Connor Donnelly is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. His responsibilities include understanding clients' priorities and retirement expectations to support their financial planning needs. Connor collaborates with clients to develop personalized financial plans, implement appropriate strategies, and make adjustments as their circumstances evolve. Connor's experience at Fidelity Investments spans several roles, including Investment Solutions Representative II (2025-2026), Investment Solution Representative I (2024-2025), and Customer Relationship Advocate (2022-2024). This progression reflects his accumulated expertise in investment solutions and client relationship management. Outside of his professional work, Connor enjoys attending concerts, hiking, and traveling.

Nicholas Pellechio is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he held roles at DoorDash, Robert Half, TEK Systems, and the University of Rhode Island. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Bennett Hicks is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Parsons Capital Management and Cheetah Capital in 2023. Outside of his advisory work, he serves as a Level 1 referee for USA Hockey. 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 across various asset classes. The firm’s approach includes discretionary and non-discretionary management, model portfolio delivery, and oversight of affiliated and unaffiliated sub-advisers.

Kyle Brough is a CFP® professional with 10 years of industry experience, currently serving at Fidelity. He has worked with Fidelity Investments since 2025 and with FIDELITY Brokerage Services LLC since 2015. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of model portfolios built from mutual funds, ETFs, and ETPs.

Carl Baton is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. In his current position, Carl partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Carl emphasizes forming strong relationships with his clients and their families, prioritizing trust, reliability, and competency in his work. His experience encompasses client relationship management and investment solutions within the financial services industry. Outside of his professional responsibilities, Carl's personal interests include attending concerts, fitness activities, exploring food, running, playing tennis, and traveling.

Benjamin Tuck is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held positions at Whole Foods Market, SOLGUD Robotics, Lowes, and worked at UMASS Amherst and UMASS Lowell. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kyle Brow is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Granite Links, a semi-private golf club, where he served guests at events. 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 fundamental research with quantitative analysis and systematic portfolio construction, and it serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Christopher Lombardi is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He works closely with clients to understand their short and long-term financial goals and develops customized financial plans to meet their unique needs. Building strong relationships with clients and their families is a central focus of his approach. Christopher has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, High Net Worth Service Associate, and Investment Solutions Representative at various levels. His experience spans client relationship management and investment solutions. He holds an Arkansas Insurance License. Outside of his professional work, Christopher enjoys camping, hiking, outdoor adventures, and snowboarding.

Benjamin Lobel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Alku and Element Productions, where he was involved in administrative tasks for a full-service video production company. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. Their investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction.

Aidan Lovett is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held roles in various fields including landscaping, event parking logistics, and athletics administration. He has experience working with Tufts University’s Athletic Department and regional hockey organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm employs a systematic investment approach that combines fundamental research with quantitative analysis and uses model portfolios constructed from mutual funds, ETFs, and ETPs.

Reina Flannery is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company, with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Northwestern Mutual. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work and fund advisory.

Brendan Burke is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2023. Prior to his current role, he held positions at Bridgewater State University and was involved with Lab Baseball and Centerville Fitness. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

William Metayer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked in various roles including music production as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Anthony Lawrence is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Demo's Pizza Factory and the Community College of Rhode Island. Strategic Advisers LLC, a Fidelity Investments company, 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 to develop model portfolios and serves as an advisor to multiple registered investment companies.

Jaden Stefanski is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Jaden advanced through several positions within Fidelity Investments, including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, demonstrating a progressive career within the firm since 2022. In his role, Jaden focuses on collaborating with clients to understand their unique financial needs and goals, developing personalized strategies aimed at pursuing lifetime financial objectives. He holds insurance licenses in Arkansas and California, supporting his professional capacity to serve clients in these states. Outside of his professional work, Jaden enjoys boating, fishing, golf, and skiing.

Kristen Kauffman is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2021 and previously spent nine years at Bank of America and Merrill. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered funds and model portfolio platforms.

Connor Deehan is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes roles at Mass Control Center Inc., Vassar College, and Westwood Public Schools. He also worked at the Paramount Men's Lacrosse Camp. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Ivan Colon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience with organizations including the Rhode Island Philharmonic Orchestra and Music School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Dylan McSparren is an Investment Solutions Representative III at Fidelity Investments. He collaborates with individuals and families to develop trust and transparency, aiming to create personalized financial strategies that align with their specific goals and preferences. Dylan has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2022 and subsequently advancing through three levels of Investment Solutions Representative from 2023 to the present. Outside of his professional work, Dylan has interests in beach activities, food, golf, music, snowboarding, and traveling.

Jack Ouellette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021 and prior positions at Providence College and Metacomet Country Club. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves a broad client base including registered investment companies and charitable funds.