Daniella enjoys spending time at the beach, attending concerts, exploring food, socializing with friends, caring for pets, and traveling.

Joshua Newsom is the Vice President and Branch Leader at Fidelity, a role he has held since 2023. In this capacity, he oversees, coaches, and supports a team of financial advisors and planning partners who provide comprehensive financial planning and guidance to Fidelity clients. He has progressive experience within Fidelity, having served in positions including Assistant Branch Leader (2022-2023), Team Leader for Fixed Income and Client Services, Financial Consultant, Investment Consultant, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2016 to the present. This career progression highlights his expertise in client services, investment solutions, and team leadership within the financial services sector. Joshua holds a California Insurance License. Outside of his professional responsibilities, his personal interests include comedy, food, social events with friends, movies, singing, and theater.

Nicholas Young is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he leads a team of advisors and support staff dedicated to delivering a planning experience tailored to each client's unique financial situation and goals, leveraging Fidelity's comprehensive tools and resources. Nicholas has been with Fidelity Investments since 2011, progressing through several roles including Financial Representative, Private Client Specialist, Investment Consultant, Financial Consultant, Wealth Planner, and Regional Planning Consultant. His extensive experience within the firm has provided him with a broad understanding of financial planning and wealth management. He holds a California Insurance License.

Devin Bomba is a Financial Consultant at Fidelity Investments, where they serve as the primary point of contact for clients working towards their short and long term financial goals. Devin is committed to understanding clients' individual needs to create comprehensive and personalized financial plans. Devin has held multiple roles at Fidelity Investments since 2021, including Central Relationship Manager, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. This experience has provided Devin with a broad perspective on client relationship management and financial consulting. Devin holds a California Insurance License. Outside of work, Devin enjoys activities such as gardening, hiking, Pilates, sailing, traveling, and exploring food.

Killian Adwell is an advisor with Fidelity Investments based in San Francisco, CA, holding Series 63 and Series 66 credentials and possessing two years of industry experience. Prior to joining Fidelity, he worked in various roles at companies including Amazon, Uber Technologies, and Henry's House of Coffee. Fidelity’s Strategic Advisers LLC, where Adwell is affiliated, provides investment management and advisory services spanning retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Melanie Clay is Vice President, Wealth Planner at Fidelity Investments, where she partners with clients to develop customized financial plans addressing both short- and long-term goals. She emphasizes building trust as a foundation for strong client relationships. Melanie has held various roles at Fidelity Investments since 2017, including Financial Consultant and Vice President, Regional Planning Consultant. Her professional experience spans over three decades in the financial services industry, including positions at J.P. Morgan Chase Bank, Thrivent Financial for Lutherans, Woodbury Financial Services, American Express Retirement Services, and Piper Trust Company. She holds a California Insurance License. Outside of her professional work, Melanie enjoys food and traveling.

Cindy Shi is a Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she supports and develops a team of professionals to help them achieve their fullest potential. She has been with Fidelity Investments since 2015, progressing through various roles including Wealth Management Planning Consultant from 2018 to 2022, Relationship Manager from 2016 to 2018, and Financial Representative from 2015 to 2016. Cindy holds a California Insurance License. Outside of her professional responsibilities, Cindy enjoys family activities, traveling, and practicing yoga.

Samir Rahman is a Financial Consultant currently working at Fidelity Investments. He has accumulated eight years of experience in the financial services industry, holding various roles including Investment Consultant at Fidelity Investments, Associate Wealth Advisor at Cresset Capital, Senior Analyst at Brighton Jones, Financial Advisor at Merrill Lynch, and Equity Trader at Seven Points Capital. Samir focuses on developing customized financial roadmaps for his clients, aiming to simplify complex financial concepts and provide disciplined guidance toward achieving financial peace of mind and long-term success. He holds a California Insurance License. Outside of his professional career, Samir has personal interests in biking, concerts, fitness, golf, running, and skiing.

Lev Asnis is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior work includes roles at Think Together and The Home Depot. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Gurpreet Singh is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, Tri Counties Bank, and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Christian Kimball is a financial advisor at Fidelity with over 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1993. Outside of his advisory role, he serves as chairman of traditions and orientation for The Family Club, a private social club in San Francisco. 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 employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

Nathan Mateo is a Financial Consultant currently with Fidelity Investments, where he has been working since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments in the same year. From 2017 to 2022, Nathan worked as a Wealth Management Client Associate at Merrill Lynch. Nathan holds a California Insurance License. He focuses on helping clients navigate the complexities associated with significant wealth by developing thoughtfully curated and holistic financial strategies aimed at achieving lasting results. Outside of his professional work, Nathan enjoys outdoor adventures, spending time with pets, and traveling.

Tristan Ludwig serves as Vice President and Financial Consultant. He has been with Fidelity Investments since 2015 in this role. Prior to that, he worked as a Financial Consultant at E*TRADE Financial from 2012 to 2015. Tristan focuses on retirement planning and tax-efficient investment strategies. He emphasizes working closely with clients to understand their individual financial goals and collaborates with them to develop personalized financial plans. He also provides regular reviews to keep clients informed about current risks and opportunities in the economic landscape. Tristan holds a California Insurance License.

Ardi Movassaghi is a Financial Consultant at Fidelity Investments, a position held since 2024. He has a professional background spanning 19 years in financial services, with experience at multiple institutions including Fidelity Investments, Stifel, Merrill Lynch, Morgan Stanley, and Bank of America. His roles have encompassed financial consulting, investment consulting, financial advising, portfolio analysis, and financial center management. Throughout his career, Ardi has focused on developing tailored financial plans by understanding clients' objectives and utilizing a broad range of financial strategies and resources. He holds a California Insurance License, supporting his ability to provide comprehensive financial services. His long-term experience positions him to assist clients in aligning their financial decisions with their future goals.

Tzipora Henig currently serves as Vice President Private Wealth Management Advisor. She has held this position since 2026. Prior to this role, she worked as a Financial Consultant at Fidelity Investments from 2022 to 2026 and as a Planning Consultant at Fidelity Investments from 2021 to 2022. Her professional experience also includes positions as Head of Advisory Team at ForUsAll from 2019 to 2021 and Manager of Account Support at Human Interest from 2018 to 2019. Tzipora holds a California Insurance License. She is committed to understanding the priorities of her clients to partner with them effectively in achieving their financial goals. She works collaboratively with clients to develop and implement comprehensive, individualized financial plans that align with their core values and beliefs.

Emily Nau is an advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior work includes roles at the University of Colorado Boulder and various service and recreational positions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Nicole McKay is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she has worked since 2006. In her current role, she serves as a single point of contact for affluent families, focusing on helping them grow, preserve, and transfer their wealth. She emphasizes forming strong relationships with her clients and their families to maintain trust and reliability. Her professional experience includes roles as a Wealth Management Relationship Manager and Financial Representative at Fidelity Investments. Nicole is licensed with the California Insurance License, supporting her expertise in financial and insurance matters. Outside of her professional work, Nicole's personal interests include spending time at the beach, hiking, and parenthood.