Kristen Sides is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients and Wealth Management Advisors to develop financial plans tailored to the unique needs of each family. Kristen collaborates closely with clients to understand their values and ensures they are informed about the team and resources available to support their financial goals. Kristen has a comprehensive background in wealth management, beginning her career at TD Ameritrade in 2012. She progressed from Client Service Specialist to Business Development Specialist before joining Fidelity Investments in 2016. At Fidelity, she has served as a Relationship Manager, Financial Consultant, Wealth Management Senior Relationship Manager, and currently as a Wealth Management Planning Consultant.

Walter Rudd is a financial advisor with Fidelity in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at Fidelity Investments since 2018 and previously held roles at USAA Financial Advisors and W&F LLC. Outside of his advisory role, he works as a group fitness instructor facilitating adult group fitness activities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Monica Shavers is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at Principal Financial Group and New York Life, and has a background in education with roles in multiple school districts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves various clients including registered investment companies and offers model portfolios constructed from mutual funds, ETFs, and ETPs using systematic methodologies.