Yadira Luna is a Financial Consultant at Fidelity Investments, where she partners with clients to develop tailored financial plans that emphasize tax-efficient investing. She utilizes Fidelity's extensive resources alongside her experience to co-create personalized financial roadmaps aimed at supporting her clients' families' financial well-being and long-term goals. Yadira has over 15 years of experience in banking and investments, having held various roles including Planning Consultant at Fidelity Investments, Financial Advisor at Merrill Lynch, and Client Relationship Associate at American Century Investments. Her background also includes positions in sales, service management, and accounting within the financial sector. She holds a California Insurance License. Outside of her professional work, Yadira enjoys activities such as spending time at the beach and lake, camping, family activities, parenthood, and reading.

Justin Evans serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. In this capacity, he leads a team of associates focused on delivering financial planning services to clients. Prior to joining Fidelity Investments, Justin held the position of Executive Director and Market Director at J.P. Morgan from 2018 to 2022. He maintains a California Insurance License.

Alexander Carter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. In his current role, he partners with families to collaborate on all areas of financial decision-making, focusing on developing sound investment strategies and comprehensive financial planning. Throughout his career at Fidelity Investments, Alexander has built experience in investment consulting and financial advising. He holds a California Insurance License, which supports his work in financial services. Outside of his professional responsibilities, Alexander's personal interests include golf, snowboarding, and swimming.

Geetanjali Joshi is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. She has accumulated over 19 years of experience in financial and wealth planning, including roles as a Registered Wealth Management Client Associate at Merrill Lynch Wealth Management from 2022 to 2024 and as a Wealth Advisor at Auric from 2005 to 2017. Early in her career, she was an Officer at Alpic Finance Ltd between 1995 and 1999. Geetanjali is licensed in insurance in California. Throughout her career, she has emphasized providing sound and trustworthy guidance to her clients, leveraging the resources of her firm to support their financial journeys. Outside of her professional work, Geetanjali is interested in art, family activities, social events with friends, traveling, volunteering, and yoga.

Priscilla Fung is a Financial Consultant currently working at Fidelity Investments since 2025. She previously held positions at J.P. Morgan Chase, serving as Vice President-Private Client Advisor from 2024 to 2025 and Assistant Vice President-Private Client Banker from 2020 to 2024. Her career has focused on private client financial services, providing tailored financial advice. She holds a California Insurance License, supporting her expertise in financial planning and insurance matters. Priscilla emphasizes a collaborative and transparent approach, aiming to help clients make confident decisions about their financial futures. Outside of her professional work, Priscilla enjoys attending concerts, participating in family activities, engaging with friends in social events, practicing Pilates, traveling, and volunteering.

Salma Rasheed is a Financial Consultant at Fidelity Investments, a position she has held since 2016. She has over 17 years of experience in the financial services industry, having previously worked as a Financial Advisor and Investment Associate at Wells Fargo Advisors from 2007 to 2016. Throughout her career, she has assisted clients in developing, implementing, and maintaining personalized financial plans, even in challenging market conditions. Salma holds a California Insurance License and focuses on wealth planning, helping clients work toward their financial goals. She leverages the resources and platforms available at Fidelity to support her clients' financial objectives.

Nicholas Graham is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at several companies in different sectors such as Master Arts Graphics Inc. and various food service establishments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ian Bushell is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at LPL Enterprise LLC, Santa Clara University, and Monte Vista High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Susang Sijapati is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to provide personalized planning experiences for clients. She supports advisors by proactively reaching out to clients to ensure their financial goals are understood and addressed, fostering engagement and collaboration to help clients navigate their financial futures confidently. Susang's experience at Fidelity Investments includes roles as a Relationship Manager from 2024 to 2025 and as a Financial Service Representative from 2023 to 2024. Prior to joining Fidelity, she worked as a Bank Teller at Wells Fargo from 2020 to 2021. She holds a California Insurance License. Outside of her professional role, Susang has interests in fitness, food, motorcycles, reading, and traveling.

