Lawrence Vogelpohl is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 1996. 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 uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it offers model portfolios through intermediary platforms.

John Burke is a CFP® with 27 years of industry experience, currently serving at Fidelity. His tenure at Fidelity includes roles with Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable activities including registration as a commodity pool operator and formal advisory roles to multiple registered funds.