Michael Pezza is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Private Bank, JPMorgan Securities, and Charles Schwab. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Andrew Chase is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Cordoba Asset, Equitable Advisors, and the Development Corporation for Israel. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Lombardo is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for five years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Anthony Puca is a Benefits & Planning Consultant in Executive Services. He works with clients to help them leverage their relationship with Fidelity and the Fidelity platform to work towards achieving their financial goals. Anthony has experience in financial services, having worked as a Financial Analyst at Fidelity Investments from 2022 to 2024, a Financial Representative at Fidelity Investments from 2021 to 2022, and a Financial Consultant at Equitable Advisors from 2019 to 2021. Outside of his professional role, Anthony has personal interests that include cooking and baking, fitness, golf, outdoor adventures, reading, and writing.