Lutz, FL Office

Asem Hasan is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and Florida Executive Brokers, where he was also a licensed real estate broker involved in property transactions for personal investment. Outside of financial advising, Hasan performs mystery shopping for hospitality businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a mix of proprietary fundamental research and quantitative analysis. The firm offers model portfolios constructed through systematic methodologies and serves multiple registered investment companies, with operations that include delegated management and oversight functions.

Tyler Thomas is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes positions at The Vanguard Group, Inc. and Morgan Stanley. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, emphasizing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of advanced technologies such as AI in its research.

Austin Roberts is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Fidelity, Wells Fargo Clearing, and Wells Fargo Bank. He also has work experience outside finance, including employment with the University of South Florida and Treasure Lanes. 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 utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies and model portfolios.

Francis Stoshak is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Merrill and Florida Atlantic University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods and serves as an adviser to multiple registered investment companies.

William Baker is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Fresh Thyme Markets, Western and Southern, Amazon Air, Bath and Body Works, NASM, ClubMMA, and Oak Hills High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm serves a wide range of investors and maintains distinctive roles such as commodity pool operator registration and advisory responsibilities to multiple registered investment companies.