Orianna Cool is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various roles at Fidelity and other firms since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves several registered investment companies while maintaining formal oversight and governance procedures.

Ethan Greene is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to build meaningful, long-term relationships by understanding their unique personal and financial circumstances. By gaining insight into clients' values, priorities, and financial goals, he helps establish financial plans and review strategies to empower clients to pursue their goals with confidence and clarity. Prior to his current role, Ethan held positions at Fidelity Investments as a Relationship Manager from 2024 to 2025 and as a High Net Worth Service Associate from 2023 to 2024. Before joining Fidelity Investments, he worked as a Financial Professional at Equitable from 2020 to 2023. Outside of his professional career, Ethan's personal interests include food, social events with friends, music, outdoor adventures, and soccer.

Bradley Jones is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at Virginia Commonwealth University and entrepreneurial ventures such as Sticky Rice and Peach Beach Shaved Ice. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies, with oversight of sub-advisers and systematic methodologies.

Hayden Kierl is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at The Vanguard Group for five years and has been with 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’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Steven Jancarek is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies to support their short-, mid-, and long-term objectives. Steven provides guidance on a range of financial topics, including investing, retirement planning, and saving for unexpected expenses. He also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Steven holds the Professional Investment Advisor (PIA) designation. He completed his high school education at Varina High School and attended George Mason University without earning a degree. His approach centers on helping clients identify what matters most to them and their families to create tailored financial strategies.

Benjamin Fauber is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Fauber’s current role at Fidelity began in 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Emily Dunstan is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Suntrust Investment Services and BB&T Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Evan Spencer is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at helping them achieve their financial goals. He has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Financial Representative, Stock Plan Associate, and Investment Consultant before assuming his current position in 2024. Throughout his tenure at Fidelity, Evan has gained experience in client relationship management and investment consulting, contributing to his expertise in financial planning. Outside of his professional work, he has interests in baseball, fitness, golf, and outdoor adventures.

Joel Wise is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has been associated with Fidelity Investments since 2010 and currently works with Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, including management of IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and holds distinctive roles such as CFTC registration and advisory functions for multiple registered investment companies.

Karl Tweardy is a financial advisor at Fidelity with 31 years of industry experience and holds Series 63 and Series 66 credentials. His career includes roles at several firms, including Ameriprise Financial Services, United Brokerage Services, and CUNA Mutual Group. He is based in Richmond, VA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

David Esposito is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.