Concord, CA Office

Daoud Kayoumi is a Financial Consultant at Fidelity Investments, a role he has held since 2023. In this position, he partners with clients to understand their financial goals, develop personalized plans, and provide investing guidance. He focuses on ensuring clients understand where their money is invested, the performance of their investments, and associated costs. Prior to his current role, Daoud held positions including Account Executive at Salesforce from 2022 to 2023, Vice President Financial Consultant at Charles Schwab from 2021 to 2022, Financial Advisor at Equitable from 2019 to 2021, and Branch Service Specialist at Union Bank from 2017 to 2018. He holds a California Insurance License.

Mitchell Alvey is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to his current role, he held positions at Fidelity including Planning Consultant from 2022 to 2025, Investment Consultant from 2021 to 2022, and Financial Representative from 2019 to 2021. His approach centers on building trust with clients by understanding their priorities, goals, and vision for the future, ensuring portfolios are aligned with their aspirations. Mitchell holds a California Insurance License. Outside of his professional work, Mitchell has interests in football, movies, music, parenthood, pets, and puzzles.

Styles Scroggins is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Scroggins held roles at Morgan Stanley, Northwestern Mutual, and worked for four years with Rover and the US Marine Corps. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Megan Linford is an Investment Consultant at Fidelity Investments, where she partners with individuals and their families to create, implement, and monitor financial plans aimed at achieving their personal financial goals. She has held several roles at Fidelity Investments, including Planning Consultant from 2022 to 2023 and Relationship Manager from 2018 to 2022. Prior to joining Fidelity, Megan worked as a Financial Advisor at Merrill Lynch from 2017 to 2018. She holds a California Insurance License. Outside of her professional work, Megan is interested in family activities, golf, spending time at the lake, parenthood, and caring for pets.