Scott Langlais is a CFP®-designated financial advisor with 27 years of industry experience, currently with Fidelity. He has previously worked at LPL Financial and MONECO Advisors and has spent multiple years with Fidelity Investments and its brokerage services. Outside of finance, Langlais is a partner in an indoor golf simulator business in Fairfield, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Colleen May is a CFP® professional at Fidelity with eight years of industry experience. She has been with Fidelity Investments since 2017, with prior roles at Providence College and ParsonsKellogg. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its commodity pool operator registration and formal advisory role to multiple registered investment companies.

Loren Gough is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He has worked with Strategic Advisers since 2002 and Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, he is a classic car owner involved in vintage car and truck rentals. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Susan Galley is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2025. In this role, she works closely with high-net-worth families, focusing on building strong client relationships and providing guidance to help clients utilize Fidelity's resources effectively. Prior to her current role, Susan served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. Her professional experience also includes positions as a Territory Specialist at Franklin Templeton from 2021 to 2023, an Investment Advisor Representative at Aspectuck Financial Management, LLC from 2019 to 2021, and as Sales and Marketing Director and COO at SSR LLC from 2017 to 2019.

Aaron Francis is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.