Liam Robinson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and one year of industry experience. His previous roles include positions at Northwestern Mutual and various non-financial companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive features such as CFTC registration and use of AI in research.

Tyler Manning is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked at various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Shauna Rooksberry serves as Vice President and Financial Consultant at Fidelity Investments. In this role, she leverages over a decade of experience to assist clients in building wealth, navigating life changes, and preparing for their financial futures. Shauna emphasizes the importance of financial planning and is committed to Fidelity's values of integrity and client-first service. Her tenure at Fidelity includes positions such as Relationship Manager, Financial Consultant, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Licensed Financial Representative, spanning from 2012 to the present. Shauna holds insurance licenses in Arkansas and California.

Sean Chartier is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in roles outside the financial sector, including at Atlantic Family Dental and Beacon Funding. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with an emphasis on model portfolios and oversight controls.

Matthew Murphy is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Fidelity Personal and Workplace Advisors since 2018. 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 in their investment approach. The firm also serves as an advisor to registered investment companies and constructs model portfolios using systematic methodologies.

Brian Sim is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to various clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Brian Kenny is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Fidelity, he worked at Somerset Hills YMCA. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while addressing potential conflicts of interest.

Arthur Mcsweeney is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include multiple positions at Citizens Securities, Inc. and Citizens Bank. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Ryan Charette is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2000. Outside of his advisory role, he serves as an Emergency Medical Technician with the New Boston Fire Department. 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 multiple registered investment companies and its use of advanced technologies such as AI in portfolio management.

Konnor Dutton is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles outside the financial sector, such as a five-year tenure at Pizza Pizzaz and positions at Fitchburg State University. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Paul D'amico is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has been with Fidelity Investments since 2007 and has served with Fidelity Personal and Workplace Advisors since 2018. 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 combines proprietary research with quantitative analysis and algorithmic methods to construct model portfolios from a broad investable universe, applying oversight controls and managing conflicts of interest.

Liam Downing is a financial advisor at Fidelity with Series 65 and Series 63 certifications and one year of industry experience. Prior to joining Fidelity, he worked at Triumvirate Environmental for two years. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Hannah Boisvert is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. She has worked with Fidelity Investments since 2020, including her current role which began in 2025. Prior to her career in finance, Boisvert held various positions in retail and community college settings. Strategic Advisers LLC, a Fidelity Investments company where Boisvert works, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, diversified model portfolios.

Raymond Connolly is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role at Fidelity, he worked in various positions including a long tenure with the Manchester School District from 2007 to 2021 and brief roles in the food and beverage industry. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and fund advisory services.

Brittany Dunn is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior work includes roles at Northwestern Mutual, InstaCart, and Homegoods. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Heidi Stearns is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments in 2026, she held various roles in wireless communications and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm oversees multiple registered investment companies and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Charles Driscoll is a financial advisor with Fidelity Investments, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at New York Life Insurance Company and United Parcel Services. Outside of his advisory work, he is involved in reselling designer shoes and creating related sales content. 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 manage portfolios across mutual funds, ETFs, and ETPs.

Alexis Fajardo is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Fidelity Investments in 2025, Alexis worked at Fidelity Brokerage Services LLC since 2019 and held positions at Custom Wireless and Autozone. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a formal advisory role in multiple registered funds and established governance procedures.

Melise Vance is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she supports clients in working towards financial success by partnering with them and their Wealth Planners to ensure that financial plans meet their needs both now and into the future. Prior to her current role, Melise served as a Relationship Manager at Fidelity Investments from 2017 to 2025. She holds insurance licenses in Arkansas and California. Outside of her professional work, Melise enjoys board games, family activities, singing, traveling, and volunteering.

Steven Gontarz is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 15 years of industry experience. He has worked with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds distinctive registrations and advisory roles uncommon among large institutional peers.