Nathan Morris is a Planning Consultant at Fidelity Investments, where he collaborates closely with financial consultants to identify opportunities within clients' financial situations. His role involves simplifying complex financial topics to ensure clients feel informed and supported throughout the planning process. He joined Fidelity Investments in 2024 and has held several positions, including Investment Solutions Representative and Customer Relationship Advocate, before becoming a Planning Consultant in 2025. Outside of his professional work, Nathan enjoys fitness, hiking, outdoor adventures, spending time with pets, and traveling.

Luke Patti is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He partners with individuals and families to develop and maintain financial plans aimed at achieving real-life goals through a consistent and collaborative process. Luke has accumulated experience in various roles within Fidelity Investments since 2016, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and High Net Worth Service Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual and as a Service Associate at Eastern Bank. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Luke applies his expertise to help clients improve their financial plans. No additional information about his education, credentials beyond CFP®, personal interests, or community involvement has been provided.

Michael Doherty is a Financial Consultant at Fidelity Investments, where he partners with clients and their families to develop long-term financial plans and provide education to support informed financial decisions. He focuses on helping each client achieve their unique financial goals and objectives. Michael has been with Fidelity Investments since 2015, serving in various finance leadership roles including Senior Vice President of Finance from 2015 to 2018, Head of Finance and CFO from 2018 to 2020, before assuming his current position in 2020. He holds a Master of Business Administration (MBA) and is a Chartered Financial Analyst (CFA).

Nathan Tolbert is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Enterprise Rent-a-Car and in healthcare and retail sectors before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolio construction using algorithmic and quantitative methods, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Sarah Rodrigues Pereira is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as the primary contact for affluent investors and their families, providing personalized service tailored to their financial goals and preferences. She has been with Fidelity Investments since 2009, holding various positions including Financial Representative, Investment Consultant, Financial Consultant, and currently Senior Relationship Manager. Additionally, she worked as an Internal Client Advisor at J.P. Morgan Asset Management from 2016 to 2017.

Bryson Welter is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Unisys Corporation and the University of Utah. Outside of his advisory work, he is involved with Catch It Events, LLC, a marketing firm where he manages events on his days off. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across various investment vehicles and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brandon Asevedo is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2019. Outside of his advisory role, he creates travel-related video content for The Voyager Outpost. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Michael Suseck is a financial advisor at Fidelity with Series 63, 65, and 66 designations and 30 years of industry experience. His prior experience includes 13 years at Mbsc Securities Corporation before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves as an advisor to multiple registered investment companies and offers model portfolios constructed from mutual funds, ETFs, and ETPs.

Greg Berlant is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 19 years of experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2008 to 2018 and as a Financial Advisor at Morgan Stanley from 2007 to 2008. Greg focuses on creating clear and actionable financial plans that align with his clients' goals. Greg holds a California Insurance License, supporting his ability to provide comprehensive financial advice. He emphasizes understanding his clients' visions to build a strong foundation for their financial futures. Outside of his professional work, Greg has interests in fitness, football, pets, snowboarding, and traveling.

Arianna Cariglia is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at New York Life and various service industry jobs, as well as involvement with Shooting Stars Performing Arts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm supports retail and institutional investors through discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Nate Cambridge is a Financial Consultant at Fidelity Investments. He works with clients to develop customized financial plans and investment strategies tailored to individual financial priorities. Nate has held several roles at Fidelity Investments since 2022, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Teller at Tower Federal Credit Union from 2021 to 2022.

Morgan Marshall is a Financial Consultant at Fidelity Investments, where they have been working since 2025. Their role involves empowering clients to make informed financial decisions by understanding their unique situations and employing a holistic planning approach. Morgan's objective is to simplify financial planning to help clients achieve peace of mind and progress towards their goals. Morgan has held multiple positions at Fidelity Investments, including Investment Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). Prior to joining Fidelity, Morgan gained experience as a Financial Services Intern at CJ Advisory in 2021. They hold a California Insurance License. Outside of their professional career, Morgan has interests in board games, movies, music, and caring for pets.

Alexa Situ is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2016. Outside of finance, she has experience with Fuller Rhythm Studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

James Robbins is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at various firms including Fidelity Brokerage Services LLC and Devry E Dewan CPA. 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 utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Amy Gaffney is a CFP® with 21 years of industry experience, currently serving at Fidelity Investments since 2023. She has been affiliated with FIDELITY Brokerage Services since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios including mutual funds, ETFs, and fund-of-funds.

Alanis McNier is a Financial Consultant at Fidelity Investments, where she partners with clients to empower their relationship with the firm and assist them in making educated decisions about their family's financial future. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has gained expertise in client relationship management and financial planning. Alanis's work focuses on helping clients navigate their financial options and develop strategies aligned with their goals. Outside of her professional role, Alanis enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, and embracing parenthood.

Kyle West is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation. He began his advisory career in 2024 and has experience with several firms including Robinhood Stocks, MarketStar, and Chipr. Outside of finance, his background includes work in photography and pest control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jason Jansen is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various Fidelity businesses since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Chase Gilbert is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Education At Work and Northern Kentucky University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, multiple registered investment company advisory roles, and incorporation of AI/LLMs in its research processes.

William Hotzfield is a financial advisor with Fidelity in Knoxville, TN, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked in construction and home repair, and he currently operates a handyman business as a partner. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction.