Corey Tilton is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked previously at Bryson Financial, Equitable Advisors, and the University of Arizona. Outside of finance, he assists with billing at a dental office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios with an emphasis on systematic methodologies and long-term asset allocation.

Zacary White is a financial advisor at Fidelity with Series 65 and Series 66 credentials and three years of industry experience. His prior work includes a position at Equitable Advisors and roles outside the financial sector, including employment at Arroyo Trabuco Golf Club and Big 5 Sporting Goods. 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, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies, algorithmic research tools, and formal governance procedures.

Kevin Borrelli is a Planning Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. From 2018 to 2022, he was employed as a Financial Solutions Advisor at Merrill. In his role as a Planning Consultant, Kevin focuses on engaging clients to understand their needs and goals, aiming to develop financial plans that provide peace of mind. He holds a CA Insurance License, which supports his work in financial planning and advising. Outside of his professional responsibilities, Kevin has interests in baseball, football, golf, movies, traveling, and family activities.