Elisha Goeman is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity Investments, Elisha worked at Bottomline Technologies for four years. 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.

Alice Volkmar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she worked with InsideJapan Tours and taught English online through VIPKid. Outside of her advisory role, she operates a custom illustration business under the name Alice Bradford Art. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products and model portfolios.

John Munro is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Comcast for 11 years. Outside of his advisory role, he owns and operates Hall of Fame Sports Cards, a business involved in listing, sales, and distribution of sports cards via eBay. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering solutions such as discretionary portfolio management and fund advisory.

Joshua Wilson is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes five years at Group 1 Automotive before joining Fidelity Investments. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Timothy Terhune is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Comcast and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of proprietary fundamental research and quantitative analysis to create model portfolios using mutual funds, ETFs, and ETPs, and it utilizes algorithmic portfolio construction and oversight of sub-advisers.

Melissa Maddocks is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Fidelity Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Curtis Petri Jr. is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with various Fidelity entities since 2004 and participates in marketing focus groups outside his advisory role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Matthew Ditullio is a financial advisor with Fidelity, holding a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Solidscape Inc and Contour Design. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Dillon Bigl is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2019. Prior to that, he held roles at Burndy LLC, Hannaford Bros, and RD Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Beth Shaw is a financial advisor at Fidelity with Series 66 and Series 63 credentials and 10 years of industry experience. She has worked within various divisions of Fidelity since 2015. Outside of her advisory role, she creates handmade crocheted items through her small business, BLiS Crochet. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jeffrey Kilbourne is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory role, he is the lead guitarist in a live rock band called Dayz Gone. Fidelity provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios based on systematic methodologies and long-term asset allocation benchmarks.

Tyler Wacker is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. His background includes service in the United States Air Force and roles with the Department of Defense, as well as self-employment in the mobile oil sector. 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, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

John Ronan is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Outside of advisory work, he is involved in axe throwing as an instructor and crafts custom axe handles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting various advisory and fund management roles.

Jared Miller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes positions at Fidelity Investments since 2021, as well as prior roles at Advantage Resourcing LLC and Crescent Group LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and a formal advisory role to multiple registered investment companies.

William Consavage is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to navigate the financial landscape by understanding their priorities and collaborating to build personalized plans aimed at achieving their financial goals. He utilizes Fidelity's platform to provide guidance and support tailored to each client's definition of financial success. William has been with Fidelity Investments since 2020, progressing through roles including Investment Solutions Representative, Investment Management Consultant I and II, before assuming his current position in 2023. He holds insurance licenses in Arkansas and California. Outside of his professional duties, William has interests in fishing, golf, military service, traveling, and volunteering.

Preston Mattson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various roles including at UMass Amherst and in the food service sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base including registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Nick Aspromonti is currently serving as an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to co-create personalized plans aimed at helping them work toward their financial goals. Nick has progressively developed his expertise through various roles at Fidelity Investments, including positions as Investment Solutions Representative II and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. This experience has provided him with a broad understanding of client service and investment solutions. Additional information regarding Nick's education, credentials, personal interests, or community involvement has not been provided.

Blake Thomas is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. He has advanced through several roles at Fidelity, including Investment Solutions Representative, Investment Management Consultant I and II, before attaining his current position in 2022. Blake partners with clients to understand their financial goals and implements strategies to develop comprehensive lifetime financial plans. He holds insurance licenses in Arkansas and California, supporting his ability to provide tailored financial advice. Outside of his professional work, Blake enjoys cars, fishing, golf, outdoor adventures, parenthood, and photography.

Jillian Allaire is a financial advisor at Fidelity with 11 years of industry experience. She has worked at Fidelity Brokerage Services since 2018 and previously at Sullivan and Cogliano and Fidelity Investments. Outside of her advisory role, she serves as a board member of the Putney Pond Neighborhood Association, participating in annual meetings to support community decisions. 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 discretionary and non-discretionary portfolios.

Joseph Rockwell is a financial advisor with Fidelity Investments in Merrimack, NH, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, his background includes roles at Market Basket and involvement with UMass Men's Rugby. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.