Joshua Folsom is an advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked at American General Life Insurance, AIG Capital Services, and has experience in education through roles at VIPKID HK LTD and Foreign Language Teaching and Research Press. 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 utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Samuel Clark is a CFP® and Series 63 licensed advisor with 11 years of industry experience, currently working at Fidelity since 2021. He previously spent seven years at Charles Schwab. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Caleb Green is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios drawn from mutual funds, ETFs, and ETPs.

Mahib Shroff Hemani is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. His prior roles include positions at Edward Jones, The Wealth Builders Group, Flowserve, and the University of Texas at Austin. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and other advisory services.

Ryan Tolle is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2001, serving in various roles including Vice President, Executive Planning Consultant from 2019 to 2026, and Portfolio Specialist from 2003 to 2006. Prior to joining Fidelity, he worked as a Client Services representative at Ameritrade from 2000 to 2001. Ryan is a Certified Financial Planner™ with 25 years of experience in the financial services industry. He holds a California Insurance License. His approach emphasizes partnering with clients to understand their short-term and long-term goals and developing customized financial plans. He prioritizes forming strong relationships based on trust, reliability, and competency.