Thomas Quinson is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior roles include various short-term positions in education and small businesses. 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 uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Tanmeeka Ahuja is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work history includes positions outside the financial industry, and she is also engaged in babysitting on weekends through a platform called UrbanSitter. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Helen Elmiger is a Financial Consultant at Fidelity Investments, a position she has held since 2019. In her role, she works closely with clients to develop and implement financial plans tailored to their individual goals and aspirations. Helen emphasizes empowering clients to take control of their financial futures by encouraging questions and active participation in the planning process. Her approach focuses on connecting clients' dreams and objectives with actionable strategies, whether they are planning for retirement, education, legacy, or other significant life events. Outside of her professional work, Helen has interests in art, beach activities, board games, music, parenthood, and volunteering.

Alexandra Sbordone is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is the sole member of Sbordone Properties LLC, managing an investment property in Philadelphia. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brad Borriello serves as Vice President and Branch Leader at Fidelity Investments, where he partners with Associates to deliver Fidelity's Standards of Care to clients. In this role, he focuses on helping clients strengthen and secure their financial well-being by aligning their preferences with Fidelity's advice to implement personalized financial plans. Prior to joining Fidelity in 2023, Brad held the position of Regional Sales Director at Ameriprise Financial from 2019 to 2023. Before that, he worked as a Financial Services Professional at Morgan Stanley from 2008 to 2019. His career spans over a decade of experience in the financial services industry. Outside of his professional responsibilities, Brad engages in family activities, outdoor adventures, reading, running, soccer, and traveling.

Adam Schwartz is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been a financial consultant with a tenure spanning over a decade, including roles at E*TRADE Financial, AXA Advisors, and Merrill Lynch Wealth Management at Bank of America Corporation. As a Certified Financial Planner, he focuses on assisting clients to manage their cash flow effectively, plan for their futures, and develop financial plans tailored to their individual life stages and goals. Adam graduated from Towson University in 2012 and has accumulated 13 years of experience in the financial services industry. His approach emphasizes the importance of aligning financial plans with clients' personal situations to help them live for today while planning responsibly for tomorrow. Outside of his professional work, Adam has interests in comedy, concerts, football, music, and traveling.

William Oliner is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Equitable Advisors, Rutgers University, Target Rock Partners, New Jersey Institute of Technology, and UBS Financial. 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 fundamental research with quantitative analysis and uses systematic methodologies in constructing portfolios from mutual funds, ETFs, and ETPs.

Joseph Bennett is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 34 years of industry experience. His work history includes roles at HSBC Securities (USA) Inc and HSBC Bank USA National Association before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including the use of model portfolios and oversight of sub-advisers.

Zack Kinsella is a Planning Consultant at Fidelity Investments, where he works to tailor financial plans to meet the unique needs of families. He emphasizes building strong relationships with clients and their families as a core aspect of his professional approach. Zack joined Fidelity Investments in 2023 and has held several roles within the company, including Financial Representative, Relationship Manager, and currently Planning Consultant. His experience spans across client relationship management and financial planning. Outside of his professional work, Zack has personal interests that include fishing, golf, reading, running, tennis, and traveling.

Courtney Mayes is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2015. 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 to create model portfolios from mutual funds, ETFs, and ETPs. The firm also manages multiple registered investment companies and fund-of-funds, employing systematic methodologies and oversight to address potential conflicts of interest.

Jimmy Fairfield-Sonn is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He took a comprehensive approach to financial planning, focusing on trust and prioritizing client needs. His work involves understanding clients' personal goals and developing tailored financial strategies to align with their long-term vision. Jimmy has a continuous history with Fidelity Investments, serving in various roles including Investment Consultant and Financial Representative in 2022, and Workplace Planning Associate from 2020 to 2021. He holds a California Insurance License, supporting his advisory services. He aims to simplify complex financial decisions for clients and provide clarity to help them feel more confident and secure.

Chiara Di Palma is a financial advisor at Fidelity with the Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held roles at Orangetheory Fitness and Marist College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it maintains oversight and advisory roles across multiple registered investment companies.

