Whitney Stacy is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. Whitney has been associated with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and for its use of advanced methodologies such as AI in research and proxy-voting governance procedures.

Robert Mccampbell is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Pruco Securities LLC. He 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and supports model portfolio delivery for Fidelity Institutional Wealth Adviser.

Michael Rollins is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various Fidelity divisions since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 model portfolios composed of mutual funds, ETFs, and ETPs.

Angela Young is a financial advisor at Fidelity with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Fidelity, Young worked at The Vanguard Group for 23 years and held roles at USAA Investment Services Company and Apex Systems. Outside of her advisory work, she creates and presents masterclasses for women on marriage through an online platform. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.