Isabelle Smith is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2014. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Emily Ferrin is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund portfolios, and integrates AI technologies in its investment approach.

Julia Hirsch is a financial advisor at Fidelity Investments with six years of industry experience and holds the Series 66 designation. She has worked at Fidelity since 2020 and has experience outside finance as Marketing Director at the New England Complex Systems Institute, a nonprofit focused on research related to current events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kelly Davies is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Fidelity Investments, Davies worked at the State of New Hampshire Department of Administrative Services in the Office of Cost Containment for three years. Kelly is based in Merrimack, New Hampshire. Fidelity’s Strategic Advisers LLC, where Davies is affiliated, 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Shannon Ponte is a financial advisor at Fidelity with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, with oversight and evaluation designed to address conflicts of interest.

Scot Macdonald is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 1999. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it maintains a formal advisory role to multiple registered funds.

Alyssa Roberts is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience at Compass Innovative Behavior Strategies and The Cheesecake Factory. Outside of her advisory work, she is a member of NextGen Investments LLC, where she meets regularly with the property manager. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory role to multiple registered investment companies and use of advanced technologies in its investment process.

Lindsay Leclerc is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017 and Fidelity Investments since 2025. Prior to her financial career, she worked at St. Joseph Hospital for five years. Outside of finance, she teaches group fitness classes at a local fitness center. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often employing affiliated or unaffiliated sub-advisers and maintaining governance and proxy-voting procedures.

Todd Montwill is a CFP® credentialed financial advisor associated with Fidelity, with 21 years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2004 and joined Fidelity Investments in 2025. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers 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 to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Todd Sweeney is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains oversight of sub-advisers and share class allocations.

Frank Oliver is a financial advisor with Fidelity Investments, holding the Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at various Fidelity entities since 2012, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive use of systematic methodologies and formal advisory roles to registered investment companies sets it apart within the institutional investment space.

Chad Pick is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Fidelity in various roles since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Cory Latham is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2004, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Camden Clark is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, his work history includes roles outside the financial sector, such as positions at Texas Roadhouse, Kitty Hawk Surf Co., Shaw’s Supermarkets, TARGET, and West Marine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on long-term asset allocation benchmarks.

John Purcell is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. His career also includes a year at Columbia Management Investment Advisers, LLC. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, its use of algorithmic and AI-driven strategies, and its registration as a commodity pool operator with the CFTC.

Jessica Skelton is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at Fidelity in various capacities since 2005, 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, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its roles in advising multiple registered investment companies, and its application of AI and formal governance procedures.

Daniel Illg is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Fidelity since 2008, including seven years at Fidelity Personal and Workplace Advisors. Outside of finance, Illg is involved in dance and fitness; he serves as a music director for Kathy Blake Dance Studio and is the sole proprietor of FitFuzion LLC, a dance fitness studio. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it holds a distinctive formal advisory role to multiple registered investment companies and fund-of-funds.

Jason Lenotte is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked in various roles within Fidelity since 2013. Outside of his advisory duties, Lenotte serves as a part-time police officer in Salem, New Hampshire. Fidelity's affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for its model portfolios.

Ronald Cartwright is a financial advisor at Fidelity with 21 years of industry experience and holds the Series 66 designation. He has worked in various capacities within Fidelity since 2005, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Marisa Reilly is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. She has worked at various divisions within Fidelity, including Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages multi-manager and fund-of-funds structures and is noted for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies.