Elliot Brodfuehrer is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2021, progressing through various roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. Elliot collaborates closely with clients to understand their financial goals and develops personalized plans tailored to their unique needs. He emphasizes building lasting relationships with clients and their families, prioritizing trust through reliability, integrity, and expertise. He holds insurance licenses in Arkansas and California. Outside of his professional work, Elliot has interests in baseball, fitness, football, golf, hiking, and spending time with pets.

Ryan Carpenter is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in financial services, he was employed by Uber Technologies Inc and Artistic Tile LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Anthony Ruggiero is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His previous roles include positions at Wells Fargo and service in the North Carolina and Pennsylvania Army National Guard. Outside of his advisory work, he is an officer of LittleFoot Enterprises LLC, a real estate rental business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, advisory roles to registered investment companies, and application of systematic methodologies.