Joseph Allen is Vice President and Financial Consultant at Fidelity Investments. In this role, he provides clients and their families with access to Fidelity's extensive resources, offering personalized and dedicated relationships through collaborative and customized strategic financial planning and investment strategy development and implementation. His approach includes tracking progress towards financial goals to help clients remain confident regardless of economic conditions. Joseph has held various positions in the financial services industry, including Senior Financial Consultant at TD AMERITRADE, Vice President and Financial Advisor at Merrill Lynch, Financial Advisor at Morgan Stanley Smith Barney and Citigroup Global Markets, Client Associate roles at Morgan Stanley, and Manager at Charles Schwab. His extensive experience encompasses in-depth planning and investment strategy development. Outside of his professional work, Joseph's interests include the beach, family activities, fitness, football, music, and traveling.

Ai Mendoza is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, she focuses on understanding each client's unique financial needs and providing professional guidance and tailored solutions to help clients make informed financial decisions and pursue their goals. Prior to her current position, Ai worked as a Private Client Banker at JP Morgan Chase from 2019 to 2022. Her experience includes assisting clients with their investment and banking needs. Outside of her professional work, Ai enjoys family activities, fishing, social events with friends, gardening, outdoor adventures, and painting.

Eveline Tien is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as a primary point of contact for Private Wealth Management clients and their families. She focuses on delivering personalized service and support, facilitating conversations around wealth planning, and building strong client relationships to ensure a seamless experience. Eveline has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she held positions such as Portfolio Administrator at Pacific Portfolio Consulting and Customer Service Coordinator at Capital One Investing and ING Direct Investing. Outside of her professional work, Eveline has interests in art, board games, camping, family activities, parenthood, and puzzles.

James Nguyen is Vice President and Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial plans tailored to his clients' unique needs and goals. He has held this position since 2025. Prior to his current role, James worked in various positions at Fidelity Investments, including Financial Consultant from 2021 to 2025 and Planning Consultant from 2020 to 2021. His earlier experience includes serving as a Financial Advisor at Merrill Lynch, Bank of America from 2017 to 2020 and as a Relationship Banker at JPMorgan Chase from 2016 to 2017.

Steven Schob is a Branch Leader at Fidelity Investments, where he oversees a team of investment professionals dedicated to enhancing the planning experience for clients. In this role, he focuses on fostering deeper client relationships, comprehensive planning, and promoting a culture of continuous improvement. Prior to his current position, Schob held various roles at Fidelity Investments including Financial Consultant, Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate, gaining extensive experience in financial consulting and investment solutions from 2020 onward. He holds a California Insurance License. Outside of his professional responsibilities, Steven Schob enjoys recreational activities such as golf, hiking, sailing, scuba diving, and traveling.

Sharona Chandra is Vice President and Wealth Planner at Fidelity Investments. In this role, she assists clients and their families in navigating significant financial decisions throughout various life stages. She collaborates closely with clients to understand their values, aspirations, and priorities, co-creating financial plans aimed at wealth accumulation, retirement readiness, wealth transfer, and legacy planning. Sharona began her career as a Private Client Banker at JP Morgan Chase from 2019 to 2023. She then held several positions within Fidelity Investments, progressing from Investment Consultant (2023-2024) to Financial Consultant (2024-2026), before assuming her current role in 2026. Her expertise spans wealth planning and investment consulting. Outside of her professional pursuits, Sharona has interests in art, cooking and baking, hiking, painting, and traveling.

Khaleb Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable, MassMutual Life Insurance, and Central Washington University, among others. Outside of finance, he was involved with Leiren Designs for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with additional advisory roles to multiple registered investment companies.

Will Doss is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at helping them achieve their personal and family goals. His approach focuses on fostering harmony in clients' lives through structured financial planning. Will has been with Fidelity Investments since 2018, progressing through various roles including Financial Associate, Workplace Planning Consultant, and Planning Consultant before assuming his current position as Financial Consultant in 2023. This progression reflects his growing experience in financial consulting and planning services. Outside of his professional work, Will engages in activities such as biking, fishing, hiking, snowboarding, and spending time with his pets.

David Blynov is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his background includes roles outside the financial industry such as working with Cool Cat Fence and Doordash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

Rodney Williams is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with individual clients to address their personal financial situations by exploring financial alternatives tailored to their specific goals and desires. Prior to his current role, Rodney served as a Financial Advisor at Merrill Lynch from 2017 to 2021. His professional experience spans over several years in the financial advisory sector, focusing on client-centered financial planning and consultation. Outside of his professional work, Rodney's personal interests include fitness, football, movies, outdoor adventures, running, and yoga.

