Brady Odom is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked in legal roles, including positions at Bob Leonard Law Group, PLLC, and Texas A&M University School of Law. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios across various asset classes.

Kyle Smith is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2016, progressing through roles including Financial Consultant, Planning Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, and Financial Representative, Full Trader. Kyle's professional experience encompasses financial consulting and investment planning, focusing on retirement planning and customized investment strategies tailored to clients' goals for growth, income, and protection. He emphasizes providing education and motivation to help clients make informed decisions regarding their financial accounts. Outside of his professional role, Kyle's personal interests include camping, fishing, football, outdoor adventures, parenthood, and traveling.

Brian Arietti is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC, where he is affiliated, offers investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it also holds a unique position as a registered commodity pool operator with advisory roles to multiple registered investment companies.

Keith Richardson is Vice President, Wealth Planner at Fidelity Investments. In this role, he advises high-net-worth families on structuring, growing, and preserving their multi-generational wealth. He has been with Fidelity Investments since 2000, progressing through roles including Customer Service Representative, Financial Representative, Financial Consultant, and Vice President, Financial Consultant before assuming his current position in 2022. Throughout his career at Fidelity Investments, Keith has developed expertise in wealth planning and financial consulting. His extensive experience encompasses advising clients on strategies for managing complex financial needs and long-term wealth preservation. Outside of his professional responsibilities, Keith has personal interests in fitness, music, and skiing.

Austin Campbell is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2012. In his current role since 2018, he works closely with clients to develop financial plans that align with their comfort, confidence, and commitment levels. Austin's experience at Fidelity includes roles as Financial Consultant, Investment Consultant, Central Relationship Manager, and Financial Representative. This progression reflects his sustained involvement in financial consulting and client relationship management. Outside of his professional responsibilities, Austin's personal interests include family activities, golf, pets, skiing, and traveling.

Collin Tomic is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at BeyondHome and Chick-fil-A Belmar. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI in research.

Daniel Cumming is a financial advisor at Fidelity with nine years of industry experience. He has held roles at Fidelity Investments, Fidelity Brokerage Services LLC, T. Rowe Price, Lyft, Davinci Sign Systems, and Colorado State University Athletics. He holds Series 66 and Series 63 designations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Vanessa Le is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Her current roles include work with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.