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.

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 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.

Brandon Maynard is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Oxford University Press for eight years. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple funds while employing systematic methodologies and oversight controls.

David Ryan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Camden Property Trust for six years. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

Marvin Carver III is a financial advisor at Merrill with 47 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Carver has worked at Merrill since 1978 and has been with Bank of America, N.A. since 2011. He serves as a board member of the Murray Hill Condominium Association in Chapel Hill, North Carolina. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brady Mathias is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Pruco Securities LLC. Outside of finance, he has worked in retail sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, utilizing research, model portfolios, and third-party strategists to deliver investment advice across various client programs.

Kimberly Elliott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she participates in the Brightleaf at the Park Homeowners Association in Durham, NC, where she helps plan community events and provides information to residents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brady Scheid is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at NC State University and Capitol Careers LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Domenic Battistella is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes positions at NYLIFE Securities LLC, Eagle Strategies LLC, and First National Bank of PA. Outside of advising, he co-hosts two podcasts, The Joe Schmo Sports Show and Liquid Soap Box Podcast, which cover sports and a variety of discussion topics. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

William Richards II is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research, Edward Jones, and Merrill Wealth Management. Richards serves as president of the Hobby Farm Homeowners Association in Pittsboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Rachelle Rosario is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2000. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sydney Miller is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. Prior to joining Cetera, Miller held roles at Minnesota Life Insurance Company and Securian Financial Services Inc., among others. Miller is also involved with North Star Resource Group as a fixed insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various account types and program structures.

Brad Creedle is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He has over 20 years of experience in the financial services industry, during which he has held roles including Financial Solutions Advisor at Merrill from 2016 to 2022, Financial Advisor at AIG from 2011 to 2016, Regional Bank Private Banker at Wells Fargo from 2004 to 2011, Financial Advisor at Waddell & Reed from 2003 to 2004, and Financial Advisor at Foresters Equity Services, Inc. from 2001 to 2003. Brad focuses on building meaningful relationships with clients and their families, collaborating with them to provide education, tools, resources, and support to create and maintain personalized financial plans. He combines his passion for financial planning with the capabilities of Fidelity to help individuals and families work toward their financial goals. Outside of his professional role, Brad enjoys boating, camping, attending concerts, watching football, spending time at the lake, and engaging in outdoor adventures.