Jacky Zhang is a Vice President and Wealth Planner at Fidelity Investments, a position held since 2018. In this role, he focuses on understanding clients' financial goals and objectives to build and maintain long-term financial plans. He aims to provide candid assessments to assist clients in making important financial decisions and maintains regular contact to keep plans on track and adjust them as needed. Prior to his current role, Jacky Zhang served as Vice President and Private Client Advisor at JP Morgan & Chase Co. from 2017 to 2018, Vice President and Financial Consultant at Charles Schwab & Co. from 2016 to 2017, Branch Manager at Scottrade Inc. from 2014 to 2016, and Investment Consultant at Scottrade Inc. from 2009 to 2014. He holds a California insurance license. Outside of work, Jacky Zhang has interests in biking, cars, fishing, outdoor adventures, parenthood, and traveling.

Stephen Schweikart is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in Sunnyvale, CA. Schweikart has been with Fidelity Investments since 2004. Strategic Advisers LLC, a Fidelity Investments company where Schweikart is employed, 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 from a broad universe of mutual funds, ETFs, and ETPs.

Jeffrey Ullom is a Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as a Relationship Manager at Fidelity from 2016 to 2017 and as a Financial Representative from 2015 to 2016. Jeffrey's approach to financial advising is grounded in a structured process, dedication, and integrity, which complements Fidelity's brand, ethics, and pricing. He holds a California Insurance License, enabling him to provide insurance-related financial services. Additional details about his education, credentials beyond his insurance license, or personal interests have not been provided.

Violet Chen is a Financial Consultant currently working at Fidelity Investments since 2023. She has over a decade of experience in financial services, with a focus on comprehensive financial planning. Violet partners with clients to develop tailored financial plans that align with their long-term goals, offering guidance on asset allocation, asset location, withdrawal strategies, and tax-efficient investing. Prior to her current role, Violet worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2023, a Relationship Manager at Bank of America from 2017 to 2019, and a Client Associate at Wealth APD from 2014 to 2016. She holds a California Insurance License.

Pamela Takacs is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to assist clients in customizing their financial plans to work towards achieving their financial goals. She has been in this role since 2023. Prior to her current position, Pamela served as a Relationship Manager at Fidelity Investments from 2011 to 2022. She holds a California Insurance License.

Lucas Sotto is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at JPMorgan Chase and multiple positions at Chapman University, alongside entrepreneurial experience at Hanano Ramen and Tpumps. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from an investable universe of mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Jason Swanson is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley, Palfish, Fun Language International (Bangkok) Ltd, and Entree Express, LLP. Outside of his advisory work, he also works as a driver for Uber Technologies, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm engages in discretionary and non-discretionary advisory services, including oversight of sub-advisers and application of algorithmic portfolio construction methods.

Alexandra Tran is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2014. She specializes in creating and maintaining customized financial plans aimed at helping clients achieve their financial goals. Alexandra's approach involves understanding each client's unique situation to assist them in making informed financial decisions. Alexandra has over 19 years of experience in the financial industry. Prior to her current role, she held positions at Fidelity Investments as an Investment Consultant from 2011 to 2014 and as a Financial Representative from 2008 to 2011. She began her career as a Financial Advisor at Ameriprise from 2006 to 2008. She holds a California Insurance License.

Elvira Vargas Candelario is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Uber, and Ross Stores Inc. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Mailyn Nelson is a financial advisor with Fidelity Investments holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Fidelity, she held various roles in different industries, including positions at Enterprise Mobility and other companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Naim Kawadri is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he collaborates closely with clients to assist them in making sound financial decisions and building comprehensive financial plans. He focuses on helping clients work towards financial success by periodically reviewing their investment strategies and goals. Prior to his current position, Naim served as a Financial Solutions Advisor at Merrill Lynch from 2017 to 2022. His professional experience encompasses advising clients on financial strategies and solutions over several years. Naim holds a California Insurance License.

Kenneth Fesler is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Our Time to Act United and the University of California, Davis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of mutual funds, ETFs, and other investment vehicles.

Jaz Lail is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Jaz served as a Planning Consultant at Fidelity Investments from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2021 to 2023. Jaz focuses on holistic planning, aiming to empower individuals and families to work towards their financial well-being by integrating financial expertise with an understanding of clients' values and aspirations. Jaz holds a California Insurance License, supporting their professional capabilities in financial consulting. Outside of work, Jaz has interests in cars, concerts, fitness, outdoor adventures, pets, and snowboarding.

