Jacob Epstein is an Investment Management Consultant II at Fidelity Investments. He works with clients to develop personalized financial plans that focus on their most important goals. His approach simplifies the complexities of financial planning and investing into a tailored framework that adapts to clients' evolving lives. Jacob has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before advancing to his current role in 2023. Prior to joining Fidelity, he worked at Ameriprise Financial from 2018 to 2021, where he held positions as a Client Relationship Manager and Client Service Associate. He holds a California Insurance License. Outside of his professional work, Jacob has interests in comedy, fitness, golf, and pets.

Kristopher Atzeff is a Series 66 credentialed financial advisor at Fidelity with 18 years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its formal advisory roles to multiple registered investment companies and its use of advanced methodologies, including AI and algorithmic methods in research.