Dustin Hall is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Clearing and Edward Jones before joining Fidelity, where he has been since 2014. Outside of his advisory role, Dustin is involved in photography and videography, spending time taking and editing photos and videos. Fidelity’s 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Mark MacFarlane is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he assists clients with benefits and wealth planning, collaborating with them to explore various planning and guidance strategies aimed at achieving their financial goals. Mark began his career with Fidelity Investments in 2019 as a Workplace Planning Associate, progressing to Benefits & Planning Consultant in Executive Services in 2023 before assuming his current position. His professional experience centers on client engagement and financial planning within the investment services sector. Mark emphasizes the importance of building trusted relationships with clients and adheres to high standards in service delivery.

Timothy Mark is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across several Fidelity entities since 2013, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and management services, including roles as a commodity pool operator and advisor to multiple registered investment companies.

Allen Lesaint is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also acts as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.