Boris Spasojevic is a Financial Consultant currently working at Fidelity Investments since 2019. In this role, he partners with clients to develop financial plans and investment strategies tailored to their unique needs. He focuses on helping individuals and families work toward their life goals through disciplined planning and investing. Prior to his current position, Boris served as a Financial Adviser at JPMorgan Chase from 2012 to 2019. He holds a California Insurance License, which supports his professional services in the financial sector.

Sheela Sukhdeo is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. As a Certified Financial Planner (CFP), she focuses on wealth planning and maintaining a high level of integrity, compassion, and competence for her clients. Her experience spans various aspects of financial consulting, where she stays current with relevant knowledge and strategies to support her clients' financial futures. She holds a California Insurance License, further supporting her expertise in the field. Outside of her professional work, Sheela has personal interests in art, family activities, fitness, food, social events with friends, and tennis.

Chun Yeung Tsang is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Tsang held roles at NYLife Securities LLC and New York Life Insurance Company. Outside of finance, Tsang previously worked with Automata Arts and Angeles Academy of Music. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and delegation to sub-advisers, as well as its advisory roles with registered investment companies and delivery of model portfolios for Fidelity Institutional Wealth Adviser.

Alan Huynh is an Investment Consultant at Fidelity Investments, where he collaborates with clients to assist them in making informed decisions regarding their financial futures. He emphasizes understanding each client's goals, time horizon, and risk tolerance to offer personalized guidance. Prior to his current role, Alan worked as a Financial Consultant at Equitable Advisors from 2022 to 2025. He holds a California Insurance License. Outside of his professional work, Alan has interests in food, movies, outdoor adventures, pets, and theater.

Timon Shaw is an Investment Consultant at Fidelity Investments, a role he has held since 2025. His approach centers on understanding clients' risk tolerance, investment preferences, and personal backgrounds to develop financial plans aimed at achieving financial freedom for individuals and families. Prior to his current position, Timon served as Associate Vice President of Private Markets at Upmarket from 2023 to 2024. He also has experience as a Financial Advisor and Client Associate at Merrill between 2019 and 2021. Timon holds a California Insurance License. Outside of his professional work, Timon has personal interests that include attending concerts, fitness activities, football, golf, and snowboarding.

Vu Le is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. In this role, he collaborates with clients to develop customized financial plans that align with their unique goals and priorities. Prior to this position, Vu worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Vu holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Outside of his professional work, he has interests in beach activities, fitness, football, outdoor adventures, soccer, and traveling.

Daniel Robbins is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He partners with clients and their families to build financial plans that align with their goals, focusing on understanding their individual needs and collaborating to identify strategies suited to their unique financial situations. Prior to this, Daniel worked as a Relationship Manager at Fidelity Investments from 2020 to 2023 and as a Workplace Planning Consultant from 2019 to 2020. Before joining Fidelity, he was a Financial Business Analyst at OppenheimerFunds, Inc. from 2003 to 2019. Daniel holds a California Insurance License. Outside of his professional work, he engages in various physical activities including biking, kayaking, running, snowboarding, surfing, and yoga.

John Seibel is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as Vice President at Fisher Investments from 2001 to 2024. Over his career spanning more than 20 years, John has worked with thousands of high-net-worth investors to plan, build, and protect their unique financial needs. He holds a California Insurance License, which supports his professional capabilities in financial consulting. Outside of his professional work, John has personal interests in baseball, family activities, fitness, movies, and tennis.

Mengjia Gu is a Planning Consultant at Fidelity Investments, where she collaborates with advisors to ensure clients receive a superior experience and a smooth planning process. She aims to partner with clients to understand their unique situations and co-create financial plans designed to improve their lives. Mengjia has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to Fidelity, she held positions as a Registered Representative at Western & Southern Life from 2017 to 2019 and as a Financial Professional at AXA Advisors, LLC from 2015 to 2016. She holds a California Insurance License.

