San Diego, CA El Camino Real Office

Whitney Brillon is a Financial Consultant at Fidelity Investments. In this role, she works closely with clients to develop personalized financial plans that align with their goals and values, aiming to provide a roadmap for achieving financial confidence and peace of mind. She has accumulated extensive experience in the financial services industry, holding multiple positions at Fidelity Investments since 2013, including Financial Representative, Relationship Manager, Investment Consultant, and Vice President, Financial Consultant. Whitney also served as Vice President, Financial Consultant at Charles Schwab from 2022 to 2024 before returning to Fidelity in her current role. Whitney holds a California Insurance License. Outside of her professional work, she enjoys cooking and baking, family activities, exploring food as a foodie, and traveling.

Jennifer Kruger is a Certified Financial Planner (CFP®) with over 21 years of industry experience. She is currently with Fidelity Investments, where she has worked since 2006 in various roles including brokerage services and advisory. Jennifer is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Michael Green is a Financial Consultant at Fidelity Investments, a position he has held since 2020. Prior to this role, he served as an Investment Consultant at the same firm from 2019 to 2020. In his work, he focuses on partnering with clients to develop comprehensive financial plans, aiming to simplify the complexities of wealth planning and build trust-based relationships. He holds a California Insurance License, which supports his professional activities within financial consulting. Outside of his professional life, Michael Green has personal interests that include biking, fitness, golf, parenthood, snowboarding, and traveling.

Jordan Bellows is a Financial Consultant currently at Fidelity Investments, where he has been serving since 2025. He has held various roles within Fidelity, including Investment Consultant from 2024 to 2025 and Planning Consultant from 2021 to 2024. Prior to joining Fidelity, Jordan worked as a Financial Planner at Goldman Sachs from 2019 to 2021. Jordan focuses on helping families achieve their financial goals by developing personalized investment strategies that align with their priorities. He holds a California Insurance License, which supports his ability to provide comprehensive financial guidance. Outside of his professional work, Jordan has interests in cars, fitness, hiking, outdoor adventures, pets, and traveling.

Robert DeVoe is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In this position, he partners with clients to understand their personal and professional situations, conducts thorough analyses, and discusses tailored financial strategies that align with their preferences. Prior to his current role, Robert served as a Sales Manager specializing in Fixed Income at TD Ameritrade from 2014 to 2021. Robert holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Outside of his professional responsibilities, he has personal interests that include cars, family activities, hiking, pets, and table tennis.

Dan Surette is a Planning Consultant at Fidelity Investments, where he collaborates closely with Wealth Management Teams to develop and implement financial plans tailored to clients' goals, values, and financial needs. In this role, he partners with advisors to address client priorities throughout their relationship with the team. Dan has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before his current position as Planning Consultant. He holds a California Insurance License. Outside of his professional work, Dan enjoys activities such as beach outings, football, golf, movies, snowboarding, and traveling.

Logan Hessel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held roles in technology and production companies, including Tealium and Harambe Production Company. Strategic Advisers LLC, a Fidelity Investments company, 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 manage model portfolios across mutual funds, ETFs, and ETPs.

Daniel Gunderson is the Vice President and Branch Leader at Fidelity Investments, where he leads a team focused on client-first strategies. He aims to simplify complex financial concepts and collaborates with clients to develop plans aligned with their goals. He has been with Fidelity Investments since 2009, progressing through various roles including Financial Representative, Investments Representative, Financial Consultant, Regional Planning Consultant, and now Branch Leader. His experience encompasses financial consulting and regional planning. Daniel holds a California Insurance License.

Skip Kelly serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2026. He has extensive experience in the financial services industry, having worked with both institutional and high net-worth clients over several decades. Prior to his current position, he was a Financial Consultant at Fidelity Investments from 2020 to 2026, Vice President at Fisher Investments from 2003 to 2020, and held various Vice President and Senior Financial Consultant roles at Morgan Stanley, Smith Barney, and Merrill Lynch dating back to 1989. Throughout his career, Skip Kelly has focused on building financial relationships grounded in honesty and trust. He emphasizes providing simple, transparent guidance based on evolving financial plans tailored to different life stages. He holds a California Insurance License.

