Kim Seymour is Vice President Private Wealth Management Advisor at Fidelity Investments, where she currently serves since 2026. Prior to this role, she was Vice President, Wealth Planner at Fidelity Investments from 2022 to 2026. She has extensive experience in the financial advisory field, including roles as Financial Advisor at Family Wealth Planning Group (2020-2022), Financial Advisor at VALIC Financial Advisors (now Corebridge) from 2016 to 2020, and Financial Advisor Associate at Morgan Stanley from 2014 to 2016. Kim partners with clients to define their goals and develop and implement strategies tailored to their financial objectives. She focuses on forming strong and enduring relationships with clients and their families, acting as their primary trusted advisor. Outside of her professional work, Kim enjoys spending time at the beach, cooking and baking, socializing with friends, playing golf, practicing Pilates, and traveling.

Nicholas Wetherby is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Tommy Bahama for four years and Pacific Sunwear for five years. He is based in Naples, Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary portfolios, fund advisory services, and model portfolio delivery while maintaining oversight controls and engaging in formal advisory roles for registered investment companies.

Matthew Diedrich is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 12 years of industry experience. He has worked at Fidelity since 2012 in various roles, including positions with Fidelity Personal and Workplace Advisors and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles uncommon among large institutional peers.

Veronica Jolliff is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. In this role, she provides personalized service to multiple generations of families, serving as the main point of contact to address individual and family financial needs. She facilitates discussions with Wealth Management Advisers when deeper wealth planning is required. Veronica has extensive experience in wealth management and relationship management, having held various positions since 2001. Her previous roles at Fidelity Investments include Planning Consultant, Relationship Manager, and Service Trader. Prior to her tenure at Fidelity, she held leadership and managerial roles at Regal Advisory Services, Regal Securities, and Westport Resources. Outside of her professional career, Veronica enjoys attending concerts, gardening, caring for pets, reading, traveling, and volunteering.

Eduardo Sosa is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022, following roles at Wells Fargo Clearing and WELLS FARGO Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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 research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing model portfolios through systematic methodologies.

Lena Morimanno is a CFP® with 27 years of experience in the financial industry. She is currently with Fidelity Investments and previously worked at TIAA-CREF. She is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research and quantitative methods, including algorithmic portfolio construction, to manage a broad range of portfolios and advisory mandates.