Michael Slowik is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 33 years of industry experience. He has worked at Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1993 and has been with Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and the management of model portfolios. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven research methods.

Lisa Fruscella is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked in various roles at Fidelity since 1996. Her current position is with Fidelity Investments in Boston, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs.

Rawlric Sumner is a Financial Consultant at Fidelity Investments. He provides clients with financial planning services aimed at meeting both their personal and family needs while supporting their short- and long-term goals. His approach includes holistic planning, asset organization, consolidation, and the implementation of investment strategies. Rawlric joined Fidelity Investments in 2021, initially serving as a Financial Representative. He then worked as an Investment Consultant from 2022 to 2023 before becoming a Financial Consultant in 2023. His experience at Fidelity has focused on assisting clients with various stages of financial planning and investment management.

Eshaan Chawla is a financial advisor with Fidelity in Chicago, IL, holding Series 66 and Series 63 designations and five years of industry experience. His work history includes roles at Fidelity Investments and BMO Capital Markets, as well as a position with the Hillsborough Board of Education. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including those for registered investment companies and fund-of-funds.

Elise Sinchek is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across multiple Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Madeline Broadway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions in education and therapy, as well as various other fields before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and customized investment solutions.

Christopher Chiu is a financial advisor at Fidelity with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Target and Uber and spent eight years with the NYPD. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Michael Bruno is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Mark Spain Real Estate and Stewar Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of AI-driven research methodologies.

Preksha Vijaywargi is a Financial Consultant currently working at Fidelity Investments since 2020. Prior to this role, she held positions as a Financial Advisor Trainee at Merrill Lynch in 2019, Senior Advance Wealth Manager at HSBC India from 2014 to 2018, and Wealth Manager at HSBC India from 2012 to 2014. Her professional experience spans financial strategy development and wealth management. She holds a California Insurance License, enabling her to serve clients in insurance-related financial planning. Preksha emphasizes one-on-one conversations to better understand clients' individual goals and provide transparent guidance in financial decision-making. Outside of her professional work, Preksha engages in various personal interests including cooking and baking, attending social events with friends, watching movies, outdoor adventures, traveling, and practicing yoga.

Bradley Wallace is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience that includes roles in education and banking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, including fund advisory and model portfolio delivery, and maintains oversight on sub-advisers and investment allocations.

Zachary Morgan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and The Kimpton Cardinal Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, employing systematic methods and long-term asset allocation benchmarks.

Matthew Solof is the Vice President, Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to address their compensation, benefits, and wealth planning needs through a tailored and consultative approach. Matthew has been with Fidelity Investments since 2020 and has held several roles including Service Associate, Workplace Planning Consultant, Financial Consultant, and currently Vice President, Executive Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Matthew enjoys spending time at the beach, playing board games, attending social events with friends, and traveling.

Brandon Fleming is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at MyCorporation and Kash Chandani & Company. Outside of finance, he has experience in acting. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Kelly Ballor is the Vice President and Wealth Planner at Fidelity Investments, where she has been positioned since 2018. In her role, she collaborates with clients and their families to develop customized financial plans, emphasizing long-term relationships and leveraging Fidelity's resources to help clients achieve their financial goals. With a career at Fidelity Investments dating back to 2012, Kelly has held positions as Financial Consultant and Investment Representative before assuming her current role, bringing over a decade of experience in financial planning. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Kelly has interests in boating, cooking and baking, kayaking, movies, traveling, and yoga.

Heather Lafranchi is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at Ameriprise Financial Services and MWA Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios delivered to intermediary platforms.

Kevin O'Callahan is a Financial Consultant at Fidelity Investments, where he has worked since 2025. He specializes in partnering with individuals and families to develop and maintain comprehensive financial plans tailored to their goals. His experience includes roles as Investment Consultant, Planning Consultant, and Financial Representative at Fidelity Investments from 2022 to 2025, and as a Registered Representative at New York Life from 2021 to 2022. Kevin's professional background reflects a focus on financial planning and investment consulting. Outside of his professional work, Kevin has interests in baseball, fitness, football, and golf.

Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining a broad range of experience within the company since 2021. Drawing on her background as a college professor, Lynne focuses on providing clients with a collaborative experience that helps simplify complex financial concepts. Her approach centers on empowering clients to make thoughtful decisions tailored to their individual financial goals. Outside of her professional work, Lynne enjoys engaging in fitness activities, visiting museums, listening to music, exploring outdoor adventures, attending theater performances, and traveling.

Carah Mcauliff is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2017. Her prior experience includes roles at Northwestern Mutual, Centura Health, Vera Bradley, and the University of Denver. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management along with model portfolios constructed from mutual funds, ETFs, and ETPs.

Chad Buchignani is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to help them make appropriate financial decisions for themselves and their families, focusing on wealth management and ongoing financial monitoring. Prior to joining Fidelity, Chad worked as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade between 2016 and 2018. Chad holds insurance licenses in Arkansas and California. His approach centers on building and maintaining client relationships based on trust, reliability, and transparency. He chose to join Fidelity due to its trusted brand, ethical values, and unique investment approach. Outside of his professional life, Chad enjoys baseball, family activities, fishing, exploring food, caring for pets, and running.

Georgia Summers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in education with Wilson Academy of Virtual Learning and Wilson County Schools. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios with a focus on systematic methodologies and long-term asset allocation.