Vincent Esposito is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked across several Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Elizabeth Macy is a CFP® with eight years of industry experience. She is currently an advisor with Fidelity Investments, having previously worked at Bank of America and Merrill. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it has notable roles in fund advisory and constructing model portfolios using systematic methodologies.

Jeffrey Marinelli is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2018. In this role, he works closely with Fidelity's high net worth families, partnering with them to develop, implement, and maintain personalized wealth plans that address life's milestones and various market cycles. Prior to this position, he held roles as Financial Consultant from 2012 to 2018, Investment Consultant from 2011 to 2012, and Financial Representative from 2010 to 2011, all within Fidelity Investments. Jeffrey is a Certified Financial Planner and has over a decade of experience in financial planning and wealth management. He is dedicated to the planning process and building long-term relationships with clients. Outside of his professional work, Jeffrey enjoys biking, family activities, music, outdoor adventures, reading, and traveling.

Zachary Zilke is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he collaborates directly with a Wealth Management Advisor to develop engagement strategies tailored to each client's financial planning requirements. Prior to his current position, Zachary gained experience at Fidelity Investments as a Relationship Manager from 2020 to 2022 and as a Financial Representative from 2018 to 2020. His professional background encompasses various aspects of wealth management and client relationship development. Outside of his professional work, Zachary has interests in camping, golf, hiking, running, and swimming.

Gregory Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 15 years of experience in the financial services industry, having worked in various advisory roles including Investment Consultant at Fidelity Investments, Private Client Advisor at JPMorgan Securities, and Financial Advisor positions at Chase Investment Services Corp and Securian Financial Services. Throughout his career, Gregory has focused on building relationships with clients and their families to help them work toward their financial goals. He holds a California Insurance License. Outside of his professional life, Gregory's interests include baseball, football, soccer, movies, social events with friends, and parenthood.

Barry Diedericks is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to develop tailored financial plans that align with their individual goals and aspirations. He emphasizes understanding each client's unique circumstances and priorities to co-create strategies that build confidence and empower clients to manage their financial futures. Barry has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming an Investment Consultant. His experience encompasses client relationship management and financial planning within the investment sector. Outside of his professional responsibilities, Barry enjoys biking, camping, football, golf, running, and swimming.

Rasmita Panigrahi is a Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she helps clients understand their financial situations and develop comprehensive plans tailored to their priorities and needs. Her approach involves working collaboratively with clients to create strategies aimed at achieving their financial goals. Before joining Fidelity Investments, Rasmita served as a Premier Banker at Wells Fargo from 2020 to 2021 and as a Wealth Advisor Associate at Morgan Stanley from 2018 to 2020. She holds a California Insurance License, which supports her work in financial planning and advising. Outside of her professional career, Rasmita enjoys cooking and baking, gardening, parenthood, and traveling.

Thomas West is a Financial Consultant currently working at Fidelity Investments. He has held various roles within the company since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. His approach to financial advising is influenced by his personal background and experiences, emphasizing the importance of understanding clients' values, goals, family, and circumstances to co-create and regularly revise financial plans that support their ambitions while mitigating risks. He holds himself to a high standard of integrity. Outside of his professional work, Thomas is interested in board games, outdoor adventures, parenthood, puzzles, traveling, and volunteering.

Aaron Standberry is a Financial Consultant at Fidelity Investments, where he focuses on preparing clients for their immediate and future financial planning needs. He works closely with clients to understand their individual circumstances, mitigate risk, discuss tax-efficient investing, and help them choose appropriate strategies to achieve their financial goals. Prior to his current role, Aaron served as a Stock Plan Consultant at Fidelity Investments from 2022 to 2023. He has experience in areas including financial planning, risk management, and investment strategy selection. Outside of his professional duties, Aaron enjoys activities such as art, attending concerts, exploring food, hiking, parenthood, and volunteering.

Bill Congdon is a Planning Consultant at Fidelity Investments as of 2024. In this role, he partners with clients and their Wealth Management Team to craft financial plans that align with their personal situations and investment preferences. His approach involves learning about clients and their families to provide clarity and confidence in pursuing their financial goals through a personalized planning experience. Prior to his current position, Bill worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, he held roles as a Financial Professional at Equitable Advisors from 2020 to 2022 and at AXA Advisors from 2019 to 2020.

