Lauren Peloquin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she held positions at Florence Bank, Ulta Beauty, and Sunglass Hut. 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 employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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 66 and Series 63 licenses and has prior experience with firms including Craftwherk Productions, BK International Education Consultancy, Athleta LLC, and VideoLink. Outside of finance, he is a singer in a band that performs publicly. Fidelity's Strategic Advisers division provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Derek Razza is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Pioneer Financial and has a diverse background including management experience at High Spirits Liquors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive capabilities include serving as a commodity pool operator and advising multiple registered investment companies.

Waleska Alvarez is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citizens Securities, Inc. from 2015 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

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 at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Outside of his advisory role, he teaches yoga classes with a local fitness organization. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients including retail and institutional investors, utilizing a combination of fundamental research and quantitative analysis to construct 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 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at DCU, F and P Realty Trust, Charter, and CSS. 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, including funds managed by affiliated or unaffiliated sub-advisers.

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.

Ryan Reed is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments, BayCoast Bank, and High Point University, as well as experience with Affordable Awnings/WHR Painting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and maintains formal governance procedures for the funds it oversees.

Cody Kirschbaum is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Genesys Diagnostics Inc. for four years and held various roles in healthcare and academia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Vanessa Lorden is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Nasuni and the Boston University School of Medicine. 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Paul Tavarez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 4 years of industry experience. His prior work includes roles at several gig economy companies in 2021 and involvement with the Racial and Environmental Justice Committee from 2019 to 2020. He also worked with the Providence Student Union from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic portfolio construction and its advisory role to multiple registered investment companies and fund-of-funds.

William Biemer 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 Milton Hill Sport and Spa and Cambridge College. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as model portfolios for intermediary platforms.