Matthew Oconnor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously held roles at CFG Wealth Management and La Jolla Kayak, and during his time at the University of San Diego, he was involved with the Telefunding Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Krista Johnson is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their family needs and goals, helping to develop and adjust financial strategies accordingly. She has been with Fidelity since 2019, initially serving as a Financial Consultant before assuming her current role in 2025. Her professional experience spans multiple roles in the financial services industry, including positions as an Investment Consultant at Transamerica Financial Advisors and Pacific Advisors from 2016 to 2019, Sales Development Group Manager at The Private Bank, MUFG Union Bank from 2012 to 2015, Nonprofit Business Development Manager at The American Funds Group from 1999 to 2009, and Client Relationship Manager at Capital Research and Management Company from 1992 to 1999. She holds a California Insurance License. Outside of her professional work, Krista enjoys attending concerts, playing golf, spending time with pets, reading, singing, and skiing.

Nathan Pilataxi is an advisor at Fidelity with Series 63 and Series 66 designations. He has held positions at Fidelity Investments since 2024 and previously worked at US Bank and MUFG Union Bank. His background also includes experience in education at Long Beach City College and Millikan High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Fred Hidalgo is a Financial Consultant at Fidelity Investments, where he has been working since 2025. In this role, he focuses on helping clients develop financial plans tailored to their unique needs by understanding their personal, financial, and investment situations. His approach aims to ensure clients feel confident and comfortable with their financial plans. Fred's experience at Fidelity Investments spans several roles, including Financial Consultant I, Planning Consultant, Relationship Manager, and Financial Representative, beginning in 2020. This progression reflects his broad experience in financial consulting and client relationship management within the firm. Fred holds a California Insurance License. Outside of his professional work, he has interests in fitness, football, and pets.

Michelle Hur is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2018. In this role, she partners with clients to understand their priorities and collaborates to develop customized financial plans that align with their needs and objectives. Prior to joining Fidelity Investments, Michelle worked as a Financial Advisor at Merrill Lynch from 2016 to 2018. Michelle emphasizes building strong, long-term relationships with her clients, focusing on trust, reliability, and professional competence. She holds a California Insurance License, supporting her ability to provide comprehensive financial guidance.

Abrahim Harb is a Financial Consultant currently working with Fidelity Investments since 2022. Prior to this role, he was a Relationship Manager at Bank of America from 2016 to 2022. In his professional capacity, he focuses on planning, goal setting, education, development, and adding value for his clients. Abrahim emphasizes building meaningful relationships by connecting with clients on both personal and professional levels. He partners with clients to develop customizable financial plans aligned with their unique goals and assists them in navigating various life events to maintain focus on their financial priorities. He holds a California Insurance License.

Jessie Umana is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has prior work experience at Hadd-Co and El Pollo Inka. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Joshua Mclawhorn is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he spent several years at the University of North Carolina at Chapel Hill in various roles. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction based on proprietary research and quantitative analysis.

Laura Weil is a Financial Consultant at Fidelity Investments. In her role, she partners with clients to understand the needs and goals of their families and identify investment strategies to support their financial plans. Laura has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and now Investment Consultant. She holds a California Insurance License. Outside of her professional responsibilities, Laura's personal interests include cooking and baking, enjoying food as a foodie, listening to music, parenthood, caring for pets, and traveling.

Christoph Chavez is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2021. He works with clients to progress toward their goals through a holistic financial planning process with an emphasis on retirement planning. Christoph prioritizes building relationships based on communication and transparency throughout this process. Prior to his current role, Christoph was Vice President and Financial Advisor at Merrill Lynch from 2016 to 2021. He began his financial planning career as a Financial Planner at Metlife Securities, holding that position from 2011 to 2016. He holds a California Insurance License. Outside of his professional work, Christoph has interests in baseball, cars, hiking, outdoor adventures, and traveling.

Njambi Hooks currently serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she leads, manages, and coaches a team of professionals focused on understanding client needs and assisting them throughout their financial planning journeys. Prior to this position, she gained extensive experience across various roles at Fidelity Investments, including Wealth Management Planning Consultant from 2017 to 2023, Senior Relationship Manager from 2014 to 2017, and Private Client Specialist from 2012 to 2013. Her professional background also includes a Vice President, Director of Operations role at Beacon Pointe Wealth Advisors from 2013 to 2014, and earlier experience at HSBC Private Bank as an Assistant Vice President and Relationship Officer from 2007 to 2012. She began her career in banking with Wells Fargo Bank, serving as a Client Service Consultant and Assistant Branch Manager between 1999 and 2007. Njambi holds a California Insurance License. Outside of her professional responsibilities, Njambi has personal interests that include cooking and baking, exploring culinary experiences as a foodie, running, traveling, and practicing yoga.

