Sam Braun is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he works with clients to establish their goals and objectives, assisting them in navigating complex decision-making processes related to financial planning. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2024. Sam's career in financial planning dates back to 1997, encompassing a range of roles including Regional Director at Vision 4 Fund Distributors (2015-2019), Regional Vice President positions at Salient (2014-2015) and Eagle Asset Management (2010-2013), as well as Director of Investments and Chief Compliance Officer at Financial Strategy Network, LLC (1997-2010). He holds a California Insurance License. Outside of his professional duties, Sam enjoys attending concerts, engaging in fitness activities, following football, participating in outdoor adventures, traveling, and practicing yoga.

Joshua Farmer is a Financial Consultant currently working at Fidelity Investments since 2024. His role involves collaborating with clients to understand their financial goals and develop, implement, and monitor tailored financial plans. He has been with Fidelity Investments since 2020, holding various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to this, Joshua worked as a Financial Advisor at Hawkeye Brokerage Center, Inc. and Midwest Financial Solutions, LLC from 2017 to 2020, and held roles as a Registered Representative and Investment Advisor Representative as well as an Agent at Ameritas Investment Corp. and Ameritas Life Insurance Corp. He also gained experience as an Investment Management Intern at Zolio Inc. in 2016. Outside of his professional career, Joshua enjoys activities such as camping, fitness, hiking, movies, snowboarding, and traveling.

Rebecca Kieran is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2017. She assists clients in establishing plans for their financial goals by understanding their needs and comfort with risk. Prior to joining Fidelity Investments, Rebecca held positions as Senior Investment Consultant at Neuberger Berman from 2014 to 2017, Investment Consultant at Deutsche Asset Management - DWS from 2010 to 2013, and Private Client Group Banker at JPM Chase from 2007 to 2010. Outside of her professional career, Rebecca has interests that include cooking and baking, family activities, being a foodie, parenthood, traveling, and yoga.

Melissa Mestrovich is a CFP® professional with 17 years of industry experience. She is currently with Fidelity Investments, where she has worked since 2010, including seven years at Fidelity Personal and Workplace Advisors. Prior to Fidelity, she was with Edward Jones for one year. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and may delegate management to sub-advisers while maintaining oversight and addressing potential conflicts of interest.

Grace Duecker is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her industry career in 2025. Her work history includes roles outside finance such as positions at restaurants and a university. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, combining fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios for retail and institutional investors.

Nahrain Markey is a Planning Consultant at Fidelity Investments, where she works with clients to develop comprehensive financial plans tailored to their personal values and the needs of their families and loved ones. She has held this role since 2024. Prior to this, she served as a Financial Representative and Financial Service Representative at Fidelity Investments in 2023 and 2024. Her earlier experience includes various banking roles, such as Personal Banker and Relationship Manager at Citibank from 2006 to 2014, and Personal Banker at Chase Bank from 2004 to 2006. This background has provided her with a breadth of experience in financial services and client relationship management.

Andrew Jen is a financial advisor with Fidelity Investments in Evanston, IL, holding a Series 66 credential and one year of industry experience. His prior work history includes roles at Capital S Consulting and NewMedical Technology, Inc., as well as a position as a sports columnist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.