Andrew Berry III is a financial advisor with Fidelity in Garden City, UT, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior work includes roles at E*TRADE Securities LLC, JP Morgan Chase Bank, and Intermountain Healthcare. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and employs systematic methodologies in creating model portfolios from mutual funds, ETFs, and ETPs.

Richard Greenwald is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2002. Outside of his advisory role, he is involved with Opyn Market, a transparent health marketplace. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.