Oakland, CA Office

Martha Mastracci is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She works closely with clients to understand their unique circumstances, priorities, and long-term goals, aiming to build personalized plans that align with their vision for the future. She regularly reviews client progress and discusses strategies to improve outcomes or reduce risk, with the goal of helping clients feel confident and secure about their financial future. Martha has extensive experience in financial services, having previously served as a Relationship Manager at First Republic Bank from 2011 to 2023, Senior Vice President at Boston Private Bank from 2001 to 2011, and Assistant Vice President at The Boston Company from 1985 to 2001. She holds a California Insurance License. Outside of her professional work, Martha has an interest in art, football, golf, and traveling.

Tayo Ogundiya is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2020. In this role, he partners with clients to develop comprehensive long-term financial plans and detailed investment strategies that incorporate workplace benefits and equity compensation. He emphasizes establishing long-term relationships based on trust and reliability to help clients work toward their financial goals. Tayo has been with Fidelity Investments since 2010, holding various roles including Relationship Manager, Financial Consultant, Service and Trading Manager, and High Net Worth Supervisor. He holds a California Insurance License. Outside of his professional responsibilities, Tayo enjoys concerts, hiking, movies, music, and writing.

Kara Chan is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has prior work experience in the biotechnology sector with firms such as Slingshot Biosciences and Twist Bioscience. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, and supports model portfolios built from mutual funds, ETFs, and ETPs.

Stella Chay is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various divisions of Fidelity since 2015. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies while employing systematic investment methodologies.

Blake Winters is a financial advisor with Fidelity in Oakland, CA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Fidelity Investments, Royal Alliance Associates, Inc., Financial Dimensions Group, Inc., Janney Montgomery Scott, and The Vanguard Group. Fidelity’s Strategic Advisers LLC, where Winters is affiliated, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a wide investable universe of mutual funds, ETFs, and ETPs.

Shayan Shamsi is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Northwestern Mutual, and Fidelity Investments. He is based in Oakland, CA. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Joseph Dubose is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience at Alamo Capital, Torero Logistics, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Tashina Reyes is an Investment Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity since 2021, previously serving as a Planning Consultant. Prior to her tenure at Fidelity, Tashina worked as a Practice Manager at Ameriprise Financial, LLC from 2017 to 2021. In her professional capacity, Tashina partners with clients and their families to develop and implement financial plans and investment strategies aimed at helping them pursue their financial goals and build confidence about their financial future. She holds a California Insurance License. Outside of her professional work, Tashina has interests that include board games, spending time at the lake, caring for pets, traveling, volunteering, and practicing yoga.

Amanda Luong is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to provide clients with comprehensive financial planning services. She meets with clients to assess their planning needs and assists in creating and implementing holistic financial plans. Amanda aims to foster a supportive and welcoming environment as clients build relationships with the Fidelity team. Amanda has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before assuming her current position. She holds a California Insurance License, supporting her work in financial planning and advisory services. Outside of her professional role, Amanda has interests in art, fitness, food, social events, reading, and traveling.

Susan He is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has worked with Fidelity since 2019, initially as a Financial Consultant. Prior to joining Fidelity, Susan held roles in financial services including Relationship Manager at Citigroup from 2017 to 2019, Relationship Banker at JPMorgan Chase from 2016 to 2017, and Insurance Agent at Transamerica Insurance from 2014 to 2016. She is a CERTIFIED FINANCIAL PLANNER and Client Private Wealth Advisor with over a decade of experience. Susan holds a California Insurance License and has expertise in partnering with clients to assist them in their financial journey. She aims to provide peace of mind for her clients, enabling them to focus on their priorities. Outside of her professional work, Susan's personal interests include art, puzzles, reading, traveling, volunteering, and yoga.

Diana Espinoza is a Planning Consultant who works closely with clients to develop financial plans that reflect their goals and values. She emphasizes thoughtful, ongoing planning to support informed decision-making at every stage of life. Diana has held roles at several financial institutions, including Relationship Manager and Financial Representative at Fidelity Investments, Associate Banker at JPMorgan Chase, and Bank Teller at Wells Fargo. This range of experience informs her approach to client service and financial planning. Outside of her professional work, Diana enjoys cooking and baking, fitness, exploring food cultures, traveling, and volunteering.