Luke Tindall is a financial advisor at Fidelity with the Series 66 designation and six years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, FormulaFolios, and Calvin College. Fidelity’s Strategic Advisers LLC 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 systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Richard Reasoner is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill, Arkadios Wealth Advisors, Arkadios Capital, ACG Wealth, Banc of America Investment Services, Truist Investment Services, and Citigroup Global Markets. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios primarily composed of mutual funds, ETFs, and ETPs.