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Michael G

Series 66, Series 63

North Royalton, OH

Fidelity

Michael Gracie is a financial advisor at Fidelity with Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Triad Advisors, Lineweaver Wealth Advisors, Lincoln Investment Planning, and other financial services firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Charitable giving & philanthropy Active portfolio management
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Cole B

Series 63, Series 66

North Royalton, OH

Fidelity

Cole Blagg is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Equitable Advisors, Tony Maloney's, and Carrabba's Italian Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and systematic methodologies across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Charles S

Series 66

North Royalton, OH

Fidelity

Chuck Sramek is a Planning Consultant at Fidelity Investments, where he collaborates with Fidelity Wealth Planners to assist families in creating, implementing, and monitoring comprehensive wealth plans tailored to their unique needs and priorities. He has been in this role since 2022. Prior to his current position, Chuck worked as an Investment Consultant at Fidelity Investments from 2021 to 2022. His experience also includes roles as an Associate Financial Advisor at Bishop Financial Advisors from 2018 to 2021 and as a Financial Professional at AXA Advisors from 2017 to 2018. Outside of his professional career, Chuck has interests in cars, concerts, cooking and baking, food, social events with friends, and music.

Wealth management
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