Matthew Solof is the Vice President, Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to address their compensation, benefits, and wealth planning needs through a tailored and consultative approach. Matthew has been with Fidelity Investments since 2020 and has held several roles including Service Associate, Workplace Planning Consultant, Financial Consultant, and currently Vice President, Executive Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Matthew enjoys spending time at the beach, playing board games, attending social events with friends, and traveling.

Douglas Overlade is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, and it also acts as a commodity pool operator while advising multiple registered investment companies.