Farzin Karim

Christine Pallett

Director, Retail Communications at Fidelity

Kosin Cheng CEP

VP Executive Planning Consultant

Mallory Barnum

VP, Workplace Solutions Consultant

Phillip Jacobson

Head of Retail Wealth Advisor Solutions

Kristen Chan

Vice President, Planning & Advice Product Management

Wilson Owens

Head of Strategy, Planning and Personalized, Planning & Advice

Matt Hanson

VP, Workplace Consulting