Matthew Kim is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2008. He has been with Fidelity for over 20 years, working in various capacities including Financial Consultant, Investment Representative, and Financial Representative since 2000. Throughout his career, Matthew has assisted clients and families in creating wealth plans and implementing investment strategies tailored to their unique financial goals. Matthew holds a California Insurance License which supports his ability to provide comprehensive financial advice. His long tenure at Fidelity Investments reflects his commitment to financial consulting and client service.

Lazaro Osorio Pichinte is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans, investment strategies, retirement, and income strategies. His approach emphasizes identifying client goals and fostering strong client relationships to achieve effective results. He has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative and Investment Consultant before his current position. Prior to that, he worked as a Client Services Associate at Royal Alliance Associates from 2021 to 2022. Lazaro holds a CA Insurance License. Outside of his professional work, Lazaro has interests in camping, cooking and baking, movies, parenthood, photography, and surfing.

Nadia Baig is the Vice President and Financial Consultant at Fidelity Investment, a position she has held since 2024. Prior to this role, she served as a Financial Consultant at Fidelity Investment from 2021 to 2024. Nadia's professional experience also includes positions as a Financial Consultant at ETRADE from 2020 to 2021, a Wealth Management Advisor at TIAA from 2017 to 2020, and a Financial Solution Advisor at Merrill Edge from 2015 to 2017. In her role, Nadia partners with clients to develop holistic financial plans that are customized to the unique goals and needs of each client and their family. She emphasizes the importance of understanding her clients thoroughly and conducting in-depth analyses to build tailored financial strategies aimed at achieving their desired lifestyles. Nadia holds a California Insurance License, which supports her work in providing financial and insurance-related advice.

Gianni Santana is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop customized investment strategies aimed at achieving their financial goals and providing clarity throughout their financial journey. He has been with Fidelity Investments since 2021, progressing through roles including High Net Worth Associate, Financial Representative, Relationship Manager, and Planning Consultant before his current position. Santana holds a California Insurance License and brings a comprehensive understanding of investment and financial planning services. Outside of his professional career, he engages in fitness activities, football, hiking, outdoor adventures, running, and spending time with his pets.

Mark Mcdonough is a Financial Consultant who works with clients to establish and maintain their financial plans up to and throughout retirement. He begins by getting to know clients both personally and financially, then provides analysis and recommendations to support their goals. He and his team schedule reviews to ensure that clients' plans remain aligned with their objectives. Mark has held several positions in the financial services industry, including Planning Consultant at Fidelity Investments from 2021 to 2023, Regional Bank Private Banker at Wells Fargo Bank from 2011 to 2021, Investment Advisor Representative at Woodbury Financial in 2010, Financial Advisor at J.P. Morgan Chase from 2009 to 2010, Financial Advisor at Wells Fargo Advisors from 2008 to 2009, and Financial Advisor at Wachovia Securities from 2005 to 2008. He holds a California Insurance License.

Cameron Tuck is a financial advisor at Fidelity Investments with one year of industry experience. He holds a Series 66 designation and has prior work experience with firms including HIREEZ and SV Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Charles Scheel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Marist College and Mohonk Mountain House. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also notable for its advisory roles to registered investment companies and use of AI-driven research methods.

Daniella Vincent is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Love & Salt and Britt & Associates Ameriprise Financial. She has also been involved with The FoolProof Foundation and held various positions at Loyola Marymount University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using a range of mutual funds, ETFs, and ETPs.

Iliana Rosales is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She collaborates with local Financial Consultants to deliver a comprehensive planning experience for clients. Prior to this, she served as a Relationship Manager and Financial Representative at Fidelity Investments, gaining experience in client relationship management and financial representation. Before joining Fidelity Investments, Iliana worked at Vanguard as an Onboarding Specialist from 2019 to 2021 and as an Operations Specialist from 2017 to 2019. She holds a California Insurance License, supporting her professional expertise in the financial services industry. Outside of her professional work, Iliana enjoys interests such as food, outdoor adventures, reading, and skiing.

Braden Duesler is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023, and before that, he was a Financial Planner at Lincoln Financial Advisors from 2020 to 2022. His professional experience includes retirement planning, investment strategies, and tax-efficient investing. Braden holds a California Insurance License. Outside of his professional work, he is interested in family activities, fitness, golf, parenthood, pets, and traveling.

Nicolas Faria is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed solutions.

Alan Rosemberg is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. In this capacity, he leads a team focused on strengthening clients' financial well-being by deeply understanding their priorities and collaborating to create personalized financial plans. His approach emphasizes building long-term relationships with clients and delivering comprehensive financial planning services. His experience at Fidelity Investments spans from 2012, holding various positions including Vice President Executive Planning Consultant, Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Planner at LPL Financial from 2010 to 2012. Alan holds a California Insurance License. Outside of his professional career, Alan engages in surfing and volunteering.

