Benjamin Donovan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to his current role, he held various positions including at UMASS Amherst and Freedom Boat Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary and non-discretionary advisory services, including model portfolios built from a broad investable universe of mutual funds, ETFs, and ETPs.

Joshua Cabral is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he held positions at various companies including Token Auto Spa and Charles Millard Inc. Outside of finance, he worked as a server at Perro Salado, a restaurant in Newport, 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Brian Ramage is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Newport RV Park and Fremont University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Daniel Helton is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity since 2021 and previously held roles at Citizens Bank, Citizens Securities Inc., and CCO Investment Services. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

Jonathan Baker is a Series 66 registered advisor at Fidelity with two years of industry experience. His prior work includes roles at Delta Development Group, United Parcel Service, and Messiah University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios.

Paula Farrell is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, with prior roles at Citizens Securities and Santander Securities. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered funds while managing and delivering model portfolios through systematic methodologies.

Landon Matrone is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he worked at Guaranteed Rate and has a background that includes roles at Bentley University and Portsmouth Abbey School. Outside of his advisory role, he has been involved with the Carnegie Abbey / Aquidneck Club for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on blending fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brandon Lumbert is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His career includes roles at Fidelity, Partners Insurance, and several other companies across various sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, use of AI-driven research methods, and delivering model portfolios through Fidelity Institutional Wealth Adviser.

Robin Taft is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Citizens Bank and CCO Investment Services. 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 algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Amanda Barth is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2014. 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 develop model portfolios, and it maintains oversight controls while advising on multiple registered investment companies and fund-of-funds.