Eric Mattison is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Travis Stewart is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Stewart is based in Merrimack, NH. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles for multiple investment funds.

Tracy Boyd is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Inc. since 1996, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on a variety of investment portfolios, including model portfolios delivered to intermediary platforms.

Jefferson Phillips is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliates since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

John Skillings is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with various divisions within Fidelity since 2008, including Fidelity Personal and Workplace Advisors and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Brandon Ecklund is a Financial Consultant at Fidelity Investments, serving clients since 2025. He specializes in creating and maintaining holistic financial plans and personalized investment strategies tailored to the unique situations of individuals and families in the North Shore area. Brandon has held several roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. His experience encompasses various aspects of financial consulting and investment services. He is dedicated to assisting clients in planning for retirement and managing life events, aiming to be a consistent and trusted contact throughout their financial journey.

Matthew Houghton is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Keith Daigneault is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Investments in various capacities since 2005. Outside of his advisory role, he is involved with GPS Coaching, where he meets with individuals to help them make progress toward greater personal fulfillment. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages diverse client portfolios, including fund advisory and model portfolios, and maintains distinctive roles such as a registered commodity pool operator and advisor to multiple registered investment companies.

Drew Fetzner is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 66 designation and has worked across various Fidelity business units since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. His prior experience includes a position at Valic Financial Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and systematic methodologies to deliver managed portfolios and advisory solutions.

Andrew Kazanowski is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios. The firm is noted for its role as a commodity pool operator, its advisory work for multiple registered investment companies, and its use of advanced technologies such as AI in research.

Sarah Melendez is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity. She has been with Fidelity Investments in various roles since 2006. Outside of her advisory work, she contributes to the Prospects Athletic Foundation by assisting in organizing fundraising events and creates content for her personal TikTok account. Sarah is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

David Eaton is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fidelity and its affiliates since 2006, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes fundamental research combined with quantitative analysis and algorithmic portfolio construction.

Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments since 2015, following prior roles at Santander Securities LLC and Citizens Securities, Inc. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

John Mahan is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its related entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Adam Gabryjelski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has been with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Thomas Scribner II is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple sub-advisers while serving distinct roles such as commodity pool operator and formal advisor to various funds.

Jennifer Slowikowski is a CFP® professional with over 21 years of industry experience. She is currently with Fidelity, where she has worked in various roles since 2004. Her credentials also include the Series 63 designation. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios across various asset classes, and it has a notable role in managing registered investment companies and developing algorithmic investment strategies.

Kevin Barbosa is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Citizens Bank from 2014 to 2018 before joining Fidelity Brokerage Services LLC and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios, including model portfolios delivered to intermediary platforms.

Tyler Houghton is a CFP® with 19 years of experience in the financial services industry. He has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors and currently at Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

Andres Onoa Aguirre is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following roles at St Marys Bank and Members First Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI-driven research, and a formal advisory role to multiple registered investment companies.