Alli Page is an Investment Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as a Financial Solutions Advisor at Merrill Lynch from 2024 to 2025. Alli has accumulated extensive experience in the financial services industry, including roles as a Senior Premier Banker at Wells Fargo Bank (2021-2024), Personal Banker at Citi Bank (2020-2021), Relationship Banker at City National Bank (2016-2017), and Personal Banker at Wells Fargo Bank (2014-2016). She holds a California Insurance License. Alli emphasizes developing genuine relationships with clients to understand their goals, priorities, values, and life circumstances. This approach enables her to partner with clients to create financial strategies that support their well-being and provide clarity and confidence throughout the process. Outside of her professional work, Alli has personal interests that include art, family activities, fitness, social events with friends, painting, and traveling.

Brenda Knudsen is a financial advisor at Fidelity with 23 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2025, following seven years at FIDELITY Brokerage Services LLC and six years at Lucia Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it applies systematic methodologies and oversight to its investment process.