Daniel Bolbirer is a Planning Consultant at Fidelity Investments, where he collaborates with Advisors and clients to develop, implement, and maintain financial plans and investment strategies aligned with clients' goals. He adopts an empathetic planning approach to understand clients' financial lives, priorities, and potential challenges, assisting in the ongoing development and adjustment of strategies as priorities evolve. Daniel has been with Fidelity Investments since 2022, progressing from Financial Representative to Relationship Manager before assuming his current role in 2025. Prior to joining Fidelity, he worked as a Market Data Analyst at TP ICAP from 2020 to 2022. Outside of his professional responsibilities, Daniel enjoys a variety of personal interests including food, horseback riding, singing, tennis, theater, and traveling.

Michael Reynolds is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been affiliated with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.