Nathan Dixon is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Lena Swiney is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, following prior roles at Commonwealth Financial Network, Stern & Heatwole Financial Group, and Summit Financial Group. Outside of her advisory work, she assists with a woodwork business operated by her husband. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and delegates portfolio management to sub-advisers while maintaining oversight.