Santa Monica, CA Wilshire Blvd Office

Jose Fernandez Ramirez is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at American Income Life, Pennymac, Prudential, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves in an advisory capacity to multiple funds while employing systematic investment methodologies.

Cynthia Hernandez is a financial advisor at Fidelity with Series 63 and Series 65 licenses. She has prior experience at Fisher Investments and Centrada Bioscience, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Arami Bryant is a Planning Consultant at Fidelity Investments, where she assists clients in creating their financial roadmap. She has been in this role since 2026. Prior to her current position, Arami worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Services Representative at the same firm from 2024 to 2025. Her earlier experience includes roles as an Associate Banker at JPMorgan Chase from 2022 to 2023 and as an Associate Teller at Wells Fargo from 2020 to 2022. Arami brings a comprehensive background in financial services, encompassing client relationship management and financial planning support. Outside of her professional career, she enjoys fishing, fitness, hiking, and outdoor adventures.

Micah Homayounian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James and Loyola Marymount University. He has been involved with Riot Society for 15 years, indicating engagement beyond his advisory career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Darwin Perez De Pablo is a financial advisor with Fidelity and holds the Series 66 designation. He has less than one year of industry experience and prior work includes roles at Wilson Sporting Goods, the UC Berkeley Athletics Department, and EY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses algorithmic portfolio construction across a broad investable universe.

Patrick Meyer is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. Prior to joining Fidelity Investments, he worked as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Inc from 2017 to 2022. From 2014 to 2017, he served as a Financial Advisor at McAdam LLC. Patrick holds a California Insurance License, which supports his ability to advise clients on financial strategies involving insurance products. His professional experience spans various financial advisory roles, providing him with a broad understanding of financial planning and client service.

Vanessa Pocock is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She is a Certified Financial Planner with over a decade of experience in financial guidance and wealth planning. Prior to her current role, Vanessa worked as a Financial Advisor at Merrill Lynch from 2016 to 2017 and at Valic from 2011 to 2016. Vanessa's background includes experience as an attorney, which informs her comprehensive approach to financial planning. She holds insurance licenses in Arkansas and California. Outside of her professional work, Vanessa enjoys travel and spending time with her daughter and son.

Brent Rite is a Financial Consultant currently working at Fidelity Investments since 2022. He has over a decade of experience in the financial services industry, having held positions such as Financial Consultant at E*Trade from Morgan Stanley between 2018 and 2022, Senior Financial Consultant at TD Ameritrade from 2017 to 2018, Associate Financial Consultant at Charles Schwab & Co. from 2014 to 2017, and High Net Worth Specialist in Active Trader Services at Charles Schwab & Co. from 2011 to 2014. Brent is licensed with the California Insurance License and focuses on understanding his clients' life priorities and financial goals. He emphasizes building financial plans tailored to what his clients value most, aiming to put their interests first.

Elisabeth Maiden serves as Vice President, Financial Consultant at Fidelity Investments, a position she has held since 2013. She began her career at Fidelity in 2010 and has progressed through various roles within the firm, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she was a Registered Investment Advisor at AXA Equitable and an Internal Wholesaler at AIG SunAmerica. Elisabeth holds a finance degree from the University of Southern California and has earned the Board-Certified Financial Planner (CFP) designation. She possesses a California Insurance License and brings 18 years of experience in financial advisory services. Growing up in a first-generation American household with a military background, she has developed the ability to connect with clients from diverse backgrounds and takes a caring approach in understanding unique family needs before discussing financial strategies. Outside of her professional work, Elisabeth enjoys cooking and baking, gardening, music, and soccer. She has a personal connection to military service and is also involved in parenthood.

Daniel Davis is a Financial Consultant at Fidelity Investments, a position he has held since 2017. He assists clients and families in building and maintaining their wealth by developing and implementing comprehensive financial plans. Prior to his current role, Daniel worked as a Financial Planner at Ayco, a Goldman Sachs Company, from 2015 to 2017. He also has experience as a Tax Resolution Attorney at Omni Financial from 2014 to 2015 and as a Tax Accountant at KPMG (formerly Rothstein Kass & Co.) from 2007 to 2009. Daniel holds a California Insurance License and is a Certified Financial Planner. His approach to financial consulting is grounded in reliability, trust, and providing excellent customer service while fostering long-term relationships with clients.

Marc Lindner is a Financial Consultant currently working with Fidelity Investments since 2022. In his role, he assists clients in utilizing their financial resources in alignment with their personal values and priorities. He emphasizes operating with honesty, integrity, clarity, and sensitivity in his practice. Marc holds a California Insurance License, supporting his work in financial consulting. Outside of his professional work, he has interests in football, hiking, movies, pets, reading, and writing.

Ian Francis is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. Prior to this role, he held several positions within Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. He holds a California Insurance License. Ian is committed to helping clients feel confident and in control of their financial futures by listening carefully, simplifying complex decisions, and providing clear guidance aligned with their goals and values. Outside of his professional work, Ian enjoys a variety of activities including food exploration, football, scuba diving, skiing, table tennis, and traveling.

Benjamin Baird is a financial advisor at Fidelity with a Series 66 designation. He began his career in the financial industry in 2025 and has held prior roles at Nobu Restaurant Group, ProWest Spine, Globus Medical, and with the St. Louis Cardinals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a variety of clients, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.

Emily Damiano is the Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals focused on partnering with clients to establish long-term financial plans. She has been with Fidelity Investments since 2004, progressing through various roles including Assistant Branch Manager, Senior Director of Business Development, Senior Compliance Advisor, Branch Service Manager, Investor Center Investment Representative, Investor Center Financial Representative, and Premium Services Representative. Her extensive experience within Fidelity Investments spans over a decade, covering leadership, business development, compliance, and client advisory functions. Emily holds a California Insurance License, supporting her work in financial planning and client services.

William Flanagan is a financial advisor with Fidelity in Santa Monica, CA, holding a Series 66 designation and one year of industry experience. His prior roles include various positions at Fidelity Investments and engagements at the University of Geneva and UCLA. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment processes.