Jake Zilles is an Investment Solutions Representative III at Fidelity Investments. In this role, he assists clients in identifying their unique financial goals and developing tailored investment strategies. He also implements these strategies and provides resources to help clients expand their financial knowledge. Jake has progressed through several positions at Fidelity, starting as a Customer Relationship Advocate in 2023, then advancing through three levels of Investment Solutions Representative from 2024 to the present. This progression reflects his growing experience and expertise in financial planning and client support. Outside of his professional responsibilities, Jake has interests in food, music, outdoor adventures, and pets.

Tarick Odeh is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he focuses on helping clients invest and plan for their future to strengthen their financial well-being. Prior to his current position, Tarick gained experience as a Premier Banker at Wells Fargo Bank from 2017 to 2019. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tarick has interests in art, cooking and baking, fitness, football, golf, and traveling.

Lionel Mitchell is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2019, following prior roles at several companies including Canteen. Outside of his advisory work, he serves as an independent contractor performing weekly cleaning services for Peaces Chapel Baptist Church. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Craig Nelson is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Personal and Workplace Advisors since 2018, as well as FBS since 2007. Nelson is currently based in Durham, NC. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it also serves as an advisor to multiple registered investment companies.

Timothy Seitzer is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at North Carolina State Employee's Credit Union and Wal-Mart. 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. The firm manages a variety of portfolios, including multi-manager and fund-of-funds structures, and serves as a registered commodity pool operator with established governance and proxy-voting procedures.

Geremiah Bair is a financial advisor with Fidelity Investments in Durham, NC. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Capital Mazda of Cary and Ron Marhofer Nissan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and delivers model portfolios to intermediary platforms.

Eric Carter is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. In his current position, Eric focuses on providing tailored investment guidance by understanding each client's individual goals and offering clear perspectives on the risks and opportunities associated with investing. He aims to build long-term relationships with clients through trust, consistency, and open communication as their financial needs evolve. Eric's professional approach centers on a client-first philosophy, emphasizing intentional listening and informed decision-making. His experience at Fidelity Investments spans roles that concentrate on customer relationship management and investment solutions, allowing him to support clients effectively in navigating their financial journeys.

Annie Ross is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Elissa Olszewski CPA PA and HD Vest Advisory Services Inc, as well as operating Ross Tax & Financial Services. Outside of her advisory work, she serves as a part-time minister and is a sole proprietor of ImagineU Media, where she writes spiritual books and produces media ministry content. 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 algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Camden Miller is an Investment Solutions Representative III at Fidelity Investments. He began his career at Fidelity in 2023 as a Customer Relationship Advocate and progressed through roles as Investment Solutions Representative I and II before attaining his current position in 2026. Camden's approach to financial advising emphasizes understanding a client's goals, values, and circumstances before discussing strategies or numbers. He aims to communicate clearly and directly to ensure clients grasp the reasoning behind financial plans. He seeks to be a consistent and accessible resource as clients' priorities evolve over time. Outside of his professional responsibilities, Camden has personal interests that include food, football, pets, running, and traveling.

Joel Ubri Cardona is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Answer Financial and other companies in various capacities. He is part of 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Sarah Horner is a financial advisor at Fidelity with 10 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of her advisory work, she is licensed as a notary. Fidelity, through its Strategic Advisers subsidiary, offers investment management and advisory services to retail and institutional clients, employing a methodology that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jim Netzband, Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds the ChFC® designation as well as Series 66 and Series 63 licenses. His prior experience includes roles at Liberty Mutual Insurance, Valic Financial Advisors, and Strategic Wealth Assurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple funds, and use of systematic and AI-driven methodologies.

Ryan Dexheimer is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Amazon, Northwestern Mutual, Capitol Financial Solutions, and involvement with North Carolina State University and the Taylor Family YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management using a systematic, long-term approach.

Stephan Hoover is a financial advisor at Fidelity with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity subsidiaries since 1993, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory services.

Latrice Brockman is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her background includes roles at Target Corp, Logical Position, and Adwerx, alongside earlier work at Brooks Brothers. Outside of advising, she is currently employed at Target in a customer service and order fulfillment capacity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jack Bolen Jr. is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Before joining Fidelity, he worked for Flow Automotive Companies for 11 years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Will Hale is an Investment Solutions Representative III at Fidelity Investments. In his role, he assists clients and their families in navigating their financial lives by co-creating and developing tailored financial plans that align with their goals, priorities, and preferences. He has progressed through various positions at Fidelity Investments, including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Service Associate, and Customer Relationship Advocate. This experience has contributed to his expertise in investment solutions and client service within the financial industry. Outside of his professional responsibilities, Will Hale enjoys family activities, fishing, fitness, football, social events with friends, and traveling.

Brandi Beghtel is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at the YMCA as a fitness instructor and positions in other sectors such as automotive and wellness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Timothy Jennings is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. He is based in Durham, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both 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 offers model portfolios utilizing mutual funds, ETFs, and ETPs.

Henry Clark is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at National General Insurance Company and various positions connected to Appalachian State University. Henry has also been employed at Raleigh Founded/HQ Raleigh and Chick-Fil-A. 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’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios made up of mutual funds, ETFs, and ETPs that align with long-term asset allocation benchmarks.