Cory Asher is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Outside of his advisory role, he is a co-owner of a family rental property business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Anthony Lyle is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 10 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Outside of finance, he is a sole proprietor fiction writer who occasionally appears on podcasts and online interviews. Fidelity, through its subsidiary Strategic Advisers LLC, serves a diverse client base including retail and institutional investors, offering investment management and advisory services that incorporate proprietary research, quantitative analysis, and algorithmic portfolio construction.

Ashley Coons is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2025. In this capacity, she works closely with clients to develop financial plans that align with their goals and priorities, utilizing the full range of Fidelity's services and investment strategies. Ashley has been with Fidelity Investments since 2015, progressing through various roles including Financial Consultant, Relationship Manager, and Financial Representative. Her experience encompasses wealth planning and client relationship management, supporting clients as their financial plans evolve. She holds a California Insurance License. Outside of her professional work, Ashley enjoys cooking and baking, family activities, exploring food culture, spending time at the lake, engaging in parenthood, and caring for pets.

Pamela Regatuso is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 66 and Series 63 credentials and previously operated her own fiduciary advisory firm for 11 years before joining Fidelity. She has worked at Fidelity Investments since 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees delegated management with attention to conflicts of interest.

Kevin Stromfeld is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, initially working as a Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Wealth Management Advisor at TIAA from 2018 to 2020 and as an Investment Counselor at Fisher Investments from 2013 to 2018. Kevin holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP). He possesses a California Insurance License. Outside of his professional work, Kevin enjoys baseball, family activities, skiing, and traveling.