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.

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.

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.

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.

India Harper is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held various roles in hospitality and management, including positions at The University Club and JDCUSTOMCATERING LLC. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive presence as a registered commodity pool operator and advisor to multiple registered investment companies.

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.

Karen Hersum is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2021, she worked for seven years at HomeSmart Professionals Real Estate, where she assisted family and friends with residential property transactions as an independent contractor outside of securities trading hours. 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 combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management with oversight and sub-adviser relationships.

Melanie Lara is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has prior work experience at Citizens Bank and Johnson & Wales University. Outside of advising, she has worked in sales support and visual merchandising for Bath & Body Works. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

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.

Hunter Choquet is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Unilock and 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, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of AI-driven methodologies in portfolio management.

Tyler Fidrych is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Babson College, the University of Connecticut, and Coca Cola Beverages Northeast. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Michael Mailloux II is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he operated his own advisory practice for three years and worked for over a decade at Town Fair Tire. Outside of advising, he owns and operates an e-commerce business on eBay and works as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charles Gionet is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked in various industries including retail and emergency services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research and quantitative analysis, delivering model portfolios constructed from mutual funds, ETFs, and ETPs while managing conflicts of interest through oversight and evaluation.

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.

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.

Michael Quattromani is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His work history includes roles at Warner Bros and Frank Pepe Pizzeria Napoletana. 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 and is noted for its use of model portfolios, AI-driven research, and formal advisory roles to multiple registered investment companies.

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.

Brent Huot is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in operations management for Forward Fitness and held various positions across multiple sectors. Outside of his advisory role, he consults for the Save America Movement, a nonprofit organization supporting social media content creation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.