Zachary Lambert is the Regional Director of Executive Services at Fidelity Investments. In this role, he focuses on empowering financial professionals to maximize their potential and deliver exceptional client experiences. His responsibilities include benefits optimization, equity compensation, and holistic wealth planning. Lambert has held various leadership positions at Fidelity Investments since 2018, including Assistant Branch Leader, Team Leader for Workplace Planning and Advice, and Portfolio Advisory Services Team Leader. His progressive experience at Fidelity reflects his expertise in managing teams and supporting clients in complex financial planning. Further educational background and personal interests are not provided.

Estela Rodriguez Rangel is a financial advisor with Fidelity in Dallas, TX, holding Series 63, 65, and 66 licenses and has 10 years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC, Nationwide Investment Services Inc., and Fidelity Investments. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Chad Forsberg is a financial advisor at Fidelity with the ChFC® designation and a Series 66 license. He has over a decade of industry experience, including 12 years at Truist Financial Corporation before joining Fidelity in 2026. Forsberg is based in Dallas, TX. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Miguel Salazar Jr. is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2007, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, utilizing systematic methodologies and model portfolios across mutual funds, ETFs, and ETPs.

Perry Sanders is a financial advisor with Fidelity in Dallas, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His background includes roles at Fidelity Brokerage Services, Zumiez, Frost Bank, Credit Union of Texas, Target Corporation, and Best Buy Co. Inc. Outside of finance, he is involved in the entertainment industry as a music producer and performer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Tori Urano is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments in various capacities since 2012. Outside of her advisory role, she works as a dog sitter with Rover in Dallas, Texas. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and uses systematic methodologies and AI tools in portfolio management.

Ana Natalia Mundo is a financial advisor at Fidelity with Series 65 and Series 63 licenses and 18 years of industry experience. Prior to joining Fidelity, she worked at Ernst & Young for six years and was employed at DLM Supply, a small independent retail store, where she also worked as a floor sales associate. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jamar Miller is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities at Fidelity and affiliated firms since 2005. Outside of his advisory role, he owns and manages a family property LLC in Dallas, Texas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing diversified portfolios.

Walter Johns is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with various Fidelity entities since 2007. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it serves in formal advisory roles to multiple registered investment companies.

Austin Davison is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with clients and their families to co-create and coordinate financial plans that are personalized and tailored to address their specific needs and goals for wealth management. Austin has progressed through multiple roles within Fidelity Investments, beginning as a Customer Relationship Advocate in 2021. He advanced through positions including High Net Worth Service Associate, Investment Solutions Representative I, II, and III, before assuming his current consultant role in 2026. This progression reflects his growing experience and expertise in financial planning and investment solutions. Outside of his professional responsibilities, Austin has interests that include food, football, social events with friends, golf, spending time at the lake, and traveling.

John Davidson is a Financial Consultant at Fidelity Investments, where he has been working since 2020. In his role, he collaborates with clients to develop personalized financial plans aimed at achieving their individual goals and providing peace of mind amid market fluctuations. John has extensive experience within Fidelity Investments, having held multiple positions since 2006. His career progression includes roles such as Managed Solutions Consultant, Senior Portfolio Specialist, and Client Management Representative, among others. This breadth of experience has equipped him with a comprehensive understanding of investment strategies and client relationship management. He holds insurance licenses in Arkansas and California. Earlier in his career, John completed an internship at Prudential Securities in 2001.