Crayton Silsby is a financial advisor with Fidelity who holds the Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. He has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across various fund structures.

Caroline Cote is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. She has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.