Michelle Quinn is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and Scottrade, Inc. Quinn is based in Santa Barbara, California. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brendan Pease is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Financial Consultant and Investment Solutions Representative at Fidelity Investments beginning in 2024, and was a Financial Advisor at Prudential from 2022 to 2024. Brendan specializes in financial planning with a client-first approach, focusing on individual goals, investments, retirement planning, and financial milestones. He prioritizes open communication to help clients make informed decisions and pursue long-term financial success. Brendan holds a California Insurance License, enabling him to advise clients on insurance-related matters within the state. Outside of his professional work, Brendan has interests in cooking and baking, fitness, football, music, and snowboarding.

Thomas Huerta is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he partners with clients to create personalized financial plans and emphasizes building trust through consistent and flexible planning. He has been with Fidelity Investments since 2012, serving as Executive Planning Consultant since 2022, Director and Retirement Planner from 2016 to 2022, and Financial Consultant from 2012 to 2015. Prior to Fidelity, he worked as a Financial Advisor at Morgan Stanley Private Wealth Management from 2009 to 2011 and as a Consulting Group Analyst at Citi Family Office from 2008 to 2009. Thomas holds a California Insurance License.