Stephen Wise is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2018. Prior to this, he was associated with Southern New Hampshire University and Duffley Development. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers formal advisory services to multiple registered funds.

Thomas Baker is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2002. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors through investment management and advisory services. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it holds roles unique among large institutional advisors such as CFTC registration and advisory responsibilities to multiple registered investment companies.

Alexander Merrill is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 8 years of industry experience. He has worked at various entities within Citizens Bank and Fidelity Investments since 2015. 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 combines proprietary fundamental research with quantitative and algorithmic methods, and serves in advisory roles to multiple registered investment companies and funds.

Steven Turpin is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments since 2021, with prior roles at Santander Bank, Santander Securities, and Citizens Bank. Before entering the financial sector, he spent four years at Gordon College. 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, and offers model portfolios constructed from mutual funds, ETFs, and ETPs.

Michael Mancino is a Planning Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans. His approach involves understanding clients' financial goals, investment comfort levels, and overcoming any challenges to help them focus on what matters most. He emphasizes transparency and builds client relationships based on trust and mutual understanding. Before his current role, Michael served as a Workplace Planning & Advice Consultant at Fidelity Investments from 2023 to 2025. He holds an Arkansas Insurance License, which complements his financial planning expertise. Outside of his professional work, Michael has personal interests that include cooking and baking, fishing, fitness, golf, parenthood, and soccer.

Neelam Farooq is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2010. She focuses on helping clients grow, preserve, and manage their wealth, assisting them in achieving their financial goals and well-being. Her professional experience at Fidelity Investments spans over two decades, beginning in 1999 as a TEMPWORKS employee. She progressed through roles including Service Representative from 2000 to 2005, Premium Services Representative and Income Planning Consultant from 2005 to 2007, before assuming her current role. Neelam holds insurance licenses in Arkansas and California.

Michael Roberson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. His role involves partnering with clients to work towards their financial success, emphasizing personalized collaboration to understand each client's vision and goals. Prior to this, he held several roles at Fidelity, including Regional Center Planning Consultant - Premium (2022-2023), Workplace Planning Consultant III (2021-2022), Workplace Planning Consultant II (2020-2021), Workplace Planning Consultant I (2020), and Workplace Planning Associate (2019-2020). Michael holds insurance licenses in Arkansas and California. Outside of his professional career, he enjoys baseball, comedy, family activities, football, outdoor adventures, and reading.

Trevor Eisley is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he operated The Wobbly Sawhorse, a custom home decor business, and currently engages as a meditation teacher and wellness coach focusing on emotional and spiritual support. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment products.

Jonathan Allen is a Series 66 licensed financial advisor at Fidelity with six years of industry experience. His previous roles include positions at Comcast Corporation and Jayme's Fund. He has been with Fidelity and its related entities since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Michael Zangri is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Allegro Microsystems and Dakota Systems Inc. His background includes roles outside of the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds a distinctive role in managing registered investment companies and delivering model portfolios using systematic methodologies.

Christopher Bell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1998, where he has gained extensive experience in various roles including Private Access Relationship Manager, Premium Services Representative, and Financial Representative. Christopher specializes in developing customized financial strategies that are flexible and tailored to meet the unique needs of each client. He holds insurance licenses for Arkansas and California. Christopher emphasizes understanding each client's individual goals and works collaboratively to develop and maintain financial plans that align with their investment strategies. Outside of his professional responsibilities, Christopher enjoys boating, golf, kayaking, and traveling.

Nicholas Kotkowski is a financial advisor with Fidelity, holding a Series 66 designation and 10 years of industry experience. His background includes roles at Edward Jones from 2016 to 2019 and Fidelity Brokerage Services LLC since 2019. Nicholas is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of model portfolios and advisory solutions.

Arianna Cariglia is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at New York Life and various service industry jobs, as well as involvement with Shooting Stars Performing Arts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm supports retail and institutional investors through discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Christopher Sullivan is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Ameriprise Financial and involvement with Lee Schneller Fine Gardens. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including advisory services to multiple registered investment companies.

Ryan Hall 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 Cafe Chew and held various roles at the University of Massachusetts Amherst and local recreation departments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that integrates 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.

Jennifer Duval is a Series 66-registered financial advisor with Fidelity, based in Merrimack, NH, and has six years of industry experience. Her prior work includes roles at Arbonne International as an independent consultant in direct sales and twelve years with Milford High School SAU #40. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Shant Der Stepanian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he served in the U.S. Navy from 2021 to 2025 and currently serves in the U.S. Navy Reserves. He has also been involved with the Belmont Tennis Club. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe and holds distinctive roles including registered commodity pool operator and advisor to multiple registered investment companies.

Dimitri Hatzelamprou is an Investment Solutions Representative III at Fidelity Investments. In his role, he helps individuals and families work towards their financial goals through tailored investment strategies and personalized guidance. Dimitri focuses on translating complex financial concepts into actionable plans that empower clients to make confident financial decisions. Dimitri joined Fidelity Investments in 2023 and has held several positions within the company, including Customer Relationship Advocate and High Net Worth Associate before becoming an Investment Solutions Representative. He holds a Bachelor of Arts degree in Finance and Accounting from Saint Anselm College. Outside of his professional work, Dimitri is involved in family activities and enjoys fitness, golf, and traveling.

John Bradshaw is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Soake Pools for three years and Atkinson Thin Film for 28 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolio delivery, with distinctive capabilities including commodity pool operation registration and advisory roles to multiple registered investment companies.

Thomas Guichard is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior background includes service in the United States Marine Corps and various roles while completing his education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investable securities.