Ross Yager is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments and Merrill, as well as Bank of America, N.A. prior to his current role. 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 manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

John Turchetta is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America and Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Tyler Duquette is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work experience includes roles at DoorDash and Academy Physical Therapy, as well as academic involvement at the University of Rhode Island. 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, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies along with delivering model portfolios to intermediary platforms.

Brian Campanelli is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked in sales independently on an occasional basis. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Jon Reagan is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He partners with clients and their families to help them achieve their financial goals, taking the time to understand their priorities and circumstances before building personalized plans aimed at providing greater peace of mind. Jon has a progressive career with Fidelity Investments, having held roles such as Financial Consultant I (2025-2026), Team Leader in Client Services and Client Services Help Desk (2021-2025), Planning Consultant (2020-2021), Relationship Manager (2018-2020), Financial Representative (2017-2018), and High Net Worth Service Associate (2015-2017), among others. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jon enjoys various physical activities including biking, fitness training, running, swimming, and tennis. He is also engaged in parenthood.

Krisana Voss is a financial advisor at Fidelity with nine years of industry experience and holds Series 63 and Series 65 designations. Her prior roles include multiple positions at Citizens Bank and Citizens Securities, as well as a brief period at Southern New Hampshire University. Fidelity’s Strategic Advisers LLC, where she is affiliated, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages day-to-day operations with oversight controls and evaluations to address conflicts of interest.

Williamjacob Lerman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Franklin Templeton, Putnam Investments, and Clearbridge Technology Group. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Caleb Daly is an Investment Solutions Representative III at Fidelity Investments, where he partners with individuals and families to develop trust and transparency in order to co-create personalized financial strategies aligned with specific goals and preferences. He has been with Fidelity Investments since 2023, advancing from Customer Relationship Advocate Intern to his current role. His experience includes roles as Investment Solutions Representative I and II, and Customer Relationship Advocate, giving him a comprehensive background in client relationship management and investment solutions. This progression reflects his involvement in developing tailored financial strategies for clients. No additional information about his education, credentials, personal interests, or community involvement is available.

Brandon Kelley is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at New York Life Insurance Company, St. Vincent Hospital, and Market Basket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund structures and model portfolios, utilizing systematic methodologies and maintaining oversight of sub-advisers and share allocations.

Joshua Favret is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their individual goals. He emphasizes understanding each client's unique situation to tailor investment strategies that align with their envisioned future. Joshua has been with Fidelity Investments since 2022, progressing through roles including Financial Planning Associate and various levels of Workplace Planning Consultant before becoming a Financial Consultant in 2024. He holds an Arkansas Insurance License. Outside of his professional role, Joshua enjoys activities such as beach outings, snowboarding, surfing, social events with friends, and exploring culinary experiences.

Jennifer Lightman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously spent ten years at Hebrew Senior Life. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles to multiple registered funds.

Brendan Hall is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His background includes various roles at Fidelity Investments and prior positions in education and logistics. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple investment platforms.

Sarah Morrow is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Robert Frieling for eight years before joining Fidelity in 2022. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jonathan O’Meara is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience with Wheaton College and youth sports associations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive roles such as CFTC registration and advisory to multiple registered investment companies.

Nicholas Cehelsky is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at UPS, Amazon, Door Dash, and positions in education and hospitality. 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 utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction with a focus on multi-manager and fund-of-funds structures.

Nicholas Gannon is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He previously worked at Compass and served the Town of North Providence for ten years. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and conflict-of-interest controls.

Christian Cataldo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Boston Financial Management and served the Town of Marshfield for four years. Outside of finance, he is employed at Lovell Academy, a boarding school, where he is responsible for ensuring students are in their designated locations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jason Catalan is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Bank of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advisory mandates.

Tasha Reeves is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Old Dominion Freight for eight years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides 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 also serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

John Carrigan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he worked in various positions including at the LEGO Group and Emerson College. Outside of finance, he is involved in freelance post-production editing and co-hosts a film podcast focusing on movies and psychological topics. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios through systematic methodologies and long-term asset allocation benchmarks.