Daniel Bergay is a Financial Consultant currently working with Fidelity Investments since 2025. He has held various roles within the financial services industry, including positions such as Financial Consultant 1, Benefits and Planning Consultant - Executive Services at Fidelity Investments, and Financial Solutions Advisor at Merrill Edge. His career in financial services began in 2015 and has encompassed experience in retirement solutions, investment solutions, and brokerage services. Daniel's approach to financial planning involves understanding each client's priorities to develop tailored strategies in areas such as retirement preparation, wealth accumulation, and planning for significant life events. He holds insurance licenses in Arkansas and California, supporting his capability to advise clients comprehensively. Outside of his professional role, Daniel engages in personal interests including attending concerts, fitness activities, outdoor adventures, spending time with pets, traveling, and volunteering.

Susan Hunter is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services LLC since 2006. Hunter is currently associated with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and overlays distinctive features such as commodity pool operation and the use of AI tools in research.

Bianca Bickley is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she assists high net worth clients in developing customized investment strategies and financial plans tailored to their individual needs. Prior to joining Fidelity Investments, Bianca held several roles at Charles Schwab & Co., including Vice President - Financial Consultant from 2017 to 2022, Associate Financial Consultant from 2016 to 2017, and High Net Worth Representative from 2013 to 2016. Her experience spans various aspects of financial consulting and wealth management. Outside of her professional career, Bianca enjoys biking, hiking, playing musical instruments, outdoor adventures, skiing, and parenthood.

Ellie Golterman is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she partners with an Executive Planning Consultant to assist clients in utilizing their employer benefits and planning for various financial phases of life. She emphasizes building strong client relationships based on reliability, competency, and compassion, viewing financial security as a means to personal well-being. Her professional experience includes serving as a Benefits & Planning Consultant in Executive Services at Fidelity Investments since 2020, an Internal Wholesaler at Allspring Global Investments from 2023 to 2025, a Central Relationship Manager at Fidelity Investments from 2018 to 2020, a Client Relationship Specialist at Charles Schwab from 2017 to 2018, and a Relationship Specialist-Advisor Services at Charles Schwab from 2016 to 2017.

Michael Crespin is a financial advisor at Fidelity with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Fidelity, he worked at Jackson National Life Distributors LLC and National Planning Holdings. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is notable for its role as a commodity pool operator, advisor to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

Jereme Jones is a Financial Consultant currently serving at Fidelity Investments. In his role, he focuses on helping individuals and families develop clear financial strategies, personalized plans, and provides ongoing guidance to support their financial futures. Jereme has progressive experience in the financial industry, having worked as a Financial Consultant and Planning Consultant at Fidelity Investments since 2022. Prior to that, he held positions as a Financial Advisor and Premier Banker at Wells Fargo Advisors and Wells Fargo Bank, respectively, from 2014 through 2022. He holds a California Insurance License. Outside of his professional work, Jereme enjoys baseball, biking, football, and family activities.

Nick Selfridge is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He collaborates closely with clients and their families to develop comprehensive financial plans aimed at simplifying their finances and supporting their long-term financial goals. Nick emphasizes building lifelong relationships with his clients to effectively create, implement, and monitor their financial strategies. Prior to his current position, Nick held several roles within Fidelity Investments, including Investment Consultant (2022-2023) and various levels of Workplace Planning Consultant between 2021 and 2022. He also worked as an Anti-Money Laundering Contractor for Robinhood Financial through AppleOne Employment Services in 2020. Outside of his professional work, Nick has personal interests in activities such as beach outings, fishing, football, golf, and spending time with pets.

Luke Kudirka is a Financial Consultant at Fidelity Investments, where he has been working since 2026. Prior to this role, he served as a Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative in 2022. Throughout his career at Fidelity Investments, Luke has built experience in financial consulting and client relationship management. Luke emphasizes the importance of building lasting relationships in financial planning. He approaches clients by listening carefully to their goals and unique life situations, prioritizing open, honest, and effective communication to establish trust. He aims to support clients in achieving their financial futures. Outside of his professional work, Luke enjoys engaging in family activities, football, caring for pets, reading, and traveling.

Miles Jones is currently serving as Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he partners with clients to develop, implement, and maintain financial plans that are flexible and customizable. His tenure at Fidelity Investments spans over a decade, beginning in 2013. Throughout his career, he has held several positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Retirement Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects his experience in various facets of financial consulting and retirement solutions. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Tucker Lamping is a Benefits and Planning Consultant within the Executive Services division at Fidelity Investments, a role he has held since 2024. In this position, he partners with clients to develop comprehensive strategies that support their financial goals, addressing both short-term objectives and long-term aspirations. Prior to this, Tucker held several roles at Fidelity Investments, including Investment Solutions Representative II (2023-2024), Investment Solutions Representative I (2022-2023), Retirements Representative (2022), and Customer Relationship Advocate (2021-2022). Throughout his career at Fidelity, Tucker has focused on strengthening financial plans through thoughtful planning, clear guidance, and dedicated service. He emphasizes building strong relationships and earning the trust of his clients and their families. Outside of his professional responsibilities, Tucker's personal interests include fitness, hiking, music, running, skiing, and volunteering.

Christopher Palladino is a CFP® with 22 years of industry experience. He is currently with Fidelity, joining in 2025, and previously worked at Jackson Financial for 11 years. Fidelity’s Strategic Advisers LLC 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 and deliver model solutions to intermediary platforms.