Samantha Calhoun is a Planning Consultant at Fidelity Investments, where she partners with individuals and families to create, implement, and monitor financial plans. She emphasizes the importance of financial plans that adjust and grow with clients over time. Her role leverages Fidelity's advanced planning tools and cost-effective investment platform to support clients in achieving their financial goals. Samantha has been with Fidelity Investments since 2022, progressing through roles including Fidelity Launch Associate, Investment Solutions Representative I, Financial Representative, and currently Planning Consultant. This experience has provided her with a comprehensive understanding of investment solutions and financial planning strategies. Outside of her professional work, Samantha enjoys cooking and baking, engaging in family activities, fitness, hiking, outdoor adventures, and traveling.

Michael Koelzer is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has work history that includes roles at DoorDash Inc and teaching yoga through his sole proprietorship, Mike Koelzer LLC. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cristie Hoffman is an Executive Planning Consultant at Fidelity Investments, where she assists clients in developing comprehensive financial plans aimed at achieving financial security, peace of mind, and life fulfillment. She emphasizes understanding each client's unique situation, priorities, and goals to strategize effective approaches collaboratively. Her professional experience includes serving as a Benefits & Planning Consultant and Senior Relationship Manager within Fidelity's Executive Services division. Prior to her tenure at Fidelity Investments, she worked as an Assistant Manager for National Accounts at Great-West Financial and as a Financial Advisor at Northwestern Mutual. Throughout her career, she has focused on client advocacy and proactive responsiveness.

Emily Smith is a Financial Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she helps clients create detailed roadmaps for investments, retirement planning, estate planning considerations, and educational accounts. She collaborates with clients to develop comprehensive retirement plans that address various life events and foster confidence in their financial futures. Emily has been with Fidelity Investments since 2019, progressing through roles that include Investment Consultant (2023-2025), Planning Consultant (2022-2023), Financial Representative (2020-2022), and Customer Experience Associate at Fidelity TalentSource (2019-2020). This progression reflects her extensive experience in financial services and planning. Outside of her professional work, Emily enjoys attending concerts, cooking and baking, watching movies, spending time with pets, running, and traveling.

Jessica Hunt is a financial advisor at Fidelity with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fidelity Brokerage Services, LLC since 2019. Her prior experience includes roles at Royal Fund Management, LLC, Fuel Financial, and Jo-Ann Holst Advisers and Law Office of Michael Bieda. Jessica is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as managing model portfolios.

Brennan Reinert Jr. is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63, 65, and 66 designations. His prior roles include positions at Robinhood Financial, LLC and multiple Fidelity affiliates. Outside of his advisory work, he provides part-time travel planning services for friends and family. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves various clients including registered investment companies and an IRS-qualified Charitable Gift Fund.