Joie Hurtado Wyatt

Brandon Herrera is a Private Wealth Manager with Merrill Private Wealth Management. He joined Merrill in March 2018, focusing primarily on the management and business development of the corporate cash segment. Prior to Merrill, Brandon spent nine years with Bank of America’s Commercial Banking team, where he served as a Treasury Sales Officer addressing the working capital needs of clients across for-profit healthcare, professional sports, not-for-profit healthcare, and institutional sectors. Brandon holds a Bachelor's Degree from California Polytechnic State University and is a Personal Investment Advisor (PIA). He resides in Clayton, California with his wife and three children. In addition to his professional work, Brandon is involved in coaching his sons in soccer and baseball and organizes a significant annual fundraiser barbecue for the local swim team. His personal interests include baseball, basketball, boating, camping, fishing, football, and hiking.

Jonathan Negrete Torres is a Financial Consultant at Fidelity Investments, where he has been working since 2026. He has held various roles at Fidelity since 2022, including Investment Consultant, Relationship Manager, and High Net Worth Associate. Prior to his tenure at Fidelity, he worked as a Registered Administrative Associate at LPL Financial from 2021 to 2022. Jonathan holds a California Insurance License, supporting his work in financial consulting. His approach involves listening to clients and understanding their financial priorities to create customized strategies that align with their life goals. Outside of his professional work, Jonathan's interests include family activities, fitness, golf, outdoor adventures, and soccer.

Troy Channing is a Financial Consultant currently working at Fidelity Investments since 2020. Prior to this role, he was a Financial Advisor at Edward Jones from 2016 to 2020. He holds a California Insurance License. Troy focuses on building strategies tailored to meet clients' specific needs, emphasizing financial planning education and guidance for families. His approach centers on partnering with clients to develop personalized financial plans. Outside of his professional work, Troy has interests in baseball, biking, cars, parenthood, running, and traveling.

Bobby Klarman is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with families to create financial plans and provides education to support well-informed decision-making. He specializes in retirement planning, investment strategy, and income protection, working with a wealth management team that includes specialists in tax-efficient investing and estate planning. Bobby's experience at Fidelity Investments spans several positions, including Financial Consultant, Investment Consultant, and Financial Representative, reflecting a progressive career within the firm since 2021. He holds a California Insurance License. Outside of his professional work, Bobby's personal interests include bowling, fitness, golf, parenthood, and traveling.

Rebekah Rogers is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients and their families to navigate the complexities of investing, focusing on building clear financial plans that align with clients' dreams, objectives, and concerns. She utilizes advanced technology and Fidelity's cost-efficient investment platform to support these plans. Prior to her current role, Rebekah served as an Investment Consultant at Fidelity Investments from 2019 to 2022. She also gained experience as a Financial Consultant and Business Development Specialist at TD Ameritrade in 2018 and 2019, respectively, and completed a Financial Administrative Internship at Fidelity Investments in 2016. She holds a California Insurance License.