Jason Rowe is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses and seven years of industry experience. He has been affiliated with various Fidelity entities since 2017, most recently with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from a broad investable universe, and it maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Andrew Smith is a Financial Consultant currently working at Fidelity Investments. He provides guidance to individuals, families, and high net worth investors by simplifying complex financial decisions and developing personalized strategies aligned with their goals. His services include retirement planning, wealth management, and assistance during life transitions. Andrew has over a decade of experience in the financial services industry. His professional background includes roles as a Workplace Financial Consultant at Fidelity Investments from 2011 to 2021 and a Financial Representative at Northwestern Mutual from 2009 to 2011. He holds a California Insurance License. Outside of his professional work, Andrew has personal interests that include fitness, golf, parenthood, and snowboarding.

Matthew Case is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves a range of registered investment companies and constructs model portfolios delivered through intermediary platforms.