Ryan Domenico is Vice President and Wealth Planner at Fidelity Investments. He has over 10 years of experience working with high net-worth families and institutions, focusing on providing honest and transparent guidance built on trust. Ryan partners with clients to understand their goals and help plan and fortify their financial futures through different stages of life. Prior to his current role, Ryan held various positions including Financial Consultant at Fidelity Investments from 2020 to 2025, Senior Financial Consultant at TD Ameritrade in 2019, Wealth Advisor at Pariax Private Wealth Management in 2019, and several roles at Charles Schwab between 2011 and 2019. He holds a California Insurance License. Outside of his professional work, Ryan has personal interests in fitness, food, golf, hiking, music, and traveling.

Ryan Roche is the Branch Leader at Fidelity Investments, a role he has held since 2025. He focuses on empowering Investor Center associates to engage in meaningful conversations with clients and supports them in developing the skills necessary to assist local families with financial planning. Ryan has accumulated extensive experience within Fidelity Investments, progressing through various positions including Financial Consultant (2022-2025), Planning Consultant (2021-2022), Relationship Manager (2020-2021), Financial Representative (2019-2020), and Investor Center Intern (2018-2019). He holds a California Insurance License. Outside of his professional responsibilities, Ryan enjoys baseball, golf, kayaking, skiing, traveling, and volunteering.

Devin Garrett is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He is a CERTIFIED FINANCIAL PLANNER™ who partners with clients to understand their priorities and goals across all life stages. Devin focuses on simplifying clients' financial lives by effectively positioning their wealth to help them work towards living life on their terms. Prior to joining Fidelity Investments, Devin gained experience as a Financial Consultant at E*TRADE Financial from 2017 to 2019 and as a Financial Advisor at Edward Jones from 2015 to 2017. He holds a California Insurance License. Outside of his professional career, Devin has personal interests in food, golf, and traveling.

Thomas Kaplan is a Financial Consultant currently with Fidelity Investments, where he has been since 2023, progressing from the role of Investment Consultant to Financial Consultant in 2024. Prior to this, he worked as a Financial Consultant at E*TRADE from Morgan Stanley between 2019 and 2023, and as a Financial Advisor at Baystate Financial from 2018 to 2019. Thomas' professional approach focuses on partnership, aiming to help clients connect their financial decisions to their life goals. He works collaboratively with clients to create customized wealth strategies that evolve as their circumstances change, providing ongoing support to help clients and their families navigate the future with confidence. He holds a California Insurance License. Outside of his professional work, Thomas is interested in family activities, exploring food, golf, scuba diving, tennis, and traveling.

Laura Greenberg is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has been with Fidelity since 2013, progressing from Investment Consultant to Financial Consultant before assuming her current role. Prior to joining Fidelity, Laura worked as a Financial Advisor at Edward Jones from 2009 to 2013 and briefly at Merrill Lynch in 2009. In her role, Laura partners with high-net-worth individuals and families to help them clarify priorities and make informed financial decisions. She focuses on developing a deep understanding of clients' goals and values to provide thoughtful guidance and a disciplined planning framework aimed at supporting long-term financial well-being. Laura holds a California Insurance License. Outside of her professional work, Laura's personal interests include beach activities, family activities, football, social events with friends, scuba diving, and skiing.

Michael Brezovsky is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their unique financial situations and goals, using Fidelity's resources and his expertise to build and implement comprehensive financial plans. He serves as a reliable source of information and support for clients through changing circumstances and evolving objectives. Michael has been with Fidelity Investments since 2018, progressing through multiple roles including Financial Consultant and Investment Consultant. His experience spans workplace planning and investment consulting, providing him with a broad perspective on financial advising. He holds a California Insurance License and is a CERTIFIED FINANCIAL PLANNER™ professional.