Chidozie Obidegwu is a CFP® professional at Fidelity with 16 years of industry experience. He has worked at various Fidelity entities since 2011, including Fidelity Brokerage Service LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Eric Guerrero is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, Guerrero serves as Board President for Defensores De La Cuenca, a watershed conservation organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multi-manager fund structures and delivers model portfolios while maintaining oversight of sub-advisers and addressing conflicts of interest.

Rashaka Caldwell is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Caldwell worked at Caribou Financial and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Daisy Guzman is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Fiducient Advisors and has held various roles prior to her current position. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and funds.