Francis Geary is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been affiliated with various Fidelity entities since 2000, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Katharine Murphy is a Financial Consultant currently working at Fidelity Investments since 2023. She provides financial planning services aimed at helping clients accumulate and use their wealth in alignment with their personal goals. Her approach emphasizes building trust, educating clients on their options, and delivering a strong client experience. Prior to her current role, Katharine worked as a Financial Planner at Goldman Sachs & Co from 2019 to 2023. She also has experience as a Senior Associate at KPMG, LLP, where she worked from 2014 to 2018. This diverse professional background contributes to her expertise in financial planning and consultancy.