Aaron Holyoak is a financial advisor with Fidelity in Rocklin, CA, holding Series 63 and Series 66 designations and 21 years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC since 2005 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Michael Gomes is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at multiple Fidelity entities since 2014 and prior positions at BBVA and BancWest. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, involvement with registered investment companies, and the application of AI-driven research techniques.

Michelle Burson is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch Pierce Fenner & Smith and Bank of America, N.A. before joining Fidelity. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and involvement in commodity pool operations.

Logan Ahlf is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Equitable Advisors and AXA-Advisors. Before his advisory career, he was involved with the UCSB Rugby Club and attended the University of Santa Barbara. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.