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Peter D

Series 63, Series 66

Smithfield, RI

Fidelity

Peter Day is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments and teaching positions at Bryant University and Bristol Community College. Outside the financial industry, he has experience in the hospitality sector, having worked at Briggs Corner Pizzeria and The Ice Cream Barn. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
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Michael R

Series 66

Smithfield, RI

Fidelity

Michael Rivera is a Financial Consultant currently working at Fidelity Investments since 2024. He has over 20 years of experience in the financial advisory field, having held positions at Barnum Financial Group from 2009 to 2022, Merrill Lynch from 2005 to 2009, and Morgan Stanley from 2001 to 2005. Michael specializes in partnering with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. He focuses on understanding his clients' unique situations to provide comprehensive guidance and strategies for their financial planning needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys activities such as camping, cooking and baking, fitness, outdoor adventures, and parenthood. He is also involved in volunteering.

Wealth management Passive / index investing Active portfolio management Parents
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Nicholas P

Series 63, Series 66

Smithfield, RI

Fidelity

Nicholas Provenzo is currently an Investment Management Consultant II. He has been working as an Investment Solutions Representative III at Fidelity Investments since 2021, where he partners with clients to develop financial plans tailored to their individual needs. Prior to this, he worked as a Licensed Banker at Citizens Bank from 2016 to 2021. Nicholas holds an Arkansas Insurance License. Further details about his education or additional credentials are not provided.

Wealth management
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John G

Series 66

Smithfield, RI

Fidelity

John Gersbeck is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Amica Mutual Insurance Company, Citizens Bank, and the State of Rhode Island DBR. 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 to manage model portfolios across various investment vehicles.

Charitable giving & philanthropy Active portfolio management
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Karen H

Series 66, Series 63

Smithfield, RI

Fidelity

Karen Hersum is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity in 2021, she spent seven years working with HomeSmart Professionals Real Estate, where she continues to assist family and friends with residential real estate transactions on weekends. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Melanie L

Series 66

Smithfield, RI

Fidelity

Melanie Lara is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Citizens Bank and Bath & Body Works, where she worked in sales support alongside her financial career. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Connor P

CFP®, Series 63, Series 66

Smithfield, RI

Fidelity

Connor Poirier is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Vice President Financial Consultants to understand financial goals and identify planning opportunities. He has been with Fidelity Investments since 2019, progressing through roles including Investor Center Intern, Financial Representative, and Relationship Manager before his current position. Connor's experience encompasses client relationship management and financial planning within Fidelity Investments. He focuses on helping clients uncover financial planning opportunities to meet their needs. Outside of his professional work, Connor enjoys family activities, football, golf, outdoor adventures, and skiing.

General retirement planning Income planning Wealth management Cash flow / budgeting
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Hunter C

Series 66, Series 63

Smithfield, RI

Fidelity

Hunter Choquet 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 Unilock for three years and has held positions at Amazon, Park N Shop, and the YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Charitable giving & philanthropy Active portfolio management
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Tyler F

Series 66

Smithfield, RI

Fidelity

Tyler Fidrych is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes roles outside the financial sector and involvement with the Southeast Soccer Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Charitable giving & philanthropy Active portfolio management
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Peter A

Series 63, Series 66

Smithfield, RI

Fidelity

Peter Askar is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that address both their short-term needs and long-term goals. His experience includes progressing through roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing to Investment Solutions Representative 1 in 2023, and then Investment Solutions Representative 2 in 2024. Prior to joining Fidelity, he gained experience as a Finance Intern at Bay Coast Bank in 2021. Outside of his professional work, Peter has interests in cars, golf, and movies.

Wealth management
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Michael M

Series 66

Smithfield, RI

Fidelity

Michael Mailloux II is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Town Fair Tire and operating his own business, ZMC Bargains LLC, an e-commerce resale store. He also works as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Charles G

Series 66, Series 63

Smithfield, RI

Fidelity

Charles Gionet is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked at NYLIFE Securities LLC and New York Life Insurance Company. His background includes diverse roles in education and other fields before entering the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Adam D

Series 66

Smithfield, RI

Fidelity

Adam Drummond is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Doordash, Inc., Amwins Group, Inc., and various positions linked to UMASS Amherst. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
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Bryan L

Series 63, Series 66

Smithfield, RI

Fidelity

Bryan Lopez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2021 before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Michael Q

Series 66, Series 63

Smithfield, RI

Fidelity

Michael Quattromani is a financial advisor at Fidelity with Series 66 and Series 63 licenses and no prior industry experience. His background includes work at Warner Bros and Frank Pepe Pizzeria Napoletana, as well as involvement in local activities such as Rhode Island Food Fights. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Charitable giving & philanthropy Active portfolio management
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Michael S

Series 63, Series 66

Smithfield, RI

Fidelity

Michael Silva is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2022, he worked at Merrill from 2016 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. 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.

Charitable giving & philanthropy Active portfolio management
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Brent H

Series 66

Smithfield, RI

Fidelity

Brent Huot is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2024. Outside of his advisory role, he has been involved as a consultant for a nonprofit organization focused on social media content and previously worked in business operations management for an online fitness company. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios and offers discretionary and non-discretionary advisory services across a variety of fund structures.

Charitable giving & philanthropy Active portfolio management
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David B

Series 66

Smithfield, RI

Fidelity

David Brown is a financial advisor at Fidelity with a Series 66 credential. He has prior experience at the Naval Undersea Warfare Center and Nestle Waters North America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Marc L

Series 66

Smithfield, RI

Fidelity

Marc Leone is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the University of Connecticut, University of Rhode Island, and Ryan Designs LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles that include fund management and model portfolio delivery.

Charitable giving & philanthropy Active portfolio management
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Seth P

Series 63, Series 66

Smithfield, RI

Fidelity

Seth Pearson is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with individuals and families to develop personalized financial strategies that align with their specific goals and preferences. Seth's career at Fidelity Investments began in 2023 as a Customer Relationship Advocate. He progressed through roles including Investment Solutions Representative and Investment Solutions Representative II before attaining his current position in 2026. Throughout his tenure, he has focused on building trust and transparency in client relationships. Outside of his professional work, Seth enjoys family activities and reading.

Wealth management Passive / index investing Tax-loss harvesting
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