Kat Neff-Whitner is a Planning Consultant at Fidelity Investments, a position she has held since 2023. She began her career at Fidelity as a Workplace Planning Associate in 2022, advancing to Workplace Planning Consultant in 2023 before assuming her current role. Her professional focus centers on developing personalized financial plans that reflect the unique priorities and circumstances of each individual client. Kat holds a California Insurance License, supporting her capabilities in providing comprehensive financial advice. She emphasizes building strong relationships and trust with clients to create effective financial roadmaps tailored to their goals. Outside of her professional work, Kat enjoys fishing, fitness activities, social events with friends, snowboarding, surfing, and volunteering.

Eileen Campbell is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has held multiple roles within Fidelity, including positions at Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory work, she serves on the board of directors for Cavalier Rescue of Florida, acting as a foster coordinator. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.