Dylan Dalpedri is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining the financial sector, he held roles at Pendle Hill Advisors and worked in the food service industry, including at Fajita Jack's Tex-Mex Bar and Grill and Papa John's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, supporting a range of investment vehicles and employing systematic methodologies and long-term asset allocation benchmarks.

April Campbell is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2014 to 2022. Outside of her advisory role, she serves as secretary of the Bellago Community Improvement Association, participating in quarterly meetings to address homeowners association matters. 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 systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of portfolios through affiliated and unaffiliated sub-advisers.

Gavin Raath is a financial advisor at Fidelity with 15 years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2014 to 2022 before joining Fidelity in 2022. He holds a Series 66 designation. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI and algorithmic methods in its investment process.

Mitchell Lyon is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022, following five years at Woodlands Securities Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

John Hanna is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Regions Bank, and JPMorgan Chase. Fidelity’s Strategic Advisers LLC serves retail and institutional clients with investment management and advisory services, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.