Ai Mendoza is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop financial plans aimed at achieving their goals. She has held this role since 2022. Prior to joining Fidelity Investments, Ai worked as a Private Client Banker at JP Morgan Chase from 2019 to 2022, gaining experience in client financial services and banking. Outside of her professional career, Ai enjoys family activities, fishing, social events with friends, gardening, and outdoor adventures.

Gregory Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 15 years of experience in the financial services industry, having worked in various advisory roles including Investment Consultant at Fidelity Investments, Private Client Advisor at JPMorgan Securities, and Financial Advisor positions at Chase Investment Services Corp and Securian Financial Services. Throughout his career, Gregory has focused on building relationships with clients and their families to help them work toward their financial goals. He holds a California Insurance License. Outside of his professional life, Gregory's interests include baseball, football, soccer, movies, social events with friends, and parenthood.