Mekenzie Jones is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with clients to develop and implement financial plans aimed at helping them achieve their financial goals. Mekenzie joined Fidelity Investments in 2022 as a Planning Consultant and was promoted to Financial Consultant in 2023. Prior to that, she worked as a Financial Advisor at Edward Jones from 2019 to 2022. Her professional experience spans several years in financial advisory roles, focusing on client-centered financial planning and consultation. Mekenzie's approach involves collaborating closely with clients to support their financial objectives. Outside of her professional career, Mekenzie enjoys family activities, fitness, outdoor adventures, and parenthood.

Nathan Day is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investments Representative, Private Client Specialist, Financial Representative, and Retirement Services Specialist. Nathan partners with his clients to create and implement financial plans aimed at building and maintaining their wealth with confidence. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Nathan enjoys boating, family activities, fitness, motorcycles, movies, and snowboarding.

Beau Nguyen is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked at Financial Insights Wealth Management and Pacific Lutheran University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kayla Dumler is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. Her prior work history includes multiple roles at Fidelity Investments and a position at Art Gamblin Motors. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and oversight controls.

Jackson Madden is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role. Jackson's work focuses on partnering with clients and their advisors to help pursue financial goals. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Daniel Ortiz Rivas is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies and model portfolio provider for Fidelity Institutional Wealth Adviser.

Jorge Bustamante is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Paraplanner at Ameriprise from 2021 to 2023 and as a Registered Client Service Associate at Raymond James from 2019 to 2021. In his current position, Jorge partners with clients to translate their financial goals into actionable plans. He employs a collaborative approach to help clients evaluate their options and make informed decisions regarding saving, investing, and wealth management. Outside of his professional work, Jorge has interests in camping, fitness, hiking, outdoor adventures, parenthood, and soccer.

Abby Wentz is a financial advisor with Fidelity in Tukwila, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at PLICO and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive roles such as CFTC registration and advisory responsibilities for multiple registered investment companies.

Stephen Scheer is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, Scheer worked at Carpet Liquidators and held various positions in other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Marlon DeLeon is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to build and implement personalized financial plans aimed at helping them work towards their financial goals. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Prior to joining Fidelity Investments, Marlon worked at J.P. Morgan Chase from 2019 to 2022, where he served as a Relationship Banker and later as a Private Client Banker. His experience spans financial consulting, investment advising, and client banking, providing a broad foundation in financial services.

Ethan Alfrey is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2001. He has held several roles within the company, starting as a Service and Trading Representative, then moving to Retirement Planning Group Representative, Internal Retirement Counselor, Account Executive, and currently serving as Vice President, Financial Consultant since 2011. In his current role, Ethan focuses on building strong personal relationships through financial planning to help clients make decisions aimed at growing and maintaining their wealth. He works to identify strategies that align with clients' short and long term goals and provides guidance through their financial needs. Ethan holds a California Insurance License. Outside of his professional work, he enjoys biking, boating, family activities, movies, and traveling.

Jadon Sand is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Outside of his advisory role, he is involved in photography through a small business called Grains of Sand Photography. 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 create model portfolios using mutual funds, ETFs, and ETPs.

Keeton Heggerness is a Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2023, starting as a Financial Representative, then serving as an Investments Consultant, and currently holding his role as Financial Consultant since 2026. In his professional approach, Keeton focuses on engaging with clients through education and transparent communication. He collaborates with clients to co-create personalized financial plans that reflect individual goals and unique needs, aiming to ensure each client feels empowered and informed about their financial future. Outside of his professional commitments, Keeton enjoys fishing, attending social events with friends, hiking, outdoor adventures, and playing soccer.

Karanvir Dhillon is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant and Financial Representative at Fidelity Investments during 2023 and 2024. Karanvir is focused on assisting clients in working towards their financial goals through comprehensive planning, addressing each client's unique needs. His professional experience is centered on providing financial advice and investment consulting within Fidelity Investments. Outside of his professional work, Karanvir has interests in cars, social events with friends, movies, music, traveling, and volunteering.

Hanh Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, Nguyen worked at JPMorgan Chase Bank and held roles at various companies including the City of Seattle and Amazon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Annette Howze is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. In this role, she partners with families to create comprehensive plans designed to simplify financial planning and strategic decision-making. Her professional experience spans over two decades in the financial services industry. Prior to her current role, Annette worked as a Financial Consultant at Fidelity Investments from 2007 to 2018. She also served as Vice President Financial Consultant at Charles Schwab between 2004 and 2006, and as a Financial Advisor at Morgan Stanley from 1999 to 2002.

