Erin Davis is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2008. Outside of her advisory role, she serves as an estate administrator. 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. The firm is noted for its use of systematic methodologies, model portfolios, and advisory roles to multiple registered investment companies.

Ryan Leland is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2005. Outside of his advisory career, he serves as an assistant pastor of marketplace ministries at Orchard Christian Fellowship in Londonderry, NH, where he occasionally preaches and assists in weekly worship services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Luke Trill is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 21 years of industry experience. He has been with Fidelity Investments since 2005, including seven years at Fidelity Personal and Workplace Advisors before joining his current role in 2025. Strategic Advisers LLC, a Fidelity Investments company, offers 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 deliver model portfolios, and it engages in advisory roles uncommon among large institutional peers, such as serving as a commodity pool operator and advising multiple registered investment companies.

John Saben is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Investments Institutional Services Co., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves as a registered commodity pool operator with advisory roles to multiple registered investment companies.

Peter Murphy is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.