Kurt Ives is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 1999. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Mike Fischer is a financial advisor at Fidelity with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Brian Bailey is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments in various capacities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it manages model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Terry Verax is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2011. Prior to his current role, he worked at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Wong is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various roles since 2006. Outside of his advisory work, he is involved as a co-owner in a real estate renovation and rental business in Cincinnati. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it offers services such as discretionary portfolio management and fund advisory.

Roger Trapp is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been associated with various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Anthony Bosch is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2000. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Michael Ferris is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Personal and Workplace Advisors since 2018, Fidelity Investments Life Insurance Co. since 2006, and Strategic Advisors, Inc. since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory roles with a focus on systematic methodologies and long-term asset allocation.