Jake Miller is a Planning Consultant at Fidelity Investments, where he has been working since 2026. He has held multiple roles within the company, including Benefits and Planning Consultant from 2024 to 2026, Investment Solutions Representative 2 during 2023 to 2024, High Net Worth Representative in 2023, Investment Solutions Representative 1 in 2023, and Customer Relationship Advocate from 2022 to 2023. He holds insurance licenses in Arkansas and California. Jake is committed to helping clients recognize the value of a sound financial plan and works collaboratively to develop plans aligned with their life goals and passions. Outside of his professional work, Jake enjoys baseball, family activities, social events with friends, outdoor adventures, and skiing.

James Peterson is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Fidelity Investments and has worked there since 2008, including roles at Fidelity Personal and Workplace Advisors since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers services that include discretionary portfolio management and fund advisory.