Martin Rico-Ortega is a Wealth Management Planning Consultant at Fidelity Investments. He has held various roles within Fidelity, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Martin worked as a Registered Personal Banker II at Wells Fargo from 2013 to 2021. Martin focuses on helping clients make decisions about their wealth by understanding their individual needs and concerns. He collaborates with clients to develop strategies they can feel confident and proud of as they approach and move through retirement, continuously monitoring and adjusting plans as goals and needs evolve. Outside of his professional work, Martin enjoys activities such as spending time at the beach, camping, family activities, football, outdoor adventures, and traveling.

Kendra Mcmurray is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TIAA. Outside of her advisory role, she serves as an independent contractor with the Healthy Mothers Healthy Babies Coalition of Palm Beach, providing support to pregnant mothers and their families as a doula. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.