Andrew Berry III is a financial advisor with Fidelity in Garden City, UT, holding Series 66 and Series 63 licenses and six years of industry experience. His prior work includes roles at E*TRADE Securities, JP Morgan Chase Bank, and Intermountain Healthcare. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Richard Greenwald is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of his advisory role, he is involved with Opyn Market, a transparent health marketplace, as part of a private investment. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and supporting municipal advisory services.