San Diego, CA West Bernardo Drive Office

Alex Wanerman is the Vice President and Branch Leader at Fidelity Investments, where he leads the local Investor Center. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Prior to this position, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2018 to 2024. Before joining Fidelity, Alex worked at UBS Financial Services as a Financial Advisor from 2017 to 2018 and as a Wealth Planning Analyst from 2015 to 2017. He holds a California Insurance License. Outside of his professional duties, Alex enjoys golf, skiing, traveling, and volunteering. He is also engaged in parenthood.

Jordan Papenfuss serves as a Planning Consultant at Fidelity Investments. In this role, he supports clients by helping them assess their current financial situations, identify future goals, and make informed decisions to optimize their financial plans. Jordan has been with Fidelity Investments since 2022, holding various positions including Customer Relationship Advocate, Investment Solutions Representative I and II, leading up to his current role. Before joining Fidelity, he worked as a Financial Coach at Utah Valley University from 2022 to 2023. He holds a California Insurance License.

Kevin Hoskins is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to create, implement, and monitor customized financial plans, aiming to provide a world-class planning experience through genuine, straightforward, and attentive service. Kevin has been with Fidelity Investments since 2014, progressing through positions including Financial Representative, Investment Consultant, and Financial Consultant before his current role. Prior to joining Fidelity, he worked as an Investment Consultant at Scottrade from 2013 to 2014. He holds a California Insurance License. Outside of his professional work, Kevin has interests in baseball, fitness, football, social events with friends, and reading.

Andrew Null is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Investment Solutions Representative, and Service Trader. Throughout his career, Andrew has focused on assisting clients in achieving their financial goals while helping them avoid common pitfalls. He holds a California Insurance License, which supports his work in providing comprehensive financial advice. Andrew is committed to building trust and confidence with his clients as he guides them through their financial planning journeys.

Mazen Abifaker is currently serving as a Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2022. In this capacity, he collaborates with multi-generational families to co-create personalized wealth plans aimed at growing, preserving, and transferring their wealth. Mazen has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant and Investment Consultant, which has provided him with extensive experience in financial advisory and wealth management. Prior to joining Fidelity, he worked as a Bank Teller at Wells Fargo Bank from 2009 to 2010. He holds a California Insurance License, underlining his professional qualifications in the financial services sector.

Valerie Reyes is an Investment Consultant at Fidelity Investments, where she partners with clients to develop personalized financial plans that align with their goals. She aims to ensure clients feel informed, supported, and empowered to make decisions regarding their financial future. Valerie has held several roles at Fidelity Investments, including Planning Consultant from 2022 to 2025 and Relationship Manager from 2021 to 2022. Prior to joining Fidelity, she worked as a Financial Consultant at LA Pension Planners and Equitable Advisors. She holds a California Insurance License. Outside of work, Valerie enjoys board games, cooking and baking, spending time with pets, Pilates, snowboarding, and traveling.

Edward Finnegan is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2020 and was promoted to his current role in 2023. In this capacity, he collaborates closely with clients to develop and implement personalized financial plans that align with their individual goals, utilizing Fidelity's resources to explore various financial options. Prior to joining Fidelity, Edward held several positions at Charles Schwab & Co. from 2012 to 2020, including Vice President, Financial Consultant. His professional experience spans over a decade in financial consulting and client service roles. Edward holds a California Insurance License. Outside of his professional commitments, Edward enjoys activities such as beach visits, fitness, football, snowboarding, surfing, and traveling.

William Kelley is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2005, progressing through various positions including Financial Consultant, Investments Representative, and Private Access Client Services Specialist. Prior to joining Fidelity, he gained experience in fund accounting and custody accounting roles at Investors Bank & Trust and State Street. With over a decade of experience in wealth planning, William focuses on building relationships to develop personalized and comprehensive financial plans that are regularly updated to reflect changing financial goals. He holds a California Insurance License. Outside of his professional work, William has interests in baseball, concerts, family activities, parenthood, and traveling.

Luis Garcia is a Financial Consultant at Fidelity Investments, a role he has held since 2022. His approach to client engagement emphasizes relationship building and understanding clients' personal goals and concerns to develop financial plans aimed at achieving financial security. Prior to his current position, he served as an Investment Consultant and Financial Representative at Fidelity Investments, and has held roles including Jr Financial Advisor at Financial Plan Design, Brokerage Associate at Wells Fargo Advisors, and Insurance Agent at State Farm. Luis holds a California Insurance License and has experience across various facets of financial advising and insurance services. Outside of his professional work, he has personal interests that include attending concerts, playing golf, military service, parenthood, and caring for pets.

Brian Chambers serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2004. Prior to this role, he worked as a Financial Consultant at Wachovia Securities from 1998 to 2004. In his professional capacity, Brian focuses on guiding clients to build flexible financial plans designed to adapt to changing needs while aiming to grow and protect their wealth over time. He finds it rewarding to assist clients through important financial decisions and to help them navigate uncertain times. Brian holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, he engages in activities such as biking, motorcycles, outdoor adventures, sailing, snowboarding, and tennis.

Emmett Lichtenberg is an Investment Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients to help them build and maintain tailored financial plans designed to align with their financial goals. Prior to this, Emmett worked as a Financial Solutions Advisor at Merrill Lynch from 2024 to 2025. He holds a California Insurance License.

Richard Tuton is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Reliant Direct Insurance Services and the American College of Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary portfolios, fund advisory, and model portfolios.

John Foley is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in various roles in the hospitality and service industries, including positions at several bars and restaurants in the San Diego area. Outside of finance, he has experience operating establishments such as Side Piece Bar and Bay Hill Tavern. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Andrew Meram is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans aimed at addressing key risks. His approach involves a four-step process that includes understanding clients' priorities, conducting a diagnostic analysis of their current financial situation, and providing clear recommendations without jargon. Andrew's experience at Fidelity Investments includes roles as Investment Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, and Financial Representative in 2021. He holds a California Insurance License. Outside of his professional work, Andrew enjoys boating and spending time with his family.

Brooke Morris is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, Brooke worked at Northwestern Mutual Wealth Management Company and SA Consulting. Before entering the financial sector, Brooke was involved with The Louis Armstrong Center for Music and Medicine. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it also serves as an advisor to multiple registered investment companies.