Christopher Menzel is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, E*Trade Securities, and E*TRADE Capital Management. Outside of his advisory role, he works as an independent contractor providing dog walking services in Hoboken, New Jersey. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds distinctive registrations and advisory roles uncommon among large institutional peers.

Liam Fitzgerald is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Redwood Realty Advisors and Joseph W. Sorce Funeral Home. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and serving multiple registered investment companies.

Jake Senchak is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Equitable Advisors and Axa Advisors, as well as work at Oritani Bank. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves an array of clients including registered investment companies and charitable gift funds.

John Dowling is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Amazon and Equitable Advisors. He is part of 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 fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, with a focus on systematic methodologies and long-term asset allocation.

Jonathan Cutrupi is a Planning Consultant at Fidelity Investments, where he collaborates with a team of professionals to assist clients in financial planning. He works closely with clients to identify their priorities and co-create plans that address their unique financial goals and needs. Jonathan has held various roles in the financial services industry, including positions at Fidelity Investments as an Investment Solutions Representative and High Net Worth Service Associate. Prior to that, he served as an AVP, Private Client Banker at J.P. Morgan, AVP, Internal Wholesaler at Cion Investments, and as a Financial Advisor and Client Service Associate at Morgan Stanley. His experience spans client service, investment solutions, and private client banking, contributing to his comprehensive understanding of financial planning and client relationship management.

Scott Graffam is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Foundation Insurance Group and various non-financial positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.