Carrie Lee is a Planning Consultant based in New York, currently working with Fidelity Investments. In her role, she collaborates with clients to help them pursue their financial goals by utilizing the tools and planning materials provided by Fidelity Investments to create and implement financial plans. Carrie has been with Fidelity Investments since 2023, initially serving as a Financial Consultant before advancing to her current position in 2024. Prior to joining Fidelity, she worked as a Financial Consultant at E*TRADE from Morgan Stanley from 2014 to 2023. Her professional experience encompasses financial planning and consulting roles within major financial institutions. Outside of her professional work, Carrie has personal interests that include spending time at the beach, visiting museums, enjoying music, caring for pets, reading, and running.

Benjamin Foreman is a CFP® with 18 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Fidelity Personal and Workplace Advisors, Assetmark, Inc., and Wells Fargo Clearing. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.