Brooke Messier is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Her background includes roles at Legal Sea Foods and Arous Studio prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves a diverse client base and is notable for its registered commodity pool operator status and use of AI-driven research methodologies.

Raul Guzman is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at LendSure Mortgage Corp and Santander Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Zachary Essex is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked at DevvMedia and held various roles including student and part-time positions. 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 across a broad investable universe. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Isaiah Farrar is an Investment Solutions Representative III at Fidelity Investments, where he has been building his expertise since 2023. In this role, he partners with clients to understand their short and long-term financial goals and helps develop customized financial plans tailored to their unique needs. Isaiah has progressed through multiple levels within Fidelity Investments, starting as a Customer Relationship Advocate before advancing through the ranks of Investment Solutions Representative I and II, culminating in his current position. His professional focus is on forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional role, Isaiah has personal interests in fitness, golf, motorcycles, and music.

Brendan Keenan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Cushman and Wakefield and Northwestern Mutual Life Insurance. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Samuel Garrabrant is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. His background includes a variety of roles outside finance, including a position at Tree House Brewing Company in 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.

Philip Mansour is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Imotobank LLC and Gordon College. Philip is currently based in Smithfield, RI. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Tuoc Dao is an Investment Solutions Representative III at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies aligned with their specific goals. He holds the Certified Financial Planner (CFP®) designation. Tuoc has a progressive career in the financial services industry, beginning as a Financial Services Professional at New York Life Insurance Company and Annuity Corporation from 2003 to 2012. He then worked as a Financial Specialist at Santander Bank and as an Investment Specialist at Merrill Edge. Since joining Fidelity Investments in 2021, he has advanced through roles from Customer Resource Advocate to his current position. Outside of his professional role, Tuoc is interested in family activities, fitness, parenthood, and traveling.

Martin Lane is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Hingham Institution for Savings and Ohio State University, as well as experience at South Shore Country Club and Killington Resort. 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 manage model portfolios across mutual funds, ETFs, and ETPs.

Saywath Luangsidasay is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles at Omnimerce LLC, SCS Financial, and academic positions at the University of Rhode Island and Dr. Jorge Alvarez High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Matthew Morisset is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Histro Kalkanis and Niko Zarras, along with experience in various academic environments. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Horia Padurean is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Merrill and other firms. Fidelity’s Strategic Advisers LLC provides 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 from mutual funds, ETFs, and ETPs.

Jean Michel Arcand is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles with NYLIFE Securities LLC, New York Life Insurance Company, and Samplers Inc., where he occasionally worked as an event specialist in adult beverages promotions. 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 from mutual funds, ETFs, and ETPs.

Jefferson Zannoni is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2019, with earlier experience at Congress Wealth Management and Camp Young Judaea. 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 a broad range of mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Frank Soltys is currently an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their goals, values, and aspirations. He helps develop financial strategies tailored to individual needs and aims to build trusted relationships through proactive communication and dependable guidance. Frank has progressed through multiple roles at Fidelity Investments since 2024, starting as a Customer Relationship Advocate and advancing through three levels of Investment Solutions Representative roles. This experience has provided him with a strong foundation in client service and investment solutions. Outside of his professional work, Frank has interests in concerts, football, playing instruments, motorcycles, and caring for pets.

Ryan Hetland is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop wealth enhancement strategies tailored to their values, wishes, and circumstances. He aims to help clients feel confident about their financial futures. Ryan has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2021, advancing to High Net Worth Service Associate in 2022, and moving through the Investment Solutions Representative levels from I to III between 2022 and 2025. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Ryan has interests in fitness and skiing.

Piseth Khuon 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 for Zoll Medical Inc. for 16 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ross Granick is an Investment Management Consultant II at Fidelity Investments. In this role, he works closely with families to help them discover, develop, and pursue their financial goals. He has been with Fidelity Investments since 2018, progressing through several positions including Premium Client Services, Investment Solutions Representative, Investment Management Consultant, and currently Investment Management Consultant II. His experience spans various aspects of financial consulting and investment management, allowing him to support clients in managing their financial plans effectively. Ross holds insurance licenses in Arkansas and California, which support his advisory capabilities. Further educational background and personal interests have not been provided.

Julia Bergh is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked with Baystate Financial Services, Inc. and the Massachusetts Army National Guard. Outside of financial services, she works as an independent contractor providing pet sitting services. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory role to multiple registered investment companies.

Zachary Goslin is a financial advisor with Fidelity in Smithfield, RI, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior roles include positions at Merrill and Bank of America. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.