Kenneth Shannon is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity business units since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment company accounts. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Matt Terrell is a Wealth Management Senior Relationship Manager. He has been part of Fidelity Investments since 2013, beginning as a Retirement Benefits Coordinator. Over the years, he advanced through various roles including Executive Services Associate, Benefits & Planning Consultant, Executive Services, and Wealth Management Planning Consultant before assuming his current position. His career at Fidelity Investments spans over a decade, during which he has developed experience in wealth management planning, benefits consultation, and executive services. Matt focuses on strengthening client relationships by understanding their priorities and encouraging proactive financial planning. He values an attentive, reliable, and diligent approach to client interactions and finds motivation in helping clients engage with their future planning.

Mike Kinney is a Benefits & Planning Consultant specializing in Executive Services. He is currently employed as a Business Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, Mike works closely with clients to ensure they have a clear understanding of their benefits and educates them on how to utilize these benefits effectively. Mike focuses on building strong relationships with clients to support their future planning. Outside of his professional work, he has personal interests that include baseball, bowling, cars, cooking and baking, hiking, and music.