Joel Rogers is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial industry, having held various roles at Charles Schwab & Co. from 2008 to 2020, including Associate Financial Consultant, Financial Consultant Partner, Specialist in Brokerage Services, and Retirement Plan Services Consultant. Throughout his career, Joel has focused on providing accountability, objective guidance, and serving as a resource to help clients pursue their financial goals. He holds a California Insurance License.

Greg Smith is a Planning Consultant who partners with financial advisors to assist clients in making thoughtful and confident decisions regarding their financial futures. His approach emphasizes clarity, care, and a long-term perspective to ensure alignment with clients' priorities. Greg collaborates with clients to develop personalized plans that reflect their individual goals. He has been working as a Financial Representative at Fidelity Investments since 2024. Additional details about his education, credentials, personal interests, or community involvement have not been provided.

Sasha Sedneva is a Planning Consultant at Fidelity Investments, where she collaborates with the local wealth management team to support clients throughout their financial journey. She focuses on helping clients utilize Fidelity's resources to work toward their financial goals. Sasha joined Fidelity Investments in 2023 as a Financial Representative before transitioning to her current role in 2024. Her experience at Fidelity has provided her with insight into financial planning and client service. Outside of her professional work, Sasha has personal interests that include board games, cooking and baking, hiking, tennis, and traveling.

Trevor Looney is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He holds the CERTIFIED FINANCIAL PLANNER™ designation and works collaboratively with clients to prioritize financial goals, analyze their current financial situation, and discuss appropriate strategies to help them make intentional decisions about their money. Trevor's professional experience spans several roles in the financial services industry, including positions as an Investment Consultant and Planning Consultant at Fidelity Investments from 2021 to 2024. Prior to that, he worked with Umpqua Investments, Inc., Wealthbridge Advisors, Key Investment Services, LLC, and Johnstone Financial Advisors in various advisory capacities from 2007 onward. He is licensed with the California Insurance License. Outside of his professional career, Trevor has interests in cars, comedy, reading, and scuba diving.

Kyle Moran is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Financial Consultant, Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Service Associate at ESB Financial Services from 2018 to 2019. Kyle has a background in Finance which provides him with direct investment knowledge through his work, study, and personal experience. He focuses on understanding clients' goals and investment strategies to help co-create retirement plans tailored to their needs. He holds a California Insurance License. Outside of his professional career, Kyle enjoys board games, football, hiking, movies, and tennis.

Wayne Sackley is Vice President, Wealth Planner at Fidelity Investments, where he works with high net-worth families to evaluate the impact of their financial decisions and support them in pursuing their goals. He has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant, Financial Consultant, and Vice President, Financial Consultant before his current position starting in 2023. Prior to joining Fidelity, Wayne held positions as an Account Executive at Valic from 2000 to 2011 and as a Retirement Consultant at Aon - Godwins Securities from 1990 to 1999. He holds a California Insurance License. Outside of his professional responsibilities, Wayne's personal interests include parenthood, sailing, and traveling.

Zachary Israel is a Financial Consultant at Fidelity Investments, where he focuses on helping clients clearly understand their investment goals and crafting financial plans tailored to their needs. He has held various roles at Fidelity Investments since 2023, including Planning Consultant and Financial Representative. Prior to joining Fidelity, Zachary worked as an Investment Counselor at Fisher Investments from 2019 to 2023 and as a Financial Associate at Thrivent Financial from 2016 to 2019. His experience spans multiple facets of financial planning and investment management. Outside of his professional work, Zachary has interests in baseball, football, hiking, parenthood, pets, and skiing.

Zachary Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, serving in various roles including Investment Consultant, Planning Consultant, and Financial Representative. Prior to his current tenure at Fidelity, Zachary worked as a Portfolio Manager at Strategic PE Advisors from 2016 to 2018 and as an Investment Consultant at TD Ameritrade from 2010 to 2014. Throughout his career, Zachary has accumulated multi-functional experience across financial services roles, enabling him to support clients in pursuing their financial goals. He focuses on empowering people to make confident and informed financial decisions. Outside of his professional career, Zachary's personal interests include comedy, football, movies, music, and parenthood.

Paige Wylie is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Paige worked in various roles including at Oregon State University and National Corporate Housing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct systematic model portfolios using mutual funds, ETFs, and ETPs.

Joe Cortez is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans focused on their individual goals. He emphasizes understanding each client's vision for the future to guide them through the resources available at Fidelity. Joe has experience spanning several roles in the financial services industry, including positions as a Financial Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor at Wells Fargo Advisors from 2018 to 2022, Advisory Services Representative at The Standard from 2016 to 2018, and Participant Services Representative at The Standard from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Joe enjoys hiking, outdoor adventures, and skiing.

Eddie Arroyo Pascual is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he gained experience in several positions within Fidelity, including Investment Consultant from 2024 to 2025, Planning Consultant from 2022 to 2024, and Relationship Manager in 2022. His financial career also includes experience as a Relationship Banker at Wells Fargo from 2019 to 2022 and as a Commercial Banking Intern at US Bank from 2018 to 2019. Eddie focuses on helping clients in the local community define and achieve their unique financial goals. Utilizing the extensive resources of Fidelity, he works to develop tailored plans that align with each client's definition of success. Outside of his professional responsibilities, Eddie has interests in fitness and soccer.

Quinn Kelso is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, Quinn worked for six years at Starbucks Coffee Company and three years at Subway. Quinn holds the Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it holds unique roles such as registration with the CFTC and advisory responsibilities for multiple registered investment companies.

Joel Kincaid is a Vice President, Wealth Planner at Fidelity Investments. In his current role, he collaborates with clients to develop financial plans centered around their unique goals and personal situations. He provides access to Fidelity's investment platform and works closely with his team to deliver financial planning services. Joel has held positions at Fidelity Investments since 2022, progressing from Investment Management Consultant to Financial Consultant, and then to his current Vice President role starting in 2025. Prior to Fidelity, he worked as a Private Client Advisor at J.P. Morgan Chase in 2022 and as a Financial Advisor at Merrill Lynch from 2020 to 2021. Joel holds the Certified Financial Planner® designation. Outside of his professional career, Joel's personal interests include outdoor adventures, playing tennis, and traveling.

Michael DeVine is a Financial Consultant currently working at Fidelity Investments since 2023. He has over 30 years of experience in the financial services industry. Prior to his current role, he served as a Financial Consultant at Charles Schwab & Co. Inc. from 2009 to 2023, and also worked as a Financial Advisor at WealthTrust Arizona between 2007 and 2009. Earlier in his career, he held the position of Financial Consultant - Investment Specialist at Charles Schwab from 1993 to 2007. Michael holds a California Insurance License.

Andrew Kehdi is a Vice President and Financial Consultant at Fidelity Investments. He is dedicated to helping individuals and families navigate the complexities of the financial world by co-creating tailored strategies that align with clients' goals and providing clear, actionable guidance. Andrew has held several roles at Fidelity Investments, beginning as a Planning Consultant in 2022, advancing to Financial Consultant in 2023, and attaining his current position as Vice President, Financial Consultant in 2025. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Financial from 2021 to 2022. He holds a California Insurance License.

Alexa Jeddeloh is a Planning Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2023. In her current capacity, Alexa focuses on helping clients work towards their financial goals by providing comprehensive planning services. Throughout her career at Fidelity Investments, Alexa has gained experience in client relationship management and financial representation. She emphasizes a holistic approach to financial advising, aiming to support clients not just in their financial matters but in their overall life goals as well.