Randy Von Bargen is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior employment includes roles at LPL Financial, Cuna Brokerage Services, SchoolsFirst FCU, JP Morgan Securities LLC, and JPMorgan Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Mark Williams is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Amazon for three years and held various other positions including a significant tenure at Red Lobster. 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 blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, with oversight controls and algorithmic methodologies integrated into its investment process.