Matthew Cody is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity in multiple capacities since 2015, including a recent position at Seventy 2 Capital Wealth Management. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Philip Watson is a Vice President and Financial Consultant at Fidelity Investments. He has held this role since 2015, demonstrating a long-term commitment to providing financial planning and guidance. Prior to this position, he served as a Financial Consultant at Fidelity Investments from 2010 to 2015. With over 30 years of experience, Philip's career includes roles such as Relationship Officer at Fidelity Investments; Strategic Adviser at Strategic Advisers; Senior Investment Education Consultant at Fidelity Investments; Investment Officer at SunTrust Securities, Inc.; Investment Consultant at Barnett Investments and NationsBanc Investments; and Insurance Representative at O.H. Whittle and Company, Inc. He holds an Arkansas Insurance License, supporting his expertise in insurance-related financial matters. Philip emphasizes inclusive planning and relationship-driven outcomes, supported by his team to deliver exceptional service to clients and their families.

Dannell Todisco is an advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity Investments and Fidelity Brokerage Services, his work history includes roles in the automotive industry and at the University of Georgia. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves in advisory roles for multiple registered investment companies and fund-of-funds.