Lancaster, NY Office

Michael Bergum is currently Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Michael held positions as a Wealth Management Advisor at TIAA from 2015 to 2020 and as a Financial Advisor at Key Investment Services from 2012 to 2015. He began his financial advisory career at HSBC Securities from 2007 to 2012 and previously worked as a Premier Client Manager at Bank of America between 2002 and 2007. Michael's professional focus is on helping clients in Western New York develop sound financial plans through a flexible planning process. He aims to build long-lasting, multi-generational relationships with clients, assisting them in navigating significant life events and challenges with confidence.

William Stark III is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various divisions of Fidelity since 2011. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.