Stephanie Mcdonald is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at Merrill, Bank of America, and Headrush Technologies. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and fund-of-funds structures.

Erik Lindquist is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in understanding and integrating their corporate benefits plans into their overall financial plans. He aims to support clients by aligning his services with their personal and professional goals to create a tailored wealth planning experience. Erik has professional experience spanning multiple roles in financial services. He has been with Fidelity Investments since 2021, progressing from Workplace Planning Consultant II to his current position. Prior to this, he worked as a Registered Associate at Morgan Stanley from 2015 to 2021 and as a Licensed Banker at US Bank from 2010 to 2015. Outside of his professional work, Erik's personal interests include biking, hiking, music, outdoor adventures, spending time with friends, and caring for pets.