Jeffery Seifert is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 66 designation and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Maria Tschuor is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at various Fidelity entities since 2007 and is currently based in Liberty Township, Ohio. Outside of her advisory role, she serves as an officer for the Four Bridges Swim Team, organizing volunteers and fundraising activities. 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 uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and advisory roles with registered investment companies.