Karen Swanson is a Planning Consultant at Fidelity Investments, where she works with clients to develop engagement strategies tailored to their unique planning needs. She has been with Fidelity Investments since 2000, holding various roles including Senior Media Buyer, Financial Representative, Investment Representative, Financial Consultant, and currently Planning Consultant. Throughout her career at Fidelity Investments, Karen has accumulated extensive experience in financial consulting and investment representation. Her progression through multiple positions within the company reflects her expertise in financial planning and client engagement strategies.

Leticia Vasquez is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group for 11 years. Outside of her advisory role, she was a partner at Truly Boss LLC, a mobile app development company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Marla Young is a financial advisor with Fidelity Investments based in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Fidelity in 2025, she worked at Northwestern Mutual from 2016 to 2018. Outside of her advisory role, she is the owner of Miss DJ MJ, LLC, a DJing and event promotion business, and a partner in Crystal Aunties, LLC, a merchandise selling company. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies and use of systematic methodologies in portfolio management.

Alicia Mcmurry is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and having 11 years of industry experience. She has been with Fidelity and its affiliated entities since 2014 in various roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.