Matthew Sasso is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has been affiliated with Fidelity Investments and its associated advisory units since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Allison Moreira is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Fidelity Brokerage Services since 2010 and has been with Fidelity Personal and Workplace Advisors since 2018. Moreira is currently based in Merrimack, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Amaris Beal is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight through affiliated or unaffiliated sub-advisers.