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.

Manuel Segovia Alvarez is a financial advisor at Edward Jones in Durham, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held positions at FME, Evoke, Mindshare, and ZenithOptimedia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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 five 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 retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

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 63 and Series 66 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 experience working at Liberty University. Fidelity’s Strategic Advisers LLC, where Gray works, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and employs oversight controls while integrating AI and systematic methodologies in its investment process.

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 at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held various positions primarily outside the financial sector, including roles at several golf clubs and Coastal Carolina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

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 Sconzo is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Mebane, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,000 advisors and $1.01 trillion in assets under management.

Eric Williams is a CFP® and Series 66-licensed financial advisor with Edward Jones in Chapel Hill, NC, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

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 with a Series 66 credential and four years of industry experience. He has previously worked at Bank of America and was involved with askneo.io (formerly SquarePlan). He serves as a board member and fundraising chair nominee for the New York Alpha Alumni Association of the Sigma Alpha Epsilon fraternity at Cornell University. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs various investment strategies overseen by its CIO and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

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.