Matthew Colwell is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity and affiliated entities since 2017, including roles at Fidelity Brokerage Service LLC and Veritude LLC. Prior to that, he spent one year at Mariner Finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory, and utilizes systematic methodologies and oversight controls in its investment process.

Eric Odum is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has been with Fidelity and its affiliates since 2016. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it provides model portfolios to intermediary platforms.

Kyle Stefano is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as prior experience in insurance agencies and software engineering. Strategic Advisers LLC, a Fidelity Investments company where he works, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles, and it serves in advisory and management roles with a focus on systematic methodologies and long-term asset allocation.

Alexander Cross is a Financial Consultant at Fidelity Investments, a role he has held since 2021. In his work, he focuses on helping clients invest and plan for their future financial needs. Alexander's mission centers on strengthening the financial well-being of his clients. He holds insurance licenses in Arkansas and California, supporting his expertise in providing informed financial guidance. Outside of his professional life, Alexander has a range of personal interests including fitness, hiking, running, traveling, and exploring food. He is also engaged in parenthood.

Adam Jensen is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes positions at Northwestern Mutual and Amberly. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and advisory platforms.

John King is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Erica Silver is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her work history includes roles at Fidelity Investments, FresheTech, and the Orlando Magic NBA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery.

Landon Baucom is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with Cetera and its affiliates since 2023 and has held roles at North Star Consultants, Securian Financial Services, and Minnesota Life Insurance since 2014. Outside of his advisory work, he is an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary approaches with access to affiliated and third-party managers.

Bryson Smith is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial strategies that align with their goals and priorities. He focuses on providing thoughtful guidance and fostering meaningful relationships through a collaborative planning approach. Bryson's experience at Fidelity Investments spans several roles since 2020, including Financial Associate 1 - Health and Welfare, Executive Services Associate, Investment Solutions Representative I, Financial Representative, and currently Investment Consultant. This progression reflects his growing expertise in financial services and investment consulting. Outside of his professional role, Bryson has interests in beach activities, cars, golf, music, and soccer.

Anelbi Gray is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity in 2022, Gray held positions at Wells Fargo Bank and Bank of America, as well as early career roles at Liberty University and Sukar and Sons of Virginia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registered commodity pool operator status and use of AI-driven methodologies.

Derek Kratzer is a financial advisor with Fidelity Investments in Durham, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes roles at eXp Realty and The Steel Wheels, LLC, and he operated a music lesson business for three years. Outside of his advisory role, he has engaged in real estate referral activities as a sole proprietor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Ivan Surmik is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, PNC, Ally Invest Advisors, and Fidelity Brokerage Services. Fidelity Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Lewis Pate is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Solutions Representative II at Fidelity from 2024 to 2025, and as an Investment Solutions Representative I & II between 2021 and 2023. He also worked as a Financial Advisor Associate at Morgan Stanley from 2023 to 2024 and was a Cluster Branch Manager II at SunTrust (Truist) from 2013 to 2021. Throughout his career, Lewis has developed experience in investment solutions and financial advisory services. He partners with clients to understand their short and long-term goals and helps build customized financial plans tailored to their unique needs. Forming strong relationships with clients and their families is a key aspect of his approach. Outside of his professional life, Lewis enjoys activities such as spending time at the beach, family activities, fishing, golfing, exploring food, and spending time with pets.

Kyle Tamburro is a financial advisor with Fidelity Investments in Durham, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various roles primarily outside the financial industry, including positions related to golf club operations and university support services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies alongside oversight of sub-advisers.

Trevor Peters is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His background includes roles at Bank of America and United Real Estate East Carolina, along with service in the North Carolina State Highway Patrol. He is also a managing member of Olympic Investments LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Katie Chambers is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, M Holdings Securities, and Strategic Advisor Group prior to joining Fidelity. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Anthony Iacovelli is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Outside of his advisory role, he works as an independent content creator, writing and producing social media content for various clients. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets.

Benjamin Roberts is a Financial Advisor at Merrill Lynch Wealth Management, supporting The Roberts Group established in 1980. The Roberts Group is a family team founded by Managing Director and Wealth Management Advisor Barbara Roberts, dedicated to wealth planning and preservation for families, businesses, and their employees over multiple generations. Benjamin utilizes resources from Merrill Lynch and Bank of America to provide personalized wealth management strategies tailored to clients' goals. His areas of expertise include family wealth management strategies, services for endowments, foundations, and non-profits, as well as portfolio management and socially responsible investing. Benjamin holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned his degree in Labor Relations from Cornell University and is proficient in English, Spanish, and Portuguese. Benjamin is an enrolled member of The Sault Ste. Marie Tribe of Chippewa Indians and is actively involved in community and professional organizations such as AIPAC, Bank of America - Native American Professional Network Regional Leader for the East, Entrepreneurship@Cornell - Cayuga Forum, and Sigma Alpha Epsilon Fraternity - New York Alpha. His personal interests include adventure sports, antiquing, boxing, music, racquetball, reading, singing, spending time with family, tennis, and yoga.

Jordan Mermet is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. He works with executives to simplify complex benefit programs and develop tailored financial plans aligned with their long-term goals. Jordan employs a consultative approach to help clients navigate financial decisions and build lasting relationships with Fidelity. Jordan joined Fidelity Investments in 2021, gaining progressive experience through roles including Investment Solutions Representative I, II, and III before advancing to his current position. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Jordan has interests in food, outdoor adventures, pets, skiing, soccer, and traveling.

Thomas Struckmeyer is a financial advisor with Edward Jones in Hillsborough, NC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he is president of Triple Ten LLC, a commercial rental property holding company. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.