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.

Emma Wheeler is an Investment Consultant at Fidelity Investments in San Francisco. She works alongside clients to develop practical and straightforward financial plans that support their goals. Emma's approach emphasizes building step-by-step strategies tailored to individual needs. Emma began her career at Fidelity Investments, progressing through roles including Financial Services Representative, Financial Representative, and Investment Solutions Representative before becoming an Investment Consultant in 2025. Prior to joining Fidelity, she completed a finance internship at J. Hagan Capital in 2022. She holds a California Insurance License. Outside of her professional work, Emma has personal interests in cars, photography, and surfing.

Zackary Wilson is a Financial Consultant at Fidelity Investments, where he currently partners with local clients to build lasting relationships and provide convenience and confidence in managing their personal finances. His professional experience includes progressive roles within Fidelity Investments, beginning as a Financial Services Representative in 2023, advancing to Financial Representative and then Relationship Manager before his current position. Zackary holds a California Insurance License, supporting his work in financial planning and client advisory services. Outside of his professional duties, he engages in personal interests such as cooking and baking, fishing, exploring culinary experiences as a foodie, and traveling.

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 financial advisor at Fidelity with one year of industry experience. She previously worked at Bank of America for seven years. Outside of her advisory role, she is a sole proprietor of an online janitorial supply business, where family members manage sales and she oversees financials and tax filings. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

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 with Fidelity Investments in San Francisco, CA. He holds the Series 66 designation and has been with Fidelity since 2026. Prior to joining Fidelity, Hagen’s work experience includes roles outside the financial industry and periods as a full-time student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

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 Investments with four years of industry experience. Huang holds the Series 66, Series 63, and Series 65 designations and has worked at Bank of America, J.P. Morgan Securities LLC, and JP Morgan Chase Bank, N.A. prior to joining Fidelity. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Vikas Bobba is a financial advisor with Fidelity in San Francisco, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Fidelity, he worked in education and various other roles, including with Active Play Education and Georgetown University’s Management Department. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

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 a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Kupsh held various roles including teaching communication at UCSB and working in hospitality and fitness. Outside of finance, Kupsh teaches Pilates classes in San Francisco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through proprietary research, quantitative analysis, and algorithmic portfolio construction.

Bradley Blackshire is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Philz Coffee. 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 from a broad investable universe, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

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.