Cory Mitchell is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at several Fidelity divisions as well as Fisher Investments. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies.

Craig Kantz is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 25 years of industry experience. He has worked across various Fidelity entities since 2000, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios, including model portfolios delivered to intermediary platforms.