Brandon Adams is a Planning Consultant at Fidelity Investments, where he focuses on developing comprehensive financial plans tailored to individual and family needs. He has been with Fidelity since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Associate, Financial Representative, Relationship Manager, and currently Planning Consultant. Throughout his tenure at Fidelity, Brandon has gained experience in client relationship management and financial planning. His work involves understanding each investor's unique circumstances to assist them in pursuing their financial goals with confidence.

Alec Thompson is a Financial Consultant I with Fidelity Investments, where he currently provides financial consulting services. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate and Investment Consultant before assuming his current position as Planning Consultant in 2025. During his tenure at Fidelity Investments, Alec has gained experience in client relationship management, investment consulting, and financial planning. He focuses on assisting clients and their families in making informed decisions about their financial futures. Outside of his professional career, Alec enjoys outdoor activities such as baseball, camping, fishing, hiking, outdoor adventures, and snowboarding.

Matthew Hulse is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. Outside of his advisory role, he works as a youth ice hockey referee. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Trevor Fielder is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Geronimo Productions as an independent contractor providing seasonal freelance video production and editing. His earlier career includes six years with Hirschbach Motor Lines and several roles connected to Oklahoma State University and its athletics department. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also provides fund advisory services and manages model portfolios delivered through intermediary platforms.

John Fernandez is a financial advisor with Fidelity Investments in Fort Collins, Colorado, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, New York Life Insurance Company, and The Federal Savings Bank. Outside of finance, he was co-president of Flat Rock Ranch LLC, which raised Highland cattle until its recent sale. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.