Jacob Wilson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise Financial and has experience in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Ryan Baker is a Financial Consultant currently working at Fidelity Investments since 2021. He works with clients from diverse age groups and professions to help them safeguard their loved ones, plan for the future, and grow their assets through tax-efficient investing. He focuses on guiding individuals to develop comprehensive financial plans that provide confidence as they navigate life's changes. Ryan has experience as a Financial Advisor at several firms, including JP Morgan Chase (2020-2021), UBS (2017-2020), and Merrill Lynch (2013-2017). He holds a California Insurance License.

Peyton Sayer is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Their work history includes multiple roles at Fidelity Investments and previous positions at the University of Georgia, Ben Epps Airport, Publix Supermarkets, and the University of North Georgia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Christopher Ramos is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its related entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, oversees sub-advisers, and utilizes advanced methodologies including AI in its investment approach.

Marianne Tidwell is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2006. Fidelity’s affiliate, 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its role in advising multiple registered funds and delivering model portfolios using advanced methodologies.

Brian Cromer is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he works closely with clients to develop financial plans tailored to their individual needs and goals, emphasizing collaboration and understanding of client priorities. Prior to his current position, he held various roles at Fidelity Investments, including Investment Solutions Representative III (2024-2025), Workplace Planning Consultant III (2022-2024), Workplace Planning Consultant II (2022), and Workplace Planning Consultant I (2021-2022). Brian holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial planning services across these states. Outside of his professional work, he has personal interests in cars, football, movies, music, and reading.

Susan Brannen is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Patricia Beard is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Richard Getty is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He brings over three decades of financial experience to his position, working primarily with affluent families to help them achieve their financial goals and manage their family's wealth. His approach involves understanding clients' situations, analyzing their financial standing, developing and implementing formal financial plans, and monitoring progress. His professional experience includes various roles at Fidelity Investments since 2011, including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Richard held financial advisor positions at GWN, Waddell and Reed, Morgan Stanley, and Edward Jones. He also worked as an Account Executive at Meritage Mortgage and United Lending. Outside of his professional work, Richard has personal interests in biking, cars, golf, motorcycles, photography, and reading.

Paul Schulman is the Branch Leader at Fidelity Investments, a role he has held since 2025. In this position, he focuses on developing high-performing teams, delivering exceptional client outcomes, and fostering a culture of integrity, collaboration, and growth. He is also passionate about coaching advisors, driving strategic execution, and building long-term value for clients and associates alike. Paul's professional experience includes serving as a Financial Consultant at Fidelity Investments since 2022. Prior to this, he held the positions of Vice President and Financial Consultant at Charles Schwab from 2018 to 2022, and Associate Financial Consultant at Charles Schwab from 2015 to 2018. He began his career as a Financial Advisor at Spartan Capital Securities from 2012 to 2015. Outside of his professional career, Paul enjoys baseball, spending time at the beach, bowling, exploring food, watching movies, and parenthood.

Michael Burgher is a Planning Consultant at Fidelity Investments, where he collaborates with clients to create and maintain comprehensive financial plans tailored to their individual needs and preferences. He aims to provide value during each engagement and serves as a reliable member of the advisory team with clear communication standards. Michael's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Field Underwriter at Symmetry Financial Group. Earlier in his career, he worked as a Mortgage Loan Originator at Quicken Loans (now Rocket Mortgage). Outside of his professional work, Michael has interests in baseball, concerts, playing musical instruments, music, parenthood, and reading.

James Lusk is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. Prior to his career in finance, he held various roles in the coffee industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios sourced from mutual funds, ETFs, and ETPs, and it is noted for its regulatory registrations and advisory roles within the institutional investment space.

Jeremy Strong is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments and its affiliated entities since 1999. Outside of his advisory work, he is a partner in Tell Me, LLC, a company his wife is starting, where he provides limited advising support. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive features including CFTC registration as a commodity pool operator and the use of AI-driven research methods.

Jacob Sumner is a Series 66-licensed financial advisor with Fidelity in Virginia Beach, VA, with one year of industry experience. Prior to joining Fidelity, he worked at Republic Finance and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Philip Brown is a Financial Consultant at Fidelity Investments, having joined the firm in 2023. He collaborates with families, individuals, and business owners to develop custom financial plans by understanding their goals and aspirations. Philip aims to ensure that each plan is comprehensible and tailored to the unique financial situation of his clients, delivering an exceptional client experience with support from his team at Fidelity. Philip's professional experience includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments from 2022 to 2024. Prior to joining Fidelity, he worked as a Financial Advisor at Farley Financial Group from 2021 to 2022 and at McAdam Financial from 2020 to 2021.

Christopher Martino is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. His prior roles include positions at Petito Wealth Management, Hightower Advisors Capital Management Group New York, and several engagements related to Quinnipiac University. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to registered investment companies and fund-of-funds.

Lake Michotte is a Series 66-registered financial advisor with six years of industry experience. He has been affiliated with Fidelity Investments since 2020, including his current role at Strategic Advisers LLC. Prior to joining Fidelity, he held positions at Janus Henderson Distributors and Janus Management Holdings Corp. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Christina Roeding is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been affiliated with various divisions of Fidelity since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and fund advisory services.

Rodge Macy is a financial advisor with Fidelity Investments, holding a Series 66 designation and eight years of industry experience. He has worked at Fidelity since 2020 and previously held positions at Edward Jones, Panini America, and PFSweb. Outside of his advisory role, he coaches classes at Cowtown Crossfit in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Zachary Craven is a financial advisor with Fidelity in Tigard, OR, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Farmers Financial Solutions, Farmers Insurance, and Northwestern Mutual. He has also been involved with VetBadger since 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.