Samuel Siegal is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes multiple roles at Fidelity Investments and various positions connected to the University of New Hampshire and other local businesses. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and proxy-voting governance.

Charlie Matos is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in real estate and telecommunications, including roles at Premier Realty Group and AT&T. He is also a licensed realtor in Rhode Island, working as an independent contractor guiding clients through property transactions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Colby Leighton is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes roles in the hospitality and food service industries, including positions at The Voyage Irish Pub & Restaurant and The Blacksmith Tavern. He has experience across several small businesses in Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research with quantitative and algorithmic portfolio construction. The firm is involved in managing model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Paul Merlino is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their short- and long-term financial goals. He focuses on developing personalized plans that address the unique needs of each client. Paul has held several roles at Fidelity Investments since 2022, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. His experience spans client relationship management and service within the financial sector. He holds insurance licenses for Arkansas and California.

Melissa Ducie is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. She previously worked at Blackpoint Wealth Management for two years and has a background that includes roles in the hospitality industry. Fidelity’s Strategic Advisers LLC offers 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’s model portfolios draw on a broad universe of mutual funds, ETFs, and ETPs and include oversight of delegated sub-advisers and systematic evaluation of share classes and allocations.

Christopher Lavalley is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at CFS Inc. and involvement with New England Sports Village and Bryant University. 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 serves a diverse client base and is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic methods in research.

Dejvid Shala is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in technology at Busy Dog Basement Technologies and was employed in education with Quincy Public Schools. 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 mutual funds, ETFs, and ETPs. The firm also acts as a registered commodity pool operator and advises multiple registered investment companies.

Charles Shank is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at T. Rowe Price for one year and spent nine years at The Machine Shop. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains formal advisory roles to multiple registered investment companies.

Paul Economou is a CFP® with 19 years of industry experience, currently working at Fidelity Investments. His prior roles include positions at infinex Investments, Calton & Associates, and independent advisory work. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Juan Reynoso is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Uber, Staples, Amazon, and Pine Manor College. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Mitchel Mcgonagle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include multiple positions at Fidelity Investments, as well as work at Yawgoog Scout Reservation and several retail businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Jack Brusso is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience at the DaVinci Center for Community Progress and Wheaton College. Outside of advisory work, he was involved with Stingrays Soccer Camps for five years. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios drawn from mutual funds, ETFs, and ETPs.

James Falvey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Citizens Bank and Santander Bank. Falvey has been with Fidelity Investments since 2021. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad range of investment vehicles.

Joshua Dichiaro is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments in 2024, he held various roles including positions in retail and healthcare. He works within Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Blase Cormier is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His background includes roles with the Boston Red Sox and positions related to athletics and student programs at Suffolk University. 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 manage diversified model portfolios.

Jessica DiNapoli is a Financial Consultant currently working at Fidelity Investments since 2024. She collaborates with clients to develop customized financial strategies aimed at achieving their long and short-term financial objectives. Jessica emphasizes understanding each client's unique situation to create a personalized roadmap toward their definition of success. Prior to her current role, Jessica was a Financial Advisor at Barnum Financial Group from 2015 to 2024. She holds insurance licenses in Arkansas and California. Outside of her professional work, Jessica engages in family activities and enjoys horseback riding, running, snowboarding, traveling, and spending time with pets.

Matthew Powers is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Citizens Securities, Bank of America, Merrill, and Citizens Financial Group. He also worked at DoorDash from 2020 to 2023. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Jacob Summerly is an Investment Solutions Representative III at Fidelity Investments. He works with individuals and families to develop trust and transparency while creating personalized financial strategies that align with their specific goals and preferences. Jacob has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2023. He then served as an Investment Solutions Representative I from 2024 to 2026, followed by Investment Solutions Representative II in 2026, before attaining his current position as Investment Solutions Representative III in 2026.

Robert Sicilia is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to Fidelity, he worked in mortgage lending and other roles outside the financial advisory industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Dan Cabral is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has worked at Fidelity Investments since 2023, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative I and II before his current role. In his professional capacity, Dan partners with clients to understand their short and long-term financial goals and helps build customized financial plans. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional work, Dan has personal interests that include art, comedy, movies, music, and painting.