Patrick Wigington is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity Investments in 2022, he worked at Whole Foods Market, Paramount Realty, Starbucks, and Emerald View Landscape & Design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base and maintains roles in regulatory oversight and fund advisory.

Nathaniel Roberts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Bank of America and State Employees Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios using systematic methodologies.

Ryan Homer is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Shayla Jones is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Her career includes roles at Fidelity Investments since 2022 and prior experience in retail positions at Ulta and DTLR. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Krista Cavalieri Carr is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 credentials and nine years of industry experience. She has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of her advisory work, she is involved in event planning as an independent sales contractor for Southern Skies Events, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and oversees multiple registered investment companies, utilizing advanced methodologies including AI in its research processes.

David Poteet is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Investments since 2018, with a brief tenure at Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and offering oversight of model portfolios and sub-advisers.

Steven Sherman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His previous work includes positions at Papa Johns, The Home Depot, K-Flex USA, and GradePower Learning. Outside of his advisory role, he is involved in managing a rental property where he performs light maintenance. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Richard Girod is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior work includes roles at The Currituck Club, Island Smoothie Cafe LLC, and military service with the United States Army Reserves. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Timothy Riebock is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2018, progressing through roles including Financial Consultant 1, Investment Management Consultant, Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Throughout his tenure, he has developed expertise in investment management and client relationship services. Timothy holds insurance licenses in Arkansas and California. His professional approach emphasizes integrity, objectivity, and diligence, focusing on collaboration and clear communication to help clients build strategies aligned with their goals. Outside of his professional role, Timothy enjoys activities such as camping, fishing, fitness, outdoor adventures, reading, and exploring food.

Karl Spruill is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Members Trust Company and SeCU Life Insurance Company among other roles. Fidelity’s subsidiary, 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 discretionary and non-discretionary portfolios.

Andrew Rogers is a Series 66 registered financial advisor with Fidelity in Durham, NC, with three years of industry experience. His prior work history includes roles at Walmart Inc, Amazon Inc, Tesla, and Oracle NetSuite. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and delivers model portfolios to intermediary platforms.

Jairi Key is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Jairi held roles at KPI Residential, Wake County Public Schools, GMH Capital Partners, and other organizations. Outside of advising, Jairi operates a YouTube channel called "Bad as a Mother" and works as an independent contractor for grocery shopping and delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction with oversight of sub-advisers and a focus on long-term asset allocation.

Tyler Slate is a Series 66-credentialed financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at Peraton for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in building model portfolios.

Caleb Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments, as well as work with educational institutions and a media production company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Lauren Convertini is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Biologics by McKesson and Wal-mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Lane Inchalik is an Investment Solutions Representative III at Fidelity Investments, a position held since 2025. Lane has been with Fidelity Investments since 2021, progressing through roles from Investment Solutions I to III. Prior to joining Fidelity, Lane worked as a Financial Advisor at Edward Jones from 2019 to 2021. Lane focuses on helping individuals and families work towards better financial outcomes by simplifying complex financial information and market conditions. Lane partners with households to tailor financial plans customized to their unique financial goals, aiming to provide peace of mind and confidence in financial decision making. Outside of work, Lane's interests include family activities, fitness, movies, pets, reading, and tennis.

Devin Randale is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he worked at Duke Energy Progress and HR Directions LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Christopher Stanley is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo and MetLife. Outside of his advisory role, Stanley is involved in buying and selling residential real estate as a sole proprietor. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Sean O'Keefe is currently an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Sean has progressively advanced within Fidelity Investments, beginning as a Customer Relationship Advocate in 2022, then serving as Investment Solutions Representative I from 2023 to 2024, Investment Solutions Representative II from 2024 to 2026, before assuming his current position. This experience has provided him with a comprehensive understanding of investment solutions and client relationship management. Outside of his professional responsibilities, Sean enjoys camping, golf, hiking, and watching movies.

Yah'kiel White is a financial advisor with Fidelity in Durham, NC, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments, Fidelity Bank, Harris Teeter, Lowe’s, and UNC Greensboro. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and offers advisory services to multiple registered investment companies.