William Bowser is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2005. Outside of his advisory role, he operates DYBY LLC, a part-time coaching and motivational speaking business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Sean Clark is a Financial Consultant based in the Cary Investor Center at Fidelity Investments. He collaborates with the Wealth Management team and leverages Fidelity's resources to assist clients in achieving their financial goals. Sean has been with Fidelity Investments since 2023, holding roles as Investment Consultant and Planning Consultant before his current position as Financial Consultant starting in 2024. Prior to joining Fidelity, he was a Financial Advisor at Corebridge Financial Services from 2020 to 2023. He holds a California Insurance License.

Faisal Almubaslat is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work experience includes positions at the University of North Carolina at Greensboro and the University of North Carolina at Pembroke, as well as involvement with various soccer organizations. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Anna Call is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior work includes roles at Greek House/Threadly and St. David's School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing day-to-day management through affiliated and unaffiliated sub-advisers.

William Schumacher is a Planning Consultant with Fidelity Investments in Cary, NC, where he assists individuals in making confident financial decisions. He has a particular focus on 401(k)-specific retirement planning and has experience guiding clients on retirement savings, investment strategies, and long-term financial readiness. Since joining Fidelity Investments in 2024, William has progressed through several roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before attaining his current position. His career has been dedicated to helping clients plan for their financial futures within the workplace retirement landscape. Outside of his professional work, William enjoys engaging in outdoor activities such as camping, fishing, golfing, kayaking, and exploring various food experiences.

Griffin Shively is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Before joining Fidelity, he held positions at Southern Mobility and Medical, Sonic Automotive Inc., and Firehouse Subs. Outside of his advisory role, he participates in the Amazon Influencer Program, where he records video reviews of various products. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Benjamin Greer is a Financial Consultant who focuses on building relationships with clients to understand their financial goals and collaboratively create plans aimed at growing and protecting their wealth. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Planning Consultant. His professional experience spans various facets of financial planning and investment solutions. Benjamin's approach centers on working closely with clients to develop strategies aligned with their objectives. Outside of his professional life, Benjamin has interests in board games, football, and golf.

Kailee Vanderlinden is a financial advisor with Fidelity in Cary, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in various roles including positions at Marriott Vacation Club, Alfred University, and Nordstrom. Outside of her advisory role, she works as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, alongside registered investment companies and charitable funds.