Alan Gale

Alexander Carter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. In his current role, he partners with families to collaborate on all areas of financial decision-making, focusing on developing sound investment strategies and comprehensive financial planning. Throughout his career at Fidelity Investments, Alexander has built experience in investment consulting and financial advising. He holds a California Insurance License, which supports his work in financial services. Outside of his professional responsibilities, Alexander's personal interests include golf, snowboarding, and swimming.

William Yates is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1984 and joined Merrill Lynch in 2004. In his role, he collaborates closely with clients to design long-term strategies aimed at achieving their life goals. He holds a Bachelor's Degree in Business/Economics from the University of California, Santa Barbara, earned in 1982, and holds the Personal Investment Advisor (PIA) designation. His consultative process customizes solutions based on each client's individual risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. His areas of focus include retirement planning, education funding, home buying, business growth, legacy building, and philanthropy. Outside of his professional work, William Yates serves as the Chair of BACCV. He is married to Deborah and is a father and grandfather.