Jose Fernandez Ramirez is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at American Income Life, Pennymac, Prudential, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves in an advisory capacity to multiple funds while employing systematic investment methodologies.

Cynthia Hernandez is a financial advisor at Fidelity with Series 63 and Series 65 licenses. She has prior experience at Fisher Investments and Centrada Bioscience, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Arami Bryant is a Planning Consultant at Fidelity Investments, where she assists clients in creating their financial roadmap. She has been in this role since 2026. Prior to her current position, Arami worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Services Representative at the same firm from 2024 to 2025. Her earlier experience includes roles as an Associate Banker at JPMorgan Chase from 2022 to 2023 and as an Associate Teller at Wells Fargo from 2020 to 2022. Arami brings a comprehensive background in financial services, encompassing client relationship management and financial planning support. Outside of her professional career, she enjoys fishing, fitness, hiking, and outdoor adventures.

Micah Homayounian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James and Loyola Marymount University. He has been involved with Riot Society for 15 years, indicating engagement beyond his advisory career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Darwin Perez De Pablo is a financial advisor with Fidelity and holds the Series 66 designation. He has less than one year of industry experience and prior work includes roles at Wilson Sporting Goods, the UC Berkeley Athletics Department, and EY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction across a broad investable universe.

Patrick Meyer is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. Prior to joining Fidelity Investments, he worked as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Inc from 2017 to 2022. From 2014 to 2017, he served as a Financial Advisor at McAdam LLC. Patrick holds a California Insurance License, which supports his ability to advise clients on financial strategies involving insurance products. His professional experience spans various financial advisory roles, providing him with a broad understanding of financial planning and client service.

Vanessa Pocock is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She is a Certified Financial Planner with over a decade of experience in financial guidance and wealth planning. Prior to her current role, Vanessa worked as a Financial Advisor at Merrill Lynch from 2016 to 2017 and at Valic from 2011 to 2016. Vanessa's background includes experience as an attorney, which informs her comprehensive approach to financial planning. She holds insurance licenses in Arkansas and California. Outside of her professional work, Vanessa enjoys travel and spending time with her daughter and son.

Brent Rite is a Financial Consultant currently working at Fidelity Investments since 2022. He has over a decade of experience in the financial services industry, having held positions such as Financial Consultant at E*Trade from Morgan Stanley between 2018 and 2022, Senior Financial Consultant at TD Ameritrade from 2017 to 2018, Associate Financial Consultant at Charles Schwab & Co. from 2014 to 2017, and High Net Worth Specialist in Active Trader Services at Charles Schwab & Co. from 2011 to 2014. Brent is licensed with the California Insurance License and focuses on understanding his clients' life priorities and financial goals. He emphasizes building financial plans tailored to what his clients value most, aiming to put their interests first.

Elisabeth Maiden serves as Vice President, Financial Consultant at Fidelity Investments, a position she has held since 2013. She began her career at Fidelity in 2010 and has progressed through various roles within the firm, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she was a Registered Investment Advisor at AXA Equitable and an Internal Wholesaler at AIG SunAmerica. Elisabeth holds a finance degree from the University of Southern California and has earned the Board-Certified Financial Planner (CFP) designation. She possesses a California Insurance License and brings 18 years of experience in financial advisory services. Growing up in a first-generation American household with a military background, she has developed the ability to connect with clients from diverse backgrounds and takes a caring approach in understanding unique family needs before discussing financial strategies. Outside of her professional work, Elisabeth enjoys cooking and baking, gardening, music, and soccer. She has a personal connection to military service and is also involved in parenthood.

