Paula Villarruel Saavedra is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles in various sectors such as education, retail, and employment services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of AI-driven research methods.

Kevin Riley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at the U.S. Department of Commerce, U.S. Census Bureau, and has also held various positions in marketing and delivery services. Outside of advisory work, he has experience as a delivery driver for platforms such as Spark and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, delivering services to both retail and institutional investors.

Ryan Peterson is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis in its investment process. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and registration as a commodity pool operator.

Samuel Siegal is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes multiple roles at Fidelity Investments and positions at the University of New Hampshire and The Matterhorn. Strategic Advisers LLC, a Fidelity Investments company, 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 manage model portfolios composed of mutual funds, ETFs, and ETPs.

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 the Series 63 and Series 66 designations and two years of industry experience. She previously worked at Blackpoint Wealth Management and has a diverse background including roles in hospitality and country club management. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Lavalley is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at CFS Inc. and Bryant University. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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 designations and four years of industry experience. He previously worked at T. Rowe Price and spent nine years at The Machine Shop before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and model portfolios.

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.

Anthonellis Morel is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Morel held roles at Power Home Remodeling and Johnson & Wales University. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

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 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held positions in various sectors including retail and healthcare. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies and formal advisory roles with registered investment companies.

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 five years of industry experience. He holds the Series 66 designation and previously worked at Citizens Securities, Bank of America, Merrill, DoorDash, and Citizens Financial Group. 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 fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios made up of mutual funds, ETFs, and ETPs.