David Ranney is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rebalance, LLC and Bend Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm engages in discretionary and non-discretionary advisory work, fund advisory, and portfolio management with notable use of systematic methodologies and AI in its investment process.

Matthew Aronson is the Director of Advanced Planning at Fidelity Investments, a role he has held since 2024. In this capacity, he collaborates with Fidelity financial advisors, planners, and other professionals to facilitate Advanced Planning educational discussions with clients. His focus is on assisting clients in pursuing their estate and wealth transfer goals. Matthew's expertise lies in advanced financial planning strategies, particularly in estate and wealth transfer areas. His professional responsibilities involve partnering with various professionals to provide specialized guidance and education to clients, supporting their financial objectives. Outside of his professional role, Matthew's personal interests include attending concerts, engaging in family activities, and participating in sports such as football, golf, and table tennis. He also has an interest in music.