Zach Glantz is a Planning Consultant at Fidelity Investments. In his role, he works closely with clients to assist them in achieving financial well-being for themselves and their families. Zach emphasizes building long-term relationships and providing a supportive environment for his clients. He has been with Fidelity Investments since 2022, initially serving as a Workplace Planning Consultant before transitioning to his current position in 2025. Zach holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Zach is interested in baseball, golf, movies, spending time with friends and attending social events, and caring for pets.

Randolph Santana Martinez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles in food service and material handling. He operated a home baking business for one year before beginning his career in financial advising. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, including model portfolios built from mutual funds, ETFs, and ETPs.

Elizabeth Sampson is a CFP® professional with 35 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at Waddell & Reed, Inc. and various insurance agencies. Sampson is also involved with Sampson West & Associates, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by both proprietary and third-party strategies.

Rocco Laurano is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, he spent 11 years at T-Mobile. 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’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Alexander Henriquez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and formal advisory roles to multiple registered investment companies.

Rebecca Gearty is a Planning Consultant at Fidelity Investments, where she partners with clients as part of their dedicated Wealth Management Team to create and maintain personalized financial plans. She has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate and Central Relationship Manager before her current position. Rebecca holds insurance licenses in Arkansas and California, supporting her role in financial planning. Outside of her professional work, she engages in personal interests such as beach activities, cooking and baking, family activities, social events with friends, parenthood, and scuba diving.

Alexander Archetti 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 at The Market at Tuscan Kitchen, LLC for five years and has experience in both education and retail sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Lavallee is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI and long-term asset allocation benchmarks in its model portfolios.

Vylette Leone is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2018. Prior to joining Fidelity Investments in 2025, her background includes roles in education and community work. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages advisory services for multiple registered investment companies.

Michael Flynn is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Digital Federal Credit Union, United Parcel Service, and Marist College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, utilizing proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic portfolio construction and its advisory role to multiple registered investment companies.

Jill Carroll is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a position she has held since 2023. In her role, she collaborates with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at meeting long-term investment goals. Jill's professional experience is centered on investment management consulting within the private wealth management sector. Outside of her professional activities, she engages in personal interests including biking, fitness, hiking, kayaking, visiting museums, and caring for pets.

Nathan Potvin is a financial advisor at Fidelity with 5 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at PillPack by Amazon Pharmacy and the University of New England. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of model portfolios, advisory work for multiple registered investment companies, and incorporation of AI and algorithmic methods in its investment process.

Riley Belleau is an Investment Solutions Representative III at Fidelity Investments. In this role, Riley collaborates with clients to develop personalized financial plans tailored to their short and long-term objectives. By understanding each client's unique circumstances, Riley works with them to design strategies aimed at providing peace of mind and confidence in pursuing their financial goals. Riley has progressed through multiple roles within Fidelity Investments, beginning as a Customer Relationship Advocate in 2022. Subsequently, Riley held positions as a High Net Worth Service Associate and Investment Solutions Representative I and II before assuming the current role of Investment Solutions Representative III in 2026. This experience has provided Riley with a comprehensive understanding of client service and investment solutions. No information regarding education, credentials, personal interests, or community involvement was provided.

Kevin Buttkus is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Fidelity. He has worked within several Fidelity divisions since 2015, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of model portfolios, AI-driven research, and regulatory roles uncommon among institutional peers.

Stephen Lungo is a financial advisor at Fidelity with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Fidelity Investments since 2020. Prior to that, he spent a decade at Horace Mann Investors, Inc. and Horace Mann Insurance. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and model portfolio platforms.

Ryan Stephens is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Before joining Fidelity, he held positions at Amazon LLC, T.S. Deliveries, and Trader Joe’s, where he worked as an employee placing merchandise and assisting customers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and offers services such as discretionary portfolio management and fund advisory.

Michael Burns is a Private Wealth Management (PWM) Investment Management Consultant. In his role, he collaborates with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Michael has been with Fidelity Investments since 2013, holding positions as an Investment Management Consultant III from 2019 to 2023 and as a Portfolio Specialist from 2013 to 2019.

Liam Fee is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Fidelity Investments and the International Association of Privacy Professionals. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios delivered to intermediary platforms.

Welson Cesar is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works with a select group of clients, including individuals, families, and business owners, to build, manage, protect, and transition their wealth in a holistic manner. Welson holds the CERTIFIED FINANCIAL PLANNER™ designation, which underscores his commitment to providing sound financial guidance. Welson's professional experience spans several roles within the financial industry. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2022 to 2025. He also gained experience at J.P. Morgan Chase Bank, N.A., where he was a Private Client Advisor from 2019 to 2022, a Licensed Banker from 2017 to 2019, and a Personal Banker from 2016 to 2017. He holds a California Insurance License. Outside of his professional life, Welson engages in activities such as family time, social events with friends, gardening, hiking, kayaking, and parenthood.

Ronan McCall is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on assisting clients with their financial planning needs and aims to improve financial literacy among those he works with. Ronan emphasizes the importance of balancing health, wealth, and relationships, and collaborates with clients to understand their stories, goals, and challenges to help them achieve their financial objectives. He holds insurance licenses in Arkansas and California, which support his work in providing comprehensive financial advice. Outside of his professional career, Ronan enjoys cooking and baking, fitness activities, spending time at the lake, watching movies, skiing, and traveling.