Vincent Manfredi is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Investment Solutions Representative II and I, as well as Customer Relationship Advocate. Prior to joining Fidelity, Vincent worked as a Customer Service Representative at Santander Bank from 2017 to 2020. In his role, Vincent partners with individuals and families to co-create financial plans by developing personalized strategies that align with their short-term needs and long-term goals. He focuses on helping clients gain confidence in their financial futures. Outside of his professional responsibilities, Vincent enjoys family activities, fitness, movies, reading, and traveling.

Justin Ferland is a financial advisor at Fidelity with credentials including Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles at FedEx, the Rhode Island National Guard, and the Rhode Island Department of Health. Outside of his advisory work, he has worked as a delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research along with quantitative and algorithmic portfolio construction methods. The firm serves a variety of clients, including registered investment companies and charitable funds, and employs model portfolios constructed from mutual funds, ETFs, and ETPs.

Parker McMinn is a Financial Consultant at Fidelity Investments, where he works with clients to develop personalized financial strategies. He focuses on understanding each client's unique circumstances to co-create tailored financial plans aimed at achieving their financial goals. Prior to his current role, Parker served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023 and gained experience as a Financial Planning Intern at Primerica in 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Parker engages in activities such as cooking and baking, spending time with family, playing football and golf, running, and traveling.

Julian Murcia is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citizens Securities, Bank of America, Merrill, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services such as discretionary and non-discretionary advisory, fund advisory, and model portfolio delivery, with distinctive features including registration as a commodity pool operator and use of AI-driven research methodologies.

Lauren Peloquin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Florence Bank and various positions in retail and service sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven investment process that combines fundamental and quantitative analysis with algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves multiple registered investment companies, utilizing systematic methodologies and oversight controls.

Andrew Plympton is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. His prior work includes roles at Driscoll Management and Bentley University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and for employing systematic methods, including AI, in its investment processes.

Andrew Schneider is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Unibank for Savings and Polyvinyl Films, Inc., among others. Outside of finance, he has worked in various sectors including education and food service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Christopher Koons is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in various roles including educational consultancy and media production. Outside of finance, he is involved as a singer in a band. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Samantha Ireland is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. She has worked at Fidelity Investments since 2025. Outside of her advisory role, she is employed as a caretaker for a disabled client on weekends through The Fogarty Center. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Quinlan Matthews is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Delaware North, Education First, General Dynamics, and the University of Massachusetts. 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 serves a diverse client base, including registered investment companies and charitable funds, and utilizes AI-driven methods and established governance procedures in its management approach.

Derek Razza is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Pioneer Financial and management of a retail business, High Spirits Liquors, where he worked as a manager. 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 systematic portfolio construction using mutual funds, ETFs, and ETPs.

Vaughn Smith Spruill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Citizens Bank and has held roles outside the financial sector, including digital content creation as a sole proprietor. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Bryn Morgan is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Outside of financial advising, Morgan teaches yoga classes at Barre Coast, a small fitness organization in Rhode Island. 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 and deliver model portfolios.

Cole Cidade is a financial advisor with Fidelity, holding a Series 66 designation and entering the industry in 2024. Prior to joining Fidelity, he held roles at New York Life and various other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its formal advisory role to multiple registered investment companies and fund-of-funds.

Michael Orlowski is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Bank of America, Merrill, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services and model portfolios.

Robert Dennis is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves a broad range of clients through discretionary and non-discretionary advisory services.

Xavier Diaz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at DCU, F and P Realty Trust, Charter, New England Distribution, and CSS. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles. The firm also serves as a commodity pool operator and provides advisory services to registered investment companies and fund-of-funds.

Jack Michaud is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior roles include positions at One Energy, Loomis, Leadership Logistics LLC, and H&R Block. 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 manages a variety of investment vehicles and delivers model portfolios while maintaining oversight controls and addressing conflicts of interest.

Brandon Walsh is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Fuse Builds and McCourt Construction Company, as well as involvement with Concannon Fitness Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management across various investment vehicles.

Cooper Swift is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Swift worked in various roles including positions at Lynch's Furniture and involvement with hockey organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment products and maintains advisory roles for several registered investment companies and fund-of-funds.