Bradford Wells is an advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2020, he was involved with Quest Events LLC for five years. Outside of his advisory role, he operates Bundy Vault at the Shoe Store, a business focused on selling personal trading card collectibles via auction streams. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Elizabeth Austin is a CFP® charterholder affiliated with Fidelity Investments, where she has worked since 2021. She has five years of industry experience and has held roles in real estate, education, and retail prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.