William Andam is a financial advisor with Fidelity Investments and holds Series 66 and Series 63 licenses. He has two years of industry experience and has previously worked at RemoteMode, Handy Technologies, Kukom Initiative, and Compass Group. Outside of his advisory role, he is an officer at Forge Point Capital LLC, a company that buys and renovates distressed assets, and he also works as an independent contractor for rideshare and food delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory solutions, including fund advisory and model portfolio delivery, with distinctive features such as its registration as a commodity pool operator and its use of AI in research processes.

Jamie Tailford is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Prior to joining Fidelity, he worked for over two decades at J. Alexander's LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of model portfolios, commodity pool operator registration, and advisory roles with multiple registered investment companies.

Randolph Roark is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked briefly at Equitable Advisors LLC and has experience in other fields including roles at Ephemeral Toast and Icon Collective College of Music. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.