Andrew Sargent is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has been with Fidelity Investments since 2022 and holds prior work experience outside the financial sector, including roles at the YMCA and as a student. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Katy Seo is currently serving as a Branch Leader at Fidelity Investments, a position she has held since 2023. In her role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assisting clients in planning for their long-term financial well-being. Katy's professional experience is centered around leadership within the financial services industry. She actively promotes a collaborative environment aimed at supporting both employee development and client financial planning. Outside of her professional responsibilities, Katy has interests in fitness, culinary experiences, outdoor adventures, and softball.

Kyle Roberts is a Financial Consultant at Fidelity Investments, where he has been working since 2021. In his role, he collaborates with clients to develop comprehensive financial plans tailored to their personal goals, utilizing Fidelity's resources to create personalized strategies for individuals and families. He has accrued experience within Fidelity Investments through various positions since 2017, including Investment Consultant, Relationship Manager, and Workplace Planning Consultant I and II. Kyle holds a California Insurance License. Outside of his professional responsibilities, Kyle has interests in beach activities, cooking and baking, food, music, soccer, and theater.

Yihua Zhao is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Yihua served as a Planning Consultant from 2023 to 2025, a Relationship Manager from 2021 to 2023, an Investment Solutions Representative from 2020 to 2021, and a Customer Advocate from 2018 to 2020, all within Fidelity Investments. This progression highlights Yihua's extensive experience and commitment within the financial services industry. Yihua holds a California Insurance License, supporting expertise in financial planning and client advisory services. A personal statement reflects a deep passion for financial planning and an appreciation for the unique challenges involved in assisting each client. Outside of professional responsibilities, Yihua has interests in food, pets, table tennis, and traveling.

Ryan Steen Muscat is a financial advisor with Fidelity and holds the Series 66 designation. He has one year of industry experience, including work with Fidelity Investments since 2024. Outside of finance, he operates a tour guide service based in Missoula, Montana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an adviser to multiple registered funds.

Jennifer Wang is currently the Vice President and Financial Consultant at Fidelity, a position she has held since 2019. She has previous experience as a Financial Solutions Advisor at Merrill from 2018 to 2019 and served as a Financial Center Manager at Bank of America from 2015 to 2018. Her work focuses on wealth accumulation, retirement planning, and customized financial goals tailored to her clients and their families. Jennifer works closely with her clients to provide a simplified and stress-free process aimed at enhancing their confidence in their financial future. No additional information about her education, credentials, or personal interests has been provided.

Vick Guo is a Financial Consultant at Fidelity Investments, a position held since 2023. He brings over a decade of experience in the financial industry, having previously worked as a Premier Banker at Wells Fargo Bank from 2013 to 2023 and as a Financial Service Professional at New York Life Insurance Company from 2011 to 2013. Vick holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™. He specializes in comprehensive family financial planning, assisting individuals and families with retirement planning and wealth building strategies aimed at achieving long-term financial security. Vick holds an MBA in Finance and a bachelor's degree in Accounting, underpinning his thoughtful and relationship-driven approach to client service. Outside of his professional work, Vick enjoys cooking and baking, fishing, and exploring culinary experiences as a foodie.

Janice Abides is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 12 years of industry experience. She has worked with Fidelity Investments since 2021, having previously been with UnionBanc Investment Services and HSBC Bank USA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple funds, and use of AI in investment research.

Amish Giri is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019 in various roles including Financial Consultant and Investment Consultant. He assists high net-worth individuals and families with comprehensive financial planning, focusing on tax efficient investing, investment strategies, risk management, and legacy planning considerations. Amish emphasizes staying informed about financial markets and effective communication to ensure client strategies align with their goals. His professional experience includes positions such as Relationship Manager and Investment Solutions Representative at Fidelity Investments, as well as earlier roles at Brown Brothers Harriman and Bank of New Hampshire. Amish holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Amish enjoys board games, scuba diving, snowboarding, tennis, and volunteering.

John Smith is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he leads a team of financial professionals dedicated to partnering with clients to understand their short- and long-term financial goals and to develop customized financial plans that meet their unique needs. He emphasizes building strong relationships with clients and their families to maintain trust, reliability, and competency. John has extensive experience in the financial services industry, having worked as a Director and Market Leader at Merrill Lynch from 2013 to 2023. Prior to that, he served as a Financial Advisor at Morgan Stanley (2010-2013), Wells Fargo Advisors (2008-2010), and UBS (2001-2008). His career reflects a consistent focus on financial advising and leadership roles. Outside of his professional work, John enjoys baseball, camping, family activities, outdoor adventures, parenthood, and reading.

