Mesa, AZ Office

Ron Schonscheck is a financial advisor with Fidelity in Mesa, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. His previous roles include eight years at The Vanguard Group, Inc. and running his own business in design and graphics. 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 process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Robert Rosenfeld is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. His current role at Fidelity began in 2021. Fidelity’s Strategic Advisers LLC offers 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 noted for its use of AI and systematic methodologies in managing diversified portfolios and serves as an advisor to multiple registered investment companies.

Michael Spiro is a CFP® with 29 years of industry experience, currently serving at Fidelity Investments. He previously worked at The Vanguard Group, INC. for 24 years before joining Fidelity. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, with additional roles in commodity pool operations and advisory services to registered investment companies.

Chad Mclain is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory support for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Hanna Torres is a financial advisor with Fidelity Investments in Mesa, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., The Prudential Insurance Company of America, and Albertsons. Outside of her advisory work, she is an independent health and wellness consultant for Arbonne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Logan Radke is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity since 2021 and previously held roles at Equitable Advisors and other organizations. Outside of his advisory work, he serves as the offensive coordinator and football coach for Desert Mountain High School in Scottsdale, Arizona. Fidelity’s Strategic Advisers division 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 a range of funds and model portfolios.