Joshua Denton is a Financial Consultant I with over a decade of experience in the financial industry. He has previously held roles including Senior Branch Premier Banker at Wells Fargo Bank from 2019 to 2024 and Senior Branch Leader at Wells Fargo from 2014 to 2019. His professional focus includes wealth, income, and retirement planning, as well as tax-efficient investing. Joshua holds a California Insurance License. Outside of his professional work, he spends time with his family and enjoys activities such as football, outdoor adventures, and traveling.

Jacob Torres is a Planning Consultant at Fidelity Investments, bringing over 15 years of experience in the financial industry. He collaborates with clients to develop strategies that align with their long-term financial goals and provides guidance throughout all stages of their financial journey. His professional background includes roles such as Wealth Management Associate at Morgan Stanley from 2021 to 2025, Trust Associate at Wells Fargo Private Bank between 2020 and 2021, Private Banking Associate at Wells Fargo Private Bank from 2013 to 2020, and Personal Banker at Wells Fargo Bank from 2007 to 2013. He holds a California Insurance License. Outside of his professional work, Jacob has interests in movies, museums, photography, and traveling.

Maylin Lema is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, she collaborates with clients and their families to integrate benefits into their overall financial plans through personalized education on benefits and equity compensation, as well as wealth planning and guidance. She emphasizes forming strong relationships with clients to maintain trust, reliability, and competency. Her professional experience includes various positions at Fidelity Investments since 2021, progressing from Investment Solutions Representative I to her current role. Prior to Fidelity, Maylin held roles such as Investment Advisor Representative at Creative Financial Designs and Registered Representative at Avantax Investment Services, Inc. She also has experience as a Financial Manager at Discovery Counseling Center, and as a Master Tax Advisor and Enrolled Agent at H&R Block. Maylin holds insurance licenses in Arkansas and California.

Philip Tringali is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to develop customized financial plans that address their individual and family needs, utilizing Fidelity's digital tools and internal expertise to navigate complex financial planning. With 20 years of experience in the financial industry, Philip's background includes positions such as Investment Consultant at Fidelity Investments from 2023 to 2025 and various roles at Wells Fargo Bank from 2005 to 2023, including Senior Branch Premier Banker and Branch Manager. He holds a California Insurance License. Outside of his professional work, Philip enjoys baseball, comedy, concerts, family activities, golf, and traveling.

Apollo Santos is a Financial Consultant currently working at Fidelity since 2023. He assists clients in creating financial plans tailored for individuals and families at various stages of their lives. Prior to this role, he served as an Executive Relationship Manager at E*TRADE from Morgan Stanley between 2020 and 2023. His expertise includes wealth planning and investment strategies, leveraging his team's dedication to provide personalized financial guidance. Apollo holds a California Insurance License, supporting his work in financial consulting and client services.