Joel Regalado is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2020. In this role, he focuses on helping clients develop financial plans tailored to their individual needs and retirement goals, utilizing Fidelity's resources to create clear and simple planning processes. Joel's professional experience includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, spanning from 2016 to 2020. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors, LLC in 2016. Outside of his professional work, Joel enjoys baseball and camping.

Carolina Jimenez is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. She has worked at Fidelity Investments since 2023 and has prior experience at the University of Washington Bothell and Northwest Hospital and Medical Center. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad range of clients through systematic methodologies and oversight controls.

Lawson Funke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients and their families to understand their unique personal and financial goals and partners with them to create tailored financial plans aimed at helping achieve those goals. Prior to his current role, Lawson served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. His professional experience centers on financial consulting and planning within the Fidelity Investments organization. Lawson emphasizes building relationships based on honesty and integrity and aims to empower clients throughout their financial journey.

Brad Fischer is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Brad worked as a Wealth Planner at Gatewood Wealth Solutions from 2020 to 2024. He has been active in the financial services industry as an advisor since 2016 and holds the Certified Financial Planner (CFP®) designation. Brad is dedicated to helping individuals and families pursue financial independence, continually developing his knowledge to better serve his clients. Outside of his professional work, Brad enjoys outdoor adventures, including running, skiing, and surfing. He is also an avid reader and participates in volunteering activities.

Michael Faris is a Financial Consultant currently working at Fidelity Investments since 2025. He has over a decade of experience in finance, focusing on collaborating with high-net-worth clients to design, implement, and monitor financial strategies that balance retirement, legacy, and charitable goals. Michael is a CERTIFIED FINANCIAL PLANNER® practitioner. Prior to his current role, Michael worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. He also held various positions at JPMorgan Chase Bank, National Association, including Private Client Banker (2020-2024), Branch Manager (2018-2020), Branch Manager Trainee (2017), Relationship Banker (2014-2017), and Personal Banker (2013-2014). Outside of his professional work, Michael has interests in baseball, cooking and baking, museums, music, pets, and traveling.

Luke Konarski is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through roles including Financial Planning Consultant and positions focused on investments and proactive client service. With 27 years of experience working with Fidelity's high net worth clients and their families, Luke assists clients in developing, implementing, and maintaining financial plans across various market cycles. He provides one-on-one guidance utilizing Fidelity's resources to address clients' unique financial goals. Luke holds a California Insurance License. Outside of his professional work, he has personal interests in biking, cars, food, and skiing.

Emma Caile is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Strange Realty and serving private families for eight years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, relying on a systematic investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its regulatory registrations, advisory roles to multiple registered investment companies, and use of advanced technologies such as AI and large language models in its research.

Alana Frederick is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies, use of systematic methodologies and AI in research, and comprehensive proxy-voting and governance procedures.

Blake Willey is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their specific goals and investment needs. He leverages the resources and support available at Fidelity to implement strategies that align with the interests of his clients. Blake has experience as a financial consultant with previous roles at E*TRADE from Morgan Stanley (2020-2022), Charles Schwab (2018-2020), and as a financial advisor at Merrill Lynch (2017-2018). Throughout his career, he has focused on understanding client objectives to pursue appropriate financial solutions. Outside of his professional role, Blake engages in family activities and enjoys sports such as golf, running, and soccer.

Jennifer Krikawa is a Planning Consultant at Fidelity Investments. In her role, she partners with clients to develop and implement personalized financial plans that align with their life goals. Prior to joining Fidelity Investments in 2023, Jennifer worked as a Private Client Banker at JPMorgan Chase Bank from 2018 to 2023. Outside of her professional work, Jennifer has interests in running and singing.

Jake Meguerditchian is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Consultant, Investment Consultant, Client Management Representative, Retirement Solutions Representative, and Investment Solutions Representative. As a Certified Financial Planner, Jake focuses on assisting individuals and their families with specific financial needs, emphasizing a process centered on integrity to help clients plan for their financial goals. His experience spans multiple facets of financial consulting and client management within Fidelity Investments. Outside of his professional responsibilities, Jake engages in activities such as fishing, fitness, running, and skiing.

Joseph Murphy is a Financial Consultant at the Downtown Seattle, WA Fidelity branch. In his role, he assists individuals and families with navigating their investments and financial decisions. His areas of focus include college funding, retirement planning, stock options, rollovers, income planning, and legacy planning considerations. Joseph also supports self-directed investors interested in leveraging Fidelity's resources for their investment journey. Prior to joining Fidelity Investments in 2023, Joseph worked as a Financial Advisor at New York Life Insurance Company from 2019 to 2023. He holds a California Insurance License. Outside of his professional work, Joseph enjoys cooking and baking, as well as sailing, scuba diving, snowboarding, and swimming.