Roberto Delgado is the Vice President and Branch Leader at Fidelity Investments, where he has been serving since 2022. In this role, he leads branch operations and strategy within the firm. Prior to his current position, Roberto was a Team Leader at Fidelity Investments from 2009 to 2022, gaining extensive experience in financial services and team management. His professional focus includes connecting with financial professionals in the Seattle market to inspire belief in what is possible.

Olena Ostrovskiy is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been active in the financial industry since 2008, gaining experience in various roles including Financial Advisor positions at IDB Bank and Bank Massad in Tel-Aviv, Israel, and as a Sales Support Specialist in the Annuities department at Symetra Financial Corp between 2019 and 2021. Throughout her career, Olena has navigated diverse market conditions and developed a broad understanding of investment strategies. She works collaboratively with clients to create adaptable financial plans tailored to their unique circumstances. Olena communicates with clients in Hebrew, Russian, and Ukrainian. Outside of her professional work, Olena's interests include family activities, fitness, parenthood, pets, surfing, and yoga.

Shayne Plantz is a Planning Consultant who collaborates with advisors and partners with clients to assist with their personal goals and financial planning. Shayne has experience working as a Relationship Manager at Fidelity Investments from 2024 to 2026 and served as a Financial Representative at Fidelity Investments from 2023 to 2024. No additional information about education, credentials, or personal interests has been provided.

Ryan Hurst is currently a Market Leader at Fidelity Investments, where he leads a team of financial professionals in the greater Seattle area. His team's primary focus is assisting customers in creating and implementing personalized plans to enhance their financial well-being. Ryan has held this role since 2017. He has extensive experience at Fidelity Investments, having served in various capacities since 2000. His previous positions include Senior Branch Manager, Branch Office Manager, Assistant Branch Office Manager, Vice President Financial Consultant, Financial Consultant, Retirement Income Planner, Investments Consultant, and Service and Trading Associate. The information provided does not include details about Ryan's educational background, credentials, personal interests, or community involvement.

Dominic Gravina is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, his background includes various roles at Grand Canyon University, SCNS Sports Foods, IPEC Global Inc., and teaching positions at Alta Loma High School and Cucamonga Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with algorithmic portfolio construction and oversight of affiliated sub-advisers.

Corbin Sylvester is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to develop personalized financial plans that align with their financial goals and aspirations, utilizing the tools available at Fidelity. Corbin's professional experience includes positions as an Investment Consultant at Fidelity Investments from 2024 to 2026, Client Relationship Manager and Client Service Associate at Ameriprise Financial between 2021 and 2023, and Financial Representative at Northwestern Mutual from 2020 to 2021. This progression reflects his background in client service and financial planning. Outside of his professional work, Corbin has interests in football, golf, and soccer.

Davis McCall is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans. His approach emphasizes understanding each client's unique situation to help guide decision-making aligned with their long-term goals. Davis has held multiple roles at Fidelity Investments since 2023, including Financial Representative and Investment Consultant, gaining experience in various aspects of financial advising. This progression reflects his growing expertise in investment strategies and client financial planning. Outside of his professional work, Davis engages in activities such as boating, outdoor adventures, scuba diving, snowboarding, soccer, and traveling.

Lauren Browning is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She partners with clients to understand their financial goals and develops customized financial plans tailored to their unique needs. Lauren and her team utilize various tools and knowledge to evaluate these plans and discuss available strategies, emphasizing the importance of forming strong relationships with clients and their families based on trust and reliability. Her experience at Fidelity Investments spans several roles, including Investments Consultant (2020-2021), Relationship Manager (2018-2020), and Financial Representative (2016-2018). This progression reflects her growing expertise in financial consulting and client relationship management. Outside of her professional responsibilities, Lauren's personal interests include family activities, food, parenthood, pets, singing, and traveling.

Drew Hadaller is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as a Financial Representative at the same company from 2024 to 2025. His professional focus is on partnering with clients to provide financial planning support, aiming to foster transparency, clarity, and a client-first mindset. Drew's personal experiences growing up with a single mother have informed his commitment to helping clients pursue their financial goals with confidence. Outside of his professional work, he has interests in board games, cars, football, golf, and parenthood.

Miriam Ahura is a Financial Consultant currently working with Fidelity Investments since 2023. In her role, she partners with clients to develop financial plans that align with their unique goals and priorities, continually reviewing these plans to adapt to life changes and new opportunities. Prior to her current position, Miriam gained experience as a Senior Private Banker at Wells Fargo Advisors from 2021 to 2023, and as a Private Banker at JPMorgan Chase from 2016 to 2021. Her expertise includes navigating financial decisions, retirement planning, and tax-efficient investing. Outside of her professional work, Miriam has personal interests that include cars, comedy, cooking and baking, fitness, food, and parenthood.