Bryan Brown is an Investment Consultant who takes a personalized approach to financial planning. He focuses on understanding and prioritizing what is most important to each client, aiming to provide clear, professional insight that helps them make informed decisions. Bryan has extensive experience as a Senior Internal Advisor Consultant at Franklin Templeton, where he worked from 2011 to 2024. He offers tailored guidance using a wide range of resources to help clients create financial plans that pursue peace of mind and success. He holds a California Insurance License.

Jim Klein is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2022 to 2023, all within Fidelity Investments. He holds a California Insurance License. Before transitioning to financial services, Jim worked as a high school Latin teacher for several years. Motivated by a desire to help individuals better understand personal finance, he shifted his career focus to financial advising. At Fidelity, he works with clients to help them understand their financial situations and prepare for major life decisions. Outside of his professional responsibilities, Jim has interests in baseball, cooking and baking, and reading.