Shultz Pierre Louis is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He has accumulated extensive experience in the financial services industry, with previous positions at Fidelity Investments including Workplace Planning Consultant III and II, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative Full Trader. Prior to his tenure at Fidelity, he worked as a Senior Specialist II at JP Morgan Chase from 2013 to 2015. Mr. Pierre Louis holds the designations of Certified Private Wealth Advisor Certificant, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER™ professional. He is licensed to provide insurance services in Arkansas and California. He is fluent in Creole, French, and Spanish. Outside of his professional work, Mr. Pierre Louis has interests in reading and soccer.

Ian Vasquez is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has been with Fidelity Investments since 2021. Prior to his current role, he held positions in various fields, including property maintenance, retail, and education. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers model portfolios built from mutual funds, ETFs, and ETPs, and serves both retail and institutional investors with an emphasis on systematic methodologies and asset allocation benchmarks.

Timothy Dodge is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and other firms including TD Ameritrade and Scottrade. Outside of his advisory role, he serves as a member at large on the board of directors for the Londonderry Athletic Field Association, a nonprofit youth sports organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies and use of AI-driven research methodologies.

Justin Fannion is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019, following five years at Loomis Armored US. Fidelity 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Austin Schwartz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity Investments and prior experience in other business ventures. Strategic Advisers LLC, a Fidelity Investments company, 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 manages a variety of portfolios, including fund-of-funds and model portfolios, and operates with oversight of affiliated and unaffiliated sub-advisers.

Andy Teodorescu is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2023. His prior work includes roles at Citizens Bank and TD Bank, as well as entrepreneurial experience running Lotus Mind Body Inc. from 2007 to 2020. 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 to manage diversified model portfolios.

Steven Mongelli is a financial advisor at Fidelity with seven years of industry experience. He previously worked at Citizens Investment Service and Edward Jones Investments and served nine years in the U.S. Army National Guard. Outside of his advisory role, he works as a call firefighter for Townsend Fire-EMS in Massachusetts. 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 a variety of portfolios, including fund advisory and model portfolios, and is noted for its use of algorithmic methods and its role as a commodity pool operator.

Kristy Koehler is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked at UnitedHealth Group for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers management and consulting services, including advisory roles for registered investment companies and model portfolio delivery for intermediary platforms.

Bradford Deluca is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, American Income Life, Southern New Hampshire University, and United Parcel Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a diverse client base including registered investment companies and charitable funds.

Anuradha Nandakumar is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2015. Nandakumar is currently based in Merrimack, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Philip Pichel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions in education and community organizations such as Kartwheel Kids and Grafton Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and delivery of algorithmically constructed model portfolios. The firm integrates fundamental research with quantitative analysis and manages portfolios using systematic methodologies and long-term asset allocation benchmarks.

Bryan Delaney is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Fidelity Investments since 2020, following prior roles at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory work, he is a notary public for the state of New Hampshire. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Andrew Schiller is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial roadmaps that align with their goals and priorities. He joined Fidelity Investments in 2022, initially serving as a Workplace Planning Consultant before transitioning to his current role in 2025. Andrew holds insurance licenses in both Arkansas and California, which support his professional expertise in financial planning and workplace consulting. Outside of his professional activities, he has an interest in cars, fishing, golf, lake activities, and skiing.

Braxton Gianino is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Gpac and eXp Realty LLC and has experience in both real estate and hospitality sectors, including operating a café. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm serves a diverse client base and holds roles such as commodity pool operator and advisor to multiple registered investment companies.

Emily Zimmermann is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to her current role, she owned and taught at Dream Ballet School, which reflects her involvement in dance education alongside her advisory career. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of advanced methodologies including AI and algorithmic tools.

Alexandrea Solms is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, she worked at Park Square Executive Search and held various roles at educational institutions including Blair Academy and The Lawrenceville School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivering model portfolios using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies and the use of algorithmic methods and AI in research.

Kyle Frank is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at FanTrax, Dick's Sporting Goods, and Pitcher List. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients, including 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 offers services such as discretionary portfolio management and fund advisory.

Camille Sweet is a financial advisor at Fidelity with a Series 66 designation and one year of experience. Prior to joining Fidelity, she held roles at Macleod Enterprises, Quinnipiac University, Seadog Brewing Company, and Guac N' Roll. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Jennifer Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has held roles at Fidelity Brokerage Services since 2017 and currently works at Fidelity Investments. Prior to her finance career, she was self-employed in the salon industry and briefly owned a local beauty barre. 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 across mutual funds, ETFs, and ETPs.

Thomas Gonzalez is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked in various roles including multiple positions at the University of Rhode Island and service at the Essex County Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs proprietary research combined with quantitative and algorithmic portfolio construction and serves a broad client base through discretionary and non-discretionary advisory services.