Dillon Ortega is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to understand their financial goals and to deliver personalized investment strategies, focusing on portfolio construction, retirement planning, and wealth management. Dillon's approach involves building foundational plans, identifying actionable steps, and exploring options to help clients achieve their objectives. His experience at Fidelity Investments includes previous positions as a Planning Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). Prior to joining Fidelity, he worked as a Relationship Manager at Bank of America from 2020 to 2022. Dillon holds a California Insurance License. Outside of his professional work, Dillon has interests in art, baseball, fitness, playing musical instruments, motorcycles, and movies.

Julie Marxen is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Bank of America N.A., and Merrill. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Benjamin Stern is a financial advisor with Fidelity in Burbank, CA, holding Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Fidelity, he held positions at Fullstack Academy, LanguageBird, and several other companies, spanning roles outside the financial sector. Strategic Advisers LLC, a Fidelity Investments 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, notably using AI and systematic methodologies.