Janet Kang is a Series 66 licensed financial advisor with 17 years of industry experience, currently working at Fidelity Investments since 2021. Her previous roles include positions at TIAA-CREF and Edelman Financial Services. Fidelity’s Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and applies oversight controls to address conflicts of interest.

Charles Douille Jr. 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 2021, with prior roles at Equitable Advisors LLC and Santa Clara University. Fidelity's Strategic Advisers LLC, where Mr. Douille works, offers investment management and advisory services to retail and institutional clients, incorporating fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm serves a range of clients including registered investment companies and charitable funds, and employs systematic methodologies and AI tools in portfolio management.

Thomas Buckley is a financial advisor with Fidelity Investments in New York, NY, holding the Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at MassMutual, Eagle Strategies (NY Life), and New York Life Insurance. 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 to deliver model portfolios and advisory solutions.

Jane Rogers is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, and Equinox. Jane also has experience outside finance, including roles with the Center for Urban Community Services, New York University, and Core Pilates. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction to create model portfolios, with notable activities including registration as a commodity pool operator and use of AI methods in its research.

Omar Moustafa is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at the same firm from 2024 to 2025. His professional background includes experience as a Platinum Relationship Manager at E*TRADE from Morgan Stanley between 2021 and 2024, as well as roles at Merrill from 2019 to 2021, where he worked as a Senior Investment Specialist and Financial Services Representative. In his practice, Omar focuses on helping clients navigate financial decisions by understanding their goals and priorities. He aims to provide thoughtful and transparent guidance to protect, grow, and transfer wealth while building trusted relationships. In his personal time, he enjoys cooking and baking, fitness, and reading.

Katherine Bruzzese is a financial advisor at Fidelity with eight years of industry experience. She holds a Series 63 designation and has worked at Fidelity Brokerage Services LLC since 2018, transitioning to Fidelity Investments in 2025. Her earlier roles include positions at Gettysburg College and Nutraclick. 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 manage diversified portfolios and model strategies.

Lily Byrnes is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to her advisory career, she held roles in office residence life and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Pierce Mariquit is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He has held various roles within Fidelity, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Senior Representative in Mutual Fund Dividends, reflecting a broad experience in financial services since 2019. Prior to his career at Fidelity, Pierce gained experience as a Student Assistant in Student Financial Services at Marist College from 2015 to 2019. Pierce holds a California Insurance License, supporting his qualifications in the financial industry. His approach involves working closely with clients to develop and implement long-term financial plans tailored to their individual and family goals. He emphasizes building relationships based on trust and transparency and regularly reviews and adjusts plans as clients' needs evolve. Outside of his professional work, Pierce enjoys baseball, beach activities, spending time with family, golf, and skiing.

Nick Ferry is an Investment Consultant at Fidelity Investments, where he works closely with clients to understand their financial situations, priorities, and concerns. He applies a client-first approach to offer guidance tailored to each individual's needs. Nick's experience at Fidelity Investments includes roles as an Investment Solutions Representative 2 and Investment Solutions Representative, as well as Customer Relationship Advocate. He joined the company in 2023 and has progressed through various positions, gaining expertise in investment consulting and client relationship management.

James Evans is a financial advisor at Fidelity with Series 63 and 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Golden Age Capital LLC. Outside of his advisory work, he has experience in a variety of industries including media and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also leverages systematic methodologies and algorithmic portfolio construction in its investment process.

Mark Hollendyke is a financial advisor at Fidelity with Series 63 and Series 66 designations and seven years of industry experience. His work history includes roles at Fidelity Investments and Fidelity Brokerage Services LLC, as well as experience in education and transportation sectors. Strategic Advisers LLC, a Fidelity Investments company where he is employed, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Isaac Guilliams is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Charles Schwab and experience in the French Army. 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. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio management while incorporating systematic methodologies and oversight of affiliated sub-advisers.

Robert Evjen is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has previously worked at Chimera Securities and Churchills. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.