Daniella Lacroix is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as a primary point of contact for Private Wealth Management clients and their families. She focuses on creating personalized relationships built on trust to help strengthen and secure clients' financial lives. Her professional experience includes roles as a Senior Premier Relationship Banker at Wells Fargo Bank, NA, a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and a Teller at Wells Fargo Bank, NA. Daniella holds a California Insurance License. Outside of her professional work, Daniella has interests in art, beach activities, reading, sailing, surfing, and yoga.

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.

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.

Karan Singh is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this position, he collaborates with clients to identify and plan for key financial goals, developing streamlined strategies to manage complex financial relationships. His professional experience includes roles as a Financial Solutions Advisor at Merrill-BofA from 2025 to 2026, Senior Premier Banker at Wells Fargo from 2024 to 2025, Associate Premier Banker at Wells Fargo from 2022 to 2024, Personal Banker at Wells Fargo from 2021 to 2022, and Bank Teller at Wells Fargo from 2019 to 2021. This progression reflects his expertise in financial services and client relationship management. Karan holds a California Insurance License. Outside of his professional work, he has interests that include badminton, cars, outdoor adventures, running, and traveling.

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.

Martha Bitta is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Beneficial State Bank and the International English Language Testing System Test Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies.

Shinta Halim is a Financial Consultant currently working at Fidelity Investments since 2021. She has over a decade of experience in the financial services industry, having previously held positions as a Private Client Advisor at JPMorgan Chase from 2014 to 2021 and as a Financial Advisor at Merrill Lynch Pierce Fenner & Smith from 2011 to 2014. Shinta focuses on improving and strengthening her customers' financial well-being by providing personalized strategies tailored to their unique needs. She supports clients with financial planning at every stage of their life. She holds a California Insurance License. Outside of her professional work, Shinta has interests in art, concerts, fitness, museums, outdoor adventures, and traveling.

Alan Chen-Ok is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. Prior to this role, he held various positions within Fidelity Investments, including Investment Consultant, Relationship Manager, and High Net Worth Service Associate. Alan began his career as a Financial Representative at Way Financial from 2021 to 2022. His professional focus is on developing investment strategies that accurately reflect clients' goals and values. Alan collaborates with clients to build, implement, and monitor tailored financial plans that are clear and suited to their unique situations. He holds a California Insurance License. Outside of his professional responsibilities, Alan enjoys spending time at the beach, engaging in family activities, fitness, and playing golf.

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.

Christopher Madril serves as Vice President and Branch Leader at Fidelity Investments. In this role, he leads his team to provide clients with financial plans tailored to benefit them and their families both now and in the future. He emphasizes access to Fidelity's brand, technology, and cost-efficient investment platform in his approach to client service. Mr. Madril has extensive experience in the financial services industry. He has held various positions, including Branch Manager at Fidelity Investments since 2017, Assistant Branch Manager from 2016 to 2017, Private Banker at Morgan Stanley from 2014 to 2016, and multiple roles at Wells Fargo Bank from 2006 to 2014, such as Branch Manager and Relationship Manager. He began his career as a Financial Services Professional at New York Life in 2005. He holds a California Insurance License, supporting his work in financial planning and investment management.

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 at Fidelity with a Series 66 credential and recently started his career in the industry. His prior work experience includes a role at FM Global and managing Excel Basketball LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to create systematic model portfolios.

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.