Katherine Wolfe is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at First Veterinary Supply and ReMax. Outside of her advisory role, she works as an independent contractor delivering food for DoorDash and Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Audra Debo is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its role in advisory services for multiple registered investment companies and fund-of-funds.

Alicia Barnhart is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, she partners with corporate executives to help them utilize their company benefits, gain a clear understanding of their equity compensation, and efficiently integrate those elements into their larger family wealth plans. She has been with Fidelity Investments since 2005, holding various positions including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; Investment Representative; and Financial Representative. Prior to joining Fidelity, Alicia worked as a Financial Planner at ABN AMRO Financial Services from 2002 to 2004. Alicia holds insurance licenses in Arkansas and California.

Kyle Ciotti is a financial advisor at Fidelity with Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at Experior Financial Group, The Leaders Group Inc., and several other financial services and investment firms. Fidelity’s Strategic Advisers LLC, where Mr. Ciotti is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.