Apisit Puangpia 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 2022, following four years at JPMorgan Chase Bank and J.P. Morgan Securities. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Joseph Frisella is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Agency. Outside of finance, he has experience working in education and at AHRC NYC, as well as running a business called Mikey Bagels. Fidelity 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. The firm manages diverse portfolios including mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI in research.

Clara Wu is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at New York Life Insurance Company, Merrill, and Tapfin/EY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and use of systematic, algorithm-driven portfolio construction.

Angelo Gallo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Santander Securities, Santander Bank, and Standard Financing. Prior to his advisory career, he spent eight years at the College of Staten Island. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including serving as an advisor to registered investment companies and offering model portfolios through Fidelity Institutional Wealth Adviser.

Steven Mako is a financial advisor at Fidelity with six years of industry experience. He has previously worked at Ameriprise Financial Services and held roles at Iona College and Pelham Bay and Splitrock Golf Course. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Mark Baczek is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory work, he operates a construction company focused on home improvement, renovations, and repairs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research and quantitative analysis, employing systematic and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs.