Greg Jeppsen is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Fidelity since 2011 in various roles, including Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a partner in Lille Dal Farm, where he contributes labor and provides guidance on farm income management. Greg is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Matthew Heiner is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His tenure includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.