Gregory Pasler is a Financial Consultant currently with Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in financial advisory roles, having worked with various firms including Merrill Lynch, USAA Financial Planning, Chase Investment Services, and others. His career spans roles such as Investment Consultant, Financial Solutions Advisor, and Financial Advisor across multiple organizations. Throughout his career, Gregory has focused on developing personalized financial plans by understanding clients' current situations and goals, and collaborating to create tailored solutions. He holds an Arkansas Insurance License and has experience in financial planning, investment consulting, and banking services. Additional details on his education or personal interests were not provided.

Brian Robinson is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 designation and has worked with various Fidelity entities since 1999, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Located in Palm Harbor, FL, Robinson currently serves within Fidelity Investments. Strategic Advisers LLC, a Fidelity company, 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 deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Ryan Furuta is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2000, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Ivan Colon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience with organizations including the Rhode Island Philharmonic Orchestra and Music School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Amanda Albert is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with clients as part of their wealth advisory team, focusing on managing their overall relationship with Fidelity and developing, maintaining, and servicing comprehensive wealth plans for clients and their families. Amanda has been with Fidelity Investments since 2015, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2019. Her professional experience centers on client relationship management and wealth planning. She holds an Arkansas Insurance License. Outside of her professional responsibilities, Amanda has personal interests in gardening, parenthood, and skiing.

Daniel Morones Garcia is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Pence Financial Group, Charles Schwab, Integris Wealth Management, and served as an estate planning attorney. Outside of his advisory role, he has worked as a banquet server at Cypress Point Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including its use of model portfolios and oversight of affiliated sub-advisers.

Haylee Wilkey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her background includes roles at Fidelity Investments and prior work in education and credit unions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and uses algorithmic and AI-driven methods in its investment process.

Eva Sitinjak is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. Her prior work includes roles across Fidelity Brokerage Services LLC and other diverse positions in retail and marketing. 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 serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Robert Kliskey is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and Alexander Technology Company. In addition to his advisory role, he has worked as an independent contractor delivering food for DoorDash in the Manchester area. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including model portfolios.

Spencer Berends is a financial advisor with Fidelity Investments, holding a Series 66 designation. He has one year of industry experience, having joined Fidelity in 2025. Prior to entering the financial advisory field, his career was primarily in the hospitality industry across various roles and companies. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and serves as an advisor to multiple registered funds.

Tabitha Egnet is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she leads a team of financial advisors and professionals dedicated to helping clients make educated and confident financial decisions for themselves and their families. Tabitha has been with Fidelity Investments since 2019, holding several leadership positions including Branch Leader from 2022 to 2023, Team Leader of Workplace Planning and Advice from 2020 to 2022, Talent Champion in 2020, and Team Leader of Client Services from 2019 to 2020.

Timothy Byrnes is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at R. W. Pressprich & Co. for 30 years before joining Fidelity in 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, supporting a range of client needs through discretionary and non-discretionary management.

Sidharth Chadha is a Planning Consultant at Fidelity Investments, a position he has held since 2023. He previously worked at Fidelity Investments as a Relationship Manager from 2022 to 2023 and as a Financial Representative from 2020 to 2022. Prior to joining Fidelity, Sidharth was a Client Solutions Consultant at Vanguard from 2018 to 2020. Sidharth focuses on building and deepening strong relationships with clients to understand their unique needs, which allows him to assist clients in pursuing their financial goals. His approach involves gaining a thorough understanding of each client's distinct backgrounds, situations, and motivations to work together towards financial peace of mind and comfort. Outside of his professional role, Sidharth has personal interests that include fitness, spending time at the lake, movies, reading, and theater.

Donna Lee is currently a Planning Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as a Financial Consultant and Investment Consultant at Fidelity Investments from 2016 to 2023. Donna has also worked as a Financial Solutions Advisor at Merrill Lynch from 2012 to 2016, and held financial advisor roles at Morgan Stanley Smith Barney and Merrill Lynch between 2008 and 2011. Her areas of focus include retirement planning, income protection, investment strategies, and legacy planning considerations. Donna holds a California Insurance License, supporting her expertise in these areas. Outside of her professional career, Donna enjoys cooking and baking, fitness, exploring food, gardening, and traveling.

Susan Claywell serves as a Branch Leader at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as a Planning Consultant at Fidelity Investments from 2023 to 2025. Her experience also includes positions as Assistant Vice President and Investment Executive at Fifth Third Securities between 2022 and 2023, and as a Wealth Management Advisor at TIAA from 2016 to 2020. In her leadership role, Susan focuses on fostering a collaborative and transparent culture that supports both client service and team development. She emphasizes the importance of integrity and a growth mindset in building a motivated and trustworthy team environment. Outside of her professional endeavors, Susan's interests include food, gardening, outdoor adventures, pets, photography, and scuba diving.

Shawna Tutt is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2025 and as a Transition Services Specialist from 2022 to 2023. Prior to joining Fidelity, Shawna worked as a Private Client Banker at Chase Bank from 2020 to 2022. Shawna focuses on serving clients with patience, clarity, and genuine care, emphasizing what matters most to them. She aims to build trust and simplify each step of the financial planning process to make it approachable, supportive, and grounded in real connection. Outside of her professional work, Shawna enjoys comedy, cooking and baking, family activities, fitness, social events with friends, and music.

Samuel Grenning is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Fidelity Investments since 2015. Based in San Francisco, CA, he holds the Series 63 designation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI-driven research methods.

Adriana Turner is a financial advisor with Fidelity in Durham, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked as a retail associate at lululemon athletica. 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 algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs.

Timothy Hernandez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at Emory Healthcare and the Gwinnett County Department of Water Resources. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Matthew Sims is a financial advisor at Fidelity with six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Covance. Outside of his advisory role, he serves as an officer for Stopbeefinradio, where he manages content related to new music from major and independent artists. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets.