Christopher Sula is an Investment Consultant at Fidelity Investments as of 2024. He brings over a decade of professional experience to his current role. Prior to joining Fidelity Investments, Christopher served as a Managing Director at BTIG from 2011 to 2023. His approach emphasizes building trust and confidence with clients by providing knowledge and personalized strategies. Christopher focuses on helping clients make informed financial decisions through an individualized and goal-based approach, aiming to co-create holistic plans aligned with their financial goals. Outside of work, Christopher enjoys activities such as beach outings, golf, running, and skiing.

Kurt Akersten is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Citigroup. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.