Jeffrey Pine is a Branch Leader with extensive experience in financial services. He has held roles including Financial Consultant at Fidelity Investments since 2021, Consumer Banking and Investments Market Leader at Bank of America from 2017 to 2021, Branch Manager at Wells Fargo Investments in 2017, and Financial Advisor at Merrill Edge from 2014 to 2017. His expertise includes planning for retirement, transitioning into retirement, and planning during retirement. He approaches financial planning with an educational focus, aiming to help clients feel confident and informed throughout the process. Outside of his professional work, Jeffrey has interests in cars, comedy, cooking and baking, football, reading, and traveling.

Jordan Merlino is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, Jordan held positions at TD Ameritrade, including Senior Financial Consultant from 2020 to 2021, Financial Consultant from 2019 to 2020, and Client Service Specialist in 2019. Jordan's professional focus is on providing clients with the tools, resources, and financial planning necessary to build confidence and work collaboratively towards their financial future. Jordan emphasizes creating a safe space for sharing experiences and prioritizes economic empowerment in financial guidance. Outside of work, Jordan has interests in concerts, military service, pets, reading, and volunteering.

Wolfe Young is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he focuses on providing personalized service to clients and their families within Private Wealth Management. His role centers on serving as a trusted, primary point of contact for Fidelity's affluent clients and fostering strong client relationships. Wolfe has extensive experience in the financial services industry, having held various positions since 2000. His previous roles include Financial Consultant at Wells Fargo Advisors, Associate Market Supervision Manager at Merrill Lynch, and Senior Registered Client Associate at Morgan Stanley, among others. This breadth of experience spans wealth management, client advisory, and market supervision. Outside of his professional work, Wolfe's personal interests include the beach, concerts, museums, music, reading, and theater.

Kelsey Curtis is Vice President, Wealth Planner at Fidelity Investments, where she provides clients with personalized financial advice and guidance. In this role, she works collaboratively to help clients align their financial resources with their priorities and goals. Kelsey has experience in financial planning and consulting, having served as a Financial Consultant at Fidelity Investments from 2022 to 2026 and as a Financial Advisor at Ameriprise Financial from 2020 to 2022. Her professional background includes guiding clients through financial decisions with clarity and care. Outside of her professional work, Kelsey engages in family activities, fitness, outdoor adventures, and volunteering.

Tobias Shiner is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2024. In this role, he collaborates closely with clients to create tailored financial plans, execute effective strategies, and make adjustments as their situations change, customizing the planning experience to meet individual needs, goals, and aspirations. Tobias has accumulated extensive experience in wealth management and financial advising through various positions. Prior to his current role, he worked as a Wealth Management Advisor at US Bank (2023-2024), Investment Advisor Representative at BOSS Retirement Solutions (2023), Head of Investor Relations and Business Development at Aqua (2022-2023), Wealth Manager at Trutina Financial (2021-2022), and Financial Advisor at BECU (2012-2021). Outside of his professional work, Tobias enjoys biking, hiking, skiing, and traveling.

Kyle Hill is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on personalized financial planning, education, and guidance to help clients achieve financial confidence and develop clear strategies. Kyle emphasizes building lasting client relationships and supporting clients in navigating their financial futures. Kyle has been with Fidelity Investments since 2021, serving in various roles including Financial Representative, Investment Consultant, and now Financial Consultant. His experience encompasses different aspects of financial advising and investment consulting within the firm. Outside of his professional work, Kyle has personal interests that include cars, cooking and baking, football, music, pets, and snowboarding.

Aaron Yen is an Investment Consultant who collaborates with clients to understand their financial goals and develops tailored financial plans to meet their needs. He emphasizes educating clients and building strong, trust-based relationships with them and their families. His professional experience includes roles as a Relationship Manager at Fidelity Investments from 2022 to 2024, a Licensed Relationship Manager at Key Bank from 2020 to 2022, and a Financial Adviser at Edward Jones from 2018 to 2020. Outside of his professional career, Aaron has interests in cooking and baking, hiking, military service, pets, traveling, and yoga.

