Freddie Swafford is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with various Fidelity entities since 2009. Outside of his advisory role, he operates Rising Oaks Family Farm in Waynesboro, Tennessee, where he manages daily farm chores as sole proprietor. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Hans Cole is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked across various Fidelity affiliates, including Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, serves as an advisor to registered investment companies, and employs systematic methodologies alongside AI tools in its investment process.