Sean Madden is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior positions in various industries including automotive and retail. Outside of his advisory role, he was involved with Madden Home from 2021 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as commodity pool operation and advisory roles to multiple registered funds.

Joseph Disanto is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior experience includes roles at The Vanguard Group and JP Morgan Chase & Co. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of systematic methodologies in managing model portfolios.

Harrison Durmus is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Keller Williams and various real estate firms. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to diverse clients including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic tools in its research.

Shayl Patel is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Patel progressed through positions within Fidelity including Investment Solutions Representative II from 2025 to 2026, Investment Solutions Representative I from 2023 to 2025, and Customer Relationship Advocate from 2022 to 2023. Patel's experience in the financial sector includes roles such as Tax Assistant at ASR Tax and Accounting Services from 2019 to 2022, and Financial Assistant at Equitable Advisors in 2021. Patel focuses on providing personalized investment guidance and long-term planning to help clients build confidence in their financial future.

William Wowk is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at United Wheels Inc. and Wasserman Next Gen. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to multiple registered investment companies and use of advanced AI methodologies.

Ezra Feldman currently serves as an Investment Solutions Representative III. In this role, he partners with clients to understand both their short and long term goals and helps co-create holistic plans. He emphasizes ensuring comfort and clarity during educational discussions while guiding clients through actionable steps toward pursuing their objectives. Ezra has professional experience with Fidelity Investments, beginning as a Customer Relationship Advocate from 2022 to 2023 before advancing to his current position in 2023. Prior to joining Fidelity Investments, he worked as a Personal Banker at Wells Fargo from 2015 to 2020.

Kailer Slusser is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021, following a year at SECU and nine years at Cinemark. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research alongside quantitative and algorithmic methods to construct model portfolios and oversees multiple affiliated and unaffiliated sub-advisers in its portfolio management.

Nathan Zundel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Discover, as well as positions at Utah Valley University and Altaray Solar. Strategic Advisers LLC, a Fidelity Investments company where Zundel operates, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Isaac Artinger is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Switchboard Labs, LLC and Qualtrics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s distinctive features include its role as a commodity pool operator, advisory relationships with multiple registered investment companies, and the use of AI and algorithmic methods in research.

Jonathan Drew is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2021. In this role, he assists individuals and families in planning their finances according to their specific situations. Prior to joining Fidelity Investments, Jonathan worked as a Financial Advisor at Merrill Lynch from 2019 to 2021. He began his financial services career as a Financial Representative at OneMidwest Financial Partners from 2018 to 2019.

Ethan Mcelroy is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles in health and fitness consulting and at the Duke Center for Living at Fearrington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Travis Kruse is a financial advisor at Fidelity with 20 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for 16 years before joining Fidelity Investments. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves multiple registered investment companies, utilizing systematic methodologies and oversight controls to address conflicts of interest.

Sudha Gowrisankar is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Her work history includes multiple roles at Fidelity Investments since 2022 and prior experience at FCBank, a division of CNB Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic techniques. The firm is registered as a commodity pool operator and serves as a formal advisor to multiple registered investment companies.

Natan Simoes Massarioli is an Investment Solutions Representative III at Fidelity Investments, where he currently serves in this role. His career with Fidelity Investments began in 2023 as a Customer Relationship Advocate, progressing through various positions including Investment Solutions Representative I, Fixed Income Specialist, and Investment Consultant before reaching his current role in 2026. His professional experience encompasses investment consulting and fixed income specialization, focusing on providing clients with clear guidance, education, and personalized strategies tailored to their financial goals. Massarioli's approach emphasizes trust, transparency, and simplifying complex financial concepts to help clients make informed decisions. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Benjamin Wagner is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, his work history includes roles at Sleep Number, The Carolina Inn, and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm also engages in discretionary portfolio management, fund advisory, and employs algorithmic methodologies in its investment process.

Ward Johnson III is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Fidelity Investments and UWM, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and employs systematic methodologies including AI-driven research.

Emmett Davis is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He has worked within various Fidelity divisions since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies in managing model portfolios.

Luke Mckinney is a Series 66-credentialed financial advisor at Fidelity with four years of industry experience. His prior roles include positions at Raleigh Wealth Solutions and Equitable Advisors, LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, serving a broad range of investors including charitable funds and registered investment companies.

Donovan Mccullough is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His work history includes roles at Fidelity Investments and companies such as Bellhop, Opendoor, DoorDash, and UNC Charlotte. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and advisory roles to multiple registered investment companies.

Clark Preston is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Guaranteed Rate and Angel Oak Home Loans. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.