Kimberly Jones is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Yvonne Dean serves as a Branch Leader, focusing on partnering with colleagues to deliver the Standard of Care to clients and associates. She has held various leadership roles within Fidelity Investments, including Assistant Branch Leader in 2024, Team Leader for Advisory Services from 2022 to 2024, and Team Leader for Workplace Planning and Advice from 2020 to 2022. Prior to her tenure at Fidelity Investments, Yvonne held positions such as Director of Client Management Services at One America from 2018 to 2020 and Associate Financial Advisor at Acuitas Financial Group - Ameriprise from 2017 to 2018. Her earlier career includes roles with United Federal Credit Union, Schwab Private Client, PNC Investments, and Thrivent Financial for Lutherans, where she held several leadership positions including Vice President and Regional Vice President. Yvonne's extensive experience spans client management, advisory services, workplace planning, program management, and investment services. Outside of her professional responsibilities, Yvonne enjoys fitness, horseback riding, kayaking, motorcycles, music, and reading.