Matthew Sims is a financial advisor at Fidelity with six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Covance. Outside of his advisory role, he serves as an officer for Stopbeefinradio, where he manages content related to new music from major and independent artists. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets.

Benjamin Apraez is a financial advisor at Fidelity with 27 years of industry experience. He has held positions at Fidelity Investments since 2021 and previously worked at TIAA-CREF from 2004 to 2020. Outside of his advisory role, he operates a personal electric vehicle service, repair, and sales business in Fishers, Indiana. Fidelity’s Strategic Advisers LLC, where Mr. Apraez is affiliated, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to registered investment companies and use of algorithmic methods and AI in portfolio management.

Jeremy Koch is a Series 66 licensed financial advisor with Fidelity, based in Fishers, Indiana, and has 21 years of industry experience. He has been affiliated with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methods including AI in its process.

Caroline Mason is a financial advisor at Fidelity with 20 years of industry experience. She holds a Series 66 designation and has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and oversight roles.