Tracy Dixon serves as Vice President, Executive Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she partners with executives to assist them in understanding and coordinating their benefits, compensation, and financial resources through comprehensive planning. She adopts a personalized and consultative approach to help clients align their wealth with their wishes, aiming to provide confidence and peace of mind. Tracy has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant from 2019 to 2026, Relationship Manager from 2018 to 2019, and Financial Representative from 2017 to 2018. Before joining Fidelity, she worked at Northwestern Mutual as an Associate Financial Representative from 2016 to 2017 and as a Financial Representative from 2012 to 2015. Outside of her professional work, Tracy's personal interests include fitness, exploring food, social events with friends, traveling, and volunteering.

Nathan Shelby is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Good Samaritan Society–Home Care and Oasis Vape. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, incorporating systematic methodologies and long-term asset allocation benchmarks.