Ryan Walstatter is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial plans and sound investment strategies. He emphasizes working closely with clients to ensure mutual understanding throughout the financial planning process. Ryan has held multiple roles at Fidelity Investments, including Regional Support Lead, Interim Team Leader, and Central Relationship Manager from 2021 to 2024. Prior to joining Fidelity, he worked as a Private Client Banker at JP Morgan Chase and as a Transition Consultant at Raymond James. Outside of his professional work, Ryan has interests in beach activities, family activities, football, parenthood, skiing, and traveling.

Brett Bennett is a financial advisor at Fidelity with 16 years of industry experience. His previous roles include positions at Charles Schwab, E*TRADE Capital Management, and Fidelity Investments. Outside of his advisory work, he is a passive co-owner of a freight logistics franchise. Brett works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Randy Perry is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2012. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with distinctive features including registration as a commodity pool operator and the use of AI in research.

Joseph Aramini is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management and fund advisory. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios.