Zachary Baynum is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Elise Baynum is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in advising multiple registered investment companies and delivering model portfolios through systematic methodologies.

Sara Voelker is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She focuses on building strong client relationships and tailoring financial strategies to meet individual goals, emphasizing open communication and personalized support. Sara's experience includes roles at Fidelity Investments since 2013, progressing from Investment Solutions Representative to her current position. Prior to Fidelity, she worked as a Financial Advisor at Edward Jones from 2011 to 2013. Her expertise encompasses retirement planning, investment management, and workplace planning. No additional information about Sara's education, credentials, personal interests, or community involvement was provided.