Melina Winters 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 the University of Oregon and McNaul Ebel Nawrot & Helgren PLLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Steve Ghio is an Investment Consultant at Fidelity Investments, where he began his role in 2024. In his professional capacity, he focuses on acting as an advocate for clients, ensuring that financial plans are tailored to meet the unique needs of each family. He emphasizes collaboration and strives to empower clients by keeping them informed throughout the financial planning process. Outside of his professional responsibilities, Steve has personal interests that include cooking and baking, fitness, exploring food, watching movies, caring for pets, and reading.

Peter Oliphant is a Financial Consultant currently working at Fidelity Investments since 2024. He engages with clients to understand their priorities and preferences, aiming to co-create financial plans that provide comfort and confidence in their financial future and legacy. Prior to his current role, Peter served as a Regional Advisor Consultant at Columbia Threadneedle Investments from 2020 to 2023. His professional experience spans various aspects of financial consulting and advisory services. Outside of his professional work, Peter enjoys family activities, fishing, golf, parenthood, and skiing.

Alyssa Zuehlsdorff is a Financial Consultant currently working at Fidelity since 2024. Prior to this role, she served as a Financial Advisor and Assistant Vice President at Merrill Lynch from 2019 to 2024. Her approach to wealth management is consultative and objective, focusing on helping clients pursue their financial goals and long-term aspirations. She works closely with clients to understand their unique financial situations, preferences, and goals, exploring strategies that consider risk tolerance, time horizon, liquidity needs, overall investment objectives, and associated costs. Outside of her professional responsibilities, Alyssa enjoys boating, hiking, soccer, and traveling.

Laurie Ovesen is a Financial Consultant at Fidelity Investments, a position she has held since 2018. She has extensive experience in financial advisory roles, having previously worked as a Financial Advisor at Morgan Stanley from 2017 to 2018 and Heritage Bank from 2015 to 2017. Prior to that, she served as Regional Vice President at The Principal Financial Group from 2004 to 2015. Laurie specializes in creating comprehensive, multigenerational wealth and retirement plans tailored to her clients' goals, challenges, and guiding values. She holds a California Insurance License. Outside of her professional work, Laurie enjoys a variety of personal interests including food, football, kayaking, caring for pets, reading, and playing tennis.

Steven Rivera is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase and Bank of America/Merrill Lynch. Rivera is based in Seattle, WA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles in fund advisory, use of AI and systematic methodologies, and formal advisory positions with multiple registered investment companies.

Ako Mahmood is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions as a Financial Solution Advisor at Merrill Edge from 2020 to 2022 and as a Financial Advisor at Edward Jones from 2019 to 2020. Ako collaborates with clients from diverse cultural backgrounds, industries, and experience levels through an established financial planning process that begins by understanding what is important to each client. He partners with clients to co-create, implement, and monitor holistic financial plans tailored to their unique needs. His approach focuses on building strong relationships through financial planning to help clients make informed decisions that support the growth and maintenance of their wealth. Outside of his professional work, Ako has personal interests that include beach activities, fitness, outdoor adventures, soccer, swimming, and traveling.

Alec Fernandes is a Financial Consultant at Fidelity Investments, where he works closely with clients to understand their financial situations and provide ongoing support through Fidelity's resources. He emphasizes transparency and builds his practice on trust, character, and integrity. Alec has experience in the financial services industry, having held roles as a Financial Advisor at Merrill Lynch from 2021 to 2022 and as a Financial Consultant at TD Ameritrade from 2018 to 2021. His background includes partnering with clients to address their unique financial needs. Outside of his professional work, Alec has interests in food, golf, parenthood, photography, soccer, and traveling.

Samantha Hawker is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She works closely with clients to develop financial plans and investment strategies that align with their personal priorities and goals. In her role, she collaborates with various teams and business partners to utilize available resources and create dynamic, adaptable financial plans for her clients. Prior to her current role, Samantha held several positions at Fidelity Investments, including Investment Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Customer Relationship Advocate from 2021 to 2022. This progression reflects her experience across different facets of financial services, emphasizing client relationship management and investment consultation. Outside of her professional responsibilities, Samantha engages in activities such as biking, cooking and baking, family activities, outdoor adventures, and skiing.

John Dolfi is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He began his career with Fidelity Investments in 2015, progressing through positions including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. His experience encompasses financial consulting and investment advising within the firm. John's approach to financial planning emphasizes understanding his clients, their families, and their key relationships. He aims to develop transparent and straightforward financial plans that empower clients to achieve their financial objectives. He holds a California Insurance License. Outside of his professional responsibilities, John engages in activities such as camping, fishing, movies, outdoor adventures, family activities, and volunteering.