Lisa Green is a Financial Consultant currently working at Fidelity Investments since 2023. She has extensive experience in the financial industry, previously holding positions such as Registered Practice Associate and Registered Client Service Associate at Ameriprise Financial, where she worked from 2007 to 2023. Prior to that, she held roles including Branch Office Associate at Edward Jones and Project Analyst at Frank Russell Company. Her professional background includes expertise in client service and financial consulting. Lisa holds insurance licenses in Arkansas and California. Her approach to financial planning emphasizes trust, transparency, and personalized attention, aiming to develop customized plans that help clients achieve their financial goals. Outside of her professional life, Lisa has interests in the beach, cars, social events with friends, gardening, and traveling.

John Weeks is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. His background includes roles outside finance, such as positions at Valhalla Bar and Grill and Anna's Party Rentals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, with notable use of algorithmic methods and AI in its research efforts.