Calvin Orr is an Investment Consultant currently working at Fidelity Investments since 2024. He has experience in various roles within the financial services industry, including serving as a Platinum Relationship Manager at E*TRADE from Morgan Stanley between 2023 and 2024, a Senior Financial Services Representative from 2022 to 2023, and a Financial Services Representative from 2021 to 2022. Calvin's approach centers on guiding clients' investments thoughtfully and aligning them with their priorities, especially during periods of market uncertainty. His goal is for each client to achieve clarity and peace of mind regarding their financial decisions. Outside of his professional work, Calvin has interests in fitness, museums, outdoor adventures, pets, and running.

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.