Trevor DePriest is a Financial Consultant currently working with Fidelity Investments since 2022. He holds the designation of CERTIFIED FINANCIAL PLANNER™ practitioner and specializes in helping clients grow and preserve their wealth through thoughtful, tax-efficient strategies. Trevor takes a holistic approach to financial planning, partnering with clients to build personalized plans that align with their lifestyle, long-term goals, risk tolerance, and overall financial picture. Prior to his current role, Trevor served as a Private Client Advisor at JP Morgan from 2021 to 2022 and as a Senior Financial Consultant at TD Ameritrade from 2017 to 2021. He holds a California Insurance License. Outside of his professional work, Trevor enjoys traveling, having visited all 50 states. He is also an avid road-tripper and enjoys spending time on the golf course. His personal interests include the beach, comedy, concerts, and traveling.

Elizabeth Brown is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Raymond James & Associates and John Hancock. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.