Darlene Colbert is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes five years at Merrill and twenty years with Fidelity Brokerage Services, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to several registered investment companies and fund-of-funds.

Elizabeth Braze is a financial advisor with Fidelity in Melbourne, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Merrill, a Bank of America Company, Primerica, and DRB Capital. Outside of her advisory work, she is involved in sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.