Dennis Oh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Securities and Capital Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Thomas Davis is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following prior roles at Wells Fargo Bank and Wells Fargo Clearing Service. He practices within 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 deliver model portfolios and advisory services.

Bianka Guzman is a financial advisor at Fidelity with 10 years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2025 and previously spent five years at Merrill. Outside of her advisory role, she is a partner in MBD Rental Solutions, LLC, where she manages rental payment collections and property maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.