Ethan Phelps is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has held contract positions supporting firms such as NuVotronics and Wells Fargo prior to joining Fidelity. 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 portfolios that include mutual funds, ETFs, and ETPs.

Cynthia Nnochiri is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She previously worked at Zenith Bank PLC for eight years and has held roles at Cornell University and Recruiter Tea Consulting. 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. The firm is noted for its use of systematic methodologies, advisory role to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Arthur Everett is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, joining Fidelity Investments in 2025. Prior to that, he held positions at Veritude and Target. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios using mutual funds, ETFs, and ETPs.

Jeremy Rascoe is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Duke University Health and has experience working as an employee at Angus Barn, a steak restaurant. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Emmanuel C Ezike II is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and LPL Financial. Outside of his advisory work, he is involved in writing and publishing books and screenplays, creating websites and promotional videos for local businesses, and contributing editorial content to a community newsletter. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Ryan Towner is a CFP® with 20 years of industry experience, currently serving at Fidelity. His prior roles include positions at TD Ameritrade from 2006 to 2015 and various Fidelity affiliates from 2015 onward. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates 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-driven research techniques.

Robert Merdes is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked across multiple Fidelity subsidiaries since 1993. Outside of his advisory role, he is involved in real estate investment as the owner of R & A Real Estate LLC and serves as a trustee for a lending trust. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct systematic model portfolios from mutual funds, ETFs, and ETPs. The firm also has regulatory registrations and advisory roles that are less common among peers, including the use of algorithmic methods and AI in portfolio construction.

Chen Anna Grundland is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior experience includes positions at Bank of America and Amazon WVCS LLC. She serves as the secretary of the Greenway Condominium Association board, where she participates in meeting documentation and approval of community projects. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages portfolios composed of mutual funds, ETFs, and ETPs and offers advisory services including fund management and model portfolio delivery.

Brian Ligett is a financial advisor at Fidelity with Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Encompass More, Appreciation Financial, Feedtrail, and Weatherby Healthcare. He is based in Durham, NC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs.

Alex Butler is a Planning Consultant at Fidelity Investments, where they support clients and their families in achieving financial clarity. In this role, Alex focuses on education, personalized goal setting, and holistic planning to address various aspects of clients' financial goals. Alex's expertise includes retirement lifestyle planning, tax-efficient investing, estate planning considerations, and charitable giving. Their professional experience at Fidelity Investments spans several positions, including Investment Solutions Representative I & II and Customer Relationship Advocate, demonstrating a progression in roles since 2023. Alex holds insurance licenses in Arkansas and California. Outside of work, Alex has interests in baseball, music, parenthood, running, and singing.

Chrisander Crisostomo is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Fidelity, Crisostomo worked at Holly Springs Public Works and Infiniti of Apex. 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 diversified model portfolios.

Becky Leever is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and Southern Bank and Trust before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Dante Porter is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at State Employees Credit Union for six years and has a background in retail through his ongoing role at Best Buy, where he manages inventory and merchandising. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with notable activities including commodity pool operations and advisory roles for registered investment companies.

Andrew Lange is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Northwestern Mutual and several other organizations. 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 to deliver model portfolios and fund advisory services.

Haley Egbert is a Planning Consultant at Fidelity Investments, where she collaborates with clients and advisors to develop personalized and holistic financial plans. She focuses on building client relationships founded on trust, honesty, integrity, and reliability, aiming to empower clients in achieving their financial goals. Prior to her current role, Haley worked as a Financial Services Representative at Fidelity Investments. She holds insurance licenses in Arkansas and California, supporting her work in financial planning and advisory services. Outside of her professional work, Haley has personal interests including boating, food, football, gardening, lake activities, and swimming.

John Lyle is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Valic Financial Advisors and experience in retail at Polo Ralph Lauren Factory Store. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Eric Svenson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Timothy Legare is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Imperial Brewing Company and Bronx Pizza. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and utilizes algorithmic methods and AI in its investment process.

Richard Mills is a financial advisor with Fidelity Investments based in Durham, NC. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior roles include positions at First Citizens Investor Services, RGA Investments, and FedEx. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrea Paton is a financial advisor with Fidelity Investments in Durham, NC, holding a Series 66 designation and having two years of industry experience. Her previous roles include positions at the North Carolina Department of Health & Human Services and various private companies. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, fund advisory, and model portfolios.