Brian Biehn is a CFP® with 26 years of industry experience, currently serving at Fidelity Investments. His career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Chase Investment Services Corp., and Fidelity. He also teaches CFP courses as a sole proprietor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in advisory services and model portfolio delivery.

Millie Duzanson-Baptiste is an Investment Management Consultant II currently working with Fidelity Investments since 2023. She has served in various financial advisory roles, including Vice President and Financial Solutions Advisor at Merrill Lynch - Bank of America from 2016 to 2023, and as a Team Financial Advisor there from 2014 to 2016. Prior to that, she worked in mortgage and home lending roles at Bank of America and Wells Fargo from 2006 to 2014. Throughout her career, Millie has focused on building customized financial plans tailored to the unique needs and priorities of her clients and their families. She emphasizes partnership and collaboration in investment decision-making to simplify clients' financial lives. Outside of her professional work, Millie has interests in comedy, cooking and baking, fitness, social events with friends, and music.

Brisel Gauthier is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Fidelity, Gauthier worked at Morgan Stanley for seven years and Ameriprise for one year. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.