Woodland Hills, CA Topanga Canyon Blvd Office

Ruthi Hymes is currently the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. Prior to this position, she worked as a Financial Consultant at Fidelity Investments from 2021 to 2023. Earlier in her career, she was a Financial Advisor at Northwestern Mutual from 2018 to 2020. She holds a California Insurance License. In her role, Ruthi focuses on developing comprehensive financial plans tailored to individual client needs, emphasizing honesty, integrity, and transparency. She is committed to working closely with clients to achieve their financial goals through careful planning and implementation. Outside of her professional responsibilities, Ruthi enjoys skiing, theater, and traveling.

Magali Hidalgo is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to co-create financial plans aimed at helping clients achieve their financial goals. She has been with Fidelity Investments since 2018, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2022. Magali holds a California Insurance License, supporting her work in the financial services industry. Outside of her professional responsibilities, she enjoys camping, hiking, and practicing yoga.

Greg Berlant is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 19 years of experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2008 to 2018 and as a Financial Advisor at Morgan Stanley from 2007 to 2008. Greg focuses on creating clear and actionable financial plans that align with his clients' goals. Greg holds a California Insurance License, supporting his ability to provide comprehensive financial advice. He emphasizes understanding his clients' visions to build a strong foundation for their financial futures. Outside of his professional work, Greg has interests in fitness, football, pets, snowboarding, and traveling.

Adam Silverman is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He emphasizes forming strong, trust-based relationships with clients and their families. Adam's professional experience includes his current position as Financial Consultant at Fidelity Investments since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2023 to 2025, and briefly as a Relationship Manager at the same firm in 2023. Before joining Fidelity, he worked as a Client Service Specialist at Mutual Group from 2020 to 2023. He holds a California Insurance License.

Paul Mekjian is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Daum Commercial Real Estate Services and various educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing multi-manager and fund-of-funds portfolios.

Van Schepers is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to understand their complete financial picture and to develop plans that support both their current life and future goals. Van views money as a tool for living with intention and purpose and is committed to partnering with clients to create financial paths aligned with their values. Prior to joining Fidelity Investments, Van gained experience in various financial services roles, including positions as a Client Service Associate at Audent Global Asset Management from 2024 to 2025, a Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, and a Relationship Banker at Bank of America from 2019 to 2020. He holds a California Insurance License. Outside of his professional career, Van's personal interests include cars, concerts, hiking, movies, and traveling.

Sarah Fodrea is a Vice President and Wealth Planner at Fidelity Investments, where she has worked since 2015. In her current role, she partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Sarah emphasizes building strong relationships with clients and their families based on trustworthiness, reliability, and competence. Prior to becoming Vice President, Wealth Planner, Sarah held roles as a Financial Consultant and Investment Consultant at Fidelity Investments. Her career also includes extensive experience at AIG Capital Services, Inc., where she served as Director of Internal Sales, Manager of Internal Sales, and Internal Wholesaler from 2000 to 2015. She holds a California Insurance License.

Jeff Selman is a Financial Consultant currently working at Fidelity Investments since 2021. In his role, he focuses on developing personalized financial plans tailored to individual client needs and goals, guiding clients through various stages of their financial lives. Jeff's professional experience includes positions as an Investment Consultant and Relationship Manager at Fidelity Investments, as well as a Financial Consultant at Equitable Advisors from 2016 to 2020. He holds a California Insurance License, supporting his work in financial planning and advisory services.

Celeste Diaz is an Investment Consultant at Fidelity Investments, where she has been serving since 2025. She previously held positions at Fidelity as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2022 to 2024. Prior to her tenure at Fidelity, she worked as an Insurance Representative at State Farm from 2019 to 2022. In her role as an Investment Consultant, Celeste focuses on creating individualized investment strategies tailored to each client's unique goals. She emphasizes understanding the underlying motivations behind clients' objectives to ensure investments align with their priorities. Celeste holds a California Insurance License. Outside of her professional activities, she enjoys outdoor and culinary pursuits including beach activities, camping, cooking and baking, gardening, hiking, and exploring diverse cuisines.

Garreth Lautz is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with distinctive features including commodity pool operator registration and the use of AI technologies in its investment processes.

Kevin Aronov is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on building financial plans for clients and maintains frequent communication to ensure these plans are updated in accordance with changes in clients' goals and needs. Kevin has accumulated experience in the financial industry through various positions including Private Client Advisor at JP Morgan Securities from 2019 to 2022, Financial Solutions Advisor at Merrill from 2017 to 2019, Investment Specialist at Infinex Financial Group from 2016 to 2017, and Investment Assistant at Essex National Securities from 2015 to 2016. He holds a California Insurance License.

Maxine Morgan is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. She leads a team of associates dedicated to understanding clients' needs and guiding them through the financial planning process. Prior to her current role, Maxine served as Assistant Branch Leader from 2021 to 2022, Senior Relationship Manager from 2014 to 2020, and Financial Representative from 2011 to 2014, all within Fidelity Investments. Maxine holds a California Insurance License. Outside of her professional responsibilities, she enjoys cooking and baking, participating in family activities, and traveling.

Lydia Lee is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to develop tailored financial plans that align with their goals, values, and vision. Lydia focuses on building strong, lasting relationships based on trust, dedication, and competence to provide confident guidance throughout the financial planning process. Her experience at Fidelity Investments includes serving as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Lydia holds a California Insurance License, which supports her work in providing comprehensive financial advice. Outside of her professional responsibilities, Lydia enjoys activities such as comedy, attending concerts, cooking and baking, watching movies, and playing tennis.

Bryan Sabalvaro serves as a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients in working towards their financial goals through a collaborative planning approach that involves a holistic discussion of their financial situations and preferences. This strategy enables the development of tailored action plans supported by Fidelity's extensive resources. Prior to becoming Vice President, Bryan worked as a Financial Consultant at Fidelity Investments from 2016 to 2020. Before that, he was a Financial Advisor at Merrill Lynch from 2012 to 2016. He holds a California Insurance License. Outside of his professional work, Bryan's personal interests include fitness, parenthood, Pilates, reading, singing, and traveling.

Tim Britten is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his role, he acts as a primary point of contact for clients, focusing on facilitating conversations about wealth and investment planning while delivering personalized service tailored to individual needs and preferences. Tim has been with Fidelity Investments since 2004, progressing through roles including Trading and Service Representative from 2004 to 2008, Financial Representative from 2008 to 2013, and Wealth Management Relationship Manager since 2013. This extensive experience has equipped him with a comprehensive understanding of wealth management and client service within the financial industry.