Daniel Lacroix is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2016. His prior experience includes roles at Advised Assets Groups, LLC, and GWFS Equities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Tamara Sadowski is a CFP® with 18 years of industry experience, currently affiliated with Fidelity. She has held positions at various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction and its advisory roles with multiple registered investment companies.

Sterling Lirot is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. He has worked at Fidelity Brokerage Services since 2017 and at Fidelity Investments since 2025. Outside of his advisory role, he operates an online store called Beautiful Sunshine & Company LLC as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Joni Borawski is a financial advisor with Fidelity, holding a Series 66 designation and 14 years of industry experience. She has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its regulatory registrations and use of algorithmic methods and AI in its investment process.

Heather Balfour is a financial advisor at Fidelity with 23 years of industry experience. She holds a Series 66 designation and has worked primarily with Fidelity and its affiliated entities since 2001, with a brief period at W&S Brokerage Services, Inc. from 2018 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its investment in model portfolios, oversight of sub-advisers, and use of AI-driven research tools.

Mike Hamidi Sakr is an Investment Consultant currently working at Fidelity Investments since 2025. In this role, he partners with individuals and families to understand their financial situations, develop tailored actionable plans, and align their investments with their goals and values. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments starting in 2021 and worked as a Financial Advisor at Edward Jones from 2020 to 2021. He holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial advice and solutions. Outside of his professional responsibilities, Mike engages in various personal interests including camping, cars, family activities, outdoor adventures, soccer, and volunteering.