Steven Lash is a financial advisor at Fidelity with Series 63 and Series 65 designations and two years of industry experience. Prior to joining Fidelity, he held roles at Charles Schwab and Northwestern Mutual. Outside of finance, he works as an independent personal trainer, prescribing exercise programs and ensuring client safety. 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 to manage portfolios across various asset classes.

Don Broumandi is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Walter Conley is the Vice President and Branch Leader at Fidelity Investments, where he leads an office of advisors and wealth management teams dedicated to helping clients achieve their financial and personal goals. He has been with Fidelity Investments since 2000, progressing through various roles including Senior Director of Annuity New Business, Director of Carrier Service Management, and Regional Sales Director. Walter holds a California Insurance License, supporting his expertise in insurance products and financial services. His extensive experience within Fidelity encompasses sales, service management, and leadership positions, reflecting a deep understanding of the financial industry. Outside of his professional role, Walter enjoys biking, hiking, visiting museums, skiing, traveling, and values parenthood.