Amberlyn Ponce is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. Her professional background includes roles at Henderson Financial Group, LPL Financial, and First Command Insurance Services. Outside of her advisory work, she serves as a partner managing rental property activities alongside her husband. She 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 fundamental research and quantitative analysis to construct model portfolios across various investment vehicles.

Daniel Castaneda Dulyx is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and has been affiliated with several Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

William Giesen is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction, including the use of AI and long-term asset allocation benchmarks.