Alex Birnbaum is Vice President, Wealth Planner at Fidelity Investments, a role held since 2022. In this position, he delivers personalized wealth planning services designed to help clients align their financial decisions with their long-term goals and values. He combines Fidelity's strategic expertise with a focus on building relationships grounded in trust, clarity, and accountability. Alex has been with Fidelity since 2015, progressing through various roles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Vice President, Wealth Planner. His experience encompasses comprehensive financial planning and wealth management, providing support for individuals and families navigating their financial decisions. He holds a California Insurance License. Outside of work, Alex has interests in baseball, cars, football, music, parenthood, and theater.

Christopher Date is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity Investments in 2020 and progressed through several positions including Investment Consultant and Financial Consultant before assuming his current vice presidential role. Prior to joining Fidelity, Christopher worked as a Citigold Financial Advisor at Citibank and held advisory roles at Capstone Partners Financial and J.P. Morgan Chase. Christopher holds a California Insurance License. His professional experience spans various aspects of financial consulting and investment advising, focusing on creating customized financial plans tailored to clients' unique needs and goals. He partners with clients to evaluate their current financial situation, develop comprehensive strategies, and work toward achieving long-term financial stability and success. Outside of his professional work, Christopher has interests in baseball, cars, football, golf, soccer, and traveling.

Jonathan Morris is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2018, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Jonathan worked at PlanMember Financial Corporation and New England Financial in various capacities related to financial services and new business analysis. Jonathan holds a California Insurance License, supporting his work in financial consulting. He emphasizes personalized financial planning, aiming to understand clients' families and goals to create tailored financial plans using Fidelity's technologies and resources. Outside of his professional work, Jonathan has interests in beach activities, cooking and baking, food, hiking, surfing, and traveling.

Theresa Ramirez is a Planning Consultant at Fidelity Investments, where she collaborates with local Financial Consultants to provide a comprehensive planning experience for clients. She has held various roles within Fidelity Investments since 2020, including Relationship Manager from 2021 to 2023 and Financial Representative from 2020 to 2021. Theresa holds a California Insurance License.

Jocelyn Ortiz is a Financial Consultant at Fidelity Investments, where she has been working since 2025. She has progressed through several roles within the company, including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate since 2020. In her current role, Jocelyn partners with clients to develop personalized financial strategies that align with their unique goals and values, guiding them through the complexities of financial planning. She holds a California Insurance License, supporting her expertise in financial consulting. Outside of her professional responsibilities, Jocelyn engages in various personal interests such as socializing with friends, music, caring for pets, reading, traveling, and volunteering.

Alan Quezada Santillan is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with clients to develop financial plans tailored to their long-term goals. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Alan holds a California Insurance License, which supports his work in financial consulting. Outside of his professional responsibilities, he has interests in fitness, music, and running.

Cecilia Garcia is an Investment Consultant at Fidelity Investments, a role she has held since 2026. In this position, she collaborates with clients to develop tailored financial strategies that align with their individual goals, helping them navigate the complexities of financial planning. Her experience at Fidelity Investments includes roles as a Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, she worked as a Gift Specialist at the University of Southern California from 2019 to 2022. Cecilia holds a California Insurance License. Outside of her professional work, Cecilia enjoys camping, concerts, hiking, running, and traveling.

Stephanie Lundy is a Financial Consultant at Fidelity Investments. In her current role, she collaborates with clients and their families to co-create and implement financial plans aimed at achieving their financial goals. Stephanie has held multiple positions at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This range of experience supports her expertise in financial consulting and investment planning. She holds a California Insurance License.

Dylan Kim is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as an Investment Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022, all within Fidelity Investments. He holds a California Insurance License. In his role, Dylan collaborates with individuals and families to develop personalized financial plans aimed at addressing their unique needs and goals. He focuses on building long-term relationships based on trust, guiding clients to make informed decisions towards achieving a secure financial future. Outside of his professional endeavors, Dylan has interests in cooking and baking, golf, outdoor adventures, photography, and snowboarding.

Nicholas Alejo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Modern Woodmen of America and various educational and entrepreneurial positions. He has been involved with several business ventures, including Sushi Freak and Yanagi Kitchen. 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 deliver model portfolios and fund advisory services.

Karim Youssef is the Vice President and Branch Leader at Fidelity Investments, where he currently leads a team of financial professionals focused on providing a comprehensive financial planning experience. In this role, he supports clients as they work toward their long-term financial goals. Mr. Youssef has a career spanning over a decade in financial services, beginning as a Financial Advisor at Merrill Lynch in 2011. He joined Fidelity Investments in 2012, serving in various capacities including Financial Consultant, Vice President Financial Consultant, and Regional Planning Consultant before his current leadership position. He holds a California Insurance License.

Meagan Hurst is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, she worked at Wells Fargo and has experience in retail and freelance photography, operating Meagan Kathleen Photography as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.