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, Series 65, and Series 66 credentials. Outside of his advisory role, he works as an independent contractor serving as an ice hockey referee for a local hockey officials association in North Texas. His firm, 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Gary Barvick is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Fidelity Investments since 2011, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features including use of algorithmic methods and AI in research, CFTC registration, and advisory roles to multiple registered investment companies.

Cameron Gartley is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at The Champion Group and Networth Realty. Before his financial services career, Gartley spent 20 years in full-time education. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment approach combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Joshua George is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has previously worked at BANK of AMERICA, Merrill, Charles Schwab, and Citigroup Global Markets. His current role is with Fidelity Investments, where he has been employed since 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Steve Brightman is a financial advisor at Fidelity with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2006, 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 fund advisory and model portfolio construction. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies with formally established governance procedures.

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.