Nikko Richardson is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop comprehensive financial plans aimed at achieving their long-term goals. He utilizes Fidelity's planning tools and a client-focused philosophy to support clients on their path to financial success. Prior to his current role, Nikko served as a Financial Advisor at PNC Investments from 2020 to 2021 and at Morgan Stanley from 2018 to 2020. He holds a California Insurance License. Outside of his professional work, Nikko has interests in comedy, football, golf, music, and swimming.

Camryn Fasano is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Camryn held various roles including positions at the University of Florida and Global Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a range of mutual funds, ETFs, and ETPs.

Evan Moskowitz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. In his role, he collaborates with clients to develop financial plans and investment strategies tailored to their goals, continuously monitoring and adjusting these plans as clients' needs evolve. Evan has accumulated extensive experience at Fidelity Investments, holding various positions including Planning Consultant (2023-2024), Relationship Manager (2021-2022), Financial Representative (2020-2021), and Customer Relationship Advocate (2018-2020). This progression reflects his deepening expertise in financial services and client relationship management.

Lauren Spencer is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2010. Spencer is based in Pompano Beach, Florida. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary services, fund advisory, and model portfolios, and it is noted for its use of AI and formal governance procedures.

Alex Smith is a Planning Consultant at the Boca Raton Investor Center, where he develops personalized financial strategies tailored to clients' goals and evolving circumstances. He combines financial planning with a relationship-driven approach to provide guidance aimed at clarity, confidence, and direction throughout clients' financial journeys. His focus includes supporting long-term success, family legacy planning, and lasting financial well-being. Alex has held various roles at Fidelity Investments, beginning as a High Net Worth Service Associate in 2022, progressing to Investment Solutions Representative I in 2023, then Relationship Manager from 2024 to 2026, and currently serving as a Planning Consultant. Prior to joining Fidelity, he was a Personal & Business Banker at Wells Fargo in 2022 and a Financial Professional at Equitable Advisors in 2021. Outside of his professional work, Alex enjoys activities such as spending time at the beach, family activities, football, outdoor adventures, and soccer.