Irvine, CA Michelson Drive Office

Billy Lattash is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop financial plans aimed at helping clients achieve their financial goals. He began his career at Fidelity Investments as a Financial Representative in 2022, progressed to Relationship Manager in 2024, and currently serves in his planning role since 2024. Prior to joining Fidelity, he worked as a Concierge Banker at Citibank in 2022. Billy holds a California Insurance License, which supports his expertise in financial planning and insurance matters. Outside of his professional responsibilities, he enjoys camping, photography, and playing soccer.

Allie Oglevee is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2020, progressing through positions including Financial Representative and Investment Consultant. Prior to joining Fidelity, Allie gained experience through internships in private credit and wealth management at Tree Line Capital Partners and UBS Financial Services. Her professional focus involves collaborating with clients to develop comprehensive wealth plans. She aims to provide education, confidence, and support to help clients pursue their long-term financial goals. Allie holds a California Insurance License, supporting her work in financial consulting. Further details about Allie's education, credentials beyond her insurance license, and personal interests have not been provided.

Ryan Henry is a financial advisor with Fidelity in Irvine, CA, holding a Series 66 designation and two years of industry experience. He has worked at Fidelity Investments since 2024 and previously at Equitable Advisors and American Financial Network. Outside of his advisory role, he coaches high school lacrosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Alex Waddell is a Financial Consultant at Fidelity Investments, a position held since 2026. In this role, Alex partners with clients to develop financial plans and comprehensive investment strategies aligned with their goals. Prior to this, Alex held several roles at Fidelity Investments, including Investment Consultant (2025-2026), Relationship Manager (2024-2025), Financial Representative (2023-2024), and Financial Services Representative (2023). Before joining Fidelity Investments, Alex worked as a Business Development Officer at California Business Bank from 2022 to 2023. Alex holds a California Insurance License. Outside of professional work, Alex has an interest in football.

Jimmy Chen is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2021. He works with clients to create and execute retirement, income, and wealth planning strategies tailored to their needs. Before his current role, Jimmy worked as a Financial Consultant at Fidelity Investments starting in 2021 and held positions as a Licensed Mortgage Officer at LoanDepot LLC and as a Private Client Banker at JPMorgan Chase Bank, N.A. He holds a California Insurance License.

Connor Mellema is Vice President and Financial Consultant at Fidelity Investments, where he partners with high net worth clients to develop comprehensive wealth strategies aimed at achieving their financial goals. He has held various roles at Fidelity Investments since 2021, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Connor worked as an Analyst at Harvey & Company in 2021. Connor holds a California Insurance License, supporting his expertise in financial planning and investment consulting. Outside of his professional career, he enjoys fishing, skiing, surfing, swimming, traveling, and participating in social events with friends.

Steven Dickel serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 1997, previously holding roles such as Vice President, Financial Consultant; Private Access Account Executive; and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor at American Express Financial Advisors from 1991 to 1997. With over 30 years of experience in wealth management, Steven and his team provide personalized services that address the complexities of wealth through comprehensive wealth planning and a wide array of investment options. He holds a California Insurance License. Outside of his professional work, Steven enjoys biking, family activities, gardening, and sailing.

Robert Koch is a Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he partners with branch associates to create an environment that leverages their talents to enhance client relationships and address financial needs. Prior to this, he served as Branch Service Manager at Fidelity Investments from 2007 to 2020. Mr. Koch has extensive experience in the financial services industry, including roles such as Vice President and Branch Manager at TD Ameritrade, Inc. from 1999 to 2007, Assistant Branch Manager and Account Officer at TD Waterhouse between 1995 and 1999, Stockbroker at J.B. Oxford & Company from 1994 to 1995, and Special Agent at The Prudential Preferred Financial Services, Inc. from 1993 to 1994. He holds a California Insurance License.

Maren Marshall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Audi Mission Viejo and has academic experience from Gonzaga University and Aliso Niguel High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using a systematic, long-term approach.

Katelyn Hastings is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Financial Consultants to develop financial plans aimed at achieving clients' goals. She has held multiple roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Financial Services Representative, and Investor Center Intern. Prior to her current position, she gained experience as a Financial Planning Intern at Churchill Management Group in 2020. Katelyn holds a California Insurance License, which supports her work in the financial services industry.

Marcelo Arbage is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to develop and maintain tailored financial plans that align with their financial goals. His professional experience includes several positions at Fidelity Investments, progressing from Financial Representative (2021-2022), to Relationship Manager (2022-2023), then Investment Consultant (2023-2024), and now Financial Consultant (2024 to present). Prior to Fidelity, Marcelo worked as a Licensed Banker at JP Morgan Chase from 2019 to 2021 and as a Personal Banker at Wells Fargo from 2016 to 2019. He holds a California Insurance License. Further details about his education and personal interests have not been provided.

Steven Sehrer is a Vice President and Financial Consultant at Fidelity Investments. In this role, he helps clients prepare for and navigate their financial health with a focus on forward-looking retirement strategies. He works closely with clients and his team to build a foundation of trust through personalized financial roadmaps. Steven has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2024. Prior to joining Fidelity, he was an Agent at MassMutual Financial Group from 2014 to 2015. He holds a California Insurance License. Outside of his professional work, Steven enjoys camping, hiking, and skiing.

Campbell Kelley is Vice President, Financial Consultant at Fidelity Investments, where he works with high net worth clients to develop and implement comprehensive investment and wealth planning strategies aimed at growing, preserving, and distributing wealth. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Campbell holds a California Insurance License, supporting his work in financial consulting and wealth management. Outside of his professional role, he enjoys camping, fishing, golf, traveling, and volunteering.

Teddy An is a Planning Consultant at Fidelity Investments, where he partners with Financial Consultants to develop financial plans aimed at helping clients meet their goals. Since 2026, he has been in this role, building on a progression of positions within Fidelity Investments, including Relationship Manager and Financial Representative between 2023 and 2026. Prior to his tenure at Fidelity, Teddy gained experience as a Financial Analyst at GL Capital LLC from 2022 to 2023 and as an Equity Research Analyst at FHL Investments from 2019 to 2021. His background spans various facets of financial analysis and client relationship management, contributing to his expertise in financial planning. Outside of his professional work, Teddy enjoys activities such as cooking and baking, golf, music, photography, snowboarding, and spending time with his pets.

Aaron Whitter is a financial advisor with Fidelity in Irvine, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at U.S. Bank, American Financial Network, and various other financial and lending institutions from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, formal advisory role to registered investment companies, and use of AI-driven methodologies in research and portfolio management.