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 two years of industry experience. She holds a Series 66 designation and has previously worked at Slingshot Biosciences, Twist Bioscience, and Aequor Technologies. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a universe of 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 worked in various roles within Fidelity, including Fidelity Brokerage Services LLC since 2015 and FIDELITY Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a distinctive role as a commodity pool operator and advisor to multiple registered investment companies.

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 four years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Bank of America, and Northwestern Mutual. Shamsi is based in Oakland, CA. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Joseph Dubose is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at Alamo Capital and has held roles in diverse sectors including logistics and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Alan Chen-Ok is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. Prior to this role, he held various positions within Fidelity Investments, including Investment Consultant, Relationship Manager, and High Net Worth Service Associate. Alan began his career as a Financial Representative at Way Financial from 2021 to 2022. His professional focus is on developing investment strategies that accurately reflect clients' goals and values. Alan collaborates with clients to build, implement, and monitor tailored financial plans that are clear and suited to their unique situations. He holds a California Insurance License. Outside of his professional responsibilities, Alan enjoys spending time at the beach, engaging in family activities, fitness, and playing golf.

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.