Kimberly Taliaferro is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Garrett Williams is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it maintains a formal advisory role with several registered investment companies.

Zoe Smith is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2020. Prior to her financial career, she served for two years with the United States Peace Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of fund-of-funds and model portfolios with systematic methodologies.

Zachary Thornton is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2021, progressing through positions including Planning Consultant, Relationship Manager in PAS, and Investment Solutions Representative levels I and II. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors from 2020 to 2021. Zachary holds insurance licenses in Arkansas and California. His professional focus is on helping clients understand and maximize their workplace benefits while aligning them with personal financial goals through clear guidance and collaborative planning. Outside of his professional work, Zachary enjoys activities such as beach outings, fishing, football, golf, spending time with friends at social events, and caring for pets.