Benjamin Bloss is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in the food service industry and took time for full-time education. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

David Woolf is a financial advisor at Fidelity with Series 63 and Series 66 designations and 31 years of industry experience. He has been with Fidelity Investments since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative, algorithm-driven portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Nathaniel Morrissey is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. His work history includes roles outside finance such as positions at Morrissey Construction and Pizzaville, as well as time spent at Lafayette College and Hopkinton High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its role in managing registered investment companies and its use of advanced methodologies including AI in research.

Ward Ewalt is a financial advisor at Fidelity with a Series 66 credential and experience starting in 2024. Prior to joining Fidelity, he worked at Hands on Hartford and Charter Oak Environmental and has a background that includes time at the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Chang Hyo Yoon is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Fidelity Investments and Muy Hamburger Partners, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and its use of systematic methodologies and AI in portfolio management.

Tammy Breault is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Justin Wojcik is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Rhode Island College and La Familia Restaurant. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, relying on a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Casey Connor is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Casey worked in various roles including as a deckhand for Helen H Deep Sea Fishing, where he assisted customers with fishing and maintained boats. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a wide range of investment vehicles.

Peter Darling is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Bournewood Hospital and teaching positions at the University of Massachusetts Boston and Massasoit Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

William Florio is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in mortgage lending and various roles in media and audio production. Outside of advising, he works as a freelance audio engineer specializing in music and voice-over recording, mixing, and sound design. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kelly Clougherty is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, Clougherty worked at Diamond Cove Wealth Management and has held positions outside finance in retail and food service sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing systematic methodologies including fundamental research, quantitative analysis, and algorithmic portfolio construction across a universe of mutual funds, ETFs, and ETPs. The firm also serves in advisory roles to multiple registered investment companies and specializes in delivering model portfolios for intermediary platforms.

Kyle Lothrop is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through various positions including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, Kyle worked as a Loan Officer Assistant at Radius Financial Group Inc. from 2020 to 2022. In his current role, Kyle partners with clients to understand their short and long-term financial goals and helps build customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional work, Kyle's personal interests include fitness, football, golf, snowboarding, soccer, and traveling.

Allison Dungey is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2023, progressing through roles from Customer Relationship Advocate to her current role. Allison focuses on understanding clients' unique financial situations and aspirations through active listening and inquiry. She collaborates with clients to develop comprehensive, clear financial plans aimed at meeting their goals with confidence. In her personal time, Allison enjoys socializing with friends, horseback riding, music, reading, theater, and traveling.

Kyle Zucco is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Keystone Commons and has experience in various roles including employment at Ludlow Fish and Game Club, where he worked as a bartender. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Gianna Pirri is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, her work history includes roles in several school districts and local businesses in Rhode Island. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Daryl Villanueva is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in automotive sales and retail, and worked with community organizations including the South Shore YMCA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Lindsay Dawson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Lindsay held roles at Schneider Electric and Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

James Driscoll is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at MetLife and various other firms across multiple industries. Outside of advising, he has worked in security services with Securitas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services, with notable involvement in managing registered investment companies and applying AI-driven methodologies.

Cameron Bissitt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2024 and has held various roles in different industries prior to his current position. 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 portfolios built using both fundamental research and quantitative analysis. The firm serves a diverse client base, including registered investment companies and charitable funds, and employs systematic methodologies and AI-driven approaches in its investment process.

Glenn Arnold is a CFP® professional with 13 years of industry experience, currently serving at Fidelity Investments. His prior roles include positions at Merrill, Three Rivers Financial Services, and Sequoia Financial. 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 is noted for its use of systematic methodologies, its role as a registered commodity pool operator, and its advisory work for multiple registered investment companies and fund-of-funds.