Victor White is a financial advisor with Fidelity Investments in Franklin, Tennessee, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to his current role, he worked at Charles Schwab from 2012 to 2015. Outside of his financial career, he is involved in the music industry as a live performer and songwriter registered with BMI. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad range of clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary portfolio management and model portfolios built from mutual funds, ETFs, and ETPs.

Craig Brown is a financial advisor with Fidelity Investments in Franklin, TN, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and MissionSquare Retirement. Outside of his advisory work, he is a partner in a real estate venture focused on purchasing, rehabilitating, and selling properties. Craig is affiliated with 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 manage model portfolios and serves multiple registered investment companies with a distinctive focus on algorithmic methods and formal governance procedures.

M. Brandon Hall is a financial advisor at Fidelity with 25 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Fidelity Investments since 2000, including seven years at Fidelity Personal and Workplace Advisors. Outside of his financial career, he owns and manages a family horse business involved in rescue, training, and racing, and serves as Vice President of Fundraising for the Franklin High School Band Boosters. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company providing investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary 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 AI-driven research.

Sterling Crenshaw is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He helps clients create financial plans that adapt to their evolving life circumstances, focusing on understanding their unique goals and planning for what matters most to them. Prior to this, he served as a Relationship Manager and Financial Representative at Fidelity Investments between 2022 and 2023. Sterling also worked as a Financial Professional at The Prudential Insurance Company of America from 2021 to 2022. His experience spans various positions within the financial services industry, emphasizing client-focused financial planning and relationship management.