Adam Jensen is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes positions at Northwestern Mutual and Amberly. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and advisory platforms.

John King is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Erica Silver is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Fidelity Investments, FresheTech, and the Orlando Magic NBA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Anelbi Gray is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity in 2022, Gray held positions at Wells Fargo Bank and Bank of America, as well as early career roles at Liberty University and Sukar and Sons of Virginia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registered commodity pool operator status and use of AI-driven methodologies.

Derek Kratzer is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes roles at eXp Realty and The Steel Wheels, LLC, and he operated a music lesson business for three years. Outside of his advisory role, he has engaged in real estate referral activities as a sole proprietor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Ivan Surmik is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, PNC, Ally Invest Advisors, and Fidelity Brokerage Services. Fidelity Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Lewis Pate is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Solutions Representative II at Fidelity from 2024 to 2025, and as an Investment Solutions Representative I & II between 2021 and 2023. He also worked as a Financial Advisor Associate at Morgan Stanley from 2023 to 2024 and was a Cluster Branch Manager II at SunTrust (Truist) from 2013 to 2021. Throughout his career, Lewis has developed experience in investment solutions and financial advisory services. He partners with clients to understand their short and long-term goals and helps build customized financial plans tailored to their unique needs. Forming strong relationships with clients and their families is a key aspect of his approach. Outside of his professional life, Lewis enjoys activities such as spending time at the beach, family activities, fishing, golfing, exploring food, and spending time with pets.

Kyle Tamburro is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles primarily outside the financial industry, including positions related to golf club operations and university support services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies alongside oversight of sub-advisers.

Katie Chambers is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, M Holdings Securities, and Strategic Advisor Group prior to joining Fidelity. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Anthony Iacovelli is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Outside of his advisory role, he works as an independent content creator, writing and producing social media content for various clients. 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 to manage discretionary and non-discretionary assets.

Brandon Maynard is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Oxford University Press for eight years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple funds while employing systematic methodologies and oversight controls.

David Ryan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Camden Property Trust for six years. Fidelity’s Strategic Advisers LLC 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 to manage portfolios across a broad investable universe.

Brady Scheid is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at NC State University and Capitol Careers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Evan Heiner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Footloose Sports and The Winston School of San Diego. 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 to manage model portfolios and registered investment companies.

Thomas Presti is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, he has experience with National Sign, Edward Jones, National Heritage Academies, and Johnston County Public Schools. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and AI in its investment process.

Matthew Lujan is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 66 designation and has worked at Fidelity since 2022. His prior experience includes roles at USAA in financial planning, investment services, and life insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Joyce is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he held various roles in the hospitality sector and worked at Horry Georgetown Technical College. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brady Dickson is a financial advisor at Fidelity with Series 66 and Series 63 designations and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Walgreens and Food Lion. He studied at East Carolina University and has work experience going back to high school. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves a broad client base with model portfolios composed of mutual funds, ETFs, and ETPs.

Tayler Terranova is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Tayler served in the U.S. Marine Corps and has experience in digital consulting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm oversees multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Sean Chapman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work experience includes roles at Brunches and Figure 8 Island Yacht Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.