Dustin Hall is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has worked at multiple Fidelity entities since 2014, most recently with Fidelity Investments since 2025. Outside of finance, Hall is involved in photography and videography. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

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 with Fidelity Investments, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked in various roles within Fidelity, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Allen Lesaint is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at various Fidelity entities since 2000, including Fidelity Brokerage Services, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Luke Heidrich is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executive clients to ensure they have a comprehensive understanding of the multiple benefits provided by their employer and integrates these benefits into their overall wealth plans. Heidrich has been with Fidelity Investments since 2006, progressing through various roles including Customer Service Associate I and III Retirement, Retirement Solutions Representative, and multiple consultant positions in Workplace Planning and Guidance before assuming his current position in 2021. This extensive experience has provided him with a solid foundation in retirement solutions and workplace planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.