Timothy Averett is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fidelity Investments Institutional Services Co, Inc. since 2005 and has concurrently worked at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using proprietary methodologies and oversight controls.

Chad Hatch is a CFP® professional with 18 years of industry experience, currently affiliated with Fidelity. He has held roles across Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registered commodity pool operator status, advisory responsibilities to multiple registered investment companies, and use of AI-driven research methodologies.