Veronica Alvarez is the Regional Director of Executive Services at Fidelity Investments, a position she has held since 2021. In this role, she focuses on coaching and developing associates while assisting executives in creating durable financial plans. Veronica emphasizes building lasting relationships with executives and utilizing a comprehensive wealth planning approach to deliver strategies that empower clients and enhance associates' skills. Prior to her current role, Veronica served as Associate Branch Leader at Morgan Stanley from 2017 to 2021. Her professional experience centers on leadership and executive financial services. Outside of her professional responsibilities, Veronica enjoys camping, family activities, outdoor adventures, and exploring food, as well as spending time with her pets.

Nathaniel Arnett is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2017, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Prior to joining Fidelity, he was with Cors & Bassett, LLC for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and employs systematic methodologies in managing diversified portfolios, including fund advisory and model portfolio delivery.