Jack Padden is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Granite Telecommunications and worked in various positions affiliated with Nichols College. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving multiple registered investment companies and employing systematic methodologies in its investment approach.

Thomas Scott is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2022, progressing through roles as Customer Relationship Advocate, Investment Solutions Representative I and II before reaching his current role. In his professional capacity, Thomas focuses on partnering with clients to understand their financial goals and develop customized plans to meet their unique needs. He emphasizes forming strong, trust-based relationships with clients and maintaining a high level of reliability and competency. Outside of his work, Thomas has interests in art, hiking, movies, pets, tennis, and traveling.

Esther Egbeyode is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. She has worked at Fidelity since 2021 and previously held positions at CVS Caremark and the Rhode Island Allied Health Institute. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Cody Chapman is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes several roles within Fidelity Investments since 2021, as well as prior experience in retail and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios built from a broad investable universe.

David Whitehouse is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Funds Distributor, Merrill, and Bank of America. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Benjamin Moy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Charles River Medical Associates and University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it engages in formal advisory roles uncommon among large institutional peers.

Dallas Mashburn is a financial advisor with Fidelity and holds Series 66 and Series 63 licenses. He has three years of industry experience, including prior work at Equitable Advisors. His background also includes roles outside finance such as positions at Piezoni's Pizza and YMCA Camp Abnaki. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, and it holds distinctive registrations and advisory roles within the industry.

Nicholas Antunes is a Planning Consultant at Fidelity Investments, where he focuses on developing tailored financial plans to meet the unique needs of clients and their families. He has been in this role since 2022. Prior to his current position, Nicholas worked as a Financial Representative at Equitable Advisors from 2020 to 2022. He also served as a Regional Investment Consultant at Fidelity Investments from 2018 to 2020. Outside of his professional work, Nicholas has personal interests that include boating, concerts, being a foodie, golf, sailing, and skiing.

Benjamin Agostini is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Southern New Hampshire University and Ocean Tides School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies, use of systematic methodologies, and formal governance procedures.

Eric Nunes is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Cumberland Farms, American Eagle Outfitters, and the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Aaron Schulz is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Northwestern Mutual and Fidelity Investments. Outside of advising, he previously operated a business called Schulz Detailing. Aaron works with 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 manage portfolios, including model portfolios composed of mutual funds, ETFs, and ETPs.

Emily Egan is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes positions at Fidelity Investments, Market Basket, The Collegiate Lineup, and the College of William & Mary. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies.

Leah Allen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at Domino's, Eric's Landscaping and Tree Service LLC, and Blount Small Ship Adventures. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating daily management to sub-advisers while maintaining oversight.

Ryan O'Connor is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments since 2022. Outside his advisory role, he has worked part-time at a diner called JR Shack in Waterford, Connecticut. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it also serves in advisory roles for multiple registered investment companies.

Royce Winsten is a Financial Consultant I at Fidelity Investments, where he works directly with clients to develop personalized retirement, investment, and gifting plans. He emphasizes understanding each client's individual goals and perspectives to craft flexible strategies tailored to their needs. With over two decades of experience in the financial advisory field, Royce has previously held advisory roles at several firms including IC Advisory Services Inc., The Investment Center, UBS Financial Services, Salomon Smith Barney Inc., and Merrill Lynch. His professional background covers a wide range of financial planning and investment services. Royce holds insurance licenses in Arkansas and California. Outside of his professional life, he engages in family activities, movies, reading, traveling, and writing.

Aden Schwartz is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Ignition Consultants, Juno Journey, and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and deliver model portfolios to intermediary platforms.

Andrew Ong is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has held positions at Bank Newport and in the beverage distribution sector prior to joining Fidelity. He also worked in the restaurant industry and at the University of Rhode Island. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory and fund management roles. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from mutual funds, ETFs, and ETPs.

Maria Parfenova is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She has worked with Fidelity Investments since 2021. Her prior work includes roles at Bryant University and Cambridge Savings Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary investment solutions.

Thomas Wickham is a CFP® professional working with Fidelity Investments, with 10 years of industry experience. He has been affiliated with Fidelity since 2015. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a diverse set of mutual funds, ETFs, and ETPs.

Victor de Medeiros is a Financial Consultant currently working at Fidelity Investments since 2024. He has a history of roles in financial consulting and brokerage services, including positions at E*TRADE and Morgan Stanley from 2013 through 2024, and experience as a Bank Manager at Santander Bank-Sovereign from 2011 to 2013. His professional approach emphasizes building genuine relationships with clients and their families to develop financial strategies that are tailored to their specific goals and values. Victor holds insurance licenses in Arkansas and California. Outside of his professional work, Victor has personal interests that include art, cars, family activities, football, gardening, and traveling.