Joseph Fiore is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fidelity Investments and has previously worked at firms including ZINNBURGER and Allied Wealth Partners. He served as a co-chair for the National Association of Insurance and Financial Advisors Youth Advisory Team, a board role focused on engaging youth and promoting the importance of young advisors in financial services. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across diversified fund portfolios.

Ruben Ascencio III is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63, 65, and 66 credentials. Outside of his advisory role, he serves as an independent contractor and ice hockey referee for the North Texas Hockey Officials Association. 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 uses proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Gary Barvick is a financial advisor with Fidelity, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has been with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors since 2018. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and delegates day-to-day management to sub-advisers while maintaining oversight.

Cameron Gartley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at The Champion Group and Networth Realty. He spent two decades in full-time education before transitioning to financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, multi-manager fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Joshua George is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Charles Schwab. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios across various platforms.

Sam Schroeter is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served in several positions at Fidelity Investments, including Planning Consultant from 2024 to 2026, Fixed Income Specialist from 2022 to 2024, and Investment Solutions Representative from 2021 to 2022. His experience spans various aspects of financial planning and investment solutions. Sam holds insurance licenses in both Arkansas and California. He and his team focus on understanding clients' goals, priorities, and values to help them work towards their financial objectives and maximize their potential. By aiming to make complex financial matters simple, they provide peace of mind for their clients' financial futures. Outside of his professional work, Sam has personal interests including boating, cooking and baking, fitness, football, golf, and movies.

Kara Liwanag is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity divisions since 2013. 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. The firm manages multiple registered investment companies and model portfolios, utilizing systematic methodologies and long-term asset allocation strategies.

Steve Brightman is a financial advisor at Fidelity with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Steve 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 manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

John Kerris is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, previously serving as an Investment Solutions Representative I and II. Prior to joining Fidelity, he worked at Northwestern Mutual as a Financial Advisor and Financial Representative from 2020 to 2022. John holds insurance licenses for Arkansas and California. His professional experience spans financial planning and investment solutions, reflecting a commitment to assisting individuals and families in achieving their financial goals. From an early age, John recognized the significant impact that effective financial planning can have on people's lives, inspiring his dedication to supporting clients in reaching their personal visions of success.