Robert Groth is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Fidelity Investments and has prior experience at RBC Capital Markets, Bank of America, Merrill Lynch, and City National Bank. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Brittany Amador is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Dylan Duncan is a financial advisor with Fidelity in Folsom, CA, holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at Crawdads on the Lake, Equitable Advisors, and Kidstrong, among others. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. Strategic Advisers is also notable for its registration as a commodity pool operator and its advisory roles with multiple registered investment companies.

Lucas Eastburn is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Equitable Advisors and has also served as an independent contractor with the Sierra Native Alliance, where he supported youth activities and event logistics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its advisory roles to registered investment companies and its use of systematic methodologies and AI-driven research.

Allison Crescione is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and Ameriprise Financial Services, Inc. Before her career in financial services, she was involved with Fiore Fantastico Designs for 17 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, registered investment companies, and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures, delivering model portfolios to intermediary platforms.