Aron O'grady is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, he worked at Catholic Medical Center and CPIN. Outside of his advisory role, he personally creates and sells handmade leather products. Strategic Advisers LLC, a Fidelity Investments company, 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 portfolios across multiple investment vehicles.

Asa Fiske is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Alku, Digital Federal Credit Union, and Granite State Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

David Eaton is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fidelity and its affiliates since 2006, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes fundamental research combined with quantitative analysis and algorithmic portfolio construction.

John Zhao is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity since 2021. Outside his advisory role, he has worked as an independent contractor for Prolific Academic Ltd, an academic research firm. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments since 2015, following prior roles at Santander Securities LLC and Citizens Securities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Dominick Riccio is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes multiple roles at Fidelity Investments as well as positions at the University of New Hampshire and Pembroke Pines Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles with multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

John Mahan is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its related entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Adam Gabryjelski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Lorens Jorgensen is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various capacities since 2007, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Prior to Fidelity, he was with Ameriprise for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Thomas Scribner II is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple sub-advisers while serving distinct roles such as commodity pool operator and formal advisor to various funds.

Zachary Kirby is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Home Depot and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm is notable for its use of algorithmic methods and AI in portfolio construction and its advisory role to multiple registered investment companies.

Thomas Kraemer is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at State Street Corporation. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs, and maintains oversight of affiliated and unaffiliated sub-advisers.

Jeffrey Dewolfe is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Pruco Securities LLC and Great West. Dewolfe has been with Fidelity since 2021. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Meagan Glancy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and United Parcel Service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lisa LaPierre is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2018. She has worked with Fidelity Investments since 2006, progressing through various positions including Financial Consultant, Retirement Solutions Representative, and Senior Investment Representative. Her career at Fidelity reflects extensive experience in financial planning and wealth management. Throughout her career, Lisa has focused on assisting families in diverse situations by developing customized wealth plans that address their unique goals. She emphasizes building trusted advisor relationships through a family-focused approach. Lisa holds insurance licenses for Arkansas and California, supporting her comprehensive financial services. Her professional background demonstrates a long-standing commitment to financial planning and client service within Fidelity Investments, spanning over a decade in multiple advisory and relationship management roles.

Jennifer Slowikowski is a CFP® professional with over 21 years of industry experience. She is currently with Fidelity, where she has worked in various roles since 2004. Her credentials also include the Series 63 designation. She is part of 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 proprietary fundamental research and quantitative analysis to construct model portfolios across various asset classes, and it has a notable role in managing registered investment companies and developing algorithmic investment strategies.

Sheldon Jones is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Santander Securities, LLC, Santander Bank, NA, GWFS Equities, Inc., and OneMain Financial Group, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies.

Bryson Geary is a Financial Consultant at Fidelity Investments, where he partners with individuals, families, and businesses to develop and manage financial plans aimed at achieving financial peace of mind. He serves as a primary and trusted advisor, ensuring clients' plans are clear, comprehensive, and adaptable to changing goals and life events. Bryson has been with Fidelity Investments since 2016, progressing through roles including Financial Associate, Workplace Planning & Advice Consultant I through III, Client Management Representative, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position in 2023. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Bryson enjoys activities such as spending time at the beach, family activities, fitness, and skiing.

Michael Madigan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Esler Companies and IMS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

Adam Gourley is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.