Brian Lewin is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Fidelity Investments since 2005, including roles at Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Roger Roeding is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of systematic methodologies, AI-driven research, and its role as a commodity pool operator and advisor to multiple registered funds.