Susan Lane is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Her prior roles include positions at Allstate Insurance Company and New York Life Insurance Company. 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 diversified portfolios and model investment solutions.

Natalie O'Reilly is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, as well as at Mid-American Wealth Advisory Firm and The Vanguard Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios comprised of mutual funds, ETFs, and ETPs.

Brent Chadwick is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and E*Trade Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Angela Bloom is a financial advisor at Fidelity with 20 years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 1995, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it serves a notable role in advising multiple registered investment companies and delivering model portfolios for Fidelity Institutional Wealth Adviser.