Daniel Davis is a Financial Consultant at Fidelity Investments, a position he has held since 2017. He assists clients and families in building and maintaining their wealth by developing and implementing comprehensive financial plans. Prior to his current role, Daniel worked as a Financial Planner at Ayco, a Goldman Sachs Company, from 2015 to 2017. He also has experience as a Tax Resolution Attorney at Omni Financial from 2014 to 2015 and as a Tax Accountant at KPMG (formerly Rothstein Kass & Co.) from 2007 to 2009. Daniel holds a California Insurance License and is a Certified Financial Planner. His approach to financial consulting is grounded in reliability, trust, and providing excellent customer service while fostering long-term relationships with clients.

Marc Lindner is a Financial Consultant currently working with Fidelity Investments since 2022. In his role, he assists clients in utilizing their financial resources in alignment with their personal values and priorities. He emphasizes operating with honesty, integrity, clarity, and sensitivity in his practice. Marc holds a California Insurance License, supporting his work in financial consulting. Outside of his professional work, he has interests in football, hiking, movies, pets, reading, and writing.

Ian Francis is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. Prior to this role, he held several positions within Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. He holds a California Insurance License. Ian is committed to helping clients feel confident and in control of their financial futures by listening carefully, simplifying complex decisions, and providing clear guidance aligned with their goals and values. Outside of his professional work, Ian enjoys a variety of activities including food exploration, football, scuba diving, skiing, table tennis, and traveling.

Benjamin Baird is a financial advisor at Fidelity with a Series 66 designation. He began his career in the financial industry in 2025 and has held prior roles at Nobu Restaurant Group, ProWest Spine, Globus Medical, and with the St. Louis Cardinals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a variety of clients, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.

Emily Damiano is the Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals focused on partnering with clients to establish long-term financial plans. She has been with Fidelity Investments since 2004, progressing through various roles including Assistant Branch Manager, Senior Director of Business Development, Senior Compliance Advisor, Branch Service Manager, Investor Center Investment Representative, Investor Center Financial Representative, and Premium Services Representative. Her extensive experience within Fidelity Investments spans over a decade, covering leadership, business development, compliance, and client advisory functions. Emily holds a California Insurance License, supporting her work in financial planning and client services.

William Flanagan is a financial advisor with Fidelity in Santa Monica, CA, holding a Series 66 designation and one year of industry experience. His prior roles include various positions at Fidelity Investments and engagements at the University of Geneva and UCLA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment processes.

Cecilia Mata is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been with Fidelity Investments since 2018, previously serving as an Investment Consultant from 2019 to 2021 and as a Financial Representative from 2018 to 2019. Prior to joining Fidelity, Cecilia worked as an Assistant Operations Officer at the Commercial Bank of California from 2012 to 2018. As a Certified Financial Planner, Cecilia focuses on understanding her clients' current and future financial needs to develop personalized financial plans aimed at helping them achieve their goals. She holds a California Insurance License. Outside of her professional work, Cecilia enjoys cooking and baking, participating in family activities, watching movies, caring for pets, playing soccer, and traveling.

Vasilios Koutsos is a Series 66-credentialed advisor at Fidelity with one year of industry experience. His prior roles include positions at E-Central Credit Union and The Johns Hopkins University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jose Coreas is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses, and has five years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Postmates, Castillo Realty Group, and Bank of America. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a range of investment products.

Kathryn Conley is a financial advisor with Fidelity Investments in Santa Monica, CA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, she was involved in various roles during her time at the University of California, Berkeley, including the study abroad program and library services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a broad client base with discretionary and non-discretionary advisory services and is noted for its use of quantitative analysis and oversight of affiliated sub-advisers.

Ashot Musheghyan is a Financial Consultant at Fidelity Investments, where he works with current and prospective clients to understand their financial goals and assist in creating and maintaining long-term financial plans. He has been with Fidelity Investments since 2015, progressing through roles including High Net Worth Service Associate, Relationship Manager, and Planning Consultant before assuming his current position in 2024. His experience spans various facets of financial advisory services, focusing on client relationship management and financial planning. Ashot holds a California Insurance License, supporting his role in delivering comprehensive financial solutions.

