Jonathan Oh is a financial advisor with Fidelity Investments based in Philadelphia, PA, holding a Series 66 license and three years of industry experience. His prior work includes roles at The Vanguard Group, Inc. and various entrepreneurial ventures. Outside of advisory work, he participates in mobile app-based activities such as survey completion and remote inspection. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolios constructed through proprietary research and algorithmic methods. The firm is noted for its use of quantitative analysis, AI-driven research, and oversight of affiliated and unaffiliated sub-advisers.

Michael Benedykciuk is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments and Fidelity Brokerage Services, and previously at The Vanguard Group. Prior to his finance career, he held various roles including positions at Boston University and healthcare and technology companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs, and offers unique services such as registered commodity pool operator activities and advisory roles to multiple fund-of-funds.

Callahan Rafferty is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to his current role, he held positions at Fidelity Investments as an Investment Consultant from 2023 to 2024 and as a Planning Consultant from 2021 to 2023. Before joining Fidelity, Rafferty worked as an Assistant Vice President Financial Solutions Advisor at Merrill Lynch from 2017 to 2021 and as a Client Contact Specialist at First Command Financial Services from 2016 to 2017. Throughout his career, Rafferty has focused on developing financial plans aligned with clients' goals, emphasizing the importance of cultivating meaningful, lasting client relationships. His professional experience spans various aspects of financial consulting and investment planning. Rafferty's approach begins with comprehensive planning to ensure that clients' finances are aligned with their individual objectives.

Jason Hewitt is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining Fidelity in 2026, he worked at Wells Fargo Clearing Services LLC for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it holds registrations and advisory roles that distinguish it within the institutional investment community.

Anthony Herbstsomer is a financial advisor with Fidelity in Philadelphia, PA, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Fidelity Investments and The Prudential Insurance Company of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies, as well as its advisory roles to multiple registered investment companies.

Jonathan Mulcahy is a financial advisor with Fidelity in Philadelphia, PA, holding Series 63 and Series 65 licenses and possessing six years of industry experience. His career includes roles at Fidelity Investments since 2021 and Wells Fargo Clearing and Wells Fargo Bank from 2014 to 2021. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model solutions.

Zi Weng is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Zi worked at The Vanguard Group and held various positions including roles at Temple University and Seven-Eleven. Fidelity subsidiary Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory services, and incorporates systematic methodologies along with long-term asset allocation benchmarks.

Christopher Hueth is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Raymond James & Associates and Prudential Investment Management Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Trevor Bielawski is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior experience includes roles at Equitable Advisors and Axa Advisors, as well as a position at IN4M.IO. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Timothy Pepper is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Charles Schwab, TD Ameritrade, Harrisdirect LLC, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Pranav Patel is a Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to develop financial plans aimed at achieving their financial goals by building trusting relationships and understanding their priorities. Prior to his current role, Pranav worked as a Financial Advisor at Lincoln Investment from 2019 to 2021 and at McAdam Financial from 2017 to 2019. His professional experience spans several years in financial advisory and planning. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Marguerita Chapman is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI techniques in portfolio management.

Neal Rodin is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Fidelity in Philadelphia, PA. His background includes roles at Ameriprise and various political and nonprofit organizations, including campaign work and youth sports involvement. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its role as a commodity pool operator and advisor to multiple registered investment companies.

Sean Huggins is a financial advisor with Fidelity Investments in Philadelphia, PA, holding a Series 66 designation and 15 years of industry experience. He has worked at various divisions within Fidelity since 2012, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a commodity pool operator, and its advisory services to multiple registered investment companies and fund-of-funds.

Keith Dupree is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at several financial institutions, including Merrill, Bank of America, and PNC Bank. Outside of advisory work, he has operated as a self-employed delivery driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Delgaudio is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, he was employed by Northwestern Mutual in various capacities from 2018 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Kara Hopkins is a financial advisor at Fidelity with registrations including Series 63 and Series 66 and two years of industry experience. Prior to joining Fidelity, she worked at Vanguard and has experience across various roles including at Temple University and Outlier Ai. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI and systematic methodologies.

Grant Garvin is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has prior experience at Janney Montgomery Scott LLC. 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

James Turner is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Citizens Securities. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios. The firm is noted for its role advising registered investment companies and for its use of systematic methodologies and AI tools in portfolio management.

Benjamin Lubker is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at The Vanguard Group Inc. and Bridgeway Wealth Partners, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, registered investment companies, and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Walter Mcghee is a financial advisor with Fidelity Investments, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities LLC. Before entering finance, he worked in various positions including at Il Pizzaiolo and Villanova University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various investment funds.