Jeff Liao is a Branch Leader at Fidelity Investments, a role he has held since 2022. In this position, he focuses on delivering Fidelity's Standards of Care by supporting and inspiring his team to exceed their goals and by striving to provide a world-class client experience consistently. Prior to his current role, Jeff served as Vice President and Branch Manager at HSBC Securities (USA) from 2018 to 2022. He holds a California Insurance License, which complements his expertise in financial planning and client service. Outside of his professional responsibilities, Jeff's personal interests include bowling, cars, food, golf, hiking, and motorcycles.

Stephen Crowell is a Financial Consultant based in the Sunnyvale office at Fidelity Investments. He works with individuals, families, and business owners, focusing on advanced financial goals including financial planning and organization, tax efficient investing, equity compensation, and managing complex transition events. Stephen has been with Fidelity Investments since 2018, initially serving as an Investment Consultant before becoming a Financial Consultant in 2019. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2017 to 2018. He holds a California Insurance License.

Brendan Duffy is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant and Financial Representative at Fidelity Investments from 2021 through 2024. Brendan's work focuses on providing ongoing financial planning tailored to the specific needs and goals of his clients. With a background that emphasizes analytical skills, Brendan assists clients in addressing various challenges related to their financial objectives. As a native of Silicon Valley, he engages closely with local clients and their families to provide guidance on pertinent financial topics. Brendan holds a California Insurance License. Outside of his professional work, Brendan enjoys activities such as going to the beach, playing board games, spending time with family, listening to music, and swimming.

Li Xu is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Li collaborates closely with clients and advisors to understand investment needs and objectives, supporting clients throughout the financial planning process to help them pursue their investment goals confidently. Li has extensive experience in financial services, having worked as a Financial Consultant at TD Ameritrade from 2018 to 2021 and as an Investment Consultant at Scottrade from 2009 to 2018. Li holds a California Insurance License, which supports the provision of comprehensive financial and insurance planning services.

Daniel Dols is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has been with Fidelity Investments since 2021, previously holding roles as an Investment Consultant and Financial Representative. Daniel brings a personal understanding of the financial challenges faced by clients in Silicon Valley, drawing on his background as the son of immigrants and his local upbringing. Daniel holds a California Insurance License. Outside of his professional work, he has interests in cars, food, social events, golf, hiking, and traveling.

Nicky Wright is an Investment Consultant currently working at Fidelity Investments since 2026. She has prior experience as a Financial Advisor at Northwestern Mutual from 2023 to 2026 and has held roles such as Advanced Brokerage Representative at Robinhood from 2020 to 2022 and Customer Relationship Advocate at Fidelity Investments from 2019 to 2020. Her professional approach centers on partnering with clients to understand their priorities and co-develop tailored financial and investment strategies. She holds a California Insurance License and focuses on strategic financial and investment planning to help individuals and families pursue financial success through preserving, protecting, and growing their assets. Outside of her professional role, Nicky is interested in art, food, movies, outdoor adventures, reading, and singing.

Priya Sagar is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2024. She specializes in providing comprehensive financial planning that includes investment guidance, tax-efficient investing, and long-term strategy development. Her approach focuses on understanding clients' personal goals to create tailored financial solutions. Prior to her current role, Ms. Sagar held positions as Senior Vice President and Private Banker at Citigroup from 2022 to 2024, Vice President and Private Client Advisor at J.P. Morgan N.A. from 2019 to 2022, and Financial Advisor at Merrill Lynch from 2018 to 2019. She holds a California Insurance License, supporting her expertise in managing insurance-related financial planning. Outside of her professional work, Priya engages in family activities and enjoys sports such as surfing, swimming, and tennis. She also dedicates time to volunteering within her community.

Kathy Chang is a Financial Consultant currently working at Fidelity Investments since 2020. She has been a financial advisor for over 16 years, focusing on helping clients achieve their life goals through personalized financial plans. Her expertise includes retirement planning, education funding, tax-efficient investing, as well as wealth accumulation and preservation. Prior to her current role, Kathy held positions such as Vice President and Financial Solutions Advisor at Bank of America Merrill Lynch from 2015 to 2020, Investment Specialist at American Century Investments in 2014, Investment Counselor at Fisher Investments from 2006 to 2008, and Financial Advisor at Ameriprise Financial from 2002 to 2006. Kathy holds a California Insurance License.