Evanston, IL Office

Nehanda Julot is a financial advisor with Fidelity Investments, holding a Series 66 designation and seven years of industry experience. Prior to Fidelity, Julot worked at Bank of America, Merrill, and taught at Duke University and Duke University Press. Julot also serves as an instructor for a CFP board-certified financial planning course at DePaul University and is the founder of Wealth I Am LLC, which produces storytelling events and creative writing workshops focused on financial literacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing and advising on funds and model portfolios with oversight controls and specialized advisory roles uncommon among large institutional peers.

Thomas Scherer is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes six years at SG Americas Securities, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement with registered investment companies, and delivery of model portfolios through Fidelity Institutional Wealth Adviser.

Steve Lusietto is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Robinhood Markets, TD Ameritrade, and State Farm Insurance. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a diverse range of investment portfolios.

Paul Lucchesi is a financial advisor at Fidelity with 33 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Great Pacific Securities, Nylife Securities LLC, and New York Life Insurance Company. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios, including advisory and fund-of-funds structures.

Richard Byrne is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 42 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Mizuho Americas. 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 that utilize mutual funds, ETFs, and ETPs, and it holds distinctive roles such as CFTC registration and advisory responsibilities for multiple registered funds.