Kenneth Vargas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has extensive experience in the financial services industry, having worked in various roles at Fidelity Investments since 2015, including Portfolio Specialist, Director Retirement Planner, Retirement Planner, and Investment Solutions Representative. Prior to joining Fidelity Investments, he worked as a Financial Representative at The Leaders Group from 2013 to 2015. Throughout his career, Kenneth has developed advanced knowledge of financial markets and focuses on understanding the unique vision of each client. He emphasizes building strong relationships through trust and outstanding customer service. Outside of his professional work, Kenneth has personal interests in baseball, fitness, motorcycles, parenthood, and writing.

William Allen III is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Schwab Wealth Advisory and Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers model portfolios through intermediary platforms.

Joshua Frieze is a financial advisor with Fidelity who holds Series 66 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Pershing LLC and Charles Schwab. Outside of his advisory work, he is also a musician performing live music and operates an Etsy shop where he sells original paintings. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a model-driven investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jordan Jacobs is currently Vice President, Wealth Planner at Fidelity Investments. In this role, Jordan partners with clients and their families to develop comprehensive, wholistic, and customized financial plans tailored to meet their evolving needs and goals. Jordan's professional experience includes a progression of roles at Fidelity Investments, starting as a Financial Representative in 2015, advancing through positions such as Active Trader Representative, Investment Consultant, and Investment Management Consultant II before becoming Vice President, Wealth Planner in 2025. Prior to joining Fidelity, Jordan served as an Advisory Consultant and then Senior Advisory Consultant at Raymond James Financial from 2017 to 2022.

Michelle East is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Gwfs Equities, Inc. and Wandering Elephant Enterprises LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and Charitable Gift Funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.