Brian Cascio is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2013. In addition to his advisory roles, he is affiliated with 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 companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delegates management to sub-advisers while maintaining oversight.

Philip Chiaraluce is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in various roles including at Uber, Amazon, Whole Foods Market, and Manchester Community College. Outside of his advisory work, he has experience working on the produce floor at Whole Foods Market during evenings. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Daniel Gilbert is an Investment Solutions Representative III at Fidelity, where he collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He has been with Fidelity since 2023, initially serving as a Customer Relationship Advocate before advancing to his current role in 2024. In his position, Daniel draws on his experience in client relations and investment solutions to support individuals in navigating their financial journeys. Outside of his professional work, he enjoys comedy, kayaking, movies, and traveling.

Bill Fleming is a Planning Consultant currently employed at Fidelity. In his role, he collaborates with clients to develop personalized financial plans that align with their investment comfort levels and financial goals. His approach emphasizes building relationships based on trust and mutual understanding. Bill has professional experience as a Planning Consultant at Fidelity since 2026 and previously served as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. Prior to that, he worked as a Financial Consultant at Santander Investments between 2021 and 2023. He holds an AR Insurance License. Outside of his professional work, Bill enjoys camping, football, outdoor adventures, and sailing.

Jacqueline Mullen is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2001. Outside of her advisory role, she works as an independent contractor coaching nutrition programs and CrossFit classes. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies including AI and long-term asset allocation strategies.

Kweku Koom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he worked at M&T Bank and held various roles including support advocate at the Sevenhills Foundation, where he provided physical and mental support to individuals with special needs. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

John Gibson is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Amazon.com and spent several years as a homemaker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Jahaziel Martinez is a financial advisor with Fidelity, holding a Series 66 license and currently based in Merrimack, NH. He has one year of industry experience at Fidelity Investments and a background that includes roles at Isabella Med Spa LLC and T-Mobile. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe of funds and ETFs. The firm also holds distinctive roles such as commodity pool operator registration and advisory duties for multiple registered investment companies.

Nolan Kane is an Investment Solutions Representative III at Fidelity Investments. In this role, he works with clients to co-create personalized plans aimed at helping them achieve their financial goals. Nolan has been with Fidelity Investments since 2023, initially serving as a Customer Relationship Advocate before advancing to his current position in 2024. He holds an Arkansas Insurance License. Outside of his professional work, Nolan's personal interests include fishing, football, and golf.

Brian Miller is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Fidelity, he worked at Mass Eye and Ear and Bentley University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies and oversight controls in its management processes.

Nikolla Gjini is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Salem Five Bank, Bleta-Cotti Inc, and Target. Outside of his advisory role, he also works as an Uber driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Thomas Scala is a financial advisor with Fidelity, holding a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments beginning in 2024 and prior experience in sales and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and systematic portfolio construction. The firm serves a diverse client base through discretionary management, fund advisory, and model portfolio solutions.

Brett Frittitta is a financial advisor at Fidelity with six years of industry experience. He previously worked at Putnam Investments for eight years before joining Fidelity Brokerage Services and Fidelity Investments. Frittitta serves as a trustee for the Community Center Trust Lawrence Lodge 902 OSIA, a nonprofit organization focused on managing property maintenance and upgrades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and supports multiple registered investment companies and fund-of-funds.

Sierra Brady is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She has held positions at Granite State Management and Resources, Wentworth Douglas Hospital, and Great Bay Community College prior to joining Fidelity. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and model portfolio platforms.

Nicholas Salafia is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Concord Group Insurance Company and Lincoln Financial Distributors prior to his current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory roles with multiple registered investment companies.

Kyle Vallee is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at GW & Wade Wealth Management LLC and Stoneham Municipal Employees Federal 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive capabilities such as commodity pool operation and advisory roles to multiple registered funds.

Raj Patel is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and previously worked at T-Mobile for seven years before joining Fidelity. His earlier roles include work at 2020 Companies and the University of Massachusetts Lowell. Fidelity’s Strategic Advisers LLC, where Patel is based, 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Shane Crayton is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior work experience includes roles in healthcare, fitness, and education sectors. 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 research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services that include discretionary and non-discretionary management.

Christine Patane is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2012, with additional experience at Premier Mortgage Lending. Outside of her advisory role, she serves as a property manager for a multi-family real estate business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Amy Locke is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Fidelity Brokerage Services LLC since 2014 and has worked across several Fidelity affiliates, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves a unique advisory role for multiple registered investment companies and fund‑of‑funds.