Tyler Smith is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company, with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments, Wells Fargo, and Utah Valley University. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers advisory services that incorporate systematic methodologies and oversight controls.

Victor Sesate is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012, including 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, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

Bradley Spadafore is a Benefits & Planning Consultant specializing in Executive Services. In his current role, he assists clients with questions related to employer benefit plans and also provides support with holistic planning and personal investment accounts. Prior to this, Bradley worked as a Change of Ownership Specialist at Vanguard from 2022 to 2023. Outside of his professional responsibilities, Bradley engages in activities such as fishing, football, golf, kayaking, and traveling.

Nancy Naiman is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior roles at The Vanguard Group, Scottsdale Community College, Ann Taylor, and U.S. Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Glenn Shaffer is a CFP® with 23 years of industry experience, currently serving as an advisor at Fidelity. His prior experience includes nearly two decades at The Vanguard Group and a year at Personal Capital Advisors Corporation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods, AI tools, and its role as a registered commodity pool operator.

Kathleen Payne is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Wells Fargo and Lowe’s Home Improvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jeremy Pollard is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has built his career at Fidelity Investments with progressive roles including Investment Management Consultant III, Investment Management Consultant II, and Client Management Representative from 2020 through 2026. Prior to joining Fidelity, Jeremy worked at TD Ameritrade as a National Investment Consultant and Financial Services Representative between 2017 and 2020. Jeremy focuses on client relationships grounded in trust and clear communication, aiming to help clients understand their financial situations and available strategies. He emphasizes translating complex financial concepts into clear, practical guidance and prioritizes understanding each client's goals to make financial planning straightforward and transparent. Outside of his professional work, Jeremy has interests in concerts, food, football, golf, playing musical instruments, and skiing.

Joseph Ellero is a financial advisor with Fidelity in Scottsdale, AZ. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Fidelity, he worked at JR Capital, LLC and has experience in publishing and hospitality. 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. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, leveraging systematic methodologies and oversight controls.

Aimee Kwain is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Valmark Securities, Inc. and Moss Adams Wealth Advisors LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Spenser Scheven is a financial advisor with Fidelity Investments in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Vanguard Group and Rocket Mortgage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Shawn Secody is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at The Vanguard Group, Morgan Stanley, Amazon, and Wal-Mart. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Samin Mozaffari Nejad is a financial advisor at Fidelity with 19 years of industry experience. His career includes roles at firms such as USAA Financial Advisors, The Vanguard Group, and Alaska USA FCU. He also works as an independent contractor in residential real estate sales for family and close friends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive activities include serving as a commodity pool operator and advising multiple registered investment companies and fund-of-funds.

Logan Klug is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at several firms including Sunnyhill Financial, Core Planning, and Equitable Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ashley Johnson is a financial advisor with Fidelity in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining Fidelity, Johnson worked at The Vanguard Group for 12 years and at Breakthrough Real Estate Management for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves a broad range of clients including charitable funds and registered investment companies, with notable use of systematic methodologies and oversight controls.