Zander Lyskin is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he was an Investment Consultant from 2023 to 2026 and a Financial Representative from 2021 to 2023, all within Fidelity Investments. He holds a California Insurance License. Zander focuses on helping clients achieve their long-term financial goals by developing tailored financial plans. He emphasizes understanding clients' current and future objectives, needs, and values, and utilizes Fidelity's resources to provide comprehensive support. Outside of his professional work, Zander enjoys biking, cooking and baking, social events with friends, hiking, outdoor adventures, and traveling.

Cameron Hughes is a Financial Consultant at Fidelity Investments, where he focuses on comprehensive wealth planning and providing clients with tailored, actionable guidance. His approach emphasizes sustainable growth and tax-efficient investing strategies. He has professional experience working as an Associate Financial Consultant at Charles Schwab from 2021 to 2023 and served as a Licensed Banker II at J.P. Morgan Securities, LLC from 2019 to 2021. Cameron holds a California Insurance License. Outside of his professional work, Cameron enjoys cooking and baking, visiting museums, outdoor adventures, sailing, theater, and volunteering.

Christian Harsvik is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been part of Fidelity since 2022, previously serving as a Planning Consultant from 2024 to 2026, a Relationship Manager from 2022 to 2024, and a Financial Representative in 2022. Prior to joining Fidelity, he worked as a Financial Representative at MassMutual Oregon from 2020 to 2021 and completed an M&A internship at IQ EQ Financial Services in Singapore in 2019. Christian holds a California Insurance License, which supports his work in financial planning and consulting. His professional approach combines his experience, knowledge, and personal compassion to guide clients through various stages of their financial lives. Outside of his professional responsibilities, Christian enjoys cooking and baking, family activities, football, music, and traveling.

Andrew Mason is a Financial Consultant at Fidelity Investments, where he supports clients in making informed financial decisions through comprehensive planning and tax-efficient investment strategies. He works with clients to ensure their wealth aligns with their personal priorities. Andrew has experience in various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, he worked at UBS Financial Services Inc., first as a Wealth Strategy Associate from 2023 to 2024, and earlier as a Client Service Associate from 2021 to 2023. He holds a California Insurance License.

Ireland Hatch currently serves as a Planning Consultant at Fidelity Investments, a role held since 2026. Prior to this, Ireland worked as a Financial Professional at GWN Securities from 2024 to 2026. In their role, Ireland focuses on supporting a collaborative planning process that aims to deliver a clear and organized experience for clients. Their approach contributes to strategies that are thoughtful, consistent, and aligned with clients' priorities. Ireland holds a California Insurance License, supporting their professional qualifications in the financial services sector.

Matthew Philmus is a CFP® professional with nine years of industry experience, currently serving as an advisor at Fidelity. His prior work includes roles at Charles Schwab, TD Ameritrade, and Merrill. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as a formal advisor to multiple registered investment companies.

Jason Bernstein is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2026. He leads a team of financial professionals dedicated to helping clients achieve their financial goals. Prior to his current position, he served as Branch Leader at Fidelity Investments from 2023 to 2025. Jason's career in financial services began in 2015 as a Licensed Administrative Assistant at Freedom Wealth Management. He joined Fidelity Investments in 2016, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before moving into leadership positions. He holds a California Insurance License. Outside of work, Jason enjoys baseball, biking, kayaking, and skiing.

Hannah Pourfakhrai is an Investment Consultant at Fidelity Investments, a position she has held since 2023. In this role, she works with clients in and around the community, focusing on understanding their priorities and utilizing financial planning to assist them in achieving their goals. Her experience at Fidelity Investments spans several roles, including Relationship Manager (2022-2023), Investment Solutions Representative (2021-2022), High Net Worth Associate (2020-2021), and Customer Relationship Advocate (2019-2020). This progression reflects her comprehensive exposure to various facets of investment and client relationship management. Hannah holds a California Insurance License.