Sean Powers is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Fidelity Investments and Fidelity Personal and Workplace Advisors, where he has worked since 2008. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including serving as an advisor to multiple registered investment companies.

James Duffield is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to his current role, he worked at Essex Bay Engineering and Protlabs, and spent over a decade at Skillsoft. He has experience in both investment and engineering sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrew Paz is a Financial Consultant with a focus on retirement planning. He guides clients through every stage of their financial journey, aligning strategies with personal goals to help create a secure future. Andrew emphasizes transparency and confidence, aiming to empower clients to make informed decisions that reflect their values and long-term aspirations. He has experience as a Financial Planner at Mission Financial Planners from 2023 to 2024 and as a Financial Advisor at Cetera Investors from 2019 to 2022. Andrew holds a Certified Financial Planner® designation and a California Insurance License. Outside of his professional work, Andrew has interests in board games, music, pets, and tennis.

John Valverde is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant I. Prior to joining Fidelity, he worked as a Relationship Specialist at Charles Schwab in 2018-2019 and as a College Financial Representative at Northwestern Mutual in 2017. In his current role, John collaborates closely with clients to develop personalized financial plans that prioritize their goals and aspirations. He utilizes Fidelity's tools and resources to create investment strategies aligned with each client's vision of the future. His experience spans client relationship management and financial planning within prominent financial institutions. Educational background and personal interests were not provided.

Andy Brachey is the Director, Executive Services Officer at Fidelity Investments. In his current role, he ensures that participants are fully educated on their equity compensation and assists with complex transactional support in a manner compliant with regulations. He also serves as a liaison for broader Fidelity services outside of company equity programs. Andy has been with Fidelity Investments since 2014, progressing through various positions including Brokerage Consultant, Workplace Planning & Guidance Associate, and Financial Associate, which have provided him with extensive experience in equity compensation and financial services.

James Kuroff III is a financial advisor at Fidelity with five years of industry experience. His background includes roles at several companies prior to joining Fidelity, such as Boot Barn, Defenders, Buffalo Wild Wings, The Vitamin Shoppe, and Infinit Nutrition. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Andy Xenakis is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial advisors focused on understanding the financial needs and priorities of individuals and families. He collaborates with clients to build and maintain financial plans aimed at achieving their goals. Andy has held various roles at Fidelity Investments since 2009, including Regional Vice President of Managed Accounts, Regional Planning Consultant, Investment Solutions Consultant for Managed Accounts, and Retirement Relationship Manager. His extensive experience spans financial representation, retirement solutions, investment solutions, and managed accounts. His career at Fidelity Investments demonstrates a progression of leadership and expertise in financial advisory services, supporting clients through comprehensive financial planning and investment management.

Adam Hignite is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2012, progressing through roles including Vice President, Financial Consultant; Financial Consultant; Investment Consultant; and Financial Representative. Prior to joining Fidelity, he gained experience as an Investment Marketing Intern at ValMark Securities and as a Global Wealth Management Intern at Merrill Lynch. Adam specializes in holistic financial planning, partnering with clients and families to navigate complex life decisions. His professional approach emphasizes integrity, honesty, and respect, focusing on helping clients achieve their personal financial goals. He holds an Arkansas Insurance License.

Craig Stam is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Northwestern Mutual and Towne Park, as well as positions in collegiate athletics and photography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Sean Murray is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2009. He began his career at Fidelity as a Financial Representative, progressing through roles including Investment Representative and Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Financial Analyst at Coventry from 2006 to 2009. Sean works with individuals and their families to assist them in making important financial decisions. His focus areas include retirement and investment planning, with an emphasis on helping clients invest wisely to meet their future needs and goals.

James Katsikis is a Planning Consultant at Fidelity Investments, where he has been employed since 2026. His career at Fidelity began in 2023, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before his current position. Throughout his tenure, James has developed a comprehensive understanding of financial planning and client relationship management. In his role as Planning Consultant, James emphasizes educating and empowering clients, fostering partnerships based on listening, understanding, and collaboration. He approaches client interactions with care, attention to detail, and a strong sense of personal responsibility, aiming to help clients make informed financial decisions. Outside of his professional work, James has interests in fitness, football, golf, and music.

Victoria Hays is a Planning Consultant with experience in financial planning and client relationship management. She has held roles including Relationship Manager at Fidelity Investments from 2024 to 2025, Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, Client Solution Specialist and Manager at PNC Investments from 2016 to 2020, and Call Center Representative at Pacific Life Insurance Company from 2012 to 2016. She holds a California Insurance License. Victoria's approach focuses on understanding her clients' personal stories, family situations, jobs, and future goals to co-create customized financial plans. She prioritizes building strong relationships with clients and partnering with them in her role at Fidelity. Outside of her professional work, Victoria's personal interests include cooking and baking, parenthood, reading, and volunteering.

Olivia Hauser is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she held various roles in education and other fields, including positions at Illinois State University and Mobile Therapy Centers of America. Fidelity’s Strategic Advisers LLC, where Olivia works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

DeAnna Savarese is a Planning Consultant with Fidelity Investments, where she collaborates with clients and teams to create comprehensive financial plans aimed at helping clients pursue their future financial goals and establish generational relationships with Fidelity Investments. She has held various roles within Fidelity Investments since 2012, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to her tenure at Fidelity, DeAnna worked as a Financial Advisor at AXA Advisors from 2008 to 2012. Her professional experience centers around financial planning and client relationship management, with a focus on delivering personalized investment and financial consultation services. Outside of her professional career, DeAnna engages in family activities and enjoys gardening, horseback riding, skiing, snowboarding, and volunteering.

Matthew Berg is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with FIDELITY Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolios through intermediary platforms.

Lynn Kistler is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments in various capacities since 2001, including positions as Investment Consultant, Private Client Group Specialist, and Investment Solutions II Fixed Income. Her experience spans wealth management planning, fixed income investment solutions, and client specialization within private client groups. Lynn holds an Arkansas Insurance License. Outside of her professional work, Lynn's personal interests include fitness, golf, hiking, traveling, and yoga.

Michael Aquilino is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted use of AI and systematic methodologies.

Jacob Mercer is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been employed with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and utilizes affiliated and unaffiliated sub-advisers while maintaining oversight and governance protocols.

Alina Andrecan is a Branch Leader at Fidelity Investments, a role she has held since 2024. She started her career in the financial services industry in 2013, focusing on supporting individuals in pursuing their financial goals. Prior to her current position, Alina served as an Investment Solutions Team Leader at Fidelity Investments from 2021 to 2024 and as a Market Leader at Merrill Edge from 2019 to 2021. Throughout her career, Alina has worked with teams dedicated to supporting financial well-being, utilizing Fidelity's comprehensive resources to serve client needs effectively. Her experience spans leadership roles and client-focused financial services. Outside of her professional responsibilities, Alina enjoys hiking, spending time with her pets, reading, running, and traveling.

Logan Tibbits is a financial advisor with Fidelity Investments based in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior roles at Ameriprise Financial Services and AutoTrek. From 2002 to 2017, he was involved with Shimmering Pines Club Lambs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its involvement with registered investment companies, its use of systematic methodologies including AI, and its role in constructing model portfolios for intermediary platforms.