Nicholas Lamoureux is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work experience includes roles at Rhode Island College, Brooks Brothers, and the Community College of 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. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Joan Costa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Before joining Fidelity, Costa worked at IBM for over two decades and held positions at several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a research-driven and quantitative investment approach that includes model portfolios built from mutual funds, ETFs, and ETPs.

Matthew Corbett is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2005. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that incorporate mutual funds, ETFs, and ETPs.

Michael Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at A-Pro Builders Inc, Stallion Express LLC, Fitzy's Pub, the University of Rhode Island, and Boneyard Bar and Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. Their investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Aaliyah Dias is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Citizens Bank, Taco Bell, Tjmaxx, and Cunningham Elementary School. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Thomas Ambrosone 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 Northwestern Mutual and employment unrelated to finance, alongside education at Wheaton College. 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 deliver model portfolios.

Thomas Johnson is a financial advisor at Fidelity with a Series 66 credential. He began his advisory career in 2024. Prior to joining Fidelity, he has held roles in various industries including telecommunications, real estate, sports and entertainment, and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Colby Barker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he held roles at Johnson & Wales University, Community College of Rhode Island, and Coastal1 Credit Union. Barker also worked at Revival Brewing Company and Lasalle Bakery earlier in his career. 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. The firm’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, with capabilities in discretionary and non-discretionary advisory services.

Peter Sprayregen is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His professional background includes roles in real estate firms such as Berkshire Hathaway Home Services, JL+Core Real Estate and Property Management, Compass Real Estate, and Coldwell Banker Landmarks Real Estate before joining Fidelity. He works at 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 to manage portfolios, including model portfolios delivered to intermediary platforms.

Brendan Nolty is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in real estate services with Key Real Estate Services and Keller Williams Realty. He also has experience assisting buyers and sellers as an independent contractor in real estate transactions. 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 utilizes a combination of proprietary research, quantitative analysis, and systematic methodologies in its investment process.

Paul Burns is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity Investments since 2021, following roles in staffing and retail sectors as well as studies at Stonehill College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad 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 advisory services.

Dani Stadelmann is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop long-term financial plans. She works with a team of business partners to enhance client relationships and provide comprehensive financial guidance aimed at ensuring clients experience peace of mind and confidence throughout their financial journey. Her career in financial services spans over a decade, beginning with roles at Morgan Stanley from 2011 to 2017, including positions as Client Service Associate, Senior Client Service Associate, and Complex Manager Assistant. Since 2017, she has held various roles at Fidelity Investments, progressing from Relationship Manager to Senior Relationship Manager, then Planning Consultant, and currently Investment Consultant. Dani holds a California Insurance License. Outside of her professional work, she enjoys beach activities, kayaking, scuba diving, traveling, and volunteering.

Mariam Shehata Mikhail is a Series 66 credentialed financial advisor with three years of industry experience. She is currently with Fidelity and has previously worked at Merrill Lynch, Citizens Securities, Fifth Third Bank, and HSBC Bank Egypt. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios utilizing mutual funds, ETFs, and ETPs.

Jasmine Vincent is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at Open Sky Community Services and ARC of South Norfolk. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model strategies.

Reina King is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at MetLife and Farmers Insurance. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction, overseeing a broad investable universe and utilizing systematic methodologies and long-term asset allocation benchmarks.

Brianna Serapiglia is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in various service roles, including as a server at Tavern in the Square. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Maxwell Alarie is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Maxwell has worked in various positions including at Bruno's Pizza and Freedom Boat Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael Calise II is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Buffalo Wild Wings and the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Hunter Kasarjian is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Nasuni, Subway, and Holliston Superette. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its model portfolios.

Rodrigo Tejada is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Think Tomorrow, Uber, DoorDash, Lyft, Buffalo Wild Wings, Polo Ralph Lauren, and the Community College of Rhode Island. 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 is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment approach.