Brooks Groom is an Investment Solutions Representative III at Fidelity Investments, where he works with clients to pursue their financial goals through strategic investment planning. In this role, he collaborates with clients to assess their current financial landscape and develop investment strategies aligned with their long-term objectives. Prior to his current position, Brooks worked as a Brokerage Service Representative at Charles Schwab from 2023 to 2024 and as a Client Service Associate at Morgan Stanley from 2022 to 2023. His professional experience spans client service and brokerage roles within leading financial firms. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Brandon Phelps is a financial advisor with Fidelity Investments, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Ameriprise. Outside of his advisory work, he is a partner in Legaceed LLC